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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
551
Davenport & Co
Virginia
$903K +$478K +12,746 +106%
JWCA
552
J.W. Coons Advisors
Ohio
$902K – – –
NPF
553
Norris Perne & French
Michigan
$894K -$10.9K -291 -1%
VWM
554
Venturi Wealth Management
Texas
$892K +$824K +21,977 +866%
MF
555
Montis Financial
Massachusetts
$892K +$2.59K +69 +0.3%
PTC
556
Private Trust Company
Ohio
$876K +$12.2K +325 +1%
MFG
557
Midwest Financial Group
Kansas
$869K -$5.62K -150 -0.6%
AAS
558
Ameritas Advisory Services
Nebraska
$868K -$686K -18,303 -43%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$858K +$259K +6,921 +42%
AWA
560
Arete Wealth Advisors
Illinois
$852K -$1.72M -46,002 -66%
NW
561
NewEdge Wealth
Pennsylvania
$841K – – –
EE
562
EWG Elevate
California
$841K +$16.5K +439 +2%
OFA
563
Oak Family Advisors
Illinois
$839K -$86.2K -2,300 -9%
LSAG
564
Lake Street Advisors Group
New Hampshire
$833K -$255K -6,799 -23%
CFO
565
Colony Family Offices
North Carolina
$832K +$857K +22,860 New
GC
566
Garde Capital
Washington
$830K – – –
CCM
567
Coldstream Capital Management
Washington
$829K +$4.57K +122 +0.5%
WIM
568
Westside Investment Management
California
$829K – – –
DA
569
Doliver Advisors
Texas
$826K -$675 -18 -0.1%
HH
570
Hilltop Holdings
Texas
$826K +$12.9K +344 +2%
MIM
571
Macroview Investment Management
Maryland
$826K +$93.3K +2,490 +12%
SWM
572
Spire Wealth Management
Virginia
$826K +$52.3K +1,395 +7%
FM
573
Family Management
New York
$820K +$107K +2,842 +14%
WCM
574
WealthBridge Capital Management
Ohio
$819K -$29.2K -780 -3%
PPP
575
Private Portfolio Partners
New Jersey
$809K -$975 -26 -0.1%
21 22
23
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