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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
551
Dynamic Advisor Solutions
Arizona
$1.04M -$36.5K -975 -4%
UAS
552
United Asset Strategies
New York
$1.03M +$23.3K +622 +2%
PWM
553
PBMares Wealth Management
Virginia
$1.03M -$40.3K -1,076 -4%
VA
554
Vident Advisory
Georgia
$1.03M -$48.2K -1,289 -5%
CL
555
CSS LLC
Illinois
$1.02M +$980K +26,200 New
GC
556
Garde Capital
Washington
$1.02M +$120K +3,209 +14%
GSEP
557
Golden State Equity Partners
California
$1.01M -$220K -5,879 -18%
GJIA
558
Glass Jacobson Investment Advisors
Maryland
$999K -$49.1K -1,312 -5%
RDWM
559
Red Door Wealth Management
Tennessee
$996K -$15.9K -425 -2%
ARIS
560
Advanced Research Investment Solutions
California
$992K -$87.7K -2,345 -8%
FCH
561
Freestone Capital Holdings
Washington
$991K +$7.89K +211 +0.8%
MIM
562
Macroview Investment Management
Maryland
$987K +$44.3K +1,184 +5%
GWM
563
Greenhouse Wealth Management
Connecticut
$984K – – –
AAS
564
Ameritas Advisory Services
Nebraska
$979K -$647K -17,303 -40%
BBHC
565
Brown Brothers Harriman & Co
New York
$978K -$104K -2,774 -10%
BFPW
566
BOK Financial Private Wealth
Colorado
$978K -$1.34M -35,699 -59%
FFM
567
Forum Financial Management
Illinois
$977K -$107K -2,848 -10%
ACA
568
Atlas Capital Advisors
Wyoming
$976K – – –
NPF
569
Norris Perne & French
Michigan
$970K -$1.24K -33 -0.1%
WANY
570
Wealthspire Advisors (New York)
New York
$965K -$8.46K -226 -0.9%
RCG
571
Regatta Capital Group
California
$961K -$48.4K -1,294 -5%
MF
572
Montis Financial
Massachusetts
$950K -$6.4K -171 -0.7%
JWCA
573
J.W. Coons Advisors
Ohio
$948K – – –
WWM
574
Western Wealth Management
Colorado
$934K +$297K +7,930 +50%
VWM
575
Venturi Wealth Management
Texas
$933K – – –
21 22
23
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