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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$1.05M – – –
FFM
552
Forum Financial Management
Illinois
$1.05M +$353 +9 +0%
MSFS
553
Main Street Financial Solutions
Pennsylvania
$1.04M +$535K +13,659 +123%
RDWM
554
Red Door Wealth Management
Tennessee
$1.04M -$31.9K -814 -3%
WANY
555
Wealthspire Advisors (New York)
New York
$1.04M -$1.61K -41 -0.2%
EWM
556
Empirical Wealth Management
Washington
$1.03M +$71.7K +1,830 +8%
NPF
557
Norris Perne & French
Michigan
$1.03M -$10.3K -264 -1%
RCG
558
Regatta Capital Group
California
$1.03M -$1.88K -48 -0.2%
PI
559
PFG Investments
New York
$1.02M +$530K +13,521 +127%
GJIA
560
Glass Jacobson Investment Advisors
Maryland
$1.01M -$56.7K -1,446 -6%
WCM
561
WealthBridge Capital Management
Ohio
$1.01M +$17.6K +450 +2%
MFG
562
Midwest Financial Group
Kansas
$991K -$8.04K -205 -0.9%
RIA
563
Regal Investment Advisors
Michigan
$988K +$27.9K +711 +3%
JWCA
564
J.W. Coons Advisors
Ohio
$987K -$31.4K -800 -3%
LSAG
565
Lake Street Advisors Group
New Hampshire
$961K – – –
CFO
566
Colony Family Offices
North Carolina
$960K – – –
BAG
567
Bridgewealth Advisory Group
California
$955K -$391K -9,985 -31%
FM
568
Family Management
New York
$947K – – –
IFA
569
Interactive Financial Advisors
Illinois
$944K +$881K +22,463 New
TPCW
570
TD Private Client Wealth
New York
$927K +$35.2K +897 +4%
JWBC
571
J.W. Burns & Co
New York
$922K -$257K -6,550 -23%
WFAG
572
Worth Financial Advisory Group
North Carolina
$920K +$8.15K +208 +1%
TNAM
573
Terra Nova Asset Management
New York
$914K – – –
CWAG
574
Compton Wealth Advisory Group
Virginia
$909K +$848K +21,630 New
MAA
575
Mraz Amerine & Associates
California
$908K +$51K +1,300 +6%
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