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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
551
United Asset Strategies
New York
$1.79M -$86.7K -1,725 -5%
VR
552
Valued Retirements
Texas
$1.78M -$124K -2,469 -6%
FM
553
Family Management
New York
$1.78M – – –
RIA
554
Regal Investment Advisors
Michigan
$1.78M +$822K +16,354 +84%
BO
555
Bank OZK
Arkansas
$1.77M -$49K -976 -3%
FFA
556
Farther Finance Advisors
California
$1.77M +$438K +8,720 +32%
SA
557
Scarborough Advisors
Maryland
$1.76M +$1.79M +35,637 New
SW
558
Simplicity Wealth
New Jersey
$1.76M -$525K -10,457 -23%
SIS
559
Strategic Investment Solutions
Illinois
$1.75M -$170K -3,393 -7%
ECM
560
Evergreen Capital Management
Washington
$1.75M – – –
CM
561
Columbus Macro
Pennsylvania
$1.74M +$1.77M +35,209 New
HWP
562
Highline Wealth Partners
California
$1.73M +$60.1K +1,196 +4%
NRC
563
New Republic Capital
North Carolina
$1.73M +$1.24M +24,688 +241%
LCAM
564
London & Capital Asset Management
United Kingdom
$1.73M +$325K +6,465 +23%
OAP
565
One Advisory Partners
Kansas
$1.71M +$1.73M +34,466 New
MGWM
566
Marks Group Wealth Management
Minnesota
$1.7M -$10.5K -209 -0.6%
VFO
567
Virtus Family Office
Texas
$1.68M -$402K -8,008 -19%
JF
568
JSF Financial
California
$1.68M -$18M -357,680 -91%
OFP
569
OFC Financial Planning
New Jersey
$1.68M +$1.7M +33,839 New
WQ
570
Wealth Quarterback
New Jersey
$1.64M +$629K +12,512 +61%
HFP
571
Holistic Financial Partners
Indiana
$1.63M – – –
WANY
572
Wealthspire Advisors (New York)
New York
$1.62M +$132K +2,622 +9%
SMA
573
Sage Mountain Advisors
Georgia
$1.62M – – –
TWP
574
Triad Wealth Partners
Kansas
$1.61M +$1.63M +32,503 New
HGWM
575
Horst & Graben Wealth Management
Oregon
$1.6M +$1.62M +32,337 New
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