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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
551
NewSquare Capital
Pennsylvania
$2.79M -$191K -3,530 -7%
BHWM
552
Bay Harbor Wealth Management
Maryland
$2.78M +$1.97M +36,347 +335%
JCM
553
J2 Capital Management
Michigan
$2.78M -$2.21M -40,901 -46%
RIM
554
Rakuten Investment Management
Japan
$2.77M +$2.58M +47,624 New
I
555
IMPACTfolio
Colorado
$2.77M +$2.54M +46,918 New
PFG
556
PAX Financial Group
Texas
$2.75M +$1.41M +25,980 +125%
IWM
557
IHT Wealth Management
Illinois
$2.73M +$10.2K +189 +0.4%
RMF
558
Red Mountain Financial
Colorado
$2.72M – – –
CFGF
559
Compass Financial Group (Florida)
Florida
$2.72M -$16.8K -311 -0.7%
CWS
560
Cypress Wealth Services
California
$2.71M +$1.06M +19,538 +74%
CWS
561
Confluence Wealth Services
Pennsylvania
$2.7M +$73.5K +1,358 +3%
PFPT
562
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.7M -$175K -3,231 -6%
JWCA
563
J.W. Cole Advisors
Florida
$2.69M +$797K +14,741 +48%
CCA
564
Cadent Capital Advisors
Oklahoma
$2.65M +$253K +4,675 +12%
UW
565
Unique Wealth
Florida
$2.65M +$1.71M +31,594 +237%
RDWM
566
Red Door Wealth Management
Tennessee
$2.64M +$339K +6,269 +16%
BFS
567
BridgePort Financial Solutions
Iowa
$2.63M +$119K +2,208 +5%
CC
568
Courier Capital
New York
$2.61M +$1.45M +26,825 +154%
WA
569
Wealthstar Advisors
Texas
$2.57M -$933K -17,256 -28%
MIA
570
MMBG Investment Advisors
Florida
$2.53M – – –
WCFA
571
Walkner Condon Financial Advisors
Wisconsin
$2.53M +$36.7K +679 +2%
BBWP
572
Beacon Bridge Wealth Partners
Pennsylvania
$2.52M -$191K -3,535 -8%
SF
573
Synovus Financial
Georgia
$2.52M -$2.26M -41,707 -49%
S
574
Sachetta
Massachusetts
$2.48M +$33.2K +614 +1%
AR
575
Apeiron RIA
Texas
$2.44M +$39.2K +725 +2%
21 22
23
24 25