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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
576
Confluence Investment Management
Missouri
$809K -$6.33M -176,478 -89%
PC
577
Port Capital
Illinois
$798K – – –
SWM
578
Spire Wealth Management
Virginia
$796K +$154K +4,304 +25%
SWP
579
Strategic Wealth Partners
Ohio
$782K +$377K +10,494 +101%
IFA
580
Interactive Financial Advisors
Illinois
$781K -$16.4K -458 -2%
WFAG
581
Worth Financial Advisory Group
North Carolina
$779K +$748K +20,848 New
HDIM
582
Hanson & Doremus Investment Management
Vermont
$778K -$6.42K -179 -0.9%
CIC
583
Carnegie Investment Counsel
Ohio
$773K +$11.6K +324 +2%
LA
584
Lifeworks Advisors
Michigan
$771K +$741K +20,640 New
CAMG
585
CWA Asset Management Group
Florida
$770K -$343K -9,566 -32%
MIM
586
Macroview Investment Management
Maryland
$755K +$4.67K +130 +0.6%
TPCW
587
TD Private Client Wealth
New York
$752K -$39.4K -1,099 -5%
CF
588
Crosspoint Financial
California
$749K – – –
KCM
589
Kanawha Capital Management
Virginia
$748K +$287 +8 +0%
BCPWM
590
Bradley & Co Private Wealth Management
Florida
$743K – – –
SFC
591
Strategic Financial Concepts
Texas
$741K +$711K +19,824 New
FNT
592
First National Trust
Pennsylvania
$737K – – –
FM
593
Family Management
New York
$736K – – –
MCM
594
Mainstay Capital Management
Michigan
$721K +$692K +19,287 New
GWM
595
GSB Wealth Management
Connecticut
$716K +$298K +8,302 +72%
AA
596
Alesco Advisors
New York
$710K – – –
CPA
597
Cardiff Park Advisors
California
$706K +$9.76K +272 +1%
PFM
598
Phillips Financial Management
Indiana
$706K – – –
WWM
599
Western Wealth Management
Colorado
$702K +$215 +6 +0%
WAP
600
Wealthcare Advisory Partners
Pennsylvania
$701K -$63.9K -1,781 -9%
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24
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