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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
576
Horst & Graben Wealth Management
Oregon
$1.6M +$1.62M +32,337 New
NEPWA
577
New England Private Wealth Advisors
Massachusetts
$1.6M +$126K +2,500 +8%
WC
578
Waterloo Capital
Texas
$1.59M -$210K -4,171 -12%
CPM
579
Connective Portfolio Management
New York
$1.59M – – –
FPW
580
Flywheel Private Wealth
California
$1.58M +$1.61M +31,942 New
SAM
581
Satovsky Asset Management
New York
$1.58M -$80.6K -1,604 -5%
EE
582
EWG Elevate
California
$1.57M +$98.9K +1,969 +7%
OFA
583
Oak Family Advisors
Illinois
$1.56M -$54.6K -1,087 -3%
RZH
584
Relyea Zuckerberg Hanson
Connecticut
$1.56M – – –
GRP
585
Global Retirement Partners
California
$1.56M +$231K +4,590 +17%
RC
586
Roundview Capital
New Jersey
$1.55M +$17.6K +350 +1%
SC
587
Savant Capital
Illinois
$1.55M +$326K +6,494 +26%
CSWG
588
Cardinal Strategic Wealth Guidance
Kentucky
$1.55M +$1.57M +31,216 New
KWA
589
Kingswood Wealth Advisors
California
$1.54M +$1.56M +31,077 New
SAI
590
Savvy Advisors Inc
New York
$1.53M +$488K +9,712 +46%
JWCA
591
J.W. Cole Advisors
Florida
$1.53M -$267K -5,321 -15%
CIA
592
Concurrent Investment Advisors
Florida
$1.52M +$824K +16,389 +115%
NW
593
Naviter Wealth
Arkansas
$1.52M +$5.03K +100 +0.3%
AIS
594
Accredited Investor Services
Minnesota
$1.51M +$1.53M +30,493 New
ACM
595
Avalon Capital Management
California
$1.5M -$221K -4,407 -13%
MSFS
596
Main Street Financial Solutions
Pennsylvania
$1.5M -$147K -2,923 -9%
BFG
597
Beacon Financial Group
Texas
$1.49M +$1.52M +30,173 New
CA
598
Clearstead Advisors
Ohio
$1.49M -$52K -1,034 -3%
FP
599
FFG Partners
Florida
$1.47M +$20.1K +400 +1%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$1.47M +$53.1K +1,057 +4%
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