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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
601
Radnor Capital Management
Pennsylvania
$145K +$142K +5,000 New
BAM
602
Barrett Asset Management
New York
$143K – – –
ADL
603
Asset Dedication LLC
California
$138K – – –
BWM
604
Baystate Wealth Management
Massachusetts
$138K – – –
HIA
605
Harbor Investment Advisory
Maryland
$136K +$133K +4,686 New
RCC
606
Red Cedar Capital
Nebraska
$134K – – –
BBPWM
607
Blue Bell Private Wealth Management
Pennsylvania
$133K +$11.3K +400 +10%
APWM
608
Atlas Private Wealth Management
New York
$129K +$126K +4,459 New
PFO
609
Pathstone Family Office
New Jersey
$123K -$17.7K -625 -13%
OPS
610
Orion Portfolio Solutions
Nebraska
$118K +$116K +4,075 New
PMFA
611
Plante Moran Financial Advisors
Michigan
$117K -$86.5K -3,050 -43%
CFB
612
Cullen/Frost Bankers
Texas
$117K – – –
CCA
613
Column Capital Advisors
Indiana
$117K +$115K +4,040 New
AF
614
Allworth Financial
California
$116K +$41.2K +1,453 +57%
SSB
615
Sandy Spring Bank
Maryland
$115K +$8.31K +293 +8%
BWA
616
BDO Wealth Advisors
Florida
$113K – – –
WPA
617
West Paces Advisors
Georgia
$112K – – –
SAM
618
S.A. Mason
Michigan
$109K +$107K +3,772 New
CMBA
619
C.M. Bidwell & Associates
Hawaii
$108K – – –
BCM
620
Blume Capital Management
California
$97K -$30.9K -1,088 -25%
Simplex Trading
621
Simplex Trading
Illinois
$96K -$157K -5,550 -63%
WT
622
Whittier Trust
California
$94K -$2.87K -101 -3%
PCG
623
Private Capital Group
Connecticut
$90K -$6.13K -216 -6%
EP
624
Eudaimonia Partners
Tennessee
$90K +$87.9K +3,100 New
JFA
625
Johanson Financial Advisors
California
$89.7K +$87.7K +3,092 New