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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Cambridge Advisors
Nebraska
$200K – – –
MAS
602
Managed Account Services
Florida
$199K +$194K +6,413 New
NP
603
NorthRock Partners
Minnesota
$198K -$23.2K -767 -10%
LDFR
604
Lehman & Derafelo Financial Resources
Pennsylvania
$197K +$33.3K +1,100 +20%
DDPIC
605
Deroy & Devereaux Private Investment Counsel
Michigan
$196K – – –
MPCG
606
Matrix Private Capital Group
New York
$196K +$197K +6,516 New
MPM
607
Meritage Portfolio Management
Kansas
$189K – – –
BWA
608
Beam Wealth Advisors
Louisiana
$189K +$6.53K +216 +4%
NPT
609
Nixon Peabody Trust
Massachusetts
$188K – – –
SYBT
610
Stock Yards Bank & Trust
Kentucky
$187K +$10.4K +343 +6%
PA
611
Pinnacle Associates
New York
$183K -$19.9K -659 -10%
VA
612
Valmark Advisers
Ohio
$183K +$333 +11 +0.2%
LRIA
613
Leonard Rickey Investment Advisors
Washington
$180K +$181K +5,974 New
OPS
614
Orion Portfolio Solutions
Nebraska
$178K +$55.3K +1,830 +45%
STA
615
Summit Trail Advisors
New York
$178K +$178K +5,899 New
EFSCE
616
Enterprise Financial Services Corp (EFSC)
Missouri
$177K – – –
IWC
617
Integrated Wealth Concepts
Massachusetts
$177K +$178K +5,882 New
OIA
618
OneDigital Investment Advisors
Kansas
$176K -$477K -15,774 -73%
PWPS
619
Pinnacle Wealth Planning Services
Ohio
$175K +$177K +5,859 New
LWA
620
Lenox Wealth Advisors
New York
$171K – – –
ACA
621
Ascension Capital Advisors
Texas
$171K +$172K +5,686 New
CAC
622
Certified Advisory Corp
Florida
$170K -$24.6K -815 -13%
WBC
623
West Branch Capital
Massachusetts
$170K – – –
GIA
624
Gladstone Institutional Advisory
Florida
$170K +$171K +5,656 New
KIA
625
KCM Investment Advisors
California
$169K +$9.82K +325 +6%
23 24
25
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