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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
601
Wescott Financial Advisory Group
Pennsylvania
$440K
SFA
602
Source Financial Advisors
New York
$435K -$236K -6,916 -34%
BWM
603
BerganKDV Wealth Management
Minnesota
$434K -$4.72K -138 -1%
SPL
604
Smart Portfolios LLC
Washington
$430K +$452K +13,213 New
RWMH
605
Riverpoint Wealth Management Holdings
Illinois
$425K +$19.5K +571 +5%
AL
606
Aspiriant LLC
California
$423K -$246K -7,211 -36%
MSFS
607
Main Street Financial Solutions
Pennsylvania
$423K -$21.3K -622 -5%
OA
608
Oxbow Advisors
Texas
$421K -$40.3K -1,180 -8%
CRC
609
Catawba River Capital
South Carolina
$421K +$66.3K +1,941 +18%
CIC
610
Cutler Investment Counsel
Oregon
$420K +$1.06K +31 +0.2%
CCWA
611
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$420K +$191K +5,576 +76%
HKAM
612
Horizon Kinetics Asset Management
New York
$417K -$926K -27,094 -68%
CPA
613
Capital Planning Advisors
California
$414K -$20K -586 -4%
CFGS
614
Concourse Financial Group Securities
Alabama
$411K +$91.6K +2,681 +27%
IC
615
Inverness Counsel
New York
$407K
PP
616
Patron Partners
Texas
$406K +$11.9K +347 +3%
PP
617
PDS Planning
Ohio
$402K +$8.54K +250 +2%
WPA
618
West Paces Advisors
Georgia
$402K
OFG
619
OmniStar Financial Group
North Carolina
$397K -$470K -13,740 -53%
BAAM
620
Baker Avenue Asset Management
California
$395K +$91.3K +2,673 +28%
TFA
621
Teamwork Financial Advisors
Texas
$391K -$342 -10 -0.1%
GWM
622
GSB Wealth Management
Connecticut
$374K +$59.4K +1,738 +18%
Fifth Third Bancorp
623
Fifth Third Bancorp
Ohio
$373K -$107K -3,142 -22%
DP
624
DDD Partners
Washington
$373K +$392K +11,463 New
CMBA
625
C.M. Bidwell & Associates
Hawaii
$372K +$61.3K +1,794 +19%