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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
PFG Advisors
Arizona
$536K -$29M -884,557 -98%
SWM
602
Spire Wealth Management
Virginia
$536K -$137K -4,195 -20%
IA
603
IFG Advisory
Georgia
$530K +$1.83K +56 +0.3%
IGWM
604
ICA Group Wealth Management
Colorado
$525K -$6.98K -213 -1%
ATPW
605
Ashton Thomas Private Wealth
Arizona
$524K -$25.7K -784 -5%
CA
606
Clearstead Advisors
Ohio
$520K -$799K -24,396 -60%
BFO
607
Boston Family Office
Massachusetts
$514K – – –
MCM
608
Mill Capital Management
North Carolina
$512K – – –
WWA
609
WCG Wealth Advisors
Nevada
$512K +$9.99K +305 +2%
PWP
610
Principle Wealth Partners
Connecticut
$508K -$26.4K -806 -5%
MC
611
Moors & Cabot
Massachusetts
$502K +$17.2K +525 +3%
JCM
612
Jacobi Capital Management
Pennsylvania
$497K +$37.5K +1,143 +8%
ISL
613
Ingalls & Snyder LLC
New York
$492K – – –
AWM
614
Aberdeen Wealth Management
Illinois
$489K +$167K +5,100 +49%
EWM
615
Executive Wealth Management
Michigan
$488K -$5.33M -162,587 -100%
HCA
616
Horan Capital Advisors
Ohio
$476K – – –
KCM
617
Kornitzer Capital Management
Kansas
$474K -$55.4K -1,690 -10%
BWA
618
BDO Wealth Advisors
Florida
$467K – – –
EWA
619
EP Wealth Advisors
California
$467K +$87.8K +2,679 +22%
OHWP
620
Oak Harbor Wealth Partners
North Carolina
$454K -$11.1K -340 -2%
RMDI
621
R.M. Davis Inc
Maine
$449K +$34.4K +1,050 +8%
MSFS
622
Main Street Financial Solutions
Pennsylvania
$442K -$33.6K -1,024 -7%
BBHC
623
Brown Brothers Harriman & Co
New York
$442K +$159K +4,861 +53%
EWA
624
Encompass Wealth Advisors
Oregon
$436K – – –
TNA
625
True North Advisors
Texas
$428K – – –
23 24
25
26 27