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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
626
Summit Wealth Partners
Florida
$164K – – –
WCAMG
627
Woodard & Company Asset Management Group
North Carolina
$164K – – –
B
628
Bridgeworth
Alabama
$163K -$166K -5,491 -50%
AFG
629
Arkansas Financial Group
Arkansas
$163K -$26.7K -884 -14%
PG
630
Patten Group
Tennessee
$163K +$163K +5,408 New
BO
631
BRR OpCo
Ohio
$162K – – –
PFGIA
632
Patriot Financial Group Insurance Agency
Massachusetts
$159K +$74.8K +2,475 +88%
MHR
633
Matthew Hamilton Rosenberg
$159K +$159K +5,250 New
BMCM
634
Bryn Mawr Capital Management
Pennsylvania
$159K +$159K +5,264 New
SMG
635
Spectrum Management Group
Indiana
$154K – – –
GP
636
Girard Partners
Pennsylvania
$152K -$4.29K -142 -3%
PV
637
Private Vista
Illinois
$152K +$152K +5,040 New
BS
638
Boenning & Scattergood
Pennsylvania
$151K -$151K -5,000 -50%
ISL
639
Ingalls & Snyder LLC
New York
$151K -$6.05K -200 -4%
LSC
640
Lesa Sroufe & Co
Washington
$151K – – –
WWM
641
Windsor Wealth Management
Indiana
$151K +$151K +5,000 New
BAM
642
Barrett Asset Management
New York
$149K – – –
ADL
643
Asset Dedication LLC
California
$143K – – –
HIA
644
Harbor Investment Advisory
Maryland
$139K -$1.75K -58 -1%
RCC
645
Red Cedar Capital
Nebraska
$139K – – –
BBPWM
646
Blue Bell Private Wealth Management
Pennsylvania
$135K -$4.02K -133 -3%
WFMPM
647
Woodley Farra Manion Portfolio Management
Indiana
$135K +$136K +4,496 New
APWM
648
Atlas Private Wealth Management
New York
$134K – – –
AIM
649
Arcadia Investment Management
Michigan
$134K +$135K +4,450 New
FRA
650
Front Row Advisors
California
$129K +$121K +4,000 New
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