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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
626
Hantz Financial Services
Michigan
$167K +$167K +5,533 New
TCM
627
Telos Capital Management
California
$167K +$168K +5,552 New
ACA
628
Atlas Capital Advisors
Wyoming
$166K +$106K +3,500 +175%
SBWM
629
Sunflower Bank Wealth Management
Arizona
$165K – – –
SWP
630
Summit Wealth Partners
Florida
$164K – – –
WCAMG
631
Woodard & Company Asset Management Group
North Carolina
$164K – – –
B
632
Bridgeworth
Alabama
$163K -$166K -5,491 -50%
AFG
633
Arkansas Financial Group
Arkansas
$163K -$26.7K -884 -14%
PG
634
Patten Group
Tennessee
$163K +$163K +5,408 New
BO
635
BRR OpCo
Ohio
$162K – – –
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$159K +$74.8K +2,475 +88%
MHR
637
Matthew Hamilton Rosenberg
$159K +$159K +5,250 New
BMCM
638
Bryn Mawr Capital Management
Pennsylvania
$159K +$159K +5,264 New
SMG
639
Spectrum Management Group
Indiana
$154K – – –
GP
640
Girard Partners
Pennsylvania
$152K -$4.29K -142 -3%
PV
641
Private Vista
Illinois
$152K +$152K +5,040 New
BS
642
Boenning & Scattergood
Pennsylvania
$151K -$151K -5,000 -50%
ISL
643
Ingalls & Snyder LLC
New York
$151K -$6.05K -200 -4%
LSC
644
Lesa Sroufe & Co
Washington
$151K – – –
WWM
645
Windsor Wealth Management
Indiana
$151K +$151K +5,000 New
BAM
646
Barrett Asset Management
New York
$149K – – –
ADL
647
Asset Dedication LLC
California
$143K – – –
HIA
648
Harbor Investment Advisory
Maryland
$139K -$1.75K -58 -1%
RCC
649
Red Cedar Capital
Nebraska
$139K – – –
BBPWM
650
Blue Bell Private Wealth Management
Pennsylvania
$135K -$4.02K -133 -3%
24 25
26
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