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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$352K +$12.3K +336 +4%
GWM
627
GSB Wealth Management
Connecticut
$351K +$356K +9,750 New
FWM
628
Frontier Wealth Management
Missouri
$350K -$219 -6 -0.1%
RIA
629
Realta Investment Advisors
Delaware
$348K -$8.03K -220 -2%
ACA
630
Ackerman Capital Advisors
Texas
$348K +$85.2K +2,333 +32%
CMBA
631
C.M. Bidwell & Associates
Hawaii
$347K +$10.6K +290 +3%
JWS
632
Juncture Wealth Strategies
Arizona
$346K -$19.9K -545 -5%
CA
633
Continuum Advisory
Idaho
$344K +$7.19K +197 +2%
QPWM
634
Quadrant Private Wealth Management
Pennsylvania
$343K -$18.3K -500 -5%
CPA
635
Clear Perspective Advisors
Illinois
$338K – – –
MCCP
636
Mission Creek Capital Partners
California
$337K +$15.2K +417 +5%
SVWAG
637
Sound View Wealth Advisors Group
Georgia
$332K – – –
LPT
638
Legacy Private Trust
Wisconsin
$328K – – –
EWMCB
639
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$321K -$23.4K -642 -7%
CSIC
640
Clifford Swan Investment Counsel
California
$321K – – –
GRP
641
Global Retirement Partners
California
$321K +$39.7K +1,087 +14%
EE
642
EWG Elevate
California
$319K -$11.7K -320 -3%
DBT
643
Dubuque Bank & Trust
Iowa
$319K – – –
BEAM
644
Baker Ellis Asset Management
Washington
$319K +$12.9K +354 +4%
TYCC
645
Texas Yale Capital Corp
Florida
$317K – – –
AA
646
Auxano Advisors
Washington
$316K – – –
GC
647
Garde Capital
Washington
$309K +$39.3K +1,077 +14%
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$308K +$287K +7,855 +1,109%
OIA
649
OneDigital Investment Advisors
Kansas
$306K +$56.6K +1,550 +22%
FNT
650
First Nebraska Trust
Nebraska
$306K – – –
24 25
26
27 28