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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
S.A. Mason
Michigan
$502K +$125K +3,488 +34%
TNA
627
True North Advisors
Texas
$502K +$496K +13,850 New
EWA
628
Encompass Wealth Advisors
Oregon
$501K +$495K +13,825 New
MSFS
629
Main Street Financial Solutions
Pennsylvania
$494K +$488K +13,628 New
WFAG
630
Wescott Financial Advisory Group
Pennsylvania
$491K +$485K +13,542 New
BWM
631
BerganKDV Wealth Management
Minnesota
$489K +$50.4K +1,408 +12%
CPA
632
Capital Planning Advisors
California
$483K +$21.5K +601 +5%
CL
633
Choreo LLC
Illinois
$478K +$26.7K +745 +6%
WJWM
634
Williams Jones Wealth Management
New York
$475K +$173K +4,838 +59%
SG
635
StoneX Group
New York
$472K +$21.8K +609 +5%
VanEck Associates
636
VanEck Associates
New York
$471K -$563K -15,730 -55%
SMDAM
637
Sumitomo Mitsui DS Asset Management
Japan
$471K +$465K +13,000 New
TWM
638
Tradition Wealth Management
Minnesota
$471K +$465K +13,001 New
CIC
639
Cutler Investment Counsel
Oregon
$468K
CAL
640
Capital Analysts LLC
Pennsylvania
$461K +$75.2K +2,100 +20%
CFO
641
Collective Family Office
Pennsylvania
$459K +$453K +12,649 New
HCIA
642
Hochman Cole Investment Advisors
Illinois
$457K +$203K +5,685 +82%
IC
643
Inverness Counsel
New York
$453K
RWMH
644
Riverpoint Wealth Management Holdings
Illinois
$453K
SM
645
SG3 Management
Puerto Rico
$453K +$447K +12,500 New
JPLA
646
Joseph P. Lucia & Associates
New York
$450K -$46.2K -1,290 -9%
WPA
647
West Paces Advisors
Georgia
$448K
CA
648
CGN Advisors
Kansas
$445K +$439K +12,265 New
BSSFA
649
Baron Silver Stevens Financial Advisors
Florida
$443K +$438K +12,240 New
PP
650
Patron Partners
Texas
$441K +$435K +12,158 New