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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Compass Ion Advisors
Pennsylvania
$332K +$204 +6 +0.1%
PWA
627
Phoenix Wealth Advisors
North Carolina
$332K +$4.36K +128 +1%
BSSFA
628
Baron Silver Stevens Financial Advisors
Florida
$331K – – –
GWM
629
GSB Wealth Management
Connecticut
$326K -$59.2K -1,737 -15%
NEIRG
630
New England Investment & Retirement Group
Massachusetts
$324K -$5.76K -169 -2%
MFG
631
Merit Financial Group
Georgia
$320K +$106K +3,106 +48%
LPT
632
Legacy Private Trust
Wisconsin
$318K – – –
QPWM
633
Quadrant Private Wealth Management
Pennsylvania
$318K – – –
GKWIM
634
Gerber Kawasaki Wealth & Investment Management
California
$315K -$7.15M -209,801 -100%
FCH
635
Freestone Capital Holdings
Washington
$314K +$12.1K +356 +4%
MCCP
636
Mission Creek Capital Partners
California
$313K – – –
CA
637
CGN Advisors
Kansas
$311K – – –
BBHC
638
Brown Brothers Harriman & Co
New York
$310K – – –
AA
639
Auxano Advisors
Washington
$306K – – –
OIA
640
OneDigital Investment Advisors
Kansas
$305K -$19.5K -573 -6%
CSIC
641
Clifford Swan Investment Counsel
California
$305K – – –
FPB
642
First PREMIER Bank
South Dakota
$303K – – –
CL
643
Choreo LLC
Illinois
$300K -$5.89K -173 -2%
SMDAM
644
Sumitomo Mitsui DS Asset Management
Japan
$300K +$34.1K +1,000 +13%
DY
645
Dowling & Yahnke
California
$299K – – –
BAM
646
Barrett Asset Management
New York
$299K +$137K +4,011 +81%
ATC
647
Argent Trust Co
Tennessee
$297K -$80.6K -2,365 -21%
TYCC
648
Texas Yale Capital Corp
Florida
$297K – – –
IWN
649
Independent Wealth Network
Iowa
$297K +$300K +8,794 New
ESB
650
Essex Savings Bank
Connecticut
$296K +$293K +8,594 New
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