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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
626
Wescott Financial Advisory Group
Pennsylvania
$471K – – –
DP
627
DDD Partners
Washington
$464K +$15.9K +465 +4%
EIP
628
Ellis Investment Partners
Pennsylvania
$458K -$57.6K -1,686 -11%
EWA
629
EP Wealth Advisors
California
$455K -$8.41K -246 -2%
RWMH
630
Riverpoint Wealth Management Holdings
Illinois
$455K – – –
CIR
631
Clear Investment Research
Georgia
$455K +$6.49K +190 +1%
GIA
632
Gladstone Institutional Advisory
Florida
$448K -$110K -3,225 -20%
JCM
633
Jacobi Capital Management
Pennsylvania
$447K +$16.7K +488 +4%
CPA
634
Capital Planning Advisors
California
$442K – – –
BFM
635
Boston Financial Management
Massachusetts
$442K +$70.7K +2,069 +19%
VWA
636
V Wealth Advisors
Kansas
$440K – – –
HWA
637
Hillcrest Wealth Advisors
New Jersey
$437K -$128K -3,750 -23%
CNBTD
638
Citizens National Bank Trust Department
Mississippi
$437K -$57.2K -1,675 -12%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$436K -$139K -4,066 -25%
AWM
640
Alterna Wealth Management
Texas
$433K +$425K +12,444 New
IPW
641
Inlet Private Wealth
Florida
$430K -$87.1K -2,550 -17%
WPA
642
West Paces Advisors
Georgia
$430K -$5.47K -160 -1%
WFO
643
Wealthgate Family Office
Colorado
$429K – – –
BDF
644
Black Diamond Financial
Maryland
$415K – – –
ATPW
645
Ashton Thomas Private Wealth
Arizona
$414K +$407K +11,906 New
PP
646
PDS Planning
Ohio
$408K – – –
KIA
647
KCM Investment Advisors
California
$407K -$5.84K -171 -1%
KWM
648
Keebeck Wealth Management
Illinois
$402K +$395K +11,550 New
IF
649
IRON Financial
Illinois
$401K +$20.3K +593 +5%
SG
650
StoneX Group
New York
$400K -$78.4K -2,295 -17%
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