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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
651
Retirement Income Solutions
Michigan
$234K
FCCM
652
First City Capital Management
Georgia
$233K -$17.6K -538 -7%
BAAM
653
Baker Avenue Asset Management
California
$232K -$837K -25,528 -79%
RCA
654
Rowland Carmichael Advisors
Arizona
$232K -$15.8K -483 -7%
MFW
655
Mosaic Family Wealth
Missouri
$232K +$224K +6,821 New
CIP
656
Capital Insight Partners
Arizona
$230K +$222K +6,780 New
NPT
657
Nixon Peabody Trust
Massachusetts
$228K +$15.2K +465 +7%
PG
658
Patten Group
Tennessee
$227K +$41.4K +1,262 +23%
CA
659
Cambridge Advisors
Nebraska
$226K +$66 +2 +0%
MPCG
660
Matrix Private Capital Group
New York
$225K +$3.6K +110 +2%
CAC
661
Certified Advisory Corp
Florida
$225K +$32.6K +994 +18%
SIAM
662
Sterling Investment Advisors (Missouri)
Missouri
$224K -$4.19K -128 -2%
Betterment LLC
663
Betterment LLC
New York
$224K +$216K +6,601 New
EFS
664
Essex Financial Services
Connecticut
$222K -$79.7K -2,432 -27%
DDPIC
665
Deroy & Devereaux Private Investment Counsel
Michigan
$221K
PA
666
Pinnacle Associates
New York
$220K +$13.4K +410 +7%
FNBT
667
FineMark National Bank & Trust
Florida
$220K +$212K +6,483 New
GIA
668
Gladstone Institutional Advisory
Florida
$219K +$26.2K +800 +14%
RDWM
669
Red Door Wealth Management
Tennessee
$217K +$125K +3,815 +148%
RSWM
670
Robertson Stephens Wealth Management
California
$215K +$208K +6,336 New
MPM
671
Meritage Portfolio Management
Kansas
$213K
KIA
672
KCM Investment Advisors
California
$213K +$21.9K +667 +12%
SYBT
673
Stock Yards Bank & Trust
Kentucky
$212K
CCWA
674
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$212K +$204K +6,228 New
MAS
675
Managed Account Services
Florida
$209K -$21.8K -666 -10%