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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
651
Capital Planning Advisors
California
$369K -$42.6K -1,300 -10%
CIA
652
Capital Investment Advisors
Georgia
$365K +$5.28K +161 +1%
KWM
653
Keebeck Wealth Management
Illinois
$364K -$188K -5,725 -33%
BRC
654
Bell Rock Capital
Delaware
$363K +$377K +11,501 New
VWA
655
V Wealth Advisors
Kansas
$362K -$9.83K -300 -3%
GA
656
Greenspring Advisors
Maryland
$362K – – –
GWM
657
GSB Wealth Management
Connecticut
$362K – – –
SW
658
Solidarity Wealth
Utah
$359K -$12.7K -389 -3%
LBC
659
Lowe Brockenbrough & Co
Virginia
$359K – – –
SWP
660
Strategic Wealth Partners
Ohio
$359K -$50.2K -1,532 -12%
SSWM
661
Sheets Smith Wealth Management
North Carolina
$356K -$162K -4,938 -30%
PP
662
Patten & Patten
Tennessee
$355K +$73.9K +2,255 +25%
ONB
663
Old National Bancorp
Indiana
$351K -$30.2K -923 -8%
VA
664
Valmark Advisers
Ohio
$350K +$108K +3,306 +42%
SFCL
665
Strengthening Families & Communities LLC
Massachusetts
$349K -$5.08K -155 -1%
GIA
666
Gladstone Institutional Advisory
Florida
$348K -$61.2K -1,868 -14%
TI
667
Tidal Investments
Wisconsin
$348K – – –
CCFCSB
668
Cape Cod Five Cents Savings Bank
Massachusetts
$347K -$123K -3,764 -25%
EWM
669
EPG Wealth Management
Georgia
$347K – – –
HW
670
Hancock Whitney
Mississippi
$347K – – –
FCH
671
Freestone Capital Holdings
Washington
$345K -$93.5K -2,853 -21%
NWM
672
NEIRG Wealth Management
Massachusetts
$345K +$164 +5 +0%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$345K +$99.7K +3,041 +39%
SEIA
674
Signature Estate & Investment Advisors
California
$343K -$20.3K -620 -5%
VCM
675
Viewpoint Capital Management
Washington
$342K -$688 -21 -0.2%
25 26
27
28 29