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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
651
BDO Wealth Advisors
Florida
$553K – – –
B
652
Bridgeworth
Alabama
$550K – – –
AA
653
Auxano Advisors
Washington
$547K – – –
LL
654
LWMG LLC
Minnesota
$542K -$1.21M -33,715 -70%
IAA
655
Independent Advisor Alliance
North Carolina
$530K -$69.3K -1,930 -12%
PA
656
Pinnacle Associates
New York
$518K +$19.3K +537 +4%
KCM
657
Kornitzer Capital Management
Kansas
$517K -$42.9K -1,195 -8%
EWA
658
Encompass Wealth Advisors
Oregon
$517K – – –
OHWP
659
Oak Harbor Wealth Partners
North Carolina
$510K -$16.3K -454 -3%
EIP
660
Ellis Investment Partners
Pennsylvania
$510K +$215 +6 +0%
AFO
661
Arrowroot Family Office
California
$508K +$488K +13,604 New
BFEC
662
Benjamin F. Edwards & Company
Missouri
$507K -$11.7M -325,864 -96%
EAMA
663
EFG Asset Management (Americas)
Florida
$507K -$490K -13,664 -50%
SFP
664
Shepherd Financial Partners
Massachusetts
$495K +$171K +4,774 +56%
WPA
665
West Paces Advisors
Georgia
$493K +$30.3K +844 +7%
DFG
666
Demars Financial Group
Washington
$491K -$9.8K -273 -2%
SC
667
Savant Capital
Illinois
$489K +$198K +5,527 +73%
RWMH
668
Riverpoint Wealth Management Holdings
Illinois
$489K – – –
PFA
669
Pettinga Financial Advisors
Indiana
$486K -$316K -8,815 -40%
SIAM
670
Sterling Investment Advisors (Missouri)
Missouri
$486K -$1.76K -49 -0.4%
CCWA
671
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$481K -$1.83K -51 -0.4%
MWM
672
Meridian Wealth Management
Kentucky
$474K +$69.5K +1,937 +18%
FPAS
673
Focus Partners Advisor Solutions
Missouri
$473K -$11K -306 -2%
KWM
674
Keebeck Wealth Management
Illinois
$469K +$35.9K +1,000 +9%
VCM
675
Virtue Capital Management
Tennessee
$468K +$446K +12,418 New
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27
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