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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
651
Wescott Financial Advisory Group
Pennsylvania
$674K – – –
AF
652
Apexium Financial
Texas
$673K +$645K +17,246 New
NS
653
NBC Securities
Alabama
$671K – – –
SCI
654
S&CO Inc
Massachusetts
$670K – – –
CA
655
Clearstead Advisors
Ohio
$670K +$636 +17 +0.1%
CF
656
Crosspoint Financial
California
$666K -$12.6K -336 -2%
AWM
657
Avaii Wealth Management
Wisconsin
$665K +$52.4K +1,400 +9%
MCCP
658
Mission Creek Capital Partners
California
$665K – – –
CLOS
659
Compagnie Lombard Odier SCmA
Switzerland
$661K +$138K +3,675 +28%
VAS
660
Valicenti Advisory Services
New York
$659K – – –
KCM
661
Kornitzer Capital Management
Kansas
$659K -$60.9K -1,628 -9%
SCTC
662
Sanibel Captiva Trust Company
Florida
$657K +$630K +16,829 New
MCCA
663
Mill Creek Capital Advisors
Pennsylvania
$657K – – –
EDRH
664
Edmond de Rothschild Holding
Switzerland
$645K – – –
MCM
665
Mill Capital Management
North Carolina
$634K – – –
MWM
666
Meridian Wealth Management
Kentucky
$631K -$978K -26,126 -62%
PWP
667
Principle Wealth Partners
Connecticut
$624K – – –
IF
668
Intrua Financial
Texas
$620K +$14K +375 +2%
DWA
669
Divergent Wealth Advisors
Utah
$610K +$12K +322 +2%
JCM
670
Jacobi Capital Management
Pennsylvania
$607K -$748 -20 -0.1%
NWM
671
Northcape Wealth Management
New York
$606K – – –
BFC
672
Blue Fin Capital
Rhode Island
$605K +$580K +15,508 New
EL
673
EMFO LLC
Florida
$597K -$16.4K -438 -3%
CIC
674
Carnegie Investment Counsel
Ohio
$597K +$19.3K +517 +3%
GIA
675
Gladstone Institutional Advisory
Florida
$596K +$239K +6,383 +72%
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