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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
676
Joseph P. Lucia & Associates
New York
$294K -$115K -3,377 -27%
BS
677
Boenning & Scattergood
Pennsylvania
$293K +$137K +4,000 +80%
CL
678
Choreo LLC
Illinois
$292K -$144K -4,208 -32%
DY
679
Dowling & Yahnke
California
$291K +$58.9K +1,725 +24%
CSIC
680
Clifford Swan Investment Counsel
California
$290K
DBT
681
Dubuque Bank & Trust
Iowa
$289K
TYCC
682
Texas Yale Capital Corp
Florida
$289K +$2.56K +75 +0.9%
FCH
683
Freestone Capital Holdings
Washington
$288K -$10.7K -312 -3%
AA
684
Auxano Advisors
Washington
$285K
CCM
685
Condor Capital Management
New Jersey
$284K +$299K +8,738 New
FNT
686
First Nebraska Trust
Nebraska
$276K
PA
687
Pinnacle Associates
New York
$276K
AWM
688
Altium Wealth Management
New York
$273K -$286K -8,383 -50%
MPM
689
Meritage Portfolio Management
Kansas
$269K
ISL
690
Ingalls & Snyder LLC
New York
$268K +$281K +8,230 New
EPA
691
Element Pointe Advisors
Florida
$267K +$281K +8,217 New
ESB
692
Essex Savings Bank
Connecticut
$266K -$13.1K -384 -5%
CFG
693
Citizens Financial Group
Rhode Island
$266K +$23.1K +677 +9%
ADL
694
Asset Dedication LLC
California
$265K -$4.62M -135,261 -94%
LA
695
Latitude Advisors
Florida
$264K +$38K +1,113 +14%
KFA
696
Kelleher Financial Advisors
New York
$263K
WT
697
Washington Trust
Rhode Island
$260K +$9.36K +274 +4%
VanEck Associates
698
VanEck Associates
New York
$259K -$172K -5,036 -39%
IAN
699
Integrated Advisors Network
Texas
$258K -$428K -12,514 -61%
PWPS
700
Pinnacle Wealth Planning Services
Ohio
$257K +$70.8K +2,073 +36%