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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
676
Phoenix Wealth Advisors
North Carolina
$464K +$37.1K +1,033 +9%
WFO
677
Wealthgate Family Office
Colorado
$460K – – –
BDF
678
Black Diamond Financial
Maryland
$459K +$8.25K +230 +2%
BFO
679
Boston Family Office
Massachusetts
$458K – – –
RIA
680
Regal Investment Advisors
Michigan
$457K +$179K +4,996 +69%
DL
681
DOHJ LLC
Washington
$455K -$754 -21 -0.2%
EFS
682
Essex Financial Services
Connecticut
$452K +$122K +3,412 +39%
BWM
683
BerganKDV Wealth Management
Minnesota
$451K -$574 -16 -0.1%
DC
684
Davenport & Co
Virginia
$451K +$140K +3,915 +48%
PP
685
PDS Planning
Ohio
$450K -$6.78K -189 -2%
IIC
686
Integrated Investment Consultants
Michigan
$445K +$69K +1,924 +19%
TI
687
Tidal Investments
Wisconsin
$444K +$7.21K +201 +2%
JIP
688
Jaffetilchin Investment Partners
Florida
$444K -$421K -11,728 -50%
RWA
689
Redhawk Wealth Advisors
Minnesota
$442K +$2.01K +56 +0.5%
WIP
690
WealthCare Investment Partners
Rhode Island
$441K +$424K +11,808 New
TNBTD
691
Trustmark National Bank Trust Department
Mississippi
$441K -$73.2K -2,041 -15%
TC
692
Trilogy Capital
California
$437K -$46.2K -1,287 -10%
TWM
693
Tradition Wealth Management
Minnesota
$436K +$13.6K +380 +3%
FMWA
694
Forvis Mazars Wealth Advisors
Missouri
$436K -$9.12K -254 -2%
BG
695
Benedetti & Gucer
Georgia
$434K +$83.5K +2,327 +25%
KC
696
Kingfisher Capital
North Carolina
$433K – – –
MCP
697
Mirador Capital Partners
California
$429K -$64.1K -1,785 -13%
GA
698
Greenspring Advisors
Maryland
$429K – – –
CC
699
Cannell & Co
New York
$428K – – –
ACIM
700
Azimuth Capital Investment Management
Michigan
$428K – – –
26 27
28
29 30