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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
701
HORAN Wealth
Ohio
$2.3M – – –
SLP
702
Storen Legacy Partners
Indiana
$2.3M +$474K +5,587 +22%
CPW
703
Cogent Private Wealth
Florida
$2.29M +$2.58M +30,374 New
HFP
704
Holistic Financial Partners
Indiana
$2.29M – – –
OC
705
Oppenheimer & Co
New York
$2.28M -$72.7K -856 -3%
BWM
706
BCGM Wealth Management
Indiana
$2.28M +$261K +3,080 +11%
VFP
707
Verus Financial Partners
Virginia
$2.28M – – –
CPA
708
Cathy Pareto & Associates
Florida
$2.27M -$110K -1,300 -4%
VWM
709
Venturi Wealth Management
Texas
$2.24M +$248K +2,921 +11%
AWM
710
Aureum Wealth Management
Florida
$2.23M +$214K +2,523 +9%
PFS
711
Prospera Financial Services
Texas
$2.22M -$10.3M -121,678 -81%
CL
712
COWA LLC
Oklahoma
$2.2M -$101K -1,185 -4%
GCIG
713
Grand Central Investment Group
Florida
$2.18M -$23.1K -272 -0.9%
KFSC
714
Keystone Financial Services (Colorado)
Colorado
$2.18M +$274K +3,232 +13%
MIA
715
MainStreet Investment Advisors
Illinois
$2.16M +$1.25M +14,728 +107%
SVWAG
716
Sound View Wealth Advisors Group
Georgia
$2.14M – – –
AA
717
Armis Advisers
Georgia
$2.13M +$442K +5,211 +24%
ACIM
718
Azimuth Capital Investment Management
Michigan
$2.13M -$40.5K -477 -2%
S
719
Sachetta
Massachusetts
$2.13M -$15.5K -183 -0.6%
AIM
720
Archer Investment Management
Texas
$2.12M +$670K +7,892 +39%
CCM
721
Courage Capital Management
Tennessee
$2.11M – – –
RWA
722
Redhawk Wealth Advisors
Minnesota
$2.11M +$834K +9,827 +54%
CWM
723
Centurion Wealth Management
Virginia
$2.11M -$392K -4,614 -14%
CRA
724
Clear Retirement Advice
California
$2.11M -$1.7K -20 -0.1%
CM
725
Columbus Macro
Pennsylvania
$2.09M +$203K +2,393 +9%
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