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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$181K +$18.4K +562 +12%
BMCM
702
Bryn Mawr Capital Management
Pennsylvania
$179K – – –
WJWM
703
Williams Jones Wealth Management
New York
$179K +$172K +5,257 New
MHR
704
Matthew Hamilton Rosenberg
$178K – – –
BMA
705
Brooks Moore & Associates
Tennessee
$178K +$172K +5,250 New
TF
706
Trek Financial
Arizona
$177K +$171K +5,213 New
MGIA
707
Moneta Group Investment Advisors
Missouri
$176K -$652K -19,903 -79%
SAM
708
S.A. Mason
Michigan
$176K +$45.7K +1,395 +37%
AP
709
Appleton Partners
Massachusetts
$176K +$170K +5,184 New
BS
710
Boenning & Scattergood
Pennsylvania
$171K – – –
ISL
711
Ingalls & Snyder LLC
New York
$171K – – –
LSC
712
Lesa Sroufe & Co
Washington
$171K – – –
CNBTD
713
Citizens National Bank Trust Department
Mississippi
$170K +$164K +5,000 New
SC
714
Searle & Co
Connecticut
$170K +$164K +5,000 New
RCM
715
Radnor Capital Management
Pennsylvania
$169K +$164K +5,000 New
BAM
716
Barrett Asset Management
New York
$168K – – –
WB
717
West Bancorporation
Iowa
$168K +$81.9K +2,500 +102%
HIA
718
Harbor Investment Advisory
Maryland
$157K – – –
RCC
719
Red Cedar Capital
Nebraska
$157K – – –
BWA
720
Burt Wealth Advisors
Maryland
$154K +$116K +3,550 +358%
BBHC
721
Brown Brothers Harriman & Co
New York
$151K +$55.5K +1,694 +62%
PA
722
Perennial Advisors
New York
$149K +$144K +4,390 New
APWM
723
Atlas Private Wealth Management
New York
$141K -$10.1K -309 -7%
SSB
724
Sandy Spring Bank
Maryland
$139K +$5.41K +165 +4%
CCA
725
Column Capital Advisors
Indiana
$137K – – –
27 28
29
30 31