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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
701
Nixon Peabody Trust
Massachusetts
$242K – – –
CA
702
Cambridge Advisors
Nebraska
$239K +$37 +1 +0%
MPCG
703
Matrix Private Capital Group
New York
$238K – – –
FANJ
704
Financial Architects (New Jersey)
New Jersey
$237K +$35.2K +965 +17%
EFS
705
Essex Financial Services
Connecticut
$235K – – –
DDPIC
706
Deroy & Devereaux Private Investment Counsel
Michigan
$234K – – –
PVH
707
Psagot Value Holdings
Israel
$234K +$237K +6,500 New
RSWM
708
Robertson Stephens Wealth Management
California
$227K – – –
CCWA
709
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$226K +$1.9K +52 +0.8%
CFA
710
Carroll Financial Associates
North Carolina
$225K -$459K -12,577 -67%
MPM
711
Meritage Portfolio Management
Kansas
$225K – – –
SYBT
712
Stock Yards Bank & Trust
Kentucky
$224K – – –
CA
713
Claro Advisors
Massachusetts
$224K +$227K +6,217 New
CIA
714
Capital Investment Advisors
Georgia
$223K +$226K +6,191 New
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$221K – – –
TF
716
Trek Financial
Arizona
$221K +$34.4K +941 +18%
EPWM
717
Essex Private Wealth Management
Massachusetts
$221K +$225K +6,164 New
LRIA
718
Leonard Rickey Investment Advisors
Washington
$219K -$67.3K -1,844 -23%
AW
719
ACG Wealth
Georgia
$218K +$221K +6,050 New
AA
720
Alesco Advisors
New York
$214K -$103K -2,807 -32%
BBPWM
721
Blue Bell Private Wealth Management
Pennsylvania
$214K – – –
AP
722
Appleton Partners
Massachusetts
$214K +$27.4K +751 +14%
AWM
723
Altavista Wealth Management
North Carolina
$213K – – –
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$210K – – –
CGL
725
Clarius Group LLC
Washington
$207K -$49.3K -1,350 -19%
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