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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
701
Financial Architects (New Jersey)
New Jersey
$237K +$35.2K +965 +17%
EFS
702
Essex Financial Services
Connecticut
$235K – – –
DDPIC
703
Deroy & Devereaux Private Investment Counsel
Michigan
$234K – – –
PVH
704
Psagot Value Holdings
Israel
$234K +$237K +6,500 New
RSWM
705
Robertson Stephens Wealth Management
California
$227K – – –
CCWA
706
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$226K +$1.9K +52 +0.8%
CFA
707
Carroll Financial Associates
North Carolina
$225K -$459K -12,577 -67%
MPM
708
Meritage Portfolio Management
Kansas
$225K – – –
SYBT
709
Stock Yards Bank & Trust
Kentucky
$224K – – –
CA
710
Claro Advisors
Massachusetts
$224K +$227K +6,217 New
CIA
711
Capital Investment Advisors
Georgia
$223K +$226K +6,191 New
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$221K – – –
TF
713
Trek Financial
Arizona
$221K +$34.4K +941 +18%
EPWM
714
Essex Private Wealth Management
Massachusetts
$221K +$225K +6,164 New
LRIA
715
Leonard Rickey Investment Advisors
Washington
$219K -$67.3K -1,844 -23%
AW
716
ACG Wealth
Georgia
$218K +$221K +6,050 New
AA
717
Alesco Advisors
New York
$214K -$103K -2,807 -32%
BBPWM
718
Blue Bell Private Wealth Management
Pennsylvania
$214K – – –
AP
719
Appleton Partners
Massachusetts
$214K +$27.4K +751 +14%
AWM
720
Altavista Wealth Management
North Carolina
$213K – – –
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$210K – – –
CGL
722
Clarius Group LLC
Washington
$207K -$49.3K -1,350 -19%
5L
723
55I LLC
Massachusetts
$206K +$209K +5,731 New
FFN
724
Focus Financial Network
Minnesota
$206K +$209K +5,713 New
LWA
725
Lenox Wealth Advisors
New York
$204K – – –
27 28
29
30 31