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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
701
Legacy Private Trust
Wisconsin
$331K – – –
JWS
702
Juncture Wealth Strategies
Arizona
$330K -$18K -502 -5%
CSIC
703
Clifford Swan Investment Counsel
California
$324K – – –
ED
704
Exane Derivatives
France
$323K +$319K +8,900 New
DBT
705
Dubuque Bank & Trust
Iowa
$322K – – –
TYCC
706
Texas Yale Capital Corp
Florida
$320K – – –
ATC
707
Argent Trust Co
Tennessee
$320K +$20.7K +577 +7%
PWA
708
Phoenix Wealth Advisors
North Carolina
$320K +$316K +8,837 New
AA
709
Auxano Advisors
Washington
$318K – – –
BFA
710
Beaumont Financial Advisors
Massachusetts
$317K -$7.38M -206,293 -96%
CA
711
Continuum Advisory
Idaho
$313K -$29.9K -836 -9%
GC
712
Garde Capital
Washington
$311K – – –
FNT
713
First Nebraska Trust
Nebraska
$308K – – –
PA
714
Pinnacle Associates
New York
$308K +$24.8K +694 +9%
ESB
715
Essex Savings Bank
Connecticut
$306K – – –
VIP
716
Viewpoint Investment Partners
Alberta, Canada
$306K +$322K +9,000 New
MPM
717
Meritage Portfolio Management
Kansas
$300K +$72.5K +2,025 +32%
OIA
718
OneDigital Investment Advisors
Kansas
$298K -$9.91K -277 -3%
BMA
719
Brooks Moore & Associates
Tennessee
$297K +$16.1K +450 +6%
JCM
720
Jacobi Capital Management
Pennsylvania
$296K +$16.4K +459 +6%
HDIM
721
Hanson & Doremus Investment Management
Vermont
$295K +$5.44K +152 +2%
SWMG
722
Strategic Wealth Management Group
Maryland
$295K +$9.56K +267 +3%
ACM
723
AlphaStar Capital Management
North Carolina
$294K -$5.88M -164,171 -95%
KFA
724
Kelleher Financial Advisors
New York
$293K -$2.18K -61 -0.7%
SEIA
725
Signature Estate & Investment Advisors
California
$293K – – –
27 28
29
30 31