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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
701
BDO Wealth Advisors
Florida
$256K – – –
SCA
702
STALEY CAPITAL ADVISERS
Pennsylvania
$256K – – –
FCCM
703
First City Capital Management
Georgia
$256K +$18.4K +538 +8%
AA
704
Alesco Advisors
New York
$253K – – –
TA
705
TruWealth Advisors
Louisiana
$252K -$925K -27,072 -78%
EPWM
706
Essex Private Wealth Management
Massachusetts
$252K -$1.71K -50 -0.6%
LDFR
707
Lehman & Derafelo Financial Resources
Pennsylvania
$252K – – –
RIA
708
Realta Investment Advisors
Delaware
$251K -$71.1K -2,080 -21%
RIG
709
Roosevelt Investment Group
New York
$248K – – –
SIAM
710
Sterling Investment Advisors (Missouri)
Missouri
$248K +$25.5K +746 +11%
SC
711
Slow Capital
California
$247K +$3.93K +115 +2%
AP
712
Appleton Partners
Massachusetts
$247K +$61K +1,786 +31%
BEAM
713
Baker Ellis Asset Management
Washington
$244K – – –
SWM
714
Sugarloaf Wealth Management
Georgia
$244K +$171K +5,000 +200%
SMDAM
715
Sumitomo Mitsui DS Asset Management
Japan
$243K -$188K -5,500 -42%
ITIM
716
Indiana Trust & Investment Management
Indiana
$241K – – –
MWM
717
Merriman Wealth Management
Washington
$240K -$843K -24,667 -77%
ATC
718
Argent Trust Co
Tennessee
$240K -$49.3K -1,442 -16%
MFW
719
Mosaic Family Wealth
Missouri
$240K +$252K +7,373 New
RA
720
RFG Advisory
Alabama
$238K +$250K +7,324 New
OIA
721
OneDigital Investment Advisors
Kansas
$237K -$31.9K -934 -11%
SHWM
722
Smith & Howard Wealth Management
Georgia
$237K – – –
TC
723
Tacita Capital
Ontario, Canada
$236K -$258K -7,558 -51%
ZB
724
Zions Bancorporation
Utah
$236K +$227K +6,633 +1,086%
MCM
725
Manchester Capital Management
Vermont
$235K – – –
27 28
29
30 31