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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
701
Concourse Financial Group Securities
Alabama
$358K -$70.2K -2,139 -17%
SEIA
702
Signature Estate & Investment Advisors
California
$356K -$20.1K -611 -6%
GHA
703
Granite Harbor Advisors
Texas
$355K +$337K +10,259 New
GT
704
Glenview Trust
Kentucky
$354K +$337K +10,247 New
DWM
705
Dakota Wealth Management
Florida
$353K +$336K +10,218 New
FCH
706
Freestone Capital Holdings
Washington
$353K -$24.1K -735 -7%
TYCC
707
Texas Yale Capital Corp
Florida
$346K -$9.85K -300 -3%
SSWM
708
Sheets Smith Wealth Management
North Carolina
$346K -$41.8K -1,274 -11%
OCM
709
Orion Capital Management
California
$346K – – –
IIC
710
Integrated Investment Consultants
Michigan
$345K -$70K -2,131 -18%
ATC
711
Argent Trust Co
Tennessee
$344K -$1.54K -47 -0.5%
GIA
712
Gladstone Institutional Advisory
Florida
$344K -$35.6K -1,083 -10%
MFG
713
Marmo Financial Group
Tennessee
$342K +$324K +9,879 New
CI
714
CX Institutional
Indiana
$342K -$116K -3,540 -26%
AA
715
Advisory Alpha
Michigan
$341K +$98.3K +2,992 +44%
MW
716
MBL Wealth
North Carolina
$335K -$13.8K -421 -4%
SFCL
717
Strengthening Families & Communities LLC
Massachusetts
$333K -$47.6K -1,451 -13%
QPWM
718
Quadrant Private Wealth Management
Pennsylvania
$329K +$313K +9,522 New
LPT
719
Legacy Private Trust
Wisconsin
$329K – – –
CIA
720
Choate Investment Advisors
Massachusetts
$329K – – –
NAM
721
NorthCrest Asset Manangement
Minnesota
$326K -$14.5M -440,521 -98%
CIA
722
Capital Investment Advisors
Georgia
$322K -$75.2K -2,291 -20%
LFG
723
Larson Financial Group
Missouri
$321K +$34.4K +1,046 +13%
BG
724
Benedetti & Gucer
Georgia
$321K – – –
PGFC
725
Peapack-Gladstone Financial Corp
New Jersey
$319K -$7.39K -225 -2%
27 28
29
30 31