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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
701
Mosaic Family Wealth Partners
Missouri
$414K +$197K +5,246 +85%
CG
702
Cutler Group
California
$413K +$411K +10,962 +2,741%
LFAS
703
Level Four Advisory Services
Texas
$412K +$197K +5,251 +87%
VWA
704
V Wealth Advisors
Kansas
$411K – – –
IIC
705
Integrated Investment Consultants
Michigan
$411K -$22.8K -609 -5%
LL
706
LWMG LLC
Minnesota
$410K -$120K -3,214 -22%
MW
707
MBL Wealth
North Carolina
$409K +$57.2K +1,525 +16%
GM
708
GeoWealth Management
Illinois
$409K +$102K +2,719 +32%
WRPWM
709
Werba Rubin Papier Wealth Management
California
$409K – – –
CPA
710
Capital Planning Advisors
California
$407K – – –
FPAS
711
Focus Partners Advisor Solutions
Missouri
$407K -$55.3K -1,475 -12%
AWM
712
Aprio Wealth Management
Georgia
$406K +$216K +5,773 +107%
FC
713
FCA Corp
Texas
$406K +$418K +11,149 New
SMWM
714
Silvia McColl Wealth Management
California
$403K – – –
HW
715
Hancock Whitney
Mississippi
$401K – – –
EWM
716
EPG Wealth Management
Georgia
$400K – – –
ADL
717
Asset Dedication LLC
California
$400K – – –
IWA
718
Inspirion Wealth Advisors
Illinois
$399K +$71K +1,893 +21%
NWM
719
NEIRG Wealth Management
Massachusetts
$398K – – –
GBT
720
Grove Bank & Trust
Florida
$393K – – –
BFO
721
Boston Family Office
Massachusetts
$392K -$56.2K -1,500 -12%
CRC
722
Catawba River Capital
South Carolina
$388K -$4.69K -125 -1%
VCM
723
Viewpoint Capital Management
Washington
$387K – – –
RWP
724
RWA Wealth Partners
Massachusetts
$387K -$1.91M -50,942 -83%
PFA
725
Petra Financial Advisors
Colorado
$386K – – –
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