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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
701
Cape Cod Five Cents Savings Bank
Massachusetts
$405K +$211K +5,790 +100%
KC
702
Kingfisher Capital
North Carolina
$403K -$2.74K -75 -0.6%
GWM
703
GSB Wealth Management
Connecticut
$402K -$56.5K -1,548 -12%
BDF
704
Black Diamond Financial
Maryland
$401K – – –
AWA
705
Arkadios Wealth Advisors
Georgia
$397K -$66.7K -1,827 -14%
CPA
706
Capital Planning Advisors
California
$397K +$5.47K +150 +1%
TGAM
707
TBH Global Asset Management
Tennessee
$397K -$240K -6,568 -37%
ADL
708
Asset Dedication LLC
California
$396K +$10.1K +278 +3%
TC
709
Trilogy Capital
California
$396K -$41.2K -1,129 -9%
MFWP
710
Mosaic Family Wealth Partners
Missouri
$396K -$2.96K -81 -0.7%
WRPWM
711
Werba Rubin Papier Wealth Management
California
$394K +$584 +16 +0.1%
RWA
712
Redhawk Wealth Advisors
Minnesota
$389K +$30.5K +835 +8%
SMWM
713
Silvia McColl Wealth Management
California
$387K – – –
WPA
714
West Paces Advisors
Georgia
$385K -$79.5K -2,179 -17%
EWM
715
EPG Wealth Management
Georgia
$385K – – –
BFO
716
Boston Family Office
Massachusetts
$377K – – –
VCM
717
Viewpoint Capital Management
Washington
$372K – – –
PFA
718
Petra Financial Advisors
Colorado
$371K – – –
GM
719
GeoWealth Management
Illinois
$370K -$25.7K -705 -6%
CW
720
Connectus Wealth
Ohio
$365K +$381K +10,432 New
TWM
721
Tradition Wealth Management
Minnesota
$361K -$2.74K -75 -0.7%
CRC
722
Catawba River Capital
South Carolina
$360K -$13.7K -375 -4%
SEIA
723
Signature Estate & Investment Advisors
California
$360K – – –
GHA
724
Granite Harbor Advisors
Texas
$359K – – –
PI
725
PFG Investments
New York
$356K -$349K -9,572 -48%
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