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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
701
Whitney & Co
New York
$541K +$10.4K +277 +2%
EWA
702
Encompass Wealth Advisors
Oregon
$540K – – –
MA
703
MONECO Advisors
Connecticut
$536K -$94K -2,512 -15%
CIM
704
Confluence Investment Management
Missouri
$533K +$40.9K +1,093 +9%
SW
705
SlateStone Wealth
Florida
$532K -$912K -24,383 -64%
BRIA
706
Balanced Rock Investment Advisors
Massachusetts
$527K +$505K +13,491 New
MG
707
Mather Group
Illinois
$526K -$58.1K -1,554 -10%
CF
708
Clarity Financial
Texas
$518K -$232K -6,191 -32%
SWA
709
Stratos Wealth Advisors
Ohio
$515K +$494K +13,189 New
WIA
710
World Investment Advisors
California
$513K +$5.43K +145 +1%
KF
711
KKM Financial
Illinois
$511K +$490K +13,090 New
GWM
712
GSB Wealth Management
Connecticut
$511K +$59.9K +1,600 +14%
RWMH
713
Riverpoint Wealth Management Holdings
Illinois
$510K – – –
MGIA
714
Moneta Group Investment Advisors
Missouri
$507K +$225K +6,003 +86%
GBT
715
Grove Bank & Trust
Florida
$502K +$16.6K +443 +4%
FMWA
716
Forvis Mazars Wealth Advisors
Missouri
$501K – – –
CCWA
717
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$500K -$2.73K -73 -0.6%
OHWP
718
Oak Harbor Wealth Partners
North Carolina
$499K -$9.24K -247 -2%
FPAS
719
Focus Partners Advisor Solutions
Missouri
$498K +$27.7K +740 +6%
JIP
720
Jaffetilchin Investment Partners
Florida
$497K -$2.99K -80 -0.6%
SIAM
721
Sterling Investment Advisors (Missouri)
Missouri
$496K -$10.6K -282 -2%
CCFM
722
Clear Creek Financial Management
Washington
$494K +$473K +12,646 New
SPIS
723
Steward Partners Investment Solutions
Oregon
$493K +$473K +12,631 New
ML
724
McAdam LLC
Pennsylvania
$492K -$170K -4,531 -26%
CT
725
Colonial Trust
South Carolina
$491K +$135K +3,613 +40%
27 28
29
30 31