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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
701
Venturi Wealth Management
Texas
$524K -$448K -11,429 -48%
BFG
702
Bleakley Financial Group
New Jersey
$522K -$56.8K -1,448 -10%
HCC
703
Hirtle Callaghan & Co
Pennsylvania
$521K -$402K -10,247 -45%
WFO
704
Wealthgate Family Office
Colorado
$517K – – –
BMCM
705
Bryn Mawr Capital Management
Pennsylvania
$514K +$201K +5,130 +34%
MC
706
Moors & Cabot
Massachusetts
$511K +$14.2K +362 +3%
PWA
707
Phoenix Wealth Advisors
North Carolina
$510K +$7.13K +182 +2%
AFO
708
Arrowroot Family Office
California
$509K +$11.6K +297 +3%
PP
709
PDS Planning
Ohio
$507K -$3.45K -88 -0.7%
CC
710
Callan Capital
California
$505K – – –
KWM
711
Keebeck Wealth Management
Illinois
$505K – – –
SC
712
Savant Capital
Illinois
$505K -$357K -9,110 -43%
AWA
713
Arkadios Wealth Advisors
Georgia
$505K -$11.8K -300 -2%
IGWM
714
ICA Group Wealth Management
Colorado
$505K -$90.9K -2,320 -16%
MW
715
MBL Wealth
North Carolina
$504K +$3.92K +100 +0.8%
SPA
716
Sentinel Pension Advisors
Massachusetts
$502K -$129K -3,286 -22%
EFS
717
Essex Financial Services
Connecticut
$500K +$510 +13 +0.1%
TNBTD
718
Trustmark National Bank Trust Department
Mississippi
$496K – – –
PA
719
Pinnacle Associates
New York
$496K +$7.88K +201 +2%
WDC
720
Woodward Diversified Capital
California
$491K -$417K -10,646 -48%
IWN
721
Independent Wealth Network
Iowa
$490K -$25.2K -643 -5%
SMWM
722
Silvia McColl Wealth Management
California
$488K – – –
EDRH
723
Edmond de Rothschild Holding
Switzerland
$486K -$194K -4,950 -30%
SFS
724
Sharp Financial Services
Pennsylvania
$480K +$126K +3,212 +39%
CT
725
Colonial Trust
South Carolina
$478K -$46.7K -1,192 -9%
27 28
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30 31