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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBP
701
Banco BTG Pactual
Brazil
$2.75M +$2.86M +31,220 New
BBHC
702
Brown Brothers Harriman & Co
New York
$2.74M -$404K -4,407 -12%
OC
703
Oppenheimer & Co
New York
$2.74M -$205K -2,236 -7%
EFG
704
Ehrlich Financial Group
California
$2.73M -$2.25M -24,502 -44%
VFP
705
Verus Financial Partners
Virginia
$2.72M – – –
WANY
706
Wealthspire Advisors (New York)
New York
$2.72M -$215K -2,346 -7%
GRWP
707
Green Ridge Wealth Planning
New Jersey
$2.71M +$1.17M +12,802 +71%
SAM
708
Satovsky Asset Management
New York
$2.69M -$8.16K -89 -0.3%
JCM
709
J2 Capital Management
Michigan
$2.69M -$3.15M -34,310 -53%
HW
710
HORAN Wealth
Ohio
$2.69M +$1.36M +14,786 +94%
MWM
711
Mosley Wealth Management
California
$2.69M -$11.4K -124 -0.3%
HFP
712
Holistic Financial Partners
Indiana
$2.67M – – –
MSFS
713
Main Street Financial Solutions
Pennsylvania
$2.67M -$156K -1,698 -5%
CL
714
COWA LLC
Oklahoma
$2.67M -$1.08M -11,743 -28%
AP
715
Americana Partners
Texas
$2.65M +$225K +2,450 +9%
NL
716
NVWM LLC
Pennsylvania
$2.63M -$1.4M -15,312 -34%
KWA
717
Kingswood Wealth Advisors
California
$2.61M +$513K +5,592 +23%
5W
718
5T Wealth
California
$2.58M -$1.18M -12,820 -30%
CIM
719
Catalyst Investment Management
New Hampshire
$2.58M -$920K -10,027 -26%
GCIG
720
Grand Central Investment Group
Florida
$2.57M – – –
ICP
721
Interchange Capital Partners
Pennsylvania
$2.56M -$1.76M -19,200 -31%
MGIA
722
Moneta Group Investment Advisors
Missouri
$2.56M -$451K -4,918 -14%
KCM
723
Kanawha Capital Management
Virginia
$2.54M +$370K +4,031 +16%
WWG
724
West Wealth Group
California
$2.53M -$4.3M -46,865 -62%
RA
725
RFG Advisory
Alabama
$2.53M -$1.36M -14,866 -34%
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