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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Callan Capital
California
$280K +$275K +8,039 New
PWA
727
Phoenix Wealth Advisors
North Carolina
$278K -$67K -1,960 -20%
AA
728
Alesco Advisors
New York
$278K – – –
BA
729
Bridgewater Advisors
New York
$277K – – –
TSWM
730
Tyler-Stone Wealth Management
Ohio
$277K +$272K +7,957 New
CIA
731
Capital Investment Advisors
Georgia
$276K +$13.8K +403 +5%
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$275K – – –
AP
733
Appleton Partners
Massachusetts
$274K -$6.83K -200 -2%
SCA
734
STALEY CAPITAL ADVISERS
Pennsylvania
$274K – – –
AIA
735
Arbor Investment Advisors
North Carolina
$273K – – –
MWM
736
Merriman Wealth Management
Washington
$272K +$5.26K +154 +2%
WT
737
Washington Trust
Rhode Island
$269K -$5.5K -161 -2%
CAN
738
Claraphi Advisory Network
United States
$269K +$45.8K +1,339 +21%
FMWA
739
Forvis Mazars Wealth Advisors
Missouri
$269K +$264K +7,718 New
EFS
740
Essex Financial Services
Connecticut
$266K -$488K -14,275 -65%
FAB
741
First American Bank
Illinois
$266K – – –
RIG
742
Roosevelt Investment Group
New York
$266K – – –
SIAM
743
Sterling Investment Advisors (Missouri)
Missouri
$266K – – –
OIA
744
OneDigital Investment Advisors
Kansas
$265K -$52.2K -1,528 -17%
EPWM
745
Essex Private Wealth Management
Massachusetts
$264K -$6.49K -190 -2%
BMWM
746
Brown Miller Wealth Management
Virginia
$264K – – –
IWN
747
Independent Wealth Network
Iowa
$256K -$49K -1,434 -16%
ADL
748
Asset Dedication LLC
California
$255K -$28.9K -846 -10%
BS
749
Boenning & Scattergood
Pennsylvania
$255K – – –
FCBT
750
First Citizens Bank & Trust
North Carolina
$255K +$250K +7,323 New
28 29
30
31 32