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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
726
Meritage Portfolio Management
Kansas
$319K +$30.5K +930 +11%
TC
727
Titleist Capital
Texas
$319K – – –
ESB
728
Essex Savings Bank
Connecticut
$317K – – –
PP
729
Patten & Patten
Tennessee
$315K -$70.6K -2,150 -19%
KIA
730
KCM Investment Advisors
California
$313K -$50.9K -1,551 -15%
BWM
731
Blossom Wealth Management
California
$312K +$2.17K +66 +0.7%
IF
732
IRON Financial
Illinois
$312K -$50.3K -1,531 -14%
BOPW
733
Brandywine Oak Private Wealth
Pennsylvania
$311K – – –
AC
734
Avory & Company
Florida
$311K +$296K +9,000 New
IWN
735
Independent Wealth Network
Iowa
$311K -$20.5K -625 -6%
BCP
736
Berkeley Capital Partners
Georgia
$311K +$6.54K +199 +2%
CL
737
Choreo LLC
Illinois
$310K -$3.05K -93 -1%
CSIC
738
Clifford Swan Investment Counsel
California
$309K – – –
WCA
739
Waypoint Capital Advisors
Minnesota
$308K – – –
AP
740
Appleton Partners
Massachusetts
$306K +$7.95K +242 +3%
EWA
741
Evolution Wealth Advisors
Florida
$303K -$22.5K -685 -7%
FWMM
742
Foundation Wealth Management (Missouri)
Missouri
$301K +$286K +8,711 New
TCA
743
Transcend Capital Advisors
New Jersey
$301K -$14.3K -434 -5%
OIA
744
OneDigital Investment Advisors
Kansas
$301K +$52.7K +1,605 +23%
HWA
745
Hillcrest Wealth Advisors
New Jersey
$300K -$140K -4,250 -33%
EFS
746
Essex Financial Services
Connecticut
$300K – – –
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$11K +335 +4%
NS
748
Newman & Schimel
Illinois
$298K +$38.6K +1,175 +16%
TMAM
749
Tokio Marine Asset Management
Japan
$297K – – –
SG
750
Sharper & Granite
California
$296K +$281K +8,560 New
28 29
30
31 32