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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
726
Valmark Advisers
Ohio
$654K +$209K +4,473 +52%
RWMH
727
Riverpoint Wealth Management Holdings
Illinois
$650K – – –
AWM
728
Aprio Wealth Management
Georgia
$649K -$32.3K -689 -5%
AWM
729
Angeles Wealth Management
California
$646K +$609K +13,000 New
CCFM
730
Clear Creek Financial Management
Washington
$644K -$21.7K -464 -3%
AFA
731
AA Financial Advisors
Ohio
$644K +$239K +5,106 +65%
DG
732
DMC Group
Alabama
$643K +$159K +3,399 +36%
ISL
733
Ingalls & Snyder LLC
New York
$642K -$187 -4 -0%
CCWA
734
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$642K -$12.3K -262 -2%
MCCP
735
Mission Creek Capital Partners
California
$639K -$3.28K -70 -0.5%
SPWM
736
Schrum Private Wealth Management
Florida
$638K +$300K +6,415 +100%
OHWP
737
Oak Harbor Wealth Partners
North Carolina
$636K – – –
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
$625K +$3.09K +66 +0.5%
PWA
739
Phoenix Wealth Advisors
North Carolina
$621K -$21.8K -466 -4%
CB
740
Community Bank
New York
$620K -$468 -10 -0.1%
IIC
741
Integrated Investment Consultants
Michigan
$619K +$1.8M +38,560 +389%
SIA
742
SGL Investment Advisors
Montana
$618K +$597K +12,758 New
BFO
743
Boston Family Office
Massachusetts
$617K -$147K -3,144 -20%
HCC
744
Hirtle Callaghan & Co
Pennsylvania
$616K – – –
PPH
745
Pure Portfolios Holdings
Oregon
$616K +$580K +12,400 New
SIAM
746
Sterling Investment Advisors (Missouri)
Missouri
$611K +$13.3K +285 +2%
NL
747
NWAM LLC
Washington
$610K +$574K +12,271 New
PP
748
PDS Planning
Ohio
$606K +$4.82K +103 +0.9%
FMWA
749
Forvis Mazars Wealth Advisors
Missouri
$605K -$23.4K -500 -4%
PB
750
Pinnacle Bancorp
Nebraska
$602K +$46.3K +990 +9%
28 29
30
31 32