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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
726
Bradley & Co Private Wealth Management
Florida
$1.36M +$168K +3,105 +16%
RWP
727
RWA Wealth Partners
Massachusetts
$1.35M +$789K +14,581 +177%
VA
728
Vident Advisory
Georgia
$1.34M -$145K -2,680 -11%
ES
729
ETF Store
Kansas
$1.34M -$81.4K -1,504 -6%
ST
730
Sageworth Trust
Pennsylvania
$1.33M – – –
AWM
731
Alterna Wealth Management
Texas
$1.32M +$64.8K +1,197 +6%
SB
732
Simmons Bank
Arkansas
$1.32M – – –
SWM
733
Silverlake Wealth Management
Vermont
$1.31M +$180K +3,331 +18%
TPWA
734
Twin Peaks Wealth Advisors
California
$1.31M +$601K +11,111 +107%
ACIM
735
Azimuth Capital Investment Management
Michigan
$1.3M +$162K +3,000 +16%
VCP
736
Verus Capital Partners
Arizona
$1.29M +$456K +8,426 +63%
TNAM
737
Terra Nova Asset Management
New York
$1.28M – – –
PTC
738
Private Trust Company
Ohio
$1.28M +$180K +3,331 +18%
CPA
739
Cardiff Park Advisors
California
$1.28M +$242K +4,475 +26%
SFS
740
Sharp Financial Services
Pennsylvania
$1.27M -$25.9K -478 -2%
PC
741
Port Capital
Illinois
$1.26M – – –
JCM
742
Jacobi Capital Management
Pennsylvania
$1.25M +$2.43K +45 +0.2%
SWA
743
Sax Wealth Advisors
New Jersey
$1.25M +$1.15M +21,168 New
BWM
744
Blossom Wealth Management
California
$1.24M -$50.5K -934 -4%
DL
745
DOHJ LLC
Washington
$1.24M +$70.9K +1,311 +7%
HPM
746
Hoxton Planning & Management
West Virginia
$1.23M +$534K +9,880 +90%
BFG
747
Bleakley Financial Group
New Jersey
$1.23M +$105K +1,938 +10%
GJIA
748
Glass Jacobson Investment Advisors
Maryland
$1.23M – – –
NFG
749
Nations Financial Group
Iowa
$1.23M +$4.54K +84 +0.4%
GSEP
750
Golden State Equity Partners
California
$1.23M -$73.8K -1,364 -6%
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30
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