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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
726
4J Wealth Management
Virginia
$2.62M +$7.27K +93 +0.3%
FPW
727
Flywheel Private Wealth
California
$2.62M -$5.32K -68 -0.2%
MSFS
728
Main Street Financial Solutions
Pennsylvania
$2.6M -$336K -4,292 -12%
WAP
729
Wealthcare Advisory Partners
Pennsylvania
$2.59M +$101K +1,293 +4%
RBWA
730
RFG - Bristol Wealth Advisors
Massachusetts
$2.58M -$128K -1,643 -5%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$2.58M -$782K -10,000 -24%
CPA
732
Cathy Pareto & Associates
Florida
$2.57M +$117K +1,490 +5%
NFC
733
Northstar Financial Companies
Pennsylvania
$2.57M +$1.01M +12,865 +68%
CRA
734
Clear Retirement Advice
California
$2.57M +$2.22M +28,347 New
OWCM
735
One Wealth Capital Management
Arizona
$2.56M -$86.7K -1,109 -3%
RZH
736
Relyea Zuckerberg Hanson
Connecticut
$2.56M – – –
LAM
737
LOM Asset Management
$2.56M – – –
SPAS
738
Spectrum Planning & Advisory Services
California
$2.55M -$183K -2,346 -7%
MC
739
Moors & Cabot
Massachusetts
$2.55M +$229K +2,931 +10%
WFG
740
Wormser Freres Gestion
France
$2.55M -$293K -3,744 -11%
CPA
741
Cardiff Park Advisors
California
$2.55M +$114K +1,452 +5%
CWG
742
Crown Wealth Group
North Carolina
$2.53M +$2.44M +31,181 New
WFS
743
WealthGarden F.S.
California
$2.52M +$185K +2,366 +10%
MHC
744
May Hill Capital
Massachusetts
$2.51M +$324K +4,148 +15%
AIS
745
Accredited Investor Services
Minnesota
$2.49M – – –
SAM
746
Satovsky Asset Management
New York
$2.49M -$47.3K -605 -2%
TA
747
TPG Advisors
Illinois
$2.47M +$7.98K +102 +0.3%
NI
748
Nest Investments
Pennsylvania
$2.47M +$2.38M +30,444 New
HFP
749
Holistic Financial Partners
Indiana
$2.46M -$208K -2,665 -8%
CPG
750
Cornerstone Planning Group
New Jersey
$2.45M +$103K +1,323 +6%
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