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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
751
Titleist Asset Management
Texas
$345K +$331K +9,219 New
CC
752
Callan Capital
California
$344K -$184K -5,135 -36%
ESB
753
Essex Savings Bank
Connecticut
$343K – – –
GIA
754
Gladstone Institutional Advisory
Florida
$343K -$27.6K -768 -8%
AP
755
Appleton Partners
Massachusetts
$340K +$9.12K +254 +3%
BCP
756
Berkeley Capital Partners
Georgia
$340K +$3.52K +98 +1%
IWA
757
Inspirion Wealth Advisors
Illinois
$339K +$99.9K +2,785 +44%
AC
758
Avory & Company
Florida
$336K – – –
BOPW
759
Brandywine Oak Private Wealth
Pennsylvania
$336K – – –
SW
760
Solidarity Wealth
Utah
$334K +$321K +8,951 New
CSIC
761
Clifford Swan Investment Counsel
California
$334K – – –
WCA
762
Waypoint Capital Advisors
Minnesota
$333K – – –
EWM
763
Endowment Wealth Management
Wisconsin
$333K +$26.2K +730 +9%
AIA
764
Arbor Investment Advisors
North Carolina
$332K +$61.6K +1,716 +24%
PP
765
Patten & Patten
Tennessee
$331K -$8.11K -226 -2%
FWMM
766
Foundation Wealth Management (Missouri)
Missouri
$326K – – –
TCA
767
Transcend Capital Advisors
New Jersey
$325K – – –
NRC
768
New Republic Capital
North Carolina
$323K +$3.7K +103 +1%
TMAM
769
Tokio Marine Asset Management
Japan
$321K – – –
GM
770
GeoWealth Management
Illinois
$319K +$13K +361 +4%
LBC
771
Lowe Brockenbrough & Co
Virginia
$318K -$103K -2,875 -25%
SEA
772
Stegent Equity Advisors
Texas
$318K – – –
FNT
773
First Nebraska Trust
Nebraska
$318K – – –
AFG
774
Atomi Financial Group
New York
$314K +$301K +8,396 New
PG
775
Patten Group
Tennessee
$313K +$301K +8,385 New
29 30
31
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