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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
751
Meritage Portfolio Management
Kansas
$335K -$1.27K -34 -0.4%
PGFC
752
Peapack-Gladstone Financial Corp
New Jersey
$335K -$1.01K -27 -0.3%
CC
753
Callan Capital
California
$335K – – –
VA
754
Valmark Advisers
Ohio
$334K -$59.5K -1,586 -15%
ESB
755
Essex Savings Bank
Connecticut
$334K – – –
CFGS
756
Concourse Financial Group Securities
Alabama
$334K -$63.3K -1,689 -16%
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$334K -$13.3K -355 -4%
VCM
758
Virtue Capital Management
Tennessee
$333K -$122K -3,248 -26%
BCP
759
Berkeley Capital Partners
Georgia
$333K +$1.87K +50 +0.5%
FANJ
760
Financial Architects (New Jersey)
New Jersey
$332K +$342K +9,120 New
QPWM
761
Quadrant Private Wealth Management
Pennsylvania
$331K -$15.9K -425 -4%
PP
762
Patten & Patten
Tennessee
$331K +$8.47K +226 +3%
SIS
763
Strategic Investment Solutions
Illinois
$330K -$1.29M -34,411 -80%
DSN
764
D. Scott Neal
Kentucky
$329K +$65.5K +1,748 +24%
AC
765
Avory & Company
Florida
$328K – – –
BOPW
766
Brandywine Oak Private Wealth
Pennsylvania
$328K – – –
EWM
767
Endowment Wealth Management
Wisconsin
$327K +$1.09K +29 +0.3%
GIA
768
Gladstone Institutional Advisory
Florida
$327K -$7.27K -194 -2%
VAG
769
VisionPoint Advisory Group
Texas
$327K +$71.6K +1,911 +27%
SW
770
Solidarity Wealth
Utah
$326K – – –
HKAM
771
Horizon Kinetics Asset Management
New York
$325K -$59.6K -1,590 -15%
CSIC
772
Clifford Swan Investment Counsel
California
$325K – – –
WCA
773
Waypoint Capital Advisors
Minnesota
$324K – – –
CNB
774
Camden National Bank
Maine
$322K +$106K +2,829 +47%
WCA
775
Westover Capital Advisors
Delaware
$320K +$30K +800 +10%
29 30
31
32 33