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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
751
Asset Dedication LLC
California
$438K -$1.35K -36 -0.3%
SMWM
752
Silvia McColl Wealth Management
California
$432K – – –
MSFS
753
Main Street Financial Solutions
Pennsylvania
$432K -$180K -4,812 -30%
HW
754
Hancock Whitney
Mississippi
$430K -$177K -4,741 -30%
WPA
755
West Paces Advisors
Georgia
$430K – – –
TWM
756
Tradition Wealth Management
Minnesota
$426K +$22.6K +603 +6%
CPA
757
Capital Planning Advisors
California
$426K -$16.3K -435 -4%
S
758
Sachetta
Massachusetts
$418K +$401K +10,715 New
PI
759
PFG Investments
New York
$417K +$18.7K +500 +5%
VCM
760
Viewpoint Capital Management
Washington
$415K – – –
EWM
761
EPG Wealth Management
Georgia
$415K – – –
PFA
762
Petra Financial Advisors
Colorado
$414K – – –
TFA
763
Teamwork Financial Advisors
Texas
$412K -$1.86M -49,786 -83%
LFAS
764
Level Four Advisory Services
Texas
$411K -$43.7K -1,168 -10%
BWM
765
Birchcreek Wealth Management
Ohio
$410K -$245K -6,544 -38%
AWA
766
Arete Wealth Advisors
Illinois
$400K +$126K +3,370 +49%
SEIA
767
Signature Estate & Investment Advisors
California
$397K -$4.68K -125 -1%
IWA
768
Inspirion Wealth Advisors
Illinois
$397K +$1.5K +40 +0.4%
BMA
769
Brooks Moore & Associates
Tennessee
$394K – – –
TYCC
770
Texas Yale Capital Corp
Florida
$391K – – –
HCM
771
Hengehold Capital Management
Ohio
$390K – – –
PFA
772
Pettinga Financial Advisors
Indiana
$390K -$529K -14,141 -59%
IIC
773
Integrated Investment Consultants
Michigan
$387K – – –
CBT
774
Central Bank & Trust
Kentucky
$386K +$300K +8,028 +433%
SFP
775
Shepherd Financial Partners
Massachusetts
$385K +$88.5K +2,364 +31%
29 30
31
32 33