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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
751
Keebeck Wealth Management
Illinois
$598K – – –
MW
752
MBL Wealth
North Carolina
$596K – – –
AFO
753
Arrowroot Family Office
California
$596K -$2.53K -54 -0.4%
BEI
754
Benjamin Edwards Inc
Missouri
$593K +$558K +11,930 New
GWM
755
GSB Wealth Management
Connecticut
$580K -$62.8K -1,342 -10%
MWM
756
Meridian Wealth Management
Kentucky
$578K +$544K +11,631 New
BMCM
757
Bryn Mawr Capital Management
Pennsylvania
$577K -$11.7K -249 -2%
EDRH
758
Edmond de Rothschild Holding
Switzerland
$575K – – –
GIA
759
Gladstone Institutional Advisory
Florida
$575K +$34.1K +728 +7%
TYCC
760
Texas Yale Capital Corp
Florida
$573K – – –
AWE
761
Avidian Wealth Enterprises
Texas
$571K +$538K +11,489 New
CT
762
Colonial Trust
South Carolina
$567K -$3.51K -75 -0.7%
WFS
763
WealthGarden F.S.
California
$564K – – –
MFWP
764
Mosaic Family Wealth Partners
Missouri
$559K – – –
WRPWM
765
Werba Rubin Papier Wealth Management
California
$558K – – –
ACM
766
Andina Capital Management
Utah
$556K -$50.4K -1,077 -9%
AP
767
Appleton Partners
Massachusetts
$556K -$17.6K -376 -3%
WAS
768
Winch Advisory Services
Wisconsin
$556K – – –
SFA
769
Sequoia Financial Advisors
Ohio
$556K +$141K +3,015 +37%
MHS
770
M Holdings Securities
Oregon
$554K – – –
SMWM
771
Silvia McColl Wealth Management
California
$550K – – –
HW
772
Hancock Whitney
Mississippi
$548K – – –
WPA
773
West Paces Advisors
Georgia
$547K – – –
CAI
774
Capital Advisors Inc
Oklahoma
$545K +$15K +320 +3%
OWA
775
Outlook Wealth Advisors
Texas
$544K +$512K +10,937 New
29 30
31
32 33