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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
751
Phillips Financial Management
Indiana
$874K – – –
VAM
752
Verity Asset Management
North Carolina
$874K -$150K -2,980 -14%
FCH
753
Freestone Capital Holdings
Washington
$872K -$481K -9,573 -35%
GWM
754
Global Wealth Management
New Jersey
$867K +$880K +17,513 New
CC
755
Courier Capital
New York
$864K +$877K +17,451 New
FNT
756
First National Trust
Pennsylvania
$864K – – –
VFA
757
Valeo Financial Advisors
Indiana
$857K +$18.9K +377 +2%
IAA
758
Independent Advisor Alliance
North Carolina
$857K +$149K +2,968 +21%
SCTC
759
Sanibel Captiva Trust Company
Florida
$857K – – –
TVM
760
True Vision MN
Minnesota
$855K +$868K +17,266 New
CAMG
761
CWA Asset Management Group
Florida
$854K – – –
CPA
762
Cardiff Park Advisors
California
$854K -$57.7K -1,148 -6%
WWG
763
West Wealth Group
California
$853K +$866K +17,237 New
BFPW
764
BOK Financial Private Wealth
Colorado
$851K +$3.52K +70 +0.4%
SCI
765
S&CO Inc
Massachusetts
$850K – – –
RAM
766
Riggs Asset Management
Pennsylvania
$850K +$10.7K +212 +1%
BA
767
Ballew Advisors
Mississippi
$850K – – –
GT
768
Glenmede Trust
Pennsylvania
$846K -$290K -5,779 -25%
XT
769
XTX Topco
Cayman Islands
$844K +$857K +17,049 New
VAS
770
Valicenti Advisory Services
New York
$840K +$24.1K +480 +3%
CFP
771
Cascade Financial Partners
California
$839K -$57.8K -1,150 -6%
PRS
772
Pinkerton Retirement Specialists
Idaho
$834K -$617K -12,272 -42%
MCCA
773
Mill Creek Capital Advisors
Pennsylvania
$833K – – –
KCM
774
Kornitzer Capital Management
Kansas
$831K – – –
NFP
775
Narus Financial Partners
Utah
$831K -$68.6K -1,366 -8%
29 30
31
32 33