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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
776
Lehman & Derafelo Financial Resources
Pennsylvania
$241K
WIC
777
Woodmont Investment Counsel
Tennessee
$240K
BEAM
778
Baker Ellis Asset Management
Washington
$239K
LFAS
779
Level Four Advisory Services
Texas
$239K
AWM
780
Accurate Wealth Management
Florida
$238K +$231K +6,454 New
NPT
781
Nixon Peabody Trust
Massachusetts
$236K
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$234K -$5.04K -141 -2%
OIA
783
OneDigital Investment Advisors
Kansas
$233K -$45.5K -1,274 -17%
LWA
784
Lenox Wealth Advisors
New York
$233K -$4.57K -128 -2%
SPWM
785
Schrum Private Wealth Management
Florida
$231K
VanEck Associates
786
VanEck Associates
New York
$230K -$5.97K -167 -3%
DI
787
DAGCO Inc
Ohio
$230K +$222K +6,205 New
FANJ
788
Financial Architects (New Jersey)
New Jersey
$229K +$222K +6,213 New
LRIA
789
Leonard Rickey Investment Advisors
Washington
$229K +$222K +6,223 New
KCA
790
Karn Couzens & Associates
Connecticut
$227K
SIG
791
Spinnaker Investment Group
California
$226K -$14.9K -418 -6%
FM
792
Foster & Motley
Ohio
$226K +$11.3K +317 +5%
PP
793
Patron Partners
Texas
$224K -$28.9K -810 -12%
FSA
794
Franklin Street Advisors
North Carolina
$224K
P
795
Pitcairn
Pennsylvania
$220K
BBPWM
796
Blue Bell Private Wealth Management
Pennsylvania
$219K
VFP
797
Verus Financial Partners
Virginia
$217K +$207K +5,786 New
DC
798
Davenport & Co
Virginia
$217K +$211K +5,905 New
IAIM
799
International Assets Investment Management
Florida
$215K -$28.1K -787 -12%
SWM
800
SeaCrest Wealth Management
New York
$215K -$7.14K -200 -3%