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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
776
Naviter Wealth
Arkansas
$397K -$900K -22,966 -71%
WA
777
Waverly Advisors
Alabama
$396K +$48.5K +1,236 +15%
CAI
778
Capital Advisors Inc
Oklahoma
$392K +$366K +9,337 New
PGFC
779
Peapack-Gladstone Financial Corp
New Jersey
$392K +$5.88K +150 +2%
BCP
780
Berkeley Capital Partners
Georgia
$391K -$3.53K -90 -1%
BFO
781
Boston Family Office
Massachusetts
$390K – – –
SHWM
782
Smith & Howard Wealth Management
Georgia
$389K -$18.7K -477 -5%
MPM
783
Meritage Portfolio Management
Kansas
$387K – – –
DG
784
DMC Group
Alabama
$382K -$20.7K -528 -5%
QPWM
785
Quadrant Private Wealth Management
Pennsylvania
$382K – – –
EWM
786
Endowment Wealth Management
Wisconsin
$381K -$1.57K -40 -0.4%
PP
787
Patten & Patten
Tennessee
$379K -$2.59K -66 -0.7%
BOPW
788
Brandywine Oak Private Wealth
Pennsylvania
$378K – – –
MBI
789
May Barnhard Investments
Maryland
$376K -$18.4K -470 -5%
WCA
790
Waypoint Capital Advisors
Minnesota
$374K – – –
USCWA
791
U.S. Capital Wealth Advisors
Texas
$374K -$784 -20 -0.2%
SEP
792
Southland Equity Partners
Missouri
$373K +$62.3K +1,590 +22%
WN
793
Williams & Novak
California
$371K – – –
HKAM
794
Horizon Kinetics Asset Management
New York
$369K – – –
BG
795
Benedetti & Gucer
Georgia
$367K -$111K -2,827 -24%
BCV
796
Banque Cantonale Vaudoise
Switzerland
$366K +$67.3K +1,718 +25%
TCA
797
Transcend Capital Advisors
New Jersey
$365K – – –
DCM
798
DGS Capital Management
New Jersey
$359K +$3.88K +99 +1%
SG
799
Sharper & Granite
California
$359K +$18.4K +470 +6%
ESB
800
Essex Savings Bank
Connecticut
$358K – – –
30 31
32
33 34