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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
776
Level Four Advisory Services
Texas
$440K -$22.6K -511 -5%
HCM
777
Hengehold Capital Management
Ohio
$439K – – –
MAWAG
778
Mid-American Wealth Advisory Group
Missouri
$437K -$10.2K -230 -2%
SFP
779
Shepherd Financial Partners
Massachusetts
$432K -$1.68K -38 -0.4%
CSIC
780
Clifford Swan Investment Counsel
California
$429K +$2.25K +51 +0.5%
SCA
781
STALEY CAPITAL ADVISERS
Pennsylvania
$427K – – –
WDC
782
Woodward Diversified Capital
California
$426K -$88.4K -2,000 -17%
PIA
783
Perennial Investment Advisors
California
$425K -$6.76K -153 -2%
MWM
784
Mission Wealth Management
California
$423K -$51.4K -1,164 -11%
WA
785
Waverly Advisors
Alabama
$421K +$7.47K +169 +2%
BDF
786
Black Diamond Financial
Maryland
$421K -$83.1K -1,880 -16%
DG
787
DMC Group
Alabama
$419K +$19K +429 +5%
CPA
788
Capital Planning Advisors
California
$418K -$49.3K -1,116 -10%
CIA
789
Choate Investment Advisors
Massachusetts
$418K – – –
CNBTD
790
Citizens National Bank Trust Department
Mississippi
$418K +$151K +3,412 +56%
FWI
791
Facet Wealth Inc
Maryland
$418K +$135K +3,050 +50%
WN
792
Williams & Novak
California
$418K +$574 +13 +0.1%
IIC
793
Integrated Investment Consultants
Michigan
$416K – – –
CAG
794
Csenge Advisory Group
Florida
$415K +$117K +2,655 +39%
SG
795
StoneX Group
New York
$413K +$64.5K +1,460 +18%
CRC
796
Catawba River Capital
South Carolina
$411K -$4.95K -112 -1%
PGFC
797
Peapack-Gladstone Financial Corp
New Jersey
$410K – – –
SHWM
798
Smith & Howard Wealth Management
Georgia
$407K – – –
FFB
799
First Financial Bankshares
Texas
$399K -$86.5K -1,957 -18%
SFC
800
Strategic Financial Concepts
Texas
$399K +$405K +9,172 +49%
30 31
32
33 34