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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
776
Keystone Wealth Services
California
$1.29M +$549K +8,852 +75%
AC
777
Apella Capital
Connecticut
$1.28M +$1.26M +20,400 New
WIM
778
Westside Investment Management
California
$1.28M – – –
OWCM
779
One Wealth Capital Management
Arizona
$1.28M -$479K -7,732 -27%
SB
780
Simmons Bank
Arkansas
$1.28M -$116K -1,874 -8%
KCM
781
Kanawha Capital Management
Virginia
$1.26M – – –
MWM
782
Moulton Wealth Management
Washington
$1.26M -$3.73M -60,172 -75%
NCM
783
Northwest Capital Management
Oregon
$1.26M +$220K +3,551 +21%
DL
784
DOHJ LLC
Washington
$1.25M -$48.6K -784 -4%
MFA
785
Mayflower Financial Advisors
Massachusetts
$1.25M -$25K -403 -2%
TC
786
TownSquare Capital
Utah
$1.25M -$2.69M -43,373 -68%
AC
787
Avory & Company
Florida
$1.25M – – –
ONB
788
Old National Bancorp
Indiana
$1.24M – – –
EPW
789
Endeavor Private Wealth
Kansas
$1.23M -$320K -5,157 -21%
SCTC
790
Sanibel Captiva Trust Company
Florida
$1.23M +$150K +2,415 +14%
AIM
791
Advyzon Investment Management
Illinois
$1.23M +$512K +8,268 +72%
RWA
792
Resolute Wealth Advisor
Ohio
$1.23M +$862K +13,904 New
C
793
Certuity
Florida
$1.22M – – –
TPWM
794
Twelve Points Wealth Management
Massachusetts
$1.2M -$5.55M -89,513 -82%
KG
795
Kilter Group
New York
$1.18M -$360K -5,808 -23%
FPCP
796
Fort Point Capital Partners
California
$1.18M -$2.79K -45 -0.2%
MAA
797
Mraz Amerine & Associates
California
$1.18M -$130K -2,100 -10%
RAM
798
Riggs Asset Management
Pennsylvania
$1.17M +$53.3K +860 +5%
CSP
799
Cary Street Partners
Virginia
$1.17M +$866K +13,976 +294%
GWM
800
Global Wealth Management
New Jersey
$1.17M +$26.6K +430 +2%
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