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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
801
Security National Trust
West Virginia
$50K – – –
PCG
802
Private Capital Group
Connecticut
$47K -$58.4K -1,600 -55%
CFFP
803
Center for Financial Planning
Michigan
$47K – – –
SSWG
804
Seven Springs Wealth Group
Tennessee
$47K +$19.6K +536 +70%
WCG
805
Weaver Consulting Group
California
$46K -$3.58K -98 -7%
ATC
806
Adirondack Trust Company
New York
$42K – – –
AFS
807
Aft Forsyth & Sober
Florida
$42K – – –
CHA
808
Carmichael Hill & Associates
Maryland
$39K +$18.3K +500 +87%
AWM
809
AllSquare Wealth Management
New York
$38K – – –
LGWM
810
Litman Gregory Wealth Management
California
$37K – – –
TF
811
Tompkins Financial
New York
$37K +$37.1K +1,016 New
NFSG
812
Newbridge Financial Services Group
Florida
$37K +$37.1K +1,017 New
SIS
813
Sound Income Strategies
Florida
$36K +$4.16K +114 +13%
AIM
814
Anchor Investment Management
South Carolina
$34.9K +$35.4K +970 New
FMP
815
Financial Management Professionals
Texas
$34K – – –
BAM
816
Bellevue Asset Management
Washington
$33K – – –
IBOK
817
Independence Bank of Kentucky
Kentucky
$33K +$33.5K +917 New
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K – – –
EI
819
Ellevest Inc
New York
$30K -$9.31K -255 -24%
BFC
820
Bedel Financial Consulting
Indiana
$30K -$5.48K -150 -15%
AIP
821
Ameritas Investment Partners
Nebraska
$30K – – –
MAM
822
Meeder Asset Management
Ohio
$30K +$30.8K +843 New
OSNBOA
823
Old Second National Bank of Aurora
Illinois
$28K – – –
WIM
824
Westside Investment Management
California
$27.9K +$26.5K +725 +3%
HPC
825
HM Payson & Co
Maine
$27K – – –
31 32
33
34 35