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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
801
McIlrath & Eck
Washington
$58K – – –
PS
802
Planned Solutions
California
$53K +$54.3K +1,487 New
PCWA
803
Pacific Capital Wealth Advisors
California
$52K +$52.3K +1,432 New
SNT
804
Security National Trust
West Virginia
$50K – – –
PCG
805
Private Capital Group
Connecticut
$47K -$58.4K -1,600 -55%
CFFP
806
Center for Financial Planning
Michigan
$47K – – –
SSWG
807
Seven Springs Wealth Group
Tennessee
$47K +$19.6K +536 +70%
WCG
808
Weaver Consulting Group
California
$46K -$3.58K -98 -7%
ATC
809
Adirondack Trust Company
New York
$42K – – –
AFS
810
Aft Forsyth & Sober
Florida
$42K – – –
CHA
811
Carmichael Hill & Associates
Maryland
$39K +$18.3K +500 +87%
AWM
812
AllSquare Wealth Management
New York
$38K – – –
LGWM
813
Litman Gregory Wealth Management
California
$37K – – –
TF
814
Tompkins Financial
New York
$37K +$37.1K +1,016 New
NFSG
815
Newbridge Financial Services Group
Florida
$37K +$37.1K +1,017 New
SIS
816
Sound Income Strategies
Florida
$36K +$4.16K +114 +13%
FCA
817
FinTrust Capital Advisors
South Carolina
$35K -$511 -14 -1%
AIM
818
Anchor Investment Management
South Carolina
$34.9K +$35.4K +970 New
FMP
819
Financial Management Professionals
Texas
$34K – – –
BAM
820
Bellevue Asset Management
Washington
$33K – – –
IBOK
821
Independence Bank of Kentucky
Kentucky
$33K +$33.5K +917 New
LWANC
822
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K – – –
EI
823
Ellevest Inc
New York
$30K -$9.31K -255 -24%
BFC
824
Bedel Financial Consulting
Indiana
$30K -$5.48K -150 -15%
AIP
825
Ameritas Investment Partners
Nebraska
$30K – – –
31 32
33
34 35