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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
801
Blue Bell Private Wealth Management
Pennsylvania
$207K – – –
SCM
802
SOL Capital Management
Maryland
$207K +$203K +5,950 New
SFWA
803
Summit Financial Wealth Advisors
Louisiana
$207K +$205K +6,008 New
AFG
804
Arkansas Financial Group
Arkansas
$205K +$201K +5,879 New
MWA
805
MFA Wealth Advisors
Pennsylvania
$204K +$200K +5,841 New
WCM
806
Wealthcare Capital Management
Virginia
$203K -$67.3K -1,970 -25%
FM
807
Foster & Motley
Ohio
$203K -$38.5K -1,127 -16%
KA
808
Klingman & Associates
New York
$202K +$198K +5,790 New
BAM
809
Barrett Asset Management
New York
$196K -$114K -3,330 -37%
TRCT
810
Tower Research Capital (TRC)
New York
$191K +$188K +5,500 New
CLOS
811
Compagnie Lombard Odier SCmA
Switzerland
$190K +$20.5K +600 +12%
WOSD
812
WFA of San Diego
California
$186K +$5.33K +156 +3%
MHR
813
Matthew Hamilton Rosenberg
$183K – – –
OIA
814
Optimum Investment Advisors
Illinois
$180K – – –
EWA
815
EverSource Wealth Advisors
Alabama
$180K +$176K +5,160 New
CAL
816
Capital Analysts LLC
Pennsylvania
$177K +$8.71K +255 +5%
HIA
817
Harbor Investment Advisory
Maryland
$177K +$15.4K +450 +10%
SWM
818
Sugarloaf Wealth Management
Georgia
$174K – – –
WBC
819
West Branch Capital
Massachusetts
$174K – – –
WB
820
West Bancorporation
Iowa
$172K +$169K +4,951 New
KFS
821
Kelly Financial Services
Massachusetts
$171K -$12.1M -352,688 -99%
SSB
822
Sandy Spring Bank
Maryland
$170K -$2.39K -70 -1%
SBL
823
Sargent Bickham Lagudis
Colorado
$163K -$12K -350 -7%
POIA
824
Pin Oak Investment Advisors
Texas
$161K – – –
RCC
825
Red Cedar Capital
Nebraska
$160K – – –
31 32
33
34 35