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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
801
Dakota Wealth Management
Florida
$213K +$206K +5,772 New
MCM
802
Manchester Capital Management
Vermont
$212K -$31.2K -872 -13%
FHC
803
First Heartland Consultants
Missouri
$212K +$206K +5,780 New
BI
804
Blooom Inc
Kansas
$210K +$205K +5,732 New
KCM
805
Kanawha Capital Management
Virginia
$209K +$202K +5,667 New
RW
806
RVW Wealth
California
$209K +$203K +5,673 New
FAG
807
Financial Advisory Group
Texas
$208K +$202K +5,660 New
BAM
808
Barrett Asset Management
New York
$207K – – –
MSWMA
809
Market Street Wealth Management Advisors
Indiana
$206K +$200K +5,598 New
MGIA
810
Moneta Group Investment Advisors
Missouri
$205K -$42.3K -1,185 -18%
AFG
811
Arkansas Financial Group
Arkansas
$205K -$11.4K -319 -5%
SWP
812
Summit Wealth Partners
Florida
$203K +$197K +5,515 New
GGS
813
Galvin Gaustad & Stein
Arizona
$203K +$197K +5,525 New
CFO
814
Colony Family Offices
North Carolina
$202K +$196K +5,496 New
SMH
815
Sanders Morris Harris
Texas
$202K +$196K +5,498 New
HFS
816
Howard Financial Services
Texas
$201K +$195K +5,464 New
JAG
817
Journey Advisory Group
Kentucky
$200K +$194K +5,417 New
NEWAS
818
N.E.W. Advisory Services
Wisconsin
$199K +$435K +12,189 New
SBL
819
Sargent Bickham Lagudis
Colorado
$198K +$24.5K +685 +15%
SJIA
820
St. James Investment Advisors
New York
$196K -$171K -4,773 -47%
GWM
821
Geneos Wealth Management
Colorado
$193K +$188K +5,264 New
HIA
822
Harbor Investment Advisory
Maryland
$187K – – –
WBC
823
West Branch Capital
Massachusetts
$184K – – –
SWM
824
Sugarloaf Wealth Management
Georgia
$179K -$4.93K -138 -3%
SSB
825
Sandy Spring Bank
Maryland
$177K -$2.86K -80 -2%
31 32
33
34 35