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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Aberdeen Wealth Management
Illinois
$738K – – –
CA
802
Claro Advisors
Massachusetts
$734K +$745K +14,827 New
WA
803
Waverly Advisors
Alabama
$731K +$259K +5,154 +54%
SIM
804
Synergy Investment Management
Florida
$727K +$738K +14,693 New
FMII
805
Farmers & Merchants Investments Inc
Nebraska
$722K +$20.7K +411 +3%
MTC
806
Matrix Trust Company
Colorado
$719K +$628K +12,499 +619%
MFG
807
Marmo Financial Group
Tennessee
$713K – – –
KG
808
Kilter Group
New York
$711K +$722K +14,361 New
CAI
809
Capital Advisors Inc
Oklahoma
$704K +$164K +3,257 +30%
MW
810
Maia Wealth
Colorado
$704K -$4.37K -87 -0.6%
HDIM
811
Hanson & Doremus Investment Management
Vermont
$698K -$47.9K -954 -6%
AIM
812
Access Investment Management
Georgia
$696K – – –
MA
813
MONECO Advisors
Connecticut
$695K +$30.4K +606 +5%
CIC
814
Carnegie Investment Counsel
Ohio
$679K +$1.21K +24 +0.2%
SIA
815
SGL Investment Advisors
Montana
$676K -$21K -418 -3%
MCA
816
Magnolia Capital Advisors
Mississippi
$671K +$182K +3,631 +37%
CI
817
CPR Investments
Michigan
$669K +$679K +13,512 New
AFA
818
AA Financial Advisors
Ohio
$665K +$24.2K +481 +4%
VCP
819
Verus Capital Partners
Arizona
$662K +$373K +7,420 +123%
UW
820
Unique Wealth
Florida
$660K +$442K +8,795 +194%
GBT
821
Grove Bank & Trust
Florida
$658K -$4.76M -94,699 -88%
NCM
822
Northwest Capital Management
Oregon
$656K +$666K +13,252 New
SF
823
SWP Financial
California
$653K +$662K +13,182 New
CI
824
CX Institutional
Indiana
$650K +$151K +3,004 +30%
CWM
825
Certus Wealth Management
California
$649K +$594K +11,831 New
31 32
33
34 35