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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$176K +$170K +4,770 New
POIA
827
Pin Oak Investment Advisors
Texas
$171K – – –
RCC
828
Red Cedar Capital
Nebraska
$170K – – –
GC
829
Gould Capital
Washington
$169K +$429 +12 +0.3%
CFD
830
Creative Financial Designs
Indiana
$154K +$8.22K +230 +6%
GM
831
GeoWealth Management
Illinois
$154K +$8.86K +248 +6%
ZB
832
Zions Bancorporation
Utah
$153K +$4.97K +139 +3%
CCA
833
Column Capital Advisors
Indiana
$149K – – –
MRCM
834
M&R Capital Management
New Jersey
$145K +$16.1K +450 +13%
CFB
835
Cullen/Frost Bankers
Texas
$142K – – –
IUHSA
836
Itau Unibanco Holding S.A.
Brazil
$140K +$136K +3,804 New
DWP
837
Destiny Wealth Partners
Florida
$137K – – –
KFS
838
Kelly Financial Services
Massachusetts
$126K -$52.9K -1,481 -30%
BWM
839
Baystate Wealth Management
Massachusetts
$124K +$2.68K +75 +2%
HNWAG
840
High Net Worth Advisory Group
Florida
$119K – – –
LWP
841
Lumature Wealth Partners
Georgia
$112K – – –
FEG
842
Financial Enhancement Group
Indiana
$111K – – –
CWC
843
Carolinas Wealth Consulting
North Carolina
$110K – – –
EWM
844
Endurance Wealth Management
Rhode Island
$103K – – –
FP
845
Financial Perspectives
Minnesota
$101K +$12.6K +353 +15%
DI
846
Disciplined Investments
Oklahoma
$100K +$97.1K +2,719 New
BFG
847
Baron Financial Group
New Jersey
$96.6K – – –
SWM
848
Selective Wealth Management
Virginia
$96K -$34.7K -972 -27%
C
849
Covestor
United Kingdom
$93K +$90.2K +2,525 New
FWM
850
Focused Wealth Management
New York
$92K +$16.1K +452 +22%
32 33
34
35 36