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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IF
826
Integrity Financial
Wyoming
$218K -$100K -2,823 -31%
WSWA
827
Warren Street Wealth Advisors
California
$217K -$8.4K -236 -4%
ACM
828
Advance Capital Management
Michigan
$216K -$13.3K -375 -6%
PJSIMP
829
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K -$39.1K -1,100 -15%
VanEck Associates
830
VanEck Associates
New York
$215K – – –
IWA
831
Inspirion Wealth Advisors
Illinois
$215K +$223K +6,275 New
TFA
832
Triad Financial Advisors
North Carolina
$214K -$48.1K -1,353 -18%
SC
833
Savant Capital
Illinois
$214K -$20K -562 -8%
LRIA
834
Leonard Rickey Investment Advisors
Washington
$214K +$711 +20 +0.3%
DI
835
DAGCO Inc
Ohio
$213K – – –
VVP
836
Venture Visionary Partners
Ohio
$213K -$12.8K -361 -5%
FWI
837
Facet Wealth Inc
Maryland
$211K +$219K +6,146 New
PP
838
Patron Partners
Texas
$210K +$569 +16 +0.3%
FSA
839
Franklin Street Advisors
North Carolina
$209K – – –
P
840
Pitcairn
Pennsylvania
$205K – – –
BBPWM
841
Blue Bell Private Wealth Management
Pennsylvania
$204K – – –
DWM
842
Destination Wealth Management
California
$202K -$27K -758 -11%
RPWA
843
Regent Peak Wealth Advisors
Georgia
$202K +$210K +5,896 New
BMWM
844
Brown Miller Wealth Management
Virginia
$201K -$54.4K -1,530 -21%
SWM
845
SeaCrest Wealth Management
New York
$201K +$889 +25 +0.4%
GWM
846
Geneos Wealth Management
Colorado
$201K +$21.7K +610 +12%
ICG
847
InterOcean Capital Group
Tennessee
$201K +$208K +5,850 New
Fisher Asset Management
848
Fisher Asset Management
Washington
$200K -$122K -3,434 -37%
LNWWM
849
Laird Norton Wetherby Wealth Management
California
$200K -$18.4K -516 -8%
EWA
850
EverSource Wealth Advisors
Alabama
$197K -$41.8K -1,176 -17%