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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Certus Wealth Management
California
$649K +$594K +11,831 New
AWM
827
Angeles Wealth Management
California
$649K +$5.68K +113 +0.9%
TDB
828
Thompson David Blair
$647K +$657K +13,071 New
AWM
829
Aprio Wealth Management
Georgia
$646K – – –
WP
830
WealthShield Partners
North Carolina
$644K +$653K +12,998 New
CCFM
831
Clear Creek Financial Management
Washington
$643K +$1.61K +32 +0.2%
NL
832
NWAM LLC
Washington
$640K +$32.9K +654 +5%
FWM
833
FFT Wealth Management
Pennsylvania
$638K +$122K +2,422 +23%
AWE
834
Avidian Wealth Enterprises
Texas
$637K +$69.6K +1,385 +12%
CCWA
835
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$637K -$1.96K -39 -0.3%
RWMH
836
Riverpoint Wealth Management Holdings
Illinois
$637K -$10.1K -200 -2%
SW
837
SlateStone Wealth
Florida
$637K -$22.6K -450 -3%
MCCP
838
Mission Creek Capital Partners
California
$637K – – –
TCA
839
Transcend Capital Advisors
New Jersey
$636K +$113K +2,249 +21%
IF
840
Intrua Financial
Texas
$634K -$48.9K -973 -7%
OHWP
841
Oak Harbor Wealth Partners
North Carolina
$633K – – –
5W
842
5T Wealth
California
$631K +$640K +12,745 New
TNBTD
843
Trustmark National Bank Trust Department
Mississippi
$620K -$3.32K -66 -0.5%
AWM
844
Ameliora Wealth Management
Switzerland
$619K +$628K +12,500 New
PWA
845
Phoenix Wealth Advisors
North Carolina
$618K -$502 -10 -0.1%
CB
846
Community Bank
New York
$618K – – –
PP
847
PDS Planning
Ohio
$617K +$13.8K +275 +2%
DC
848
Davenport & Co
Virginia
$615K +$93.7K +1,864 +18%
BFO
849
Boston Family Office
Massachusetts
$615K – – –
GWP
850
Gateway Wealth Partners
Wisconsin
$614K +$371K +7,387 +147%
32 33
34
35 36