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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
851
Ellevest Inc
New York
$51K – – –
CFO
852
CVA Family Office
Colorado
$51K +$53.5K +1,565 New
PO
853
Private Ocean
California
$50K -$15.4K -450 -23%
ATC
854
Adirondack Trust Company
New York
$49K +$12K +352 +30%
TC
855
Truvestments Capital
Florida
$48K +$24.1K +705 +93%
AWM
856
Accel Wealth Management
Iowa
$47K – – –
CI
857
CX Institutional
Indiana
$47K +$42.8K +1,253 +663%
SMG
858
Spectrum Management Group
Indiana
$45K -$15.8K -462 -25%
CHA
859
Carmichael Hill & Associates
Maryland
$45K +$10.7K +312 +29%
PCG
860
Private Capital Group
Connecticut
$43K – – –
CFFP
861
Center for Financial Planning
Michigan
$42K – – –
MWM
862
Mascoma Wealth Management
New Hampshire
$41K +$42.7K +1,250 New
TCOV
863
Trust Company of Vermont
Vermont
$40K -$19.4K -568 -32%
BA
864
Bellwether Advisors
Nebraska
$39K – – –
NFSG
865
Newbridge Financial Services Group
Florida
$38K +$5.06K +148 +15%
GM
866
GeoWealth Management
Illinois
$38K +$39.8K +1,165 New
SIS
867
Sound Income Strategies
Florida
$36.1K +$3.38K +99 +10%
LGWM
868
Litman Gregory Wealth Management
California
$36K +$2.15K +63 +6%
RG
869
Retirement Group
California
$36K +$31.6K +925 +511%
AWM
870
AllSquare Wealth Management
New York
$34K – – –
MA
871
Montag & Associates
Georgia
$33K – – –
TF
872
Tompkins Financial
New York
$33K – – –
BSG
873
Black Swift Group
Colorado
$33K +$34.9K +1,020 New
AIM
874
Anchor Investment Management
South Carolina
$31.5K – – –
BAM
875
Bellevue Asset Management
Washington
$30K – – –
33 34
35
36 37