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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
Baystate Wealth Management
Massachusetts
$171K +$57.5K +1,615 +48%
JPLA
852
Joseph P. Lucia & Associates
New York
$171K +$177K +4,971 New
SWM
853
Sugarloaf Wealth Management
Georgia
$163K -$4.23K -119 -2%
POIA
854
Pin Oak Investment Advisors
Texas
$159K
GC
855
Gould Capital
Washington
$158K
RCC
856
Red Cedar Capital
Nebraska
$158K
Group One Trading
857
Group One Trading
Illinois
$153K -$3.81M -107,042 -96%
SSB
858
Sandy Spring Bank
Maryland
$153K -$11.4K -320 -7%
SBL
859
Sargent Bickham Lagudis
Colorado
$149K -$36.8K -1,035 -19%
GM
860
GeoWealth Management
Illinois
$148K +$7.93K +223 +5%
HWMA
861
Heritage Wealth Management (Arizona)
Arizona
$144K -$20.2K -569 -12%
CFD
862
Creative Financial Designs
Indiana
$144K +$676 +19 +0.5%
SWM
863
Selective Wealth Management
Virginia
$144K +$56.4K +1,586 +61%
CWM
864
Curi Wealth Management
North Carolina
$142K +$88.9K +2,500 +152%
CCA
865
Column Capital Advisors
Indiana
$139K
MRCM
866
M&R Capital Management
New Jersey
$139K +$4.52K +127 +3%
Simplex Trading
867
Simplex Trading
Illinois
$137K +$106K +2,973 +291%
First Eagle Investment Management
868
First Eagle Investment Management
New York
$135K +$140K +3,926 New
CFB
869
Cullen/Frost Bankers
Texas
$133K
MFC
870
Mechanics Financial Corp
Ohio
$131K +$136K +3,824 New
DWP
871
Destiny Wealth Partners
Florida
$127K
HWM
872
Horizons Wealth Management
North Carolina
$120K +$128K +3,598 New
BCM
873
Bourgeon Capital Management
Connecticut
$119K -$10.5M -295,218 -99%
KFS
874
Kelly Financial Services
Massachusetts
$114K -$3.1K -87 -3%
ZB
875
Zions Bancorporation
Utah
$114K -$29.6K -831 -20%