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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
851
Cascade Financial Partners
California
$997K -$31K -500 -3%
NL
852
NWAM LLC
Washington
$997K +$150K +2,419 +18%
S
853
Sachetta
Massachusetts
$971K -$1.65M -26,556 -63%
VFO
854
Virtus Family Office
Texas
$970K -$1.11M -17,894 -54%
BFC
855
Blue Fin Capital
Rhode Island
$967K – – –
NWM
856
Northcape Wealth Management
New York
$963K – – –
DAS
857
Dynamic Advisor Solutions
Arizona
$961K -$141K -2,271 -13%
FNT
858
First National Trust
Pennsylvania
$960K – – –
HW
859
HORAN Wealth
Ohio
$959K +$953K +15,385 New
DT
860
Diversified Trust
Tennessee
$959K +$9.36K +151 +1%
AWE
861
Avidian Wealth Enterprises
Texas
$958K +$40.6K +656 +4%
CCWA
862
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$958K +$152K +2,455 +19%
BWMG
863
Barnes Wealth Management Group
California
$957K -$23.1K -372 -2%
PWA
864
Provenance Wealth Advisors
Florida
$954K +$79.1K +1,276 +9%
KCM
865
Kornitzer Capital Management
Kansas
$950K – – –
MCP
866
Mirador Capital Partners
California
$949K -$7.37K -119 -0.8%
TFO
867
Tarbox Family Office
California
$940K +$4.77K +77 +0.5%
AWM
868
Aberdeen Wealth Management
Illinois
$930K – – –
CA
869
CoreCap Advisors
Michigan
$925K -$144K -2,331 -14%
BIG
870
Brookwood Investment Group
Arizona
$923K -$79K -1,275 -8%
CWMG
871
Compass Wealth Management (Georgia)
Georgia
$919K +$913K +14,738 New
IMC
872
Investment Management Corporation
Virginia
$917K +$6.44K +104 +0.7%
TNBTD
873
Trustmark National Bank Trust Department
Mississippi
$915K – – –
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$906K -$3.16K -51 -0.3%
GIA
875
Gladstone Institutional Advisory
Florida
$906K -$6.32K -102 -0.7%
33 34
35
36 37