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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
876
Fiduciary Planning
Florida
$58K +$57.7K +1,612 New
EI
877
Ellevest Inc
New York
$57K +$26.8K +750 +91%
PS
878
Planned Solutions
California
$54K – – –
OIM
879
Oder Investment Management
California
$54K +$53.7K +1,500 New
AWM
880
Accel Wealth Management
Iowa
$53K +$52.2K +1,459 New
OSAM
881
O'Shaughnessy Asset Management
Connecticut
$51K +$49.1K +1,373 +3,269%
SNT
882
Security National Trust
West Virginia
$50K – – –
PCG
883
Private Capital Group
Connecticut
$48K – – –
CFFP
884
Center for Financial Planning
Michigan
$47K – – –
SSWG
885
Seven Springs Wealth Group
Tennessee
$47K – – –
CCM
886
Cribstone Capital Management
Maine
$44K +$31.7K +885 +264%
BA
887
Bellwether Advisors
Nebraska
$43K +$43K +1,200 New
ATC
888
Adirondack Trust Company
New York
$41K – – –
CHA
889
Carmichael Hill & Associates
Maryland
$39K – – –
AWM
890
AllSquare Wealth Management
New York
$38K – – –
LGWM
891
Litman Gregory Wealth Management
California
$38K – – –
NFSG
892
Newbridge Financial Services Group
Florida
$37K – – –
SIS
893
Sound Income Strategies
Florida
$37K – – –
TF
894
Tompkins Financial
New York
$37K – – –
FMP
895
Financial Management Professionals
Texas
$36K +$1.79K +50 +5%
MA
896
Montag & Associates
Georgia
$36K +$35.8K +1,000 New
AIM
897
Anchor Investment Management
South Carolina
$35.2K – – –
LGA
898
Lebenthal Global Advisors
New York
$35K +$34.6K +968 New
BAM
899
Bellevue Asset Management
Washington
$33K – – –
FCA
900
FinTrust Capital Advisors
South Carolina
$32K -$3.58K -100 -10%
34 35
36
37 38