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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
876
Mechanics Financial Corp
Ohio
$131K +$136K +3,824 New
DWP
877
Destiny Wealth Partners
Florida
$127K – – –
HWM
878
Horizons Wealth Management
North Carolina
$120K +$128K +3,598 New
BCM
879
Bourgeon Capital Management
Connecticut
$119K -$10.5M -295,218 -99%
KFS
880
Kelly Financial Services
Massachusetts
$114K -$3.1K -87 -3%
ZB
881
Zions Bancorporation
Utah
$114K -$29.6K -831 -20%
HNWAG
882
High Net Worth Advisory Group
Florida
$111K – – –
SJIA
883
St. James Investment Advisors
New York
$110K -$76.1K -2,138 -40%
FSWA
884
Financial Synergies Wealth Advisors
Texas
$108K +$112K +3,155 New
LWP
885
Lumature Wealth Partners
Georgia
$104K – – –
CWC
886
Carolinas Wealth Consulting
North Carolina
$103K – – –
BHWM
887
Beaird Harris Wealth Management
Texas
$100K +$50.9K +1,430 +96%
IWP
888
IAG Wealth Partners
Wisconsin
$99K +$102K +2,877 New
EWM
889
Endurance Wealth Management
Rhode Island
$96K – – –
FP
890
Financial Perspectives
Minnesota
$94.5K – – –
DI
891
Disciplined Investments
Oklahoma
$93K – – –
TFGT
892
TS Financial Group (TSFG)
Illinois
$93K +$96.2K +2,704 New
BFG
893
Baron Financial Group
New Jersey
$90K – – –
S
894
Surevest
California
$80K +$17.8K +500 +27%
VRM
895
Vectors Research Management
New York
$76K – – –
FWM
896
Focused Wealth Management
New York
$70K -$16.1K -452 -18%
BCM
897
Blume Capital Management
California
$69K – – –
TFS
898
TrustCore Financial Services
Tennessee
$66K +$11.6K +327 +20%
CBT
899
Central Bank & Trust
Kentucky
$64K – – –
GFPC
900
Global Financial Private Client
Florida
$59.1K -$1.64K -46 -3%
34 35
36
37 38