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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
876
High Net Worth Advisory Group
Florida
$111K
SJIA
877
St. James Investment Advisors
New York
$110K -$76.1K -2,138 -40%
FSWA
878
Financial Synergies Wealth Advisors
Texas
$108K +$112K +3,155 New
LWP
879
Lumature Wealth Partners
Georgia
$104K
CWC
880
Carolinas Wealth Consulting
North Carolina
$103K
BHWM
881
Beaird Harris Wealth Management
Texas
$100K +$50.9K +1,430 +96%
IWP
882
IAG Wealth Partners
Wisconsin
$99K +$102K +2,877 New
EWM
883
Endurance Wealth Management
Rhode Island
$96K
FP
884
Financial Perspectives
Minnesota
$94.5K
DI
885
Disciplined Investments
Oklahoma
$93K
TFGT
886
TS Financial Group (TSFG)
Illinois
$93K +$96.2K +2,704 New
BFG
887
Baron Financial Group
New Jersey
$90K
Bank of Montreal
888
Bank of Montreal
Ontario, Canada
$82.4K -$1.73M -48,603 -2%
S
889
Surevest
California
$80K +$17.8K +500 +27%
VRM
890
Vectors Research Management
New York
$76K
FWM
891
Focused Wealth Management
New York
$70K -$16.1K -452 -18%
BCM
892
Blume Capital Management
California
$69K
TFS
893
TrustCore Financial Services
Tennessee
$66K +$11.6K +327 +20%
CBT
894
Central Bank & Trust
Kentucky
$64K
GFPC
895
Global Financial Private Client
Florida
$59.1K -$1.64K -46 -3%
CHA
896
Carmichael Hill & Associates
Maryland
$59K +$11.2K +316 +23%
JEST
897
JTC Employer Solutions Trustee
Jersey
$58K
EI
898
Ellevest Inc
New York
$56K -$2.67K -75 -4%
CFO
899
CVA Family Office
Colorado
$54K
PO
900
Private Ocean
California
$52K