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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
876
Brown Miller Wealth Management
Virginia
$200K +$192K +5,360 New
MHR
877
Matthew Hamilton Rosenberg
$196K – – –
WWP
878
WR Wealth Planners
Missouri
$196K -$6.27M -174,713 -97%
CNBTD
879
Citizens National Bank Trust Department
Mississippi
$187K -$114K -3,177 -39%
WBC
880
West Branch Capital
Massachusetts
$187K – – –
CTA
881
Colonial Trust Advisors
South Carolina
$186K – – –
BWM
882
Baystate Wealth Management
Massachusetts
$183K -$2.19K -61 -1%
SWM
883
Sugarloaf Wealth Management
Georgia
$182K – – –
POIA
884
Pin Oak Investment Advisors
Texas
$173K – – –
HIA
885
Harbor Investment Advisory
Maryland
$173K – – –
GC
886
Gould Capital
Washington
$171K -$359 -10 -0.2%
CSPIA
887
Cary Street Partners Investment Advisory
Virginia
$168K -$251 -7 -0.2%
FFA
888
Farther Finance Advisors
California
$162K +$5.28K +147 +4%
CCA
889
Column Capital Advisors
Indiana
$151K – – –
MRCM
890
M&R Capital Management
New Jersey
$148K -$144 -4 -0.1%
MFC
891
Mechanics Financial Corp
Ohio
$143K – – –
WP
892
WealthPLAN Partners
Nebraska
$141K +$136K +3,778 New
GFL
893
Granite FO LLC
New Hampshire
$134K – – –
AAG
894
Armstrong Advisory Group
Massachusetts
$133K -$61.3K -1,708 -32%
BCM
895
Bourgeon Capital Management
Connecticut
$130K – – –
SC
896
Stephens Consulting
Michigan
$127K +$58.1K +1,620 +91%
BHWM
897
Beaird Harris Wealth Management
Texas
$121K – – –
TFGT
898
TS Financial Group (TSFG)
Illinois
$119K – – –
FSWA
899
Financial Synergies Wealth Advisors
Texas
$118K – – –
CWC
900
Carolinas Wealth Consulting
North Carolina
$112K – – –
34 35
36
37 38