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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
876
Balboa Wealth Partners
Arizona
$377K +$22.9K +489 +7%
ACM
877
Advance Capital Management
Michigan
$377K +$5.99K +128 +2%
FCCM
878
First City Capital Management
Georgia
$375K – – –
BAAM
879
Baker Avenue Asset Management
California
$374K +$10.1K +215 +3%
CIA
880
Compass Ion Advisors
Pennsylvania
$373K +$352K +7,515 New
WT
881
Washington Trust
Rhode Island
$373K -$3.37K -72 -0.9%
AI
882
Arrien Investments
Idaho
$373K – – –
AIA
883
Arbor Investment Advisors
North Carolina
$371K -$10.1K -216 -3%
5SA
884
5th Street Advisors
Connecticut
$370K +$349K +7,450 New
LWM
885
Lakeridge Wealth Management
Ohio
$366K – – –
LNWWM
886
Laird Norton Wetherby Wealth Management
California
$364K -$9.6K -205 -3%
OFG
887
Orcam Financial Group
California
$361K – – –
CAG
888
Crestwood Advisors Group
Massachusetts
$360K – – –
SG
889
StoneX Group
New York
$360K -$101K -2,157 -23%
FMC
890
First Merchants Corp
Indiana
$359K +$338K +7,230 New
GM
891
GeoWealth Management
Illinois
$358K -$22K -469 -6%
AL
892
Aspiriant LLC
California
$357K -$281 -6 -0.1%
PMFA
893
Plante Moran Financial Advisors
Michigan
$355K +$10.3K +219 +3%
KPP
894
Kings Path Partners
Texas
$355K +$334K +7,139 New
PWMAG
895
Pinnacle Wealth Management Advisory Group
New Jersey
$354K – – –
SIA
896
Schechter Investment Advisors
Michigan
$353K – – –
SW
897
Solidarity Wealth
Utah
$352K – – –
JAG
898
Journey Advisory Group
Kentucky
$350K – – –
BI
899
Beckerman Institutional
New Jersey
$348K +$327K +6,996 New
CA
900
Cambridge Advisors
Nebraska
$346K – – –
34 35
36
37 38