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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
Angeles Wealth Management
California
$766K -$6.11K -113 -0.9%
CCWA
877
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$761K +$1.51K +28 +0.2%
RWMH
878
Riverpoint Wealth Management Holdings
Illinois
$759K – – –
MCCP
879
Mission Creek Capital Partners
California
$758K – – –
WFAG
880
Wescott Financial Advisory Group
Pennsylvania
$755K -$187K -3,450 -21%
OHWP
881
Oak Harbor Wealth Partners
North Carolina
$754K – – –
PA
882
Pinnacle Associates
New York
$749K +$20K +369 +3%
PP
883
PDS Planning
Ohio
$739K +$4.06K +75 +0.6%
IF
884
Intrua Financial
Texas
$736K -$17.5K -324 -3%
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$735K +$15.5K +287 +2%
CB
886
Community Bank
New York
$733K -$2K -37 -0.3%
FA
887
Fedenia Advisers
Wisconsin
$733K +$328K +6,055 +95%
BFO
888
Boston Family Office
Massachusetts
$732K – – –
HCC
889
Hirtle Callaghan & Co
Pennsylvania
$731K – – –
IUHSA
890
Itau Unibanco Holding S.A.
Brazil
$730K +$669K +12,374 New
RFP
891
RCS Financial Planning
Maryland
$725K +$374K +6,921 +129%
TAM
892
Titleist Asset Management
Texas
$718K +$31.5K +582 +5%
ACM
893
Armbruster Capital Management
New York
$708K – – –
LFG
894
Larson Financial Group
Missouri
$699K +$198K +3,664 +45%
CFO
895
Colony Family Offices
North Carolina
$697K – – –
SG
896
StoneX Group
New York
$697K +$213K +3,930 +50%
KWS
897
Keystone Wealth Services
California
$694K +$637K +11,776 New
GM
898
GeoWealth Management
Illinois
$690K +$158K +2,927 +33%
MW
899
MBL Wealth
North Carolina
$690K – – –
FPW
900
Fairvoy Private Wealth
Alabama
$689K +$152K +2,810 +32%