We are live on ! Find out more
IAU icon

iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
876
Mission Creek Capital Partners
California
$758K – – –
WFAG
877
Wescott Financial Advisory Group
Pennsylvania
$755K -$187K -3,450 -21%
OHWP
878
Oak Harbor Wealth Partners
North Carolina
$754K – – –
PA
879
Pinnacle Associates
New York
$749K +$20K +369 +3%
PP
880
PDS Planning
Ohio
$739K +$4.06K +75 +0.6%
IF
881
Intrua Financial
Texas
$736K -$17.5K -324 -3%
FMWA
882
Forvis Mazars Wealth Advisors
Missouri
$735K +$15.5K +287 +2%
CB
883
Community Bank
New York
$733K -$2K -37 -0.3%
FA
884
Fedenia Advisers
Wisconsin
$733K +$328K +6,055 +95%
BFO
885
Boston Family Office
Massachusetts
$732K – – –
HCC
886
Hirtle Callaghan & Co
Pennsylvania
$731K – – –
IUHSA
887
Itau Unibanco Holding S.A.
Brazil
$730K +$669K +12,374 New
RFP
888
RCS Financial Planning
Maryland
$725K +$374K +6,921 +129%
TAM
889
Titleist Asset Management
Texas
$718K +$31.5K +582 +5%
ACM
890
Armbruster Capital Management
New York
$708K – – –
LFG
891
Larson Financial Group
Missouri
$699K +$198K +3,664 +45%
CFO
892
Colony Family Offices
North Carolina
$697K – – –
SG
893
StoneX Group
New York
$697K +$213K +3,930 +50%
KWS
894
Keystone Wealth Services
California
$694K +$637K +11,776 New
GM
895
GeoWealth Management
Illinois
$690K +$158K +2,927 +33%
MW
896
MBL Wealth
North Carolina
$690K – – –
FPW
897
Fairvoy Private Wealth
Alabama
$689K +$152K +2,810 +32%
GWM
898
GSB Wealth Management
Connecticut
$688K -$54 -1 -0%
GFPC
899
Global Financial Private Client
Florida
$688K +$48.2K +891 +8%
WSFS
900
Wilmington Savings Fund Society
Delaware
$688K +$306K +5,660 +94%
34 35
36
37 38