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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
901
Caldwell Sutter Capital
California
$96.4K – – –
FP
902
Financial Perspectives
Minnesota
$96.3K – – –
HWM
903
Horizons Wealth Management
North Carolina
$95.3K -$4.93K -135 -5%
NCM
904
Northwest Capital Management
Oregon
$87.6K – – –
SWM
905
Sugarloaf Wealth Management
Georgia
$87.5K -$86K -2,358 -49%
IWP
906
IAG Wealth Partners
Wisconsin
$86.4K -$10.6K -290 -11%
MRCM
907
M&R Capital Management
New Jersey
$85.7K – – –
CA
908
Crewe Advisors
Utah
$83K – – –
NSG
909
Nalls Sherbakoff Group
Tennessee
$82.2K – – –
SIS
910
Sound Income Strategies
Florida
$79.1K +$82.5K +2,260 New
CB
911
CNB Bank
Pennsylvania
$75.2K +$78.4K +2,149 New
JWA
912
JFS Wealth Advisors
Pennsylvania
$75K – – –
SIC
913
Salem Investment Counselors
North Carolina
$73.1K -$620 -17 -0.8%
CIR
914
Clear Investment Research
Georgia
$72.4K -$1.57K -43 -2%
HT
915
Headlands Technologies
Illinois
$72.4K +$75.5K +2,070 New
CWP
916
Concord Wealth Partners
Virginia
$72.1K -$401 -11 -0.5%
IPW
917
Impact Partnership Wealth
Georgia
$71.4K +$72.4K +1,985 +3,609%
FWM
918
Focused Wealth Management
New York
$71.1K – – –
RG
919
Retirement Group
California
$70K – – –
CBT
920
Central Bank & Trust
Kentucky
$64.9K – – –
SHIM
921
Stone House Investment Management
Pennsylvania
$64.3K -$236K -6,458 -78%
CAL
922
Capital Advisors Ltd
Ohio
$63K – – –
NFSG
923
Newbridge Financial Services Group
Florida
$62.9K – – –
IUHSA
924
Itau Unibanco Holding S.A.
Brazil
$62.9K -$57.8K -1,583 -47%
TCOV
925
Trust Company of Vermont
Vermont
$61.9K +$64.6K +1,769 New
35 36
37
38 39