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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMM
901
Foundation Wealth Management (Missouri)
Missouri
$252K – – –
CWA
902
Continuum Wealth Advisors
New York
$251K +$7.64K +195 +3%
BBPWM
903
Blue Bell Private Wealth Management
Pennsylvania
$250K – – –
KIA
904
KCM Investment Advisors
California
$249K – – –
APA
905
Astoria Portfolio Advisors
New York
$249K -$157 -4 -0.1%
GM
906
GeoWealth Management
Illinois
$248K +$22.3K +570 +11%
BWA
907
BlueChip Wealth Advisors
Georgia
$248K +$11.8K +300 +5%
KSWA
908
Kathleen S. Wright Associates
Pennsylvania
$246K +$230K +5,865 New
HCM
909
Hollencrest Capital Management
California
$246K – – –
TW
910
Transform Wealth
Colorado
$245K -$6.32M -161,218 -97%
NAS
911
NWF Advisory Services
California
$244K – – –
MWM
912
Maripau Wealth Management
Indiana
$242K -$37.5K -956 -14%
VCP
913
Verus Capital Partners
Arizona
$240K – – –
IPWA
914
International Private Wealth Advisors
California
$240K -$63.8K -1,628 -22%
SWM
915
SeaCrest Wealth Management
New York
$240K -$3.92K -100 -2%
BCP
916
Blue Chip Partners
Michigan
$238K – – –
SW
917
SVB Wealth
Massachusetts
$235K +$15.6K +399 +8%
WSWA
918
Warren Street Wealth Advisors
California
$234K -$11.9K -304 -5%
CCG
919
Catalina Capital Group
California
$233K +$218K +5,550 New
KC
920
Kingfisher Capital
North Carolina
$233K -$235K -5,985 -52%
DT
921
Diversified Trust
Tennessee
$233K – – –
RIA
922
Realta Investment Advisors
Delaware
$232K -$41.6K -1,060 -16%
SA
923
SpiderRock Advisors
Delaware
$232K +$222K +5,675 New
SWP
924
Summit Wealth Partners
Florida
$232K -$1.53K -39 -0.7%
ACM
925
Advance Capital Management
Michigan
$230K – – –
35 36
37
38 39