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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
926
FormulaFolio Investments
Michigan
$4K -$25.5M -744,880 -100%
BCA
927
Bray Capital Advisors
Florida
$4K – – –
CCC
928
Crescent Capital Consulting
Louisiana
$4K – – –
HCM
929
Highlander Capital Management
New Jersey
$4K – – –
HR
930
Howe & Rusling
New York
$4K – – –
SWA
931
SOA Wealth Advisors
New York
$4K – – –
VBCG
932
Valley Brook Capital Group
Pennsylvania
$4K – – –
MWP
933
Meridian Wealth Partners
Pennsylvania
$4K +$3.93K +115 New
APWA
934
Atlas Private Wealth Advisors
New Jersey
$3K – – –
DAM
935
Delta Asset Management
Tennessee
$3K – – –
RIM
936
Rockbridge Investment Management
New York
$3K – – –
PSB
937
Piscataqua Savings Bank
New Hampshire
$3K +$3.55K +104 New
FGAM
938
Financial Gravity Asset Management
Texas
$2.53K -$5.6K -164 -9%
MA
939
MBA Advisors
Pennsylvania
$2.46K +$2.58M +75,502 New
AA
940
AlphaMark Advisors
Kentucky
$2K – – –
HWM
941
HighMark Wealth Management
Minnesota
$2K – – –
TFS
942
TrustCore Financial Services
Tennessee
$2K +$171 +5 +10%
SCA
943
Stonebridge Capital Advisors
Minnesota
$2K +$1.71K +50 New
HWMA
944
Heritage Wealth Management (Arizona)
Arizona
$2K +$2.22K +65 New
OSAM
945
O'Shaughnessy Asset Management
Connecticut
$1K -$46.9K -1,373 -97%
FWM
946
Filbrandt Wealth Management
Wisconsin
$1K -$13.4K -391 -93%
DWMG
947
DB Wealth Management Group
California
$1K -$4.31K -126 -88%
IPW
948
IronBridge Private Wealth
Texas
$1K – – –
JWM
949
Janiczek Wealth Management
Colorado
$1K – – –
MWC
950
MBM Wealth Consultants
Missouri
$1K +$820 +24 New
36 37
38
39 40