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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
Montag & Associates
Georgia
$34K – – –
IAMOG
927
Investors Asset Management of Georgia
Georgia
$34K +$35K +985 New
WAM
928
Worth Asset Management
Texas
$33K -$47.5K -1,335 -57%
TWA
929
TCI Wealth Advisors
Arizona
$32K -$19.7K -553 -37%
BAM
930
Bellevue Asset Management
Washington
$32K – – –
PFA
931
Professional Financial Advisors
Nebraska
$31K -$285 -8 -0.9%
OA
932
Operose Advisors
Wisconsin
$30K – – –
PWC
933
PYA Waltman Capital
Tennessee
$30K – – –
CFFP
934
Center for Financial Planning
Michigan
$29K – – –
MA
935
MCF Advisors
Kentucky
$29K – – –
PPWM
936
PFG Private Wealth Management
Florida
$29K – – –
TCOV
937
Trust Company of Vermont
Vermont
$29K +$29.7K +835 New
AW
938
Avion Wealth
Texas
$29K +$29.9K +840 New
LWANC
939
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
RBC
940
Roble Belko & Company
Pennsylvania
$25K -$5.09K -143 -16%
DSC
941
Duncker Streett & Co
Missouri
$25K – – –
FCMT
942
Founders Capital Management (Texas)
Texas
$24K – – –
NIC
943
Northwest Investment Counselors
Oregon
$24K – – –
MTIC
944
Missouri Trust & Investment Company
Missouri
$24K +$25.2K +708 New
WWMSC
945
Wagner Wealth Management (South Carolina)
South Carolina
$23K +$23.4K +659 New
CTB
946
Country Trust Bank
Illinois
$22K – – –
BMD
947
Better Money Decisions
New Mexico
$21K +$21.3K +600 New
VWM
948
Valley Wealth Managers
New Jersey
$20K +$20.5K +575 New
BCMLT
949
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K – – –
TC
950
Truvestments Capital
Florida
$19K +$20K +562 New
36 37
38
39 40