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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
926
Black Diamond Financial
Maryland
$477K +$3.02K +60 +0.6%
SIMG
927
Sonora Investment Management Group
Arizona
$477K – – –
BCP
928
Berkeley Capital Partners
Georgia
$474K +$15.6K +310 +3%
IP
929
Isthmus Partners
Wisconsin
$471K +$478K +9,520 New
CIA
930
Choate Investment Advisors
Massachusetts
$471K – – –
WPA
931
West Paces Advisors
Georgia
$471K -$75.4K -1,500 -14%
WN
932
Williams & Novak
California
$470K – – –
4A
933
4Wealth Advisors
Illinois
$469K +$476K +9,464 New
GT
934
Greenleaf Trust
Michigan
$466K -$25.9K -515 -5%
CRC
935
Catawba River Capital
South Carolina
$464K – – –
EWM
936
Endowment Wealth Management
Wisconsin
$462K +$17K +339 +4%
PGFC
937
Peapack-Gladstone Financial Corp
New Jersey
$461K -$3.42K -68 -0.7%
XF
938
XML Financial
Maryland
$461K +$181K +3,600 +63%
TCTWM
939
Three Cord True Wealth Management
Pennsylvania
$460K +$467K +9,285 New
FTC
940
Farmers Trust Company
Ohio
$458K – – –
BPWM
941
Badgley Phelps Wealth Managers
Washington
$457K +$233K +4,632 +101%
WAS
942
Winch Advisory Services
Wisconsin
$455K -$100K -1,991 -18%
CC
943
Callan Capital
California
$455K – – –
RA
944
RFG Advisory
Alabama
$452K -$376K -7,479 -45%
WDC
945
Woodward Diversified Capital
California
$452K -$3.77K -75 -0.8%
ESB
946
Essex Savings Bank
Connecticut
$450K +$39.7K +791 +10%
BI
947
Beckerman Institutional
New Jersey
$447K +$102K +2,034 +29%
RWA
948
Redhawk Wealth Advisors
Minnesota
$447K +$16.9K +337 +4%
TSWM
949
Tyler-Stone Wealth Management
Ohio
$446K – – –
BOPW
950
Brandywine Oak Private Wealth
Pennsylvania
$446K – – –
36 37
38
39 40