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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
951
Certified Advisory Corp
Florida
$203K +$195K +5,210 New
SW
952
SVB Wealth
Massachusetts
$203K -$132K -3,518 -40%
IAG
953
Investment Advisory Group
Massachusetts
$203K +$194K +5,193 New
EFP
954
Envision Financial Planning
Tennessee
$203K +$194K +5,192 New
SIM
955
Seaview Investment Managers
Florida
$200K -$33.2K -888 -15%
T
956
Tidemark
California
$199K +$191K +5,100 New
VAG
957
VisionPoint Advisory Group
Texas
$194K -$137K -3,668 -42%
KWAG
958
Kiely Wealth Advisory Group
North Carolina
$194K +$190K +5,081 New
CAS
959
Coppell Advisory Solutions
Texas
$192K +$178K +4,759 +2,884%
BCM
960
Bourgeon Capital Management
Connecticut
$189K – – –
POIA
961
Pin Oak Investment Advisors
Texas
$181K – – –
HIA
962
Harbor Investment Advisory
Maryland
$181K – – –
GC
963
Gould Capital
Washington
$179K – – –
YAL
964
Your Advocates Ltd
Texas
$175K -$200K -5,357 -54%
ATC
965
Advantage Trust Company
Kansas
$160K +$153K +4,102 New
CAL
966
Capital Analysts LLC
Pennsylvania
$160K -$82.1K -2,195 -35%
MSG
967
Main Street Group
Virginia
$144K +$138K +3,700 New
GFL
968
Granite FO LLC
New Hampshire
$139K – – –
CSC
969
Caldwell Sutter Capital
California
$139K +$30.3K +810 +29%
WCM
970
Winthrop Capital Management
Indiana
$133K +$127K +3,400 New
CJ
971
Caitlin John
Michigan
$124K +$119K +3,173 New
FPF
972
First Pacific Financial
Washington
$119K – – –
GWM
973
Geneos Wealth Management
Colorado
$119K +$10.6K +282 +10%
CWC
974
Carolinas Wealth Consulting
North Carolina
$117K – – –
W
975
WealthCollab
Washington
$117K +$112K +3,000 New
37 38
39
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