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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
951
Investment Advisory Group
Massachusetts
$228K – – –
EFP
952
Envision Financial Planning
Tennessee
$228K – – –
BCV
953
Banque Cantonale Vaudoise
Switzerland
$228K -$156K -3,520 -40%
CCA
954
Carrera Capital Advisors
Michigan
$227K +$228K +5,161 New
VCM
955
Virtue Capital Management
Tennessee
$226K -$34.4K -778 -14%
FC
956
FCA Corp
Texas
$225K -$87.9K -1,988 -28%
CFAM
957
Center For Asset Management
Florida
$225K +$226K +5,120 New
PCM
958
Presidio Capital Management
California
$225K +$226K +5,120 New
IPWA
959
International Private Wealth Advisors
California
$225K -$26.6K -601 -11%
WSWA
960
Warren Street Wealth Advisors
California
$224K -$20K -453 -8%
GCAC
961
Guardian Capital Advisors (Canada)
Ontario, Canada
$224K – – –
TFA
962
Teamwork Financial Advisors
Texas
$224K +$225K +5,094 New
CA
963
CGN Advisors
Kansas
$223K -$49.5K -1,120 -18%
MWM
964
Merriman Wealth Management
Washington
$223K -$7.87K -178 -3%
PJSIMP
965
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K +$223K +5,051 New
GWP
966
Gen-Wealth Partners
Michigan
$222K -$124K -2,808 -36%
LSC
967
Lesa Sroufe & Co
Washington
$221K – – –
HWA
968
HHM Wealth Advisors
Tennessee
$220K – – –
PWPS
969
Pinnacle Wealth Planning Services
Ohio
$220K – – –
WBC
970
West Branch Capital
Massachusetts
$220K – – –
CFG
971
Citizens Financial Group
Rhode Island
$219K +$221K +4,994 New
FHC
972
First Heartland Consultants
Missouri
$219K +$353K +7,993 New
PCA
973
Pallas Capital Advisors
Massachusetts
$219K +$209K +4,735 New
SL
974
SFM LLC
New Hampshire
$217K – – –
SIM
975
Seaview Investment Managers
Florida
$215K -$10.1K -228 -4%
37 38
39
40 41