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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
951
Helium Advisors
Washington
$445K +$451K +8,985 New
BAAM
952
Baker Avenue Asset Management
California
$444K +$72.6K +1,445 +19%
DFG
953
Dynamic Financial Group
Iowa
$444K +$450K +8,959 New
MBI
954
May Barnhard Investments
Maryland
$443K – – –
SFC
955
Strategic Financial Concepts
Texas
$442K +$449K +8,931 New
DCM
956
DGS Capital Management
New Jersey
$440K +$8.89K +177 +2%
FPW
957
Fairvoy Private Wealth
Alabama
$440K +$446K +8,884 New
QPBE
958
Quintet Private Bank (Europe)
Luxembourg
$437K +$443K +8,825 New
GM
959
GeoWealth Management
Illinois
$435K +$79.6K +1,584 +22%
EPW
960
Endeavor Private Wealth
Kansas
$435K +$441K +8,777 New
ACM
961
Ashford Capital Management
Delaware
$431K – – –
HKAM
962
Horizon Kinetics Asset Management
New York
$430K -$5.03K -100 -1%
KF
963
KKM Financial
Illinois
$430K – – –
KWAG
964
Kiely Wealth Advisory Group
North Carolina
$427K – – –
QPWM
965
Quadrant Private Wealth Management
Pennsylvania
$426K +$9.8K +195 +2%
LFAS
966
Level Four Advisory Services
Texas
$425K -$48.9K -973 -10%
SWA
967
Strategies Wealth Advisors
Michigan
$425K – – –
PG
968
Patten Group
Tennessee
$425K +$432K +8,589 New
LBC
969
Lowe Brockenbrough & Co
Virginia
$421K – – –
FNT
970
First Nebraska Trust
Nebraska
$421K – – –
CL
971
CRCM LP
California
$421K -$98K -1,950 -19%
CPA
972
Capital Planning Advisors
California
$419K -$39.1K -778 -8%
RWP
973
Reliant Wealth Planning
Kentucky
$419K +$7.29K +145 +2%
FPB
974
First PREMIER Bank
South Dakota
$417K – – –
MMA
975
Miracle Mile Advisors
California
$417K +$423K +8,416 New
37 38
39
40 41