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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
951
Retirement Wealth Solutions
Wisconsin
$585K +$348K +6,439 +185%
GT
952
Greenleaf Trust
Michigan
$584K +$26.1K +482 +5%
PGFC
953
Peapack-Gladstone Financial Corp
New Jersey
$579K +$27.4K +506 +5%
CSIC
954
Clifford Swan Investment Counsel
California
$576K
MWM
955
Maridea Wealth Management
New York
$574K +$149K +2,748 +39%
FRA
956
Frank Rimerman Advisors
California
$574K +$526K +9,729 New
PP
957
Patten & Patten
Tennessee
$573K
TPA
958
Trivium Point Advisory
Connecticut
$572K +$109K +2,021 +26%
TWM
959
Tradition Wealth Management
Minnesota
$571K -$29.4K -544 -5%
EWM
960
EPG Wealth Management
Georgia
$570K
SCA
961
STALEY CAPITAL ADVISERS
Pennsylvania
$569K
LA
962
Lane & Associates
New Jersey
$569K +$160K +2,960 +44%
BDF
963
Black Diamond Financial
Maryland
$569K
SIMG
964
Sonora Investment Management Group
Arizona
$569K
CI
965
CX Institutional
Indiana
$563K -$194K -3,584 -27%
IP
966
Isthmus Partners
Wisconsin
$561K
CIA
967
Choate Investment Advisors
Massachusetts
$561K
VCM
968
Viewpoint Capital Management
Washington
$561K -$68.4K -1,265 -12%
VA
969
Valmark Advisers
Ohio
$558K -$14.5K -268 -3%
PFM
970
Potomac Fund Management
Florida
$555K -$165K -3,057 -26%
4A
971
4Wealth Advisors
Illinois
$555K -$2.49K -46 -0.5%
MBI
972
May Barnhard Investments
Maryland
$549K +$19.3K +357 +4%
Betterment LLC
973
Betterment LLC
New York
$548K -$93.6K -1,731 -16%
FTC
974
Farmers Trust Company
Ohio
$545K
BPWM
975
Badgley Phelps Wealth Managers
Washington
$545K