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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
951
Old Point Trust & Financial Services N A
Virginia
$590K -$13.5K -250 -2%
HCM
952
Hengehold Capital Management
Ohio
$590K – – –
HA
953
Helium Advisors
Washington
$586K +$51.7K +955 +11%
RWS
954
Retirement Wealth Solutions
Wisconsin
$585K +$348K +6,439 +185%
GT
955
Greenleaf Trust
Michigan
$584K +$26.1K +482 +5%
PGFC
956
Peapack-Gladstone Financial Corp
New Jersey
$579K +$27.4K +506 +5%
CSIC
957
Clifford Swan Investment Counsel
California
$576K – – –
MWM
958
Maridea Wealth Management
New York
$574K +$149K +2,748 +39%
FRA
959
Frank Rimerman Advisors
California
$574K +$526K +9,729 New
PP
960
Patten & Patten
Tennessee
$573K – – –
TPA
961
Trivium Point Advisory
Connecticut
$572K +$109K +2,021 +26%
TWM
962
Tradition Wealth Management
Minnesota
$571K -$29.4K -544 -5%
EWM
963
EPG Wealth Management
Georgia
$570K – – –
SCA
964
STALEY CAPITAL ADVISERS
Pennsylvania
$569K – – –
LA
965
Lane & Associates
New Jersey
$569K +$160K +2,960 +44%
BDF
966
Black Diamond Financial
Maryland
$569K – – –
SIMG
967
Sonora Investment Management Group
Arizona
$569K – – –
CI
968
CX Institutional
Indiana
$563K -$194K -3,584 -27%
IP
969
Isthmus Partners
Wisconsin
$561K – – –
CIA
970
Choate Investment Advisors
Massachusetts
$561K – – –
VCM
971
Viewpoint Capital Management
Washington
$561K -$68.4K -1,265 -12%
VA
972
Valmark Advisers
Ohio
$558K -$14.5K -268 -3%
PFM
973
Potomac Fund Management
Florida
$555K -$165K -3,057 -26%
4A
974
4Wealth Advisors
Illinois
$555K -$2.49K -46 -0.5%
MBI
975
May Barnhard Investments
Maryland
$549K +$19.3K +357 +4%
37 38
39
40 41