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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
951
Berger Financial Group
Minnesota
$926K +$443K +6,795 +115%
DA
952
Doliver Advisors
Texas
$921K -$79.9K -1,225 -9%
JEST
953
JTC Employer Solutions Trustee
Jersey
$920K -$338K -5,188 -29%
PP
954
PDS Planning
Ohio
$913K +$130 +2 +0%
AWM
955
Ameliora Wealth Management
Switzerland
$910K – – –
PA
956
Pinnacle Associates
New York
$906K -$2.41K -37 -0.3%
HCC
957
Hirtle Callaghan & Co
Pennsylvania
$902K – – –
WPC
958
Wedmont Private Capital
Pennsylvania
$902K +$315K +4,821 +67%
BFO
959
Boston Family Office
Massachusetts
$901K – – –
EF
960
Empowered Funds
Pennsylvania
$899K +$353K +5,415 +78%
GCWM
961
Graham Capital Wealth Management
District of Columbia
$899K -$5.22K -80 -0.6%
TWM
962
Tradition Wealth Management
Minnesota
$876K +$71.1K +1,090 +10%
ACM
963
Armbruster Capital Management
New York
$873K – – –
GFPC
964
Global Financial Private Client
Florida
$861K +$36.3K +556 +5%
CFO
965
Colony Family Offices
North Carolina
$860K – – –
HW
966
Hancock Whitney
Mississippi
$858K – – –
WC
967
Whitney & Co
New York
$855K -$123K -1,890 -14%
FPW
968
Fairvoy Private Wealth
Alabama
$852K -$1.96K -30 -0.3%
R
969
Rebalance
California
$841K +$754K +11,554 New
BFA
970
Beacon Financial Advisory
Ohio
$836K +$78.2K +1,199 +12%
WRPWM
971
Werba Rubin Papier Wealth Management
California
$833K – – –
EDRH
972
Edmond de Rothschild Holding
Switzerland
$832K – – –
MW
973
MBL Wealth
North Carolina
$824K +$1.37K +21 +0.2%
CT
974
Colonial Trust
South Carolina
$820K – – –
LNWWM
975
Laird Norton Wetherby Wealth Management
California
$815K +$23.2K +355 +3%
37 38
39
40 41