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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
GSB Wealth Management
Connecticut
$969K +$594 +7 +0.1%
BFO
977
Boston Family Office
Massachusetts
$968K +$34K +400 +3%
AFP
978
Alpha Financial Partners
Kentucky
$963K -$70.9K -835 -6%
ML
979
McAdam LLC
Pennsylvania
$960K -$6.11K -72 -0.6%
MCCP
980
Mission Creek Capital Partners
California
$959K -$5.09K -60 -0.5%
JEST
981
JTC Employer Solutions Trustee
Jersey
$954K – – –
FMWA
982
Forvis Mazars Wealth Advisors
Missouri
$954K -$6.96K -82 -0.6%
FP
983
FFG Partners
Florida
$953K -$300K -3,540 -22%
AWM
984
Ameliora Wealth Management
Switzerland
$944K – – –
ANBT
985
American National Bank & Trust
Texas
$939K -$84.9K -1,000 -7%
PCS
986
Private Client Services
Kentucky
$934K +$144K +1,695 +16%
GSEP
987
Golden State Equity Partners
California
$933K -$2.53M -29,845 -71%
CA
988
Continuum Advisory
Idaho
$928K -$22.4K -264 -2%
GT
989
Greenleaf Trust
Michigan
$927K +$61.5K +725 +6%
IC
990
Iconiq Capital
California
$925K -$48.6K -572 -4%
PA
991
Pinnacle Associates
New York
$923K -$9.34K -110 -0.9%
OFS
992
OneAscent Financial Services
Alabama
$920K +$100K +1,178 +11%
GFPC
993
Global Financial Private Client
Florida
$920K +$80.1K +944 +8%
DWA
994
Douglass Winthrop Advisors
New York
$920K -$552K -6,500 -35%
JSL
995
JT Stratford LLC
Georgia
$918K -$7.98K -94 -0.8%
VCP
996
Verus Capital Partners
Arizona
$913K -$280K -3,295 -21%
NFTC
997
North Forty Two & Co
Oregon
$911K +$86.2K +1,015 +9%
GP
998
GLR Partners
Maryland
$904K – – –
DI
999
Disciplined Investors
Texas
$901K +$183K +2,157 +22%
SWP
1000
Summit Wealth Partners
Florida
$900K +$86.2K +1,016 +9%
38 39
40
41 42