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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
976
Main Street Group
Virginia
$158K +$862 +22 +0.6%
VAG
977
VisionPoint Advisory Group
Texas
$156K -$49.4K -1,259 -25%
WWP
978
WR Wealth Planners
Missouri
$151K +$141K +3,587 New
CSC
979
Caldwell Sutter Capital
California
$150K – – –
SIS
980
Sound Income Strategies
Florida
$150K -$203K -5,172 -59%
GWM
981
Geneos Wealth Management
Colorado
$145K +$15.5K +396 +13%
WCM
982
Winthrop Capital Management
Indiana
$143K – – –
SSB
983
Sandy Spring Bank
Maryland
$139K -$97.3K -2,483 -43%
CA
984
Continuum Advisory
Idaho
$138K +$122K +3,110 New
FSWA
985
Financial Synergies Wealth Advisors
Texas
$134K +$1.1K +28 +0.9%
BCMLT
986
Beacon Capital Management LLC (Tennessee)
Tennessee
$133K +$104K +2,655 +526%
AIM
987
Acropolis Investment Management
Missouri
$132K +$10.4K +265 +9%
CJ
988
Caitlin John
Michigan
$129K -$4.08K -104 -3%
BHWM
989
Beaird Harris Wealth Management
Texas
$127K +$24.5K +625 +26%
CWC
990
Carolinas Wealth Consulting
North Carolina
$126K – – –
W
991
WealthCollab
Washington
$126K – – –
IWP
992
IAG Wealth Partners
Wisconsin
$125K – – –
CTA
993
Colonial Trust Advisors
South Carolina
$121K +$862 +22 +0.8%
SWC
994
Spectrum Wealth Counsel
Indiana
$118K +$49.9K +1,273 +82%
KFS
995
Kelly Financial Services
Massachusetts
$117K -$3.02K -77 -3%
SC
996
Stephens Consulting
Michigan
$117K – – –
AAG
997
Armstrong Advisory Group
Massachusetts
$117K – – –
FP
998
Financial Perspectives
Minnesota
$116K – – –
FPF
999
First Pacific Financial
Washington
$115K -$12.6K -321 -11%
BGAI
1000
Bruce G. Allen Investments
Colorado
$114K – – –
38 39
40
41 42