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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
976
Investment Advisory Group
Massachusetts
$258K – – –
EFP
977
Envision Financial Planning
Tennessee
$258K – – –
WAM
978
Worth Asset Management
Texas
$258K +$243K +5,182 New
MFC
979
Mechanics Financial Corp
Ohio
$253K -$15.3K -327 -6%
GCAC
980
Guardian Capital Advisors (Canada)
Ontario, Canada
$251K – – –
FFO
981
Fortitude Family Office
Arizona
$250K +$48.6K +1,039 +26%
LSC
982
Lesa Sroufe & Co
Washington
$250K – – –
GWP
983
Gateway Wealth Partners
Wisconsin
$249K +$235K +5,015 New
HWA
984
HHM Wealth Advisors
Tennessee
$249K – – –
RMDI
985
R.M. Davis Inc
Maine
$249K +$234K +5,004 New
MWM
986
Merriman Wealth Management
Washington
$249K -$3.75K -80 -2%
PWPS
987
Pinnacle Wealth Planning Services
Ohio
$249K – – –
WBC
988
West Branch Capital
Massachusetts
$249K – – –
SF
989
Summit Financial
New Jersey
$247K +$233K +4,973 New
SL
990
SFM LLC
New Hampshire
$246K – – –
WSWA
991
Warren Street Wealth Advisors
California
$246K -$7.72K -165 -3%
PCA
992
Pallas Capital Advisors
Massachusetts
$245K – – –
PJSIMP
993
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K -$6.32K -135 -3%
CCA
994
Carrera Capital Advisors
Michigan
$242K -$13.2K -283 -5%
IPWA
995
International Private Wealth Advisors
California
$242K -$11.4K -244 -5%
BCM
996
Bourgeon Capital Management
Connecticut
$241K – – –
CAC
997
Certified Advisory Corp
Florida
$240K -$2.15K -46 -0.9%
IIA
998
IPG Investment Advisors
California
$239K +$225K +4,799 New
WHG
999
Westwood Holdings Group
Texas
$238K – – –
SI
1000
Saxon Interests
Texas
$237K -$3.56K -76 -2%
38 39
40
41 42