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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1001
Global Financial Private Client
Florida
$920K +$80.1K +944 +8%
DWA
1002
Douglass Winthrop Advisors
New York
$920K -$552K -6,500 -35%
JSL
1003
JT Stratford LLC
Georgia
$918K -$7.98K -94 -0.8%
VCP
1004
Verus Capital Partners
Arizona
$913K -$280K -3,295 -21%
NFTC
1005
North Forty Two & Co
Oregon
$911K +$86.2K +1,015 +9%
GP
1006
GLR Partners
Maryland
$904K – – –
DI
1007
Disciplined Investors
Texas
$901K +$183K +2,157 +22%
SWP
1008
Summit Wealth Partners
Florida
$900K +$86.2K +1,016 +9%
CFO
1009
Colony Family Offices
North Carolina
$893K – – –
HW
1010
Hancock Whitney
Mississippi
$890K – – –
PFM
1011
Phillips Financial Management
Indiana
$888K -$52K -612 -5%
HGA
1012
Hobbs Group Advisors
South Carolina
$874K – – –
FFG
1013
Forum Finance Group
$874K -$122K -1,438 -9%
TPA
1014
Trivium Point Advisory
Connecticut
$873K +$248K +2,919 +34%
AWA
1015
Arete Wealth Advisors
Illinois
$871K -$1.83M -21,617 -65%
GRWP
1016
Green Ridge Wealth Planning
New Jersey
$871K -$1.63M -19,203 -62%
JPWM
1017
Jamison Private Wealth Management
Georgia
$870K +$48.6K +572 +5%
LF
1018
Lantz Financial
Illinois
$866K +$6.37K +75 +0.7%
WRPWM
1019
Werba Rubin Papier Wealth Management
California
$864K – – –
GS
1020
GWN Securities
Florida
$863K +$153K +1,802 +19%
EB
1021
Exchange Bank
California
$852K -$33.4K -394 -3%
EWA
1022
Evolution Wealth Advisors
Florida
$845K +$58.6K +690 +7%
WCM
1023
Wisconsin Capital Management
Wisconsin
$841K – – –
GCWM
1024
Graham Capital Wealth Management
District of Columbia
$840K -$54.2K -638 -5%
BWL
1025
Bogart Wealth LLC
Virginia
$837K – – –
39 40
41
42 43