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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
1001
Twelve Points Wealth Management
Massachusetts
– -$1.42M -40,897 Closed
SFFS
1002
Stonehage Fleming Financial Services
Jersey
– -$1.42M -40,791 Closed
BWP
1003
Baldwin Wealth Partners
Massachusetts
– -$1.31M -37,780 Closed
GI
1004
Glovista Investments
New Jersey
– -$1.25M -36,135 Closed
WS
1005
Wedbush Securities
California
– -$1.24M -35,627 Closed
ARC
1006
Advisor Resource Council
Texas
– -$1.23M -35,399 Closed
AP
1007
Arlington Partners
Alabama
– -$1.2M -34,510 Closed
BWM
1008
Birchcreek Wealth Management
Ohio
– -$1.11M -31,777 Closed
IPW
1009
Intergy Private Wealth
Colorado
– -$961K -27,600 Closed
FHA
1010
Flagship Harbor Advisors
Massachusetts
– -$912K -26,204 Closed
TNAM
1011
Terra Nova Asset Management
New York
– -$790K -22,694 Closed
PC
1012
Port Capital
Illinois
– -$743K -21,350 Closed
IWM
1013
IHT Wealth Management
Illinois
– -$738K -21,214 Closed
AR
1014
Apeiron RIA
Texas
– -$715K -20,544 Closed
SFP
1015
Shepherd Financial Partners
Massachusetts
– -$621K -17,908 Closed
FFP
1016
Forbes Financial Planning
Rhode Island
– -$614K -17,555 Closed
IIA
1017
IPG Investment Advisors
California
– -$549K -15,749 Closed
WWM
1018
Western Wealth Management
Colorado
– -$520K -14,939 Closed
MSFS
1019
Main Street Financial Solutions
Pennsylvania
– -$517K -14,844 Closed
KFGK
1020
Keystone Financial Group (Kentucky)
Kentucky
– -$497K -14,289 Closed
IA
1021
IFG Advisory
Georgia
– -$479K -13,773 Closed
RWMH
1022
Riverpoint Wealth Management Holdings
Illinois
– -$455K -13,073 Closed
JCM
1023
Jacobi Capital Management
Pennsylvania
– -$447K -12,828 Closed
VWA
1024
V Wealth Advisors
Kansas
– -$440K -12,641 Closed
CNBTD
1025
Citizens National Bank Trust Department
Mississippi
– -$437K -12,555 Closed
39 40
41
42 43