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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1001
Clear Investment Research
Georgia
$80.9K +$150 +4 +0.2%
RG
1002
Retirement Group
California
$79.7K +$1.57K +42 +2%
FWM
1003
Focused Wealth Management
New York
$79.3K – – –
DIP
1004
DT Investment Partners
Pennsylvania
$79K -$11.2M -298,054 -99%
AEPWM
1005
Atlantic Edge Private Wealth Management
Florida
$78.1K +$74.8K +2,000 New
FUBT
1006
First United Bank & Trust
Maryland
$74.2K +$71.2K +1,902 New
CFB
1007
Cullen/Frost Bankers
Texas
$73.4K +$43.1K +1,152 +158%
SPWM
1008
Spartan Planning & Wealth Management
North Carolina
$71.5K -$1.77M -47,286 -96%
CAL
1009
Capital Advisors Ltd
Ohio
$71K – – –
BFS
1010
Burkett Financial Services
South Carolina
$70.8K +$67.9K +1,815 New
TCOV
1011
Trust Company of Vermont
Vermont
$69K – – –
SIC
1012
Salem Investment Counselors
North Carolina
$67.9K -$13.1K -350 -17%
FFC
1013
First Financial Corp
Indiana
$66.9K +$10.7K +285 +20%
JEST
1014
JTC Employer Solutions Trustee
Jersey
$66K – – –
SHIM
1015
Stone House Investment Management
Pennsylvania
$64.8K -$6.59K -176 -10%
MWM
1016
Mascoma Wealth Management
New Hampshire
$64.1K – – –
CB
1017
CNB Bank
Pennsylvania
$63.9K -$19.2K -512 -24%
AWM
1018
Avondale Wealth Management
Texas
$62.8K – – –
CT
1019
Caldwell Trust
Florida
$61.5K – – –
CFO
1020
CVA Family Office
Colorado
$61.1K +$58.6K +1,565 New
SWC
1021
Spectrum Wealth Counsel
Indiana
$60.4K +$57.9K +1,547 New
MFA
1022
McClarren Financial Advisors
Pennsylvania
$59K – – –
AWM
1023
Atticus Wealth Management
Florida
$58.5K – – –
PS
1024
Planned Solutions
California
$58.4K +$56K +1,496 New
BC
1025
Bartlett & Co
Ohio
$58K – – –
39 40
41
42 43