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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1001
Capital Planning Advisors
California
$499K – – –
PCS
1002
Private Client Services
Kentucky
$499K +$458K +8,461 New
ISL
1003
Ingalls & Snyder LLC
New York
$495K – – –
CIS
1004
Custom Index Systems
New York
$492K – – –
RWP
1005
Reliant Wealth Planning
Kentucky
$490K -$7.84K -145 -2%
CIA
1006
Compass Ion Advisors
Pennsylvania
$488K – – –
GDP
1007
Great Diamond Partners
Maine
$485K – – –
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$482K +$6.44K +119 +1%
VFIC
1009
Valley Forge Investment Consultants
Pennsylvania
$482K +$201K +3,722 +84%
SAG
1010
SageView Advisory Group
California
$482K +$201K +3,719 +84%
LWM
1011
Lakeridge Wealth Management
Ohio
$481K +$42.4K +784 +11%
PG
1012
Patten Group
Tennessee
$479K -$24.9K -460 -5%
WA
1013
WBH Advisory
Maryland
$476K -$1.7M -31,360 -80%
HF
1014
HRT Financial
New York
$475K +$436K +8,061 New
HSA
1015
HBK Sorce Advisory
Pennsylvania
$475K +$52.9K +977 +14%
HFS
1016
Howard Financial Services
Texas
$473K – – –
DI
1017
Disciplined Investors
Texas
$469K – – –
XF
1018
XML Financial
Maryland
$466K -$75.5K -1,395 -15%
NFC
1019
Northeast Financial Consultants
Connecticut
$465K – – –
KA
1020
Klingman & Associates
New York
$464K – – –
SQA
1021
Simon Quick Advisors
New Jersey
$464K +$425K +7,862 New
SEA
1022
Stegent Equity Advisors
Texas
$462K – – –
FMC
1023
First Merchants Corp
Indiana
$462K – – –
CWM
1024
Copia Wealth Management
Oregon
$461K +$3.73K +69 +0.9%
GSWM
1025
Golden State Wealth Management
California
$461K +$211K +3,892 +99%
39 40
41
42 43