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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MBI
1001
May Barnhard Investments
Maryland
$580K – – –
BPWM
1002
Badgley Phelps Wealth Managers
Washington
$576K – – –
GSC
1003
Ground Swell Capital
South Carolina
$575K +$572K +9,227 New
WAS
1004
Winch Advisory Services
Wisconsin
$573K – – –
CRC
1005
Catawba River Capital
South Carolina
$571K – – –
GT
1006
Greenleaf Trust
Michigan
$570K -$46.6K -752 -8%
RWIA
1007
Roger Wittlin Investment Advisory
California
$569K +$307K +4,952 +119%
PGFC
1008
Peapack-Gladstone Financial Corp
New Jersey
$569K -$42.6K -687 -7%
ACI
1009
Alpha Cubed Investments
California
$567K +$295K +4,768 +110%
EPAM
1010
Euro Pacific Asset Management
Puerto Rico
$565K +$151K +2,441 +37%
DFG
1011
Dynamic Financial Group
Iowa
$564K -$806 -13 -0.1%
SWM
1012
SeaCrest Wealth Management
New York
$563K +$24K +388 +4%
BOPW
1013
Brandywine Oak Private Wealth
Pennsylvania
$561K – – –
RW
1014
Regimen Wealth
Georgia
$560K +$557K +8,987 New
EWM
1015
Endowment Wealth Management
Wisconsin
$556K -$5.83K -94 -1%
SG
1016
StoneX Group
New York
$555K -$180K -2,912 -25%
MWA
1017
Muirfield Wealth Advisors
North Carolina
$553K +$550K +8,875 New
CPL
1018
Capital & Planning LLC
Georgia
$553K +$256K +4,125 +87%
TCTWM
1019
Three Cord True Wealth Management
Pennsylvania
$551K +$7.93K +128 +1%
EB
1020
Exchange Bank
California
$548K +$117K +1,892 +27%
EWA
1021
Evolution Wealth Advisors
Florida
$545K +$72.2K +1,165 +15%
CAG
1022
Crestwood Advisors Group
Massachusetts
$544K -$2.48K -40 -0.5%
HKAM
1023
Horizon Kinetics Asset Management
New York
$542K – – –
KF
1024
KKM Financial
Illinois
$541K – – –
CSF
1025
Capital Squared Financial
Maryland
$541K +$538K +8,683 New
39 40
41
42 43