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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1026
Fortis Group Advisors
New Jersey
$821K -$872K -10,278 -49%
CWM
1027
Curtis Wealth Management
Nevada
$821K +$156K +1,843 +20%
RWMH
1028
Riverpoint Wealth Management Holdings
Illinois
$814K – – –
BFA
1029
Beacon Financial Advisory
Ohio
$813K -$60.3K -710 -6%
NAS
1030
NWF Advisory Services
California
$813K -$293K -3,446 -24%
SFG
1031
Sovereign Financial Group
Connecticut
$811K +$26.6K +313 +3%
FPW
1032
Fairvoy Private Wealth
Alabama
$811K +$58.5K +689 +7%
SG
1033
Sharper & Granite
California
$807K -$180K -2,116 -17%
CFG
1034
Compass Financial Group
Ohio
$805K +$85.2K +1,004 +10%
AFO
1035
Arrowroot Family Office
California
$805K -$6.96K -82 -0.8%
BHIA
1036
Birch Hill Investment Advisors
Massachusetts
$804K – – –
SCM
1037
Sheridan Capital Management
California
$801K -$81.7K -963 -8%
CBT
1038
Central Bank & Trust
Kentucky
$801K -$421K -4,965 -32%
TYCC
1039
Texas Yale Capital Corp
Florida
$800K – – –
ACM
1040
Advance Capital Management
Michigan
$800K +$105K +1,240 +13%
HPM
1041
Hoxton Planning & Management
West Virginia
$799K +$153K +1,799 +20%
NWM
1042
Nova Wealth Management
Florida
$793K -$380K -4,472 -30%
JWM
1043
JPL Wealth Management
Colorado
$792K +$592K +6,977 +199%
APA
1044
Astoria Portfolio Advisors
New York
$787K +$151K +1,779 +21%
HSA
1045
HBK Sorce Advisory
Pennsylvania
$784K +$29K +342 +4%
KCM
1046
Kornitzer Capital Management
Kansas
$784K – – –
CIS
1047
Custom Index Systems
New York
$781K -$21.7K -256 -2%
UWM
1048
Urban Wealth Management
California
$779K -$19.9K -235 -2%
BW
1049
BXM Wealth
Colorado
$778K – – –
AWP
1050
Avid Wealth Partners
Texas
$777K +$874K +10,296 New
40 41
42
43 44