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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
– -$516K -14,000 Closed
NEWAS
1027
N.E.W. Advisory Services
Wisconsin
– -$199K -12,189 Closed
BRC
1028
Bell Rock Capital
Delaware
– -$438K -11,705 Closed
BFA
1029
Bragg Financial Advisors
North Carolina
– -$361K -9,809 Closed
5L
1030
55I LLC
Massachusetts
– -$346K -9,402 Closed
IPW
1031
Inlet Private Wealth
Florida
– -$308K -8,365 Closed
ADL
1032
Asset Dedication LLC
California
– -$270K -7,326 Closed
TLCM
1033
Twin Lakes Capital Management
California
– -$268K -7,276 Closed
CAI
1034
Capital Advisors Inc
Oklahoma
– -$264K -7,173 Closed
RC
1035
RegentAtlantic Capital
New Jersey
– -$252K -6,843 Closed
EVM
1036
Eaton Vance Management
Massachusetts
– -$250K -6,793 Closed
DT
1037
Diversified Trust
Tennessee
– -$245K -6,650 Closed
LDFR
1038
Lehman & Derafelo Financial Resources
Pennsylvania
– -$241K -6,550 Closed
WIP
1039
WealthCare Investment Partners
Rhode Island
– -$244K -6,490 Closed
AWM
1040
Accurate Wealth Management
Florida
– -$238K -6,454 Closed
NPT
1041
Nixon Peabody Trust
Massachusetts
– -$236K -6,408 Closed
FANJ
1042
Financial Architects (New Jersey)
New Jersey
– -$229K -6,213 Closed
SIG
1043
Spinnaker Investment Group
California
– -$226K -6,204 Closed
DC
1044
Davenport & Co
Virginia
– -$217K -5,905 Closed
VFP
1045
Verus Financial Partners
Virginia
– -$217K -5,786 Closed
FHC
1046
First Heartland Consultants
Missouri
– -$212K -5,780 Closed
DWM
1047
Dakota Wealth Management
Florida
– -$213K -5,772 Closed
BI
1048
Blooom Inc
Kansas
– -$210K -5,732 Closed
RW
1049
RVW Wealth
California
– -$209K -5,673 Closed
KCM
1050
Kanawha Capital Management
Virginia
– -$209K -5,667 Closed
40 41
42
43 44