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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1026
Tidemark
California
$115K -$96K -2,172 -45%
SWM
1027
Sugarloaf Wealth Management
Georgia
$110K – – –
CH
1028
Cromwell Holdings
Wyoming
$107K +$108K +2,438 New
SIS
1029
Sound Income Strategies
Florida
$105K -$52K -1,176 -33%
JWA
1030
JFS Wealth Advisors
Pennsylvania
$103K -$9.99K -226 -9%
IGWM
1031
ICA Group Wealth Management
Colorado
$100K -$430K -9,736 -81%
SIC
1032
Salem Investment Counselors
North Carolina
$99.9K +$1.5K +34 +2%
SWC
1033
Spectrum Wealth Counsel
Indiana
$95.2K -$28.8K -652 -23%
OC
1034
Oakworth Capital
Alabama
$94.5K +$44.9K +1,017 +90%
VAMG
1035
Voisard Asset Management Group
Michigan
$93.1K +$48.2K +1,090 +106%
TFGT
1036
TS Financial Group (TSFG)
Illinois
$93K -$751 -17 -0.8%
DIP
1037
DT Investment Partners
Pennsylvania
$92.4K +$2.48K +56 +3%
AEPWM
1038
Atlantic Edge Private Wealth Management
Florida
$87.9K – – –
MRCM
1039
M&R Capital Management
New Jersey
$87.9K – – –
FUBT
1040
First United Bank & Trust
Maryland
$83.6K – – –
SC
1041
SouthState Corp
Florida
$82.9K -$209K -4,729 -71%
EBA
1042
Eagle Bay Advisors
New York
$80.1K +$80.3K +1,816 +25,943%
CAL
1043
Capital Advisors Ltd
Ohio
$80K – – –
BFS
1044
Burkett Financial Services
South Carolina
$79.7K – – –
HT
1045
Headlands Technologies
Illinois
$75.7K +$76.2K +1,724 New
JEST
1046
JTC Employer Solutions Trustee
Jersey
$75K – – –
AWM
1047
Avondale Wealth Management
Texas
$70.6K – – –
MWM
1048
Mascoma Wealth Management
New Hampshire
$69.8K -$2.3K -52 -3%
CT
1049
Caldwell Trust
Florida
$69.2K – – –
CFO
1050
CVA Family Office
Colorado
$68.8K – – –
40 41
42
43 44