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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1026
Berkeley Capital Partners
Georgia
$541K -$18.2K -294 -3%
OP
1027
ORG Partners
Indiana
$541K +$264K +4,258 +98%
FTC
1028
Farmers Trust Company
Ohio
$534K -$42.1K -680 -7%
CF
1029
Clarity Financial
Texas
$531K +$75.2K +1,213 +17%
SCM
1030
SCS Capital Management
Massachusetts
$531K +$51.7K +834 +11%
FNT
1031
First Nebraska Trust
Nebraska
$530K – – –
TWM
1032
TCFG Wealth Management
California
$529K +$525K +8,479 New
Squarepoint
1033
Squarepoint
New York
$528K -$18.6K -300 -3%
CPA
1034
Capital Planning Advisors
California
$528K – – –
APA
1035
Astoria Portfolio Advisors
New York
$521K +$152K +2,460 +43%
ISL
1036
Ingalls & Snyder LLC
New York
$519K -$4.09K -66 -0.8%
RWP
1037
Reliant Wealth Planning
Kentucky
$519K – – –
CIA
1038
Compass Ion Advisors
Pennsylvania
$516K – – –
LBC
1039
Lowe Brockenbrough & Co
Virginia
$509K -$21.7K -350 -4%
LWM
1040
Lakeridge Wealth Management
Ohio
$509K – – –
PWPS
1041
Pinnacle Wealth Planning Services
Ohio
$508K -$2.54K -41 -0.5%
CCM
1042
Coldstream Capital Management
Washington
$506K -$131K -2,107 -21%
WDC
1043
Woodward Diversified Capital
California
$506K -$62.6K -1,010 -11%
PCS
1044
Private Client Services
Kentucky
$505K -$22.9K -369 -4%
WA
1045
WBH Advisory
Maryland
$502K -$434 -7 -0.1%
BFIM
1046
Beese Fulmer Investment Management
Ohio
$502K +$499K +8,052 New
DI
1047
Disciplined Investors
Texas
$501K +$4.96K +80 +1%
IUHSA
1048
Itau Unibanco Holding S.A.
Brazil
$501K -$269K -4,345 -35%
GDP
1049
Great Diamond Partners
Maine
$497K -$16.5K -267 -3%
RWS
1050
Retirement Wealth Solutions
Wisconsin
$493K -$124K -2,002 -20%