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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1026
Badgley Phelps Wealth Managers
Washington
$692K +$17.9K +274 +3%
SCA
1027
STALEY CAPITAL ADVISERS
Pennsylvania
$690K -$6.52K -100 -1%
MWM
1028
Meridian Wealth Management
Kentucky
$688K -$30.1K -462 -5%
MBI
1029
May Barnhard Investments
Maryland
$682K +$4.24K +65 +0.7%
PB
1030
Pinnacle Bancorp
Nebraska
$678K -$57.1K -875 -9%
EB
1031
Exchange Bank
California
$675K +$31.6K +484 +6%
PJSIMP
1032
P.J. Schmidt Investment Management (PJS)
Wisconsin
$674K +$88.8K +1,361 +17%
CRC
1033
Curi RMB Capital
Illinois
$672K -$14.3K -219 -2%
BFIM
1034
Beese Fulmer Investment Management
Ohio
$670K +$75.7K +1,161 +14%
WAS
1035
Winch Advisory Services
Wisconsin
$669K – – –
CAM
1036
Cozad Asset Management
Illinois
$669K +$150K +2,300 +33%
CRC
1037
Catawba River Capital
South Carolina
$667K – – –
NCM
1038
Northwest Capital Management
Oregon
$666K -$719K -11,021 -55%
EPAM
1039
Euro Pacific Asset Management
Puerto Rico
$659K – – –
FW
1040
FullCircle Wealth
Texas
$658K +$263K +4,028 +83%
RW
1041
Regimen Wealth
Georgia
$658K +$3.78K +58 +0.6%
BW
1042
BXM Wealth
Colorado
$655K -$79.1K -1,212 -12%
BOPW
1043
Brandywine Oak Private Wealth
Pennsylvania
$655K – – –
OP
1044
ORG Partners
Indiana
$653K +$11.4K +174 +2%
APC
1045
Aspire Private Capital
North Carolina
$649K +$191K +2,925 +49%
GT
1046
Greenleaf Trust
Michigan
$648K -$15.7K -240 -3%
EWM
1047
Endowment Wealth Management
Wisconsin
$647K -$1.89K -29 -0.3%
BCP
1048
Berkeley Capital Partners
Georgia
$646K +$13.4K +206 +2%
EWA
1049
Evolution Wealth Advisors
Florida
$646K +$8.81K +135 +2%
TCTWM
1050
Three Cord True Wealth Management
Pennsylvania
$644K – – –
40 41
42
43 44