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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
Pinnacle Associates
New York
$1.02M +$7.12K +91 +0.7%
AWM
1027
Ameliora Wealth Management
Switzerland
$1.01M – – –
SQA
1028
Simon Quick Advisors
New Jersey
$1.01M +$389K +4,972 +66%
AI
1029
Axecap Investments
Ohio
$1.01M -$145K -1,848 -13%
BAM
1030
Belpointe Asset Management
Nevada
$1,000K +$283K +3,619 +42%
CRC
1031
Curi RMB Capital
Illinois
$986K +$228K +2,911 +32%
RWM
1032
Riverbend Wealth Management
South Carolina
$979K +$366K +4,678 +63%
DG
1033
Diesslin Group
Texas
$978K +$942K +12,050 New
MWA
1034
Muirfield Wealth Advisors
North Carolina
$978K +$198K +2,528 +27%
GCWM
1035
Graham Capital Wealth Management
District of Columbia
$977K -$25K -320 -3%
GFPC
1036
Global Financial Private Client
Florida
$964K +$4.3K +55 +0.5%
WWMP
1037
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$964K +$929K +11,878 New
ARC
1038
Advisor Resource Council
Texas
$961K +$858K +10,976 New
RM
1039
RCW Management
Florida
$961K +$926K +11,836 New
CFO
1040
Colony Family Offices
North Carolina
$959K – – –
MCA
1041
Magnolia Capital Advisors
Mississippi
$957K +$674K +8,624 +272%
HW
1042
Hancock Whitney
Mississippi
$957K – – –
KCM
1043
Kornitzer Capital Management
Kansas
$950K -$106K -1,350 -10%
SFO
1044
Stokes Family Office
Louisiana
$943K +$49.3K +630 +6%
TPA
1045
Trivium Point Advisory
Connecticut
$938K +$55.7K +712 +7%
FPW
1046
Fairvoy Private Wealth
Alabama
$933K -$16.7K -213 -2%
MWM
1047
Meridian Wealth Management
Kentucky
$932K +$159K +2,027 +21%
HCC
1048
Hirtle Callaghan & Co
Pennsylvania
$930K -$74.3K -950 -8%
WC
1049
Whitney & Co
New York
$929K -$23.1K -295 -3%
WRPWM
1050
Werba Rubin Papier Wealth Management
California
$929K – – –
40 41
42
43 44