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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1026
Firethorn Wealth Partners
Georgia
$1.03M -$277K -3,016 -21%
EB
1027
Exchange Bank
California
$1.03M +$155K +1,688 +17%
HW
1028
Hancock Whitney
Mississippi
$1.02M – – –
HGA
1029
Hobbs Group Advisors
South Carolina
$1.02M -$228K -2,485 -18%
SCM
1030
Sheridan Capital Management
California
$1.02M -$1.01M -11,060 -49%
GT
1031
Greenleaf Trust
Michigan
$1.02M +$268K +2,919 +34%
CPG
1032
Cornerstone Planning Group
New Jersey
$1.02M -$1.13M -12,338 -51%
BFA
1033
Beacon Financial Advisory
Ohio
$1.01M -$131K -1,426 -11%
HCC
1034
Hirtle Callaghan & Co
Pennsylvania
$1.01M – – –
WRPWM
1035
Werba Rubin Papier Wealth Management
California
$1.01M – – –
LF
1036
Lantz Financial
Illinois
$1M -$471K -5,130 -31%
GFPC
1037
Global Financial Private Client
Florida
$991K -$58.7K -640 -5%
WC
1038
Whitney & Co
New York
$987K -$23.1K -252 -2%
WCM
1039
Wisconsin Capital Management
Wisconsin
$982K +$27.5K +300 +3%
BWL
1040
Bogart Wealth LLC
Virginia
$977K – – –
NFTC
1041
North Forty Two & Co
Oregon
$975K +$4.59K +50 +0.5%
RM
1042
RCW Management
Florida
$972K -$74.9K -816 -7%
OFS
1043
OneAscent Financial Services
Alabama
$971K +$64K +698 +7%
ARC
1044
Advisor Resource Council
Texas
$968K +$92 +1 +0%
OWCM
1045
One Wealth Capital Management
Arizona
$967K -$1.87M -20,368 -65%
RFW
1046
Rainier Family Wealth
Washington
$966K +$1.01M +10,957 New
JPWM
1047
Jamison Private Wealth Management
Georgia
$966K – – –
SWP
1048
Summit Wealth Partners
Florida
$961K +$411K +4,485 +70%
SL
1049
SWMG LLC
Texas
$954K -$1.14M -12,478 -54%
RWMH
1050
Riverpoint Wealth Management Holdings
Illinois
$950K -$192K -2,094 -16%
40 41
42
43 44