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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1051
SouthState Corp
Florida
$2.58K +$2.66K +71 New
IPW
1052
Impact Partnership Wealth
Georgia
$2K +$2.06K +55 New
TFA
1053
Transamerica Financial Advisors
Florida
$2K -$31K -828 -94%
HWM
1054
HighMark Wealth Management
Minnesota
$1.82K – – –
TFP
1055
Tilia Fiduciary Partners
North Carolina
$1.53K +$1.35K +36 +600%
LF
1056
Lee Financial
Texas
$1.46K +$1.5K +40 New
RCM
1057
Rain Capital Management
Oregon
$910 – – –
RCM
1058
Raleigh Capital Management
North Carolina
$837 – – –
JWM
1059
Janiczek Wealth Management
Colorado
$801 – – –
EBA
1060
Eagle Bay Advisors
New York
$764 -$1.13K -30 -59%
LC
1061
Lindbrook Capital
California
$437 – – –
GWSG
1062
GPS Wealth Strategies Group
Colorado
$218 – – –
SL
1063
Savior LLC
Massachusetts
$146 – – –
AWM
1064
Activest Wealth Management
Florida
$108 – – –
AA
1065
Addison Advisors
Vermont
$73 -$187 -5 -71%
DJSG
1066
D.J. St. Germain
Massachusetts
$36 +$37 +1 New
WFI
1067
West Family Investments
California
– -$23.4M -621,118 Closed
NYLIM
1068
New York Life Investment Management
New York
– -$20.9M -558,517 Closed
FCM
1069
Fourpath Capital Management
Oklahoma
– -$11.2M -300,133 Closed
BHWA
1070
Beacon Harbor Wealth Advisors
Virginia
– -$9.44M -252,575 Closed
EFM
1071
E Fund Management
China
– -$3.45M -92,405 Closed
T
1072
TCWP
Ohio
– -$2.68M -71,655 Closed
MCC
1073
Money Concepts Capital
Florida
– -$365K -51,974 Closed
FA
1074
Forefront Analytics
Pennsylvania
– -$1.75M -46,743 Closed
LGWM
1075
Litman Gregory Wealth Management
California
– -$1.35M -36,075 Closed
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43
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