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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1076
Summit Global Investments
Utah
$299K – – –
JIP
1077
Jaffetilchin Investment Partners
Florida
$299K -$190K -3,782 -39%
FWMM
1078
Foundation Wealth Management (Missouri)
Missouri
$299K +$1.61K +32 +0.5%
NP
1079
Nilsine Partners
Colorado
$299K +$303K +6,030 New
WSFS
1080
Wilmington Savings Fund Society
Delaware
$297K -$90.9K -1,809 -23%
CWC
1081
Carolinas Wealth Consulting
North Carolina
$297K +$75.4K +1,500 +33%
3AM
1082
3EDGE Asset Management
Florida
$297K -$3.27K -65 -1%
GSAM
1083
Grant Street Asset Management
Pennsylvania
$295K -$381K -7,584 -56%
FFB
1084
First Financial Bankshares
Texas
$293K -$130K -2,580 -30%
CKAIS
1085
Christensen King & Associates Investment Services
Washington
$290K +$4.02K +80 +1%
PJSIMP
1086
P.J. Schmidt Investment Management (PJS)
Wisconsin
$290K +$47.3K +941 +19%
PIM
1087
Parker Investment Management
California
$290K -$26M -518,279 -99%
HCM
1088
Hollencrest Capital Management
California
$290K – – –
BWA
1089
BCU Wealth Advisors
Illinois
$290K +$294K +5,850 New
KSWA
1090
Kathleen S. Wright Associates
Pennsylvania
$288K +$5.53K +110 +2%
CWA
1091
Continuum Wealth Advisors
New York
$288K +$904 +18 +0.3%
BFA
1092
Beacon Financial Advisory
Ohio
$288K +$84K +1,671 +40%
SW
1093
SVB Wealth
Massachusetts
$288K +$292K +5,807 New
BBPWM
1094
Blue Bell Private Wealth Management
Pennsylvania
$286K – – –
HIP
1095
HUB Investment Partners
Texas
$284K +$63.6K +1,265 +28%
AWM
1096
Aries Wealth Management
Maine
$284K -$17.6K -350 -6%
SIA
1097
Soltis Investment Advisors
Utah
$282K +$286K +5,698 New
BCP
1098
Blue Chip Partners
Michigan
$282K +$1.36K +27 +0.5%
MAWA
1099
Moss Adams Wealth Advisors
Washington
$281K – – –
PFA
1100
Pillar Financial Advisors
Kentucky
$281K +$285K +5,670 New
42 43
44
45 46