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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1101
Smith & Howard Wealth Management
Georgia
$278K -$183K -3,645 -39%
GPW
1102
Genesis Private Wealth
Virginia
$278K +$283K +5,623 New
SWP
1103
Summit Wealth Partners
Florida
$278K +$4.82K +96 +2%
ARC
1104
Advisor Resource Council
Texas
$277K +$282K +5,604 New
BWA
1105
BlueChip Wealth Advisors
Georgia
$277K – – –
CCG
1106
Catalina Capital Group
California
$275K – – –
MWM
1107
Merriman Wealth Management
Washington
$274K +$27K +538 +11%
EFP
1108
Envision Financial Planning
Tennessee
$274K +$17K +338 +7%
CCM
1109
Coldstream Capital Management
Washington
$273K +$277K +5,508 New
VWA
1110
Visionary Wealth Advisors
Illinois
$273K +$251 +5 +0.1%
ADL
1111
Asset Dedication LLC
California
$272K -$259K -5,161 -48%
SMH
1112
Sanders Morris Harris
Texas
$271K – – –
APA
1113
Astoria Portfolio Advisors
New York
$271K – – –
APWM
1114
Anchor Pointe Wealth Management
Missouri
$271K +$277K +5,509 New
CP
1115
Cornerstone Planning
North Carolina
$271K +$275K +5,465 New
HT
1116
Headlands Technologies
Illinois
$266K +$270K +5,380 New
RFP
1117
RCS Financial Planning
Maryland
$266K +$270K +5,374 New
HIA
1118
Harbor Investment Advisory
Maryland
$264K +$4.82K +96 +2%
PSC
1119
Prentiss Smith & Co
Vermont
$264K – – –
LWA
1120
Lantern Wealth Advisors
New York
$261K +$265K +5,264 New
MHR
1121
Matthew Hamilton Rosenberg
$260K – – –
SBIA
1122
Sheaff Brock Investment Advisors
Indiana
$260K – – –
MWA
1123
Monograph Wealth Advisors
California
$259K – – –
PFBT
1124
Parkside Financial Bank & Trust
Missouri
$258K +$73.7K +1,467 +39%
CAC
1125
Certified Advisory Corp
Florida
$258K +$19.7K +393 +8%
43 44
45
46 47