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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1101
Founders Financial Securities
Maryland
$279K +$1.41K +28 +0.5%
FAB
1102
First American Bank
Illinois
$278K – – –
SHWM
1103
Smith & Howard Wealth Management
Georgia
$278K -$183K -3,645 -39%
GPW
1104
Genesis Private Wealth
Virginia
$278K +$283K +5,623 New
SWP
1105
Summit Wealth Partners
Florida
$278K +$4.82K +96 +2%
ARC
1106
Advisor Resource Council
Texas
$277K +$282K +5,604 New
BWA
1107
BlueChip Wealth Advisors
Georgia
$277K – – –
CCG
1108
Catalina Capital Group
California
$275K – – –
MWM
1109
Merriman Wealth Management
Washington
$274K +$27K +538 +11%
EFP
1110
Envision Financial Planning
Tennessee
$274K +$17K +338 +7%
CCM
1111
Coldstream Capital Management
Washington
$273K +$277K +5,508 New
VWA
1112
Visionary Wealth Advisors
Illinois
$273K +$251 +5 +0.1%
ADL
1113
Asset Dedication LLC
California
$272K -$259K -5,161 -48%
SMH
1114
Sanders Morris Harris
Texas
$271K – – –
APA
1115
Astoria Portfolio Advisors
New York
$271K – – –
APWM
1116
Anchor Pointe Wealth Management
Missouri
$271K +$277K +5,509 New
CP
1117
Cornerstone Planning
North Carolina
$271K +$275K +5,465 New
HT
1118
Headlands Technologies
Illinois
$266K +$270K +5,380 New
RFP
1119
RCS Financial Planning
Maryland
$266K +$270K +5,374 New
HIA
1120
Harbor Investment Advisory
Maryland
$264K +$4.82K +96 +2%
PSC
1121
Prentiss Smith & Co
Vermont
$264K – – –
LWA
1122
Lantern Wealth Advisors
New York
$261K +$265K +5,264 New
MHR
1123
Matthew Hamilton Rosenberg
$260K – – –
SBIA
1124
Sheaff Brock Investment Advisors
Indiana
$260K – – –
MWA
1125
Monograph Wealth Advisors
California
$259K – – –
43 44
45
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