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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1101
SFI Advisors
New Jersey
$548K +$491K +7,529 New
WT
1102
Washington Trust
Rhode Island
$547K – – –
PAS
1103
Professional Advisory Services
Florida
$546K +$490K +7,508 New
AI
1104
Arrien Investments
Idaho
$546K – – –
SQA
1105
Simon Quick Advisors
New Jersey
$546K +$489K +7,500 New
XF
1106
XML Financial
Maryland
$544K +$11.4K +175 +2%
JAG
1107
Journey Advisory Group
Kentucky
$544K +$14.1K +216 +3%
AWM
1108
Aries Wealth Management
Maine
$543K +$45.8K +702 +10%
SIA
1109
Soltis Investment Advisors
Utah
$542K +$94.7K +1,452 +24%
LSPW
1110
Lake Street Private Wealth
Illinois
$542K -$12.1K -186 -2%
PWPS
1111
Pinnacle Wealth Planning Services
Ohio
$541K -$45.7K -700 -9%
GSWM
1112
Golden State Wealth Management
California
$540K -$191K -2,934 -28%
RWM
1113
Riverbend Wealth Management
South Carolina
$538K +$3.91K +60 +0.8%
KA
1114
Kovack Advisors
Florida
$535K -$7.11K -109 -1%
TWCA
1115
Two West Capital Advisors
Kansas
$534K +$136K +2,081 +43%
BIA
1116
Benchmark Investment Advisors
Illinois
$533K +$478K +7,320 New
DCM
1117
DGS Capital Management
New Jersey
$529K -$7.76K -119 -2%
OFG
1118
Orcam Financial Group
California
$529K – – –
LWA
1119
Lantern Wealth Advisors
New York
$528K +$47.3K +725 +11%
FCCM
1120
First City Capital Management
Georgia
$527K – – –
SPWM
1121
Schrum Private Wealth Management
Florida
$525K +$52.3K +802 +13%
DW
1122
Durante & Waters
New York
$524K – – –
IIA
1123
Integral Investment Advisors
California
$523K – – –
WN
1124
Williams & Novak
California
$523K – – –
FFA
1125
Florida Financial Advisors
Florida
$522K -$18.5K -284 -4%
43 44
45
46 47