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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1101
Old Point Trust & Financial Services N A
Virginia
$787K – – –
EWM
1102
EPG Wealth Management
Georgia
$785K – – –
BHIA
1103
Birch Hill Investment Advisors
Massachusetts
$783K – – –
FSWA
1104
Financial Synergies Wealth Advisors
Texas
$779K +$3.13K +40 +0.4%
SIC
1105
SFE Investment Counsel
California
$774K -$14.5K -185 -2%
BDF
1106
Black Diamond Financial
Maryland
$771K -$11.1K -142 -1%
NWAG
1107
Net Worth Advisory Group
Utah
$771K +$522K +6,679 +237%
CAM
1108
Cozad Asset Management
Illinois
$770K +$23.5K +300 +3%
SCA
1109
STALEY CAPITAL ADVISERS
Pennsylvania
$769K -$156 -2 -0%
CWWM
1110
Curry Webb Wealth Management
Indiana
$767K +$739K +9,453 New
CF
1111
Clarity Financial
Texas
$765K -$46.2K -591 -6%
IAIM
1112
International Assets Investment Management
Florida
$761K +$153K +1,954 +26%
MBI
1113
May Barnhard Investments
Maryland
$761K – – –
PJSIMP
1114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$760K +$8.29K +106 +1%
BWM
1115
BKM Wealth Management
Wisconsin
$755K +$65.5K +837 +10%
ACM
1116
Armbruster Capital Management
New York
$751K -$215K -2,750 -23%
AL
1117
Aspiriant LLC
California
$750K +$108K +1,385 +18%
PP
1118
Patten & Patten
Tennessee
$749K -$39.1K -500 -5%
SC
1119
SouthState Corp
Florida
$748K +$278K +3,549 +63%
CIC
1120
Chilton Investment Company
Connecticut
$746K +$247K +3,157 +52%
TWM
1121
TCFG Wealth Management
California
$739K -$78.8K -1,007 -10%
ACM
1122
Advance Capital Management
Michigan
$738K -$104K -1,326 -13%
BOPW
1123
Brandywine Oak Private Wealth
Pennsylvania
$737K +$6.1K +78 +0.9%
OP
1124
ORG Partners
Indiana
$731K +$19K +243 +3%
CAG
1125
Crestwood Advisors Group
Massachusetts
$729K +$19.6K +250 +3%
43 44
45
46 47