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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1101
Golden State Wealth Management
California
$829K +$236K +2,570 +38%
SCA
1102
STALEY CAPITAL ADVISERS
Pennsylvania
$827K -$9.17K -100 -1%
ACM
1103
Advance Capital Management
Michigan
$825K +$24.8K +270 +3%
AAM
1104
Aureus Asset Management
Massachusetts
$822K +$605K +6,597 +242%
FA
1105
Fedenia Advisers
Wisconsin
$818K -$622K -6,777 -42%
BWM
1106
BKM Wealth Management
Wisconsin
$817K -$3.67K -40 -0.4%
OPTFSNA
1107
Old Point Trust & Financial Services N A
Virginia
$815K -$41.3K -450 -5%
AL
1108
Aspiriant LLC
California
$815K – – –
HBFP
1109
Henderson Brothers Financial Partners
Pennsylvania
$813K +$846K +9,226 New
DA
1110
Doliver Advisors
Texas
$812K -$65.1K -710 -7%
PWM
1111
Proathlete Wealth Management
Florida
$808K +$587K +6,396 +231%
KCIA
1112
Kingsbury Capital Investment Advisors
Illinois
$806K +$839K +9,142 New
FHC
1113
First Heartland Consultants
Missouri
$805K -$773K -8,425 -48%
SIC
1114
SFE Investment Counsel
California
$804K -$37.4K -408 -4%
BCM
1115
BTC Capital Management
Iowa
$804K +$479K +5,223 +134%
BWMG
1116
Barnes Wealth Management Group
California
$799K -$1.01M -11,023 -55%
CWM
1117
Curtis Wealth Management
Nevada
$796K -$603K -6,576 -42%
CAMG
1118
CWA Asset Management Group
Florida
$795K -$171K -1,868 -17%
MFG
1119
Magnus Financial Group
New York
$794K +$231K +2,521 +39%
TWM
1120
TCFG Wealth Management
California
$793K -$9.27K -101 -1%
BOPW
1121
Brandywine Oak Private Wealth
Pennsylvania
$793K -$7.16K -78 -0.9%
FGAM
1122
Financial Gravity Asset Management
Texas
$793K +$826K +9,000 New
TIA
1123
TCFG Investment Advisors
California
$793K +$826K +9,000 New
JWA
1124
JFS Wealth Advisors
Pennsylvania
$793K -$470K -5,126 -36%
ISL
1125
Ingalls & Snyder LLC
New York
$793K +$111K +1,205 +15%
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45
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