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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1126
World Equity Group
Illinois
$648K +$81.8K +964 +13%
SWA
1127
Strategic Wealth Advisors
Arizona
$647K +$38.5K +454 +6%
HKAM
1128
Horizon Kinetics Asset Management
New York
$647K – – –
HPWM
1129
High Point Wealth Management
New Jersey
$645K -$25.5K -300 -3%
MFG
1130
Magnus Financial Group
New York
$644K -$40.2K -474 -5%
AAM
1131
Aureus Asset Management
Massachusetts
$644K -$67.1K -791 -8%
CIA
1132
Compass Ion Advisors
Pennsylvania
$643K – – –
PMFA
1133
Plante Moran Financial Advisors
Michigan
$643K +$269K +3,164 +59%
TW
1134
Traveka Wealth
California
$642K +$141K +1,664 +24%
HBW
1135
Hazlett, Burt & Watson
West Virginia
$642K +$70.6K +832 +11%
FNT
1136
First Nebraska Trust
Nebraska
$642K – – –
BI
1137
Beckerman Institutional
New Jersey
$637K -$17.7K -208 -2%
RIS
1138
Retirement Income Solutions
Michigan
$633K – – –
TC
1139
Tacita Capital
Ontario, Canada
$633K +$51.4K +605 +8%
JMA
1140
J.M. Arbour
Maine
$630K +$224K +2,640 +46%
WAS
1141
Winch Advisory Services
Wisconsin
$625K – – –
AUB
1142
Atlantic Union Bankshares
Virginia
$623K +$37.2K +438 +6%
WFAG
1143
Worth Financial Advisory Group
North Carolina
$623K +$700K +8,252 New
TG
1144
TCW Group
California
$619K – – –
PCA
1145
Pallas Capital Advisors
Massachusetts
$616K – – –
AWA
1146
Acorn Wealth Advisors
Michigan
$613K +$146K +1,717 +27%
SW
1147
SVB Wealth
Massachusetts
$613K -$3.4K -40 -0.5%
MHC
1148
Meyer Handelman Company
New York
$609K +$685K +8,071 New
SIAM
1149
Sterling Investment Advisors (Missouri)
Missouri
$609K – – –
IIM
1150
IFC & Insurance Marketing
California
$607K +$2.21K +26 +0.3%
44 45
46
47 48