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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
SeaCrest Wealth Management
New York
$791K +$28.9K +315 +4%
NP
1127
Nilsine Partners
Colorado
$790K – – –
TCTWM
1128
Three Cord True Wealth Management
Pennsylvania
$790K +$10.4K +113 +1%
HPWM
1129
High Point Wealth Management
New Jersey
$780K +$413K +4,502 +104%
HPM
1130
Hoxton Planning & Management
West Virginia
$775K -$1.22M -13,268 -60%
FWIA
1131
Fort Washington Investment Advisors
Ohio
$772K +$551K +6,005 +218%
IA
1132
Integrity Alliance
Iowa
$766K -$443K -4,830 -36%
DG
1133
Diesslin Group
Texas
$764K -$311K -3,386 -28%
TPA
1134
Trivium Point Advisory
Connecticut
$762K -$268K -2,922 -25%
BI
1135
Beckerman Institutional
New Jersey
$762K -$30.3K -330 -4%
BIA
1136
Benchmark Investment Advisors
Illinois
$761K +$792K +8,630 New
APA
1137
Astoria Portfolio Advisors
New York
$761K – – –
PP
1138
Patten & Patten
Tennessee
$756K -$59.6K -650 -7%
HKAM
1139
Horizon Kinetics Asset Management
New York
$755K – – –
CIA
1140
Compass Ion Advisors
Pennsylvania
$751K +$20.7K +226 +3%
FNT
1141
First Nebraska Trust
Nebraska
$749K – – –
CPA
1142
Capital Planning Advisors
California
$746K – – –
CA
1143
COFG Advisors
Illinois
$742K +$24.4K +266 +3%
FA
1144
Fiduciary Alliance
South Carolina
$740K +$333K +3,627 +79%
TWM
1145
Tradition Wealth Management
Minnesota
$738K -$193K -2,109 -20%
WAS
1146
Winch Advisory Services
Wisconsin
$730K -$9.17K -100 -1%
BCP
1147
Berkeley Capital Partners
Georgia
$729K -$18.9K -206 -2%
FWA
1148
FSM Wealth Advisors
Ohio
$728K – – –
MWA
1149
Madson Wealth Advisors
California
$725K +$755K +8,226 New
MP
1150
Moment Partners
California
$725K +$754K +8,225 New
44 45
46
47 48