We are live on ! Find out more
IAU icon

iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1151
Worth Financial Advisory Group
North Carolina
$623K +$700K +8,252 New
TG
1152
TCW Group
California
$619K – – –
PCA
1153
Pallas Capital Advisors
Massachusetts
$616K – – –
AWA
1154
Acorn Wealth Advisors
Michigan
$613K +$146K +1,717 +27%
SW
1155
SVB Wealth
Massachusetts
$613K -$3.4K -40 -0.5%
MHC
1156
Meyer Handelman Company
New York
$609K +$685K +8,071 New
SIAM
1157
Sterling Investment Advisors (Missouri)
Missouri
$609K – – –
IIM
1158
IFC & Insurance Marketing
California
$607K +$2.21K +26 +0.3%
QCA
1159
Quantify Chaos Advisors
New York
$602K – – –
ITG
1160
Index Technologies Group
New York
$602K -$16.6K -195 -2%
IIC
1161
Integrated Investment Consultants
Michigan
$602K – – –
RW
1162
Regimen Wealth
Georgia
$601K -$1.36K -16 -0.2%
CLIP
1163
Colter Lewis Investment Partners
Connecticut
$600K – – –
HTC
1164
Haverford Trust Company
Pennsylvania
$592K +$311K +3,664 +88%
SEA
1165
Stegent Equity Advisors
Texas
$591K – – –
PP
1166
Patten & Patten
Tennessee
$590K -$64.3K -757 -9%
WPP
1167
Whalerock Point Partners
Rhode Island
$590K – – –
NFG
1168
Nations Financial Group
Iowa
$588K -$4.45M -52,446 -87%
EWM
1169
Endowment Wealth Management
Wisconsin
$587K +$103K +1,209 +18%
ClearBridge Investments
1170
ClearBridge Investments
New York
$582K – – –
SIS
1171
Sound Income Strategies
Florida
$579K +$11.6K +137 +2%
DT
1172
DV Trading
Illinois
$575K +$647K +7,620 New
W
1173
WealthCollab
Washington
$574K – – –
HHGA
1174
Halbert Hargrove Global Advisors
California
$571K +$642K +7,568 New
LWM
1175
Lakeridge Wealth Management
Ohio
$569K -$27.2K -320 -4%