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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1151
P.J. Schmidt Investment Management (PJS)
Wisconsin
$724K -$105K -1,150 -12%
TG
1152
TCW Group
California
$722K +$55K +600 +8%
ITG
1153
Index Technologies Group
New York
$720K +$29.6K +323 +4%
PCA
1154
Pallas Capital Advisors
Massachusetts
$719K -$5.23K -57 -0.7%
SW
1155
SVB Wealth
Massachusetts
$719K – – –
SIAM
1156
Sterling Investment Advisors (Missouri)
Missouri
$711K -$917 -10 -0.1%
SF
1157
SWP Financial
California
$710K -$1.85M -20,122 -71%
VCM
1158
Viewpoint Capital Management
Washington
$710K -$17.9K -195 -2%
AWP
1159
Atlas Wealth Partners
Pennsylvania
$708K -$1.28K -14 -0.2%
IIM
1160
IFC & Insurance Marketing
California
$706K +$76.3K +832 +12%
QCA
1161
Quantify Chaos Advisors
New York
$703K – – –
IIC
1162
Integrated Investment Consultants
Michigan
$703K -$50.5K -550 -6%
FPGK
1163
Financial Partners Group (Kansas)
Kansas
$702K +$115K +1,250 +19%
CLIP
1164
Colter Lewis Investment Partners
Connecticut
$701K +$395K +4,301 +118%
RW
1165
Regimen Wealth
Georgia
$698K -$95K -1,036 -12%
VWA
1166
Visionary Wealth Advisors
Illinois
$697K +$22.3K +243 +3%
LWM
1167
Lakeridge Wealth Management
Ohio
$693K -$12.7K -138 -2%
FTC
1168
Farmers Trust Company
Ohio
$691K -$40.3K -439 -5%
SEA
1169
Stegent Equity Advisors
Texas
$690K – – –
FWI
1170
Facet Wealth Inc
Maryland
$690K +$224K +2,442 +45%
AUB
1171
Atlantic Union Bankshares
Virginia
$689K -$78.3K -854 -10%
CG
1172
Cynosure Group
Utah
$689K – – –
WPP
1173
Whalerock Point Partners
Rhode Island
$689K – – –
TDB
1174
Thompson David Blair
$688K -$34.8K -379 -5%
DFA
1175
Davies Financial Advisors
California
$687K -$1.64M -17,922 -70%
45 46
47
48 49