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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
1201
Cary Street Partners
Virginia
$280K +$11.8K +218 +5%
TA
1202
TFB Advisors
Kansas
$280K +$257K +4,745 New
CPL
1203
Capital & Planning LLC
Georgia
$279K +$68.7K +1,270 +37%
SIG
1204
Spinnaker Investment Group
California
$275K +$24.5K +452 +11%
NP
1205
NorthRock Partners
Minnesota
$275K +$23.2K +429 +10%
HWA
1206
Hillcrest Wealth Advisors
New Jersey
$274K – – –
DFG
1207
Delta Financial Group
New Jersey
$274K – – –
FA
1208
Fiduciary Alliance
South Carolina
$273K +$251K +4,636 New
RMDI
1209
R.M. Davis Inc
Maine
$273K -$5.41K -100 -2%
GPA
1210
Guidance Point Advisors
Massachusetts
$273K – – –
GC
1211
Gould Capital
Washington
$269K -$2.49K -46 -1%
POIA
1212
Pin Oak Investment Advisors
Texas
$269K – – –
FHA
1213
Flagship Harbor Advisors
Massachusetts
$267K +$245K +4,535 New
CD
1214
Chapin Davis
Maryland
$267K – – –
VW
1215
Vance Wealth
California
$266K +$2.43K +45 +1%
VAS
1216
Valicenti Advisory Services
New York
$266K -$673K -12,450 -73%
BA
1217
Bridgewater Advisors
New York
$265K +$229K +4,238 New
CPA
1218
Capital Performance Advisors
California
$265K +$243K +4,500 New
FFS
1219
Founders Financial Securities
Maryland
$263K -$79.8K -1,476 -26%
LSWP
1220
Liberty Square Wealth Partners
Pennsylvania
$262K – – –
MHC
1221
May Hill Capital
Massachusetts
$261K +$240K +4,435 New
BWP
1222
Balboa Wealth Partners
Arizona
$260K +$239K +4,411 New
NI
1223
NDVR Inc
Massachusetts
$260K +$238K +4,408 New
FNBSF
1224
First National Bank Sioux Falls
South Dakota
$259K – – –
AW
1225
Alteri Wealth
California
$258K +$8.11K +150 +4%
47 48
49
50 51