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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1201
SageView Advisory Group
California
$610K -$12.1K -155 -2%
WT
1202
Washington Trust
Rhode Island
$610K – – –
AI
1203
Arrien Investments
Idaho
$609K – – –
HIP
1204
HUB Investment Partners
Texas
$605K -$236K -3,016 -29%
PWPS
1205
Pinnacle Wealth Planning Services
Ohio
$605K +$1.09K +14 +0.2%
SPWM
1206
Schrum Private Wealth Management
Florida
$605K +$18.2K +233 +3%
DW
1207
Durante & Waters
New York
$599K +$14.1K +180 +3%
KWM
1208
Koa Wealth Management
California
$595K +$20.7K +265 +4%
GPA
1209
Garrison Point Advisors
California
$593K +$336K +4,295 +143%
W
1210
WealthCollab
Washington
$591K +$28.8K +368 +5%
JAG
1211
Journey Advisory Group
Kentucky
$591K -$15.6K -200 -3%
DCM
1212
DGS Capital Management
New Jersey
$589K -$1.8K -23 -0.3%
TCOV
1213
Trust Company of Vermont
Vermont
$588K +$246K +3,148 +77%
SIA
1214
Soltis Investment Advisors
Utah
$587K -$17.4K -222 -3%
SAW
1215
Signal Advisors Wealth
Michigan
$585K -$112K -1,437 -17%
FCCM
1216
First City Capital Management
Georgia
$584K -$3.91K -50 -0.7%
IIA
1217
Integral Investment Advisors
California
$584K – – –
PIA
1218
Panoramic Investment Advisors
Colorado
$583K +$12K +154 +2%
IIM
1219
IFC & Insurance Marketing
California
$583K +$561K +7,178 New
BB
1220
Busey Bank
Illinois
$582K +$311K +3,976 +124%
PAS
1221
Professional Advisory Services
Florida
$582K -$26.2K -335 -4%
LEA
1222
Legacy Edge Advisors
New York
$582K -$15.3K -195 -3%
SW
1223
Solidarity Wealth
Utah
$575K – – –
LSPW
1224
Lake Street Private Wealth
Illinois
$574K -$29.3K -375 -5%
GDP
1225
Great Diamond Partners
Maine
$572K -$71.9K -920 -12%
47 48
49
50 51