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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1201
Leigh Baldwin & Co
New York
$638K +$58.2K +635 +10%
JAG
1202
Journey Advisory Group
Kentucky
$638K -$3.76K -41 -0.6%
PHWA
1203
Petersen Hastings Wealth Advisors
Washington
$637K -$105K -1,144 -14%
XF
1204
XML Financial
Maryland
$633K -$162K -1,765 -20%
RIS
1205
Retirement Income Solutions
Michigan
$633K +$368K +4,007 +126%
KIM
1206
Kestra Investment Management
Texas
$632K +$190K +2,074 +41%
FCCM
1207
First City Capital Management
Georgia
$629K -$5.5K -60 -0.8%
CA
1208
CGN Advisors
Kansas
$628K +$8.44K +92 +1%
FA
1209
Flagstar Advisors
New York
$628K -$132K -1,442 -17%
SW
1210
Solidarity Wealth
Utah
$625K – – –
FWCM
1211
Ferguson Wellman Capital Management
Oregon
$620K +$645K +7,036 New
PIM
1212
Pullen Investment Management
Florida
$620K +$3.49K +38 +0.5%
LSPW
1213
Lake Street Private Wealth
Illinois
$618K -$4.95K -54 -0.8%
SAM
1214
Strategy Asset Managers
California
$618K +$29.6K +323 +5%
WA
1215
WBH Advisory
Maryland
$617K -$61.2K -667 -9%
BFIM
1216
Beese Fulmer Investment Management
Ohio
$617K -$163K -1,775 -20%
MFG
1217
Midwest Financial Group
Kansas
$617K +$120K +1,308 +23%
PCS
1218
Personal CFO Solutions
New Jersey
$617K +$642K +6,997 New
NRG
1219
Nemes Rush Group
Michigan
$616K +$92 +1 +0%
MW
1220
Marble Wealth
Alabama
$613K -$1.95M -21,215 -75%
LWA
1221
Lantern Wealth Advisors
New York
$613K -$8.71K -95 -1%
AI
1222
Accredited Investors
Minnesota
$613K +$56.4K +615 +10%
RFP
1223
Root Financial Partners
California
$610K +$358K +3,908 +130%
WF
1224
Whelan Financial
California
$610K +$315K +3,435 +99%
CWM
1225
Copia Wealth Management
Oregon
$607K +$39.9K +435 +7%
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49
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