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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1201
Soltis Investment Advisors
Utah
$646K +$8.44K +92 +1%
ITIM
1202
Indiana Trust & Investment Management
Indiana
$644K +$38.7K +422 +6%
PEWA
1203
Pacific Excel Wealth Advisors
California
$639K +$104K +1,139 +19%
LBC
1204
Leigh Baldwin & Co
New York
$638K +$58.2K +635 +10%
JAG
1205
Journey Advisory Group
Kentucky
$638K -$3.76K -41 -0.6%
PHWA
1206
Petersen Hastings Wealth Advisors
Washington
$637K -$105K -1,144 -14%
XF
1207
XML Financial
Maryland
$633K -$162K -1,765 -20%
RIS
1208
Retirement Income Solutions
Michigan
$633K +$368K +4,007 +126%
Kestra Investment Management
1209
Kestra Investment Management
Texas
$632K +$190K +2,074 +41%
FCCM
1210
First City Capital Management
Georgia
$629K -$5.5K -60 -0.8%
CA
1211
CGN Advisors
Kansas
$628K +$8.44K +92 +1%
FA
1212
Flagstar Advisors
New York
$628K -$132K -1,442 -17%
SW
1213
Solidarity Wealth
Utah
$625K – – –
Ferguson Wellman Capital Management
1214
Ferguson Wellman Capital Management
Oregon
$620K +$645K +7,036 New
PIM
1215
Pullen Investment Management
Florida
$620K +$3.49K +38 +0.5%
LSPW
1216
Lake Street Private Wealth
Illinois
$618K -$4.95K -54 -0.8%
SAM
1217
Strategy Asset Managers
California
$618K +$29.6K +323 +5%
IC
1218
IKE Capital
New York
$617K – – –
WA
1219
WBH Advisory
Maryland
$617K -$61.2K -667 -9%
BFIM
1220
Beese Fulmer Investment Management
Ohio
$617K -$163K -1,775 -20%
MFG
1221
Midwest Financial Group
Kansas
$617K +$120K +1,308 +23%
PCS
1222
Personal CFO Solutions
New Jersey
$617K +$642K +6,997 New
NRG
1223
Nemes Rush Group
Michigan
$616K +$92 +1 +0%
MW
1224
Marble Wealth
Alabama
$613K -$1.95M -21,215 -75%
LWA
1225
Lantern Wealth Advisors
New York
$613K -$8.71K -95 -1%