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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1226
Sand Hill Global Advisors
California
$508K +$13.8K +162 +2%
CIR
1227
Clear Investment Research
Georgia
$507K +$77.8K +916 +16%
IIA
1228
Integral Investment Advisors
California
$505K
DFG
1229
Dynamic Financial Group
Iowa
$505K -$1.27K -15 -0.2%
KWM
1230
Kiker Wealth Management
Georgia
$502K +$7.38K +87 +1%
WC
1231
Wynn Capital
Georgia
$502K
SAG
1232
SageView Advisory Group
California
$501K
WBC
1233
West Branch Capital
Massachusetts
$501K
IBOK
1234
Independence Bank of Kentucky
Kentucky
$499K +$484K +5,702 +634%
BW
1235
BostonPremier Wealth
Massachusetts
$498K
CHA
1236
Cooper/Haims Advisors
New York
$494K
MPW
1237
Magnolia Private Wealth
Pennsylvania
$494K +$112K +1,323 +25%
CWM
1238
Copia Wealth Management
Oregon
$492K -$31.8K -375 -5%
PIM
1239
Pullen Investment Management
Florida
$490K -$46.1K -543 -8%
SP
1240
SmartHarvest Portfolios
Washington
$490K
NPT
1241
Nixon Peabody Trust
Massachusetts
$489K +$259K +3,053 +89%
PWA
1242
Pitcairn Wealth Advisors
Pennsylvania
$488K
PFA
1243
Pure Financial Advisors
California
$487K +$121K +1,425 +28%
OFG
1244
Orcam Financial Group
California
$486K
PAS
1245
Professional Advisory Services
Florida
$484K
VFG
1246
Victory Financial Group
Texas
$481K +$199K +2,345 +58%
DWP
1247
Daymark Wealth Partners
Ohio
$481K +$2.46K +29 +0.5%
LFWA
1248
LiftPoint Family Wealth Advisors
New Jersey
$479K -$8.83K -104 -2%
GWA
1249
Genesis Wealth Advisors
Massachusetts
$478K
GPA
1250
Garrison Point Advisors
California
$476K