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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
1226
Capital & Planning LLC
Georgia
$172K +$174K +3,465 New
WCM
1227
Winthrop Capital Management
Indiana
$168K +$172K +3,422 New
ST
1228
Smithfield Trust
Pennsylvania
$163K – – –
ATC
1229
Advantage Trust Company
Kansas
$162K -$41.7K -830 -20%
ETC
1230
Exchange Traded Concepts
Oklahoma
$158K -$4.17K -83 -3%
AIM
1231
Acropolis Investment Management
Missouri
$156K – – –
BHWM
1232
Beaird Harris Wealth Management
Texas
$149K – – –
W
1233
WealthCollab
Washington
$149K – – –
SIC
1234
Salem Investment Counselors
North Carolina
$147K +$34K +677 +29%
IWP
1235
IAG Wealth Partners
Wisconsin
$147K – – –
RIL
1236
Rothschild Investment LLC
Illinois
$144K – – –
WWP
1237
WR Wealth Planners
Missouri
$144K -$21.9K -435 -13%
CJ
1238
Caitlin John
Michigan
$143K – – –
CTA
1239
Colonial Trust Advisors
South Carolina
$141K -$452 -9 -0.3%
SIS
1240
Sound Income Strategies
Florida
$140K +$33.1K +658 +30%
FP
1241
Financial Perspectives
Minnesota
$136K – – –
FPF
1242
First Pacific Financial
Washington
$133K – – –
GWP
1243
Gen-Wealth Partners
Michigan
$132K +$201 +4 +0.1%
SC
1244
Stephens Consulting
Michigan
$131K – – –
SWM
1245
Sugarloaf Wealth Management
Georgia
$131K +$7.49K +149 +6%
CAS
1246
Coppell Advisory Solutions
Texas
$131K +$112K +2,225 +514%
T
1247
Tidemark
California
$129K – – –
CAM
1248
Creekmur Asset Management
Illinois
$127K +$118K +2,352 +1,084%
DIP
1249
DT Investment Partners
Pennsylvania
$127K -$4.37K -87 -3%
SC
1250
SouthState Corp
Florida
$125K +$27.2K +541 +27%
48 49
50
51 52