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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
ATI
1226
ARK & TLK Investments
Oklahoma
$256K – – –
ACI
1227
Alpha Cubed Investments
California
$255K +$9.09K +168 +4%
OP
1228
ORG Partners
Indiana
$255K +$20.9K +387 +10%
FWM
1229
Focused Wealth Management
New York
$254K – – –
GTAM
1230
Global Trust Asset Management
Florida
$254K +$168K +3,100 +258%
TCM
1231
Telos Capital Management
California
$252K +$10.1K +187 +5%
CW
1232
Code Waechter
Florida
$251K – – –
CFB
1233
Cullen/Frost Bankers
Texas
$250K – – –
FFO
1234
Fortitude Family Office
Arizona
$249K – – –
PCM
1235
Parsons Capital Management
Rhode Island
$248K – – –
AFW
1236
Avantra Family Wealth
Pennsylvania
$247K +$227K +4,193 New
IPWA
1237
International Private Wealth Advisors
California
$247K +$1.46K +27 +0.6%
FWMM
1238
Foundation Wealth Management (Missouri)
Missouri
$247K -$100K -1,848 -31%
LPFG
1239
Landing Point Financial Group
Ohio
$246K +$226K +4,179 New
RWIA
1240
Roger Wittlin Investment Advisory
California
$246K – – –
SIS
1241
Sound Income Strategies
Florida
$246K +$72.4K +1,339 +47%
CCA
1242
Carrera Capital Advisors
Michigan
$245K -$38.7K -715 -15%
HCA
1243
Harbour Capital Advisors
Virginia
$245K – – –
NGA
1244
Naples Global Advisors
Florida
$245K +$703 +13 +0.3%
WJA
1245
Willis Johnson & Associates
Texas
$245K -$5.73K -106 -2%
I2I
1246
Insight 2811 Inc
Illinois
$244K – – –
GLA
1247
Good Life Advisors
Pennsylvania
$244K -$1.35K -25 -0.6%
FWMP
1248
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$244K – – –
HIM
1249
Hanlon Investment Management
New Jersey
$244K +$224K +4,133 New
MFG
1250
Magnus Financial Group
New York
$244K +$224K +4,132 New
48 49
50
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