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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1226
Balboa Wealth Partners
Arizona
$260K +$239K +4,411 New
NI
1227
NDVR Inc
Massachusetts
$260K +$238K +4,408 New
FNBSF
1228
First National Bank Sioux Falls
South Dakota
$259K – – –
AW
1229
Alteri Wealth
California
$258K +$8.11K +150 +4%
ATI
1230
ARK & TLK Investments
Oklahoma
$256K – – –
ACI
1231
Alpha Cubed Investments
California
$255K +$9.09K +168 +4%
OP
1232
ORG Partners
Indiana
$255K +$20.9K +387 +10%
FWM
1233
Focused Wealth Management
New York
$254K – – –
GTAM
1234
Global Trust Asset Management
Florida
$254K +$168K +3,100 +258%
TCM
1235
Telos Capital Management
California
$252K +$10.1K +187 +5%
CW
1236
Code Waechter
Florida
$251K – – –
CFB
1237
Cullen/Frost Bankers
Texas
$250K – – –
FFO
1238
Fortitude Family Office
Arizona
$249K – – –
PCM
1239
Parsons Capital Management
Rhode Island
$248K – – –
AFW
1240
Avantra Family Wealth
Pennsylvania
$247K +$227K +4,193 New
IPWA
1241
International Private Wealth Advisors
California
$247K +$1.46K +27 +0.6%
FWMM
1242
Foundation Wealth Management (Missouri)
Missouri
$247K -$100K -1,848 -31%
LPFG
1243
Landing Point Financial Group
Ohio
$246K +$226K +4,179 New
RWIA
1244
Roger Wittlin Investment Advisory
California
$246K – – –
SIS
1245
Sound Income Strategies
Florida
$246K +$72.4K +1,339 +47%
CCA
1246
Carrera Capital Advisors
Michigan
$245K -$38.7K -715 -15%
HCA
1247
Harbour Capital Advisors
Virginia
$245K – – –
NGA
1248
Naples Global Advisors
Florida
$245K +$703 +13 +0.3%
WJA
1249
Willis Johnson & Associates
Texas
$245K -$5.73K -106 -2%
I2I
1250
Insight 2811 Inc
Illinois
$244K – – –