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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1251
SVB Wealth
Massachusetts
– -$251K -5,712 Closed
RIA
1252
Realta Investment Advisors
Delaware
– -$243K -5,525 Closed
CFAM
1253
Center For Asset Management
Florida
– -$225K -5,120 Closed
VCM
1254
Virtue Capital Management
Tennessee
– -$226K -4,970 Closed
SIM
1255
Seaview Investment Managers
Florida
– -$215K -4,905 Closed
NI
1256
NDVR Inc
Massachusetts
– -$205K -4,674 Closed
PWA
1257
Pillar Wealth Advisors
Pennsylvania
– -$205K -4,662 Closed
AC
1258
AWM Capital
Arizona
– -$202K -4,603 Closed
TWP
1259
Triad Wealth Partners
Kansas
– -$175K -3,980 Closed
KFS
1260
Kelly Financial Services
Massachusetts
– -$115K -2,617 Closed
CH
1261
Cromwell Holdings
Wyoming
– -$107K -2,438 Closed
HT
1262
Headlands Technologies
Illinois
– -$75.7K -1,724 Closed
AWM
1263
AllSquare Wealth Management
New York
– -$45.9K -1,045 Closed
CB
1264
Chris Bulman
California
– -$42.6K -969 Closed
OWA
1265
Opal Wealth Advisors
New York
– -$34.4K -782 Closed
NFSG
1266
Newbridge Financial Services Group
Florida
– -$26.9K -613 Closed
CWM
1267
Compass Wealth Management
Connecticut
– -$18.2K -415 Closed
PWMA
1268
Pension & Wealth Management Advisors
Massachusetts
– -$18.1K -411 Closed
RWM
1269
Ruedi Wealth Management
Illinois
– -$14.5K -330 Closed
UWS
1270
Unique Wealth Strategies
Illinois
– -$8.4K -200 Closed
WIA
1271
Wetzel Investment Advisors
Indiana
– -$6.72K -160 Closed
OCM
1272
Orion Capital Management
California
– -$6.24K -142 Closed
SP
1273
SWS Partners
Ohio
– -$4.61K -105 Closed
IWMA
1274
Ironwood Wealth Management (Arizona)
Arizona
– -$2.59K -59 Closed
AFWM
1275
Abich Financial Wealth Management
Virginia
– -$2.42K -55 Closed
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