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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1251
Cape Investment Advisory
Georgia
$118K +$102K +2,031 +572%
HWM
1252
Horizons Wealth Management
North Carolina
$117K -$4.72K -94 -4%
CH
1253
Cromwell Holdings
Wyoming
$110K +$112K +2,223 New
PWM
1254
Parkworth Wealth Management
California
$109K +$110K +2,195 New
TF
1255
Tandem Financial
Colorado
$107K +$108K +2,155 New
AEPWM
1256
Atlantic Edge Private Wealth Management
Florida
$99K – – –
WFA
1257
Wells Financial Advisors
Massachusetts
$99K +$100K +2,000 New
BFS
1258
Burkett Financial Services
South Carolina
$95.1K – – –
FUBT
1259
First United Bank & Trust
Maryland
$94.2K – – –
NSIM
1260
North Star Investment Management
Illinois
$93.1K +$75.4K +1,500 +394%
CAL
1261
Capital Advisors Ltd
Ohio
$90K – – –
OC
1262
Oakworth Capital
Alabama
$86.7K – – –
JEST
1263
JTC Employer Solutions Trustee
Jersey
$84K – – –
AWM
1264
Avondale Wealth Management
Texas
$79.6K – – –
LDB
1265
Lee, Danner & Bass
Tennessee
$79.2K +$80.3K +1,599 New
CT
1266
Caldwell Trust
Florida
$78.8K +$804 +16 +1%
MWM
1267
Mascoma Wealth Management
New Hampshire
$78.7K – – –
CFO
1268
CVA Family Office
Colorado
$77.5K – – –
LFA
1269
LGT Financial Advisors
Texas
$76K +$77.1K +1,535 New
CB
1270
CNB Bank
Pennsylvania
$75.5K -$251 -5 -0.3%
OC
1271
Oarsman Capital
Wisconsin
$75.1K -$61.8K -1,229 -45%
Q1WB
1272
Quest 10 Wealth Builders
Virginia
$74.8K +$75.9K +1,510 New
PSFG
1273
Park Square Financial Group
Georgia
$74.7K +$75.8K +1,509 New
AWM
1274
Atticus Wealth Management
Florida
$74.3K – – –
MFA
1275
McClarren Financial Advisors
Pennsylvania
$74K +$75.4K +1,500 New
49 50
51
52 53