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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1251
Walser Wealth Management
Florida
$536K +$516K +6,599 New
CIR
1252
Clear Investment Research
Georgia
$533K +$51.4K +657 +11%
CHA
1253
Cooper/Haims Advisors
New York
$532K – – –
BEAM
1254
Baker Ellis Asset Management
Washington
$528K – – –
SCM
1255
Schnieders Capital Management
California
$527K +$508K +6,492 New
MFG
1256
Magnus Financial Group
New York
$526K +$2.35K +30 +0.5%
BBA
1257
BLB&B Advisors
Pennsylvania
$526K +$47.4K +606 +10%
BW
1258
BostonPremier Wealth
Massachusetts
$525K +$189K +2,421 +60%
PWA
1259
Pitcairn Wealth Advisors
Pennsylvania
$525K +$506K +6,465 New
RFG
1260
REAP Financial Group
Texas
$524K +$501K +6,407 +11,865%
CWM
1261
Copia Wealth Management
Oregon
$524K +$6.57K +84 +1%
OFG
1262
Orcam Financial Group
California
$522K -$64.7K -827 -11%
SWP
1263
Summit Wealth Partners
Florida
$521K +$84.9K +1,086 +20%
CTA
1264
Chesley Taft & Associates
Illinois
$520K +$501K +6,406 New
SP
1265
SmartHarvest Portfolios
Washington
$516K +$497K +6,356 New
HFS
1266
Howard Financial Services
Texas
$516K -$469 -6 -0.1%
BCM
1267
Bourgeon Capital Management
Connecticut
$515K – – –
AI
1268
Accredited Investors
Minnesota
$514K +$58.9K +753 +13%
RIS
1269
Richmond Investment Services
Wisconsin
$514K +$48.6K +622 +11%
GWA
1270
Genesis Wealth Advisors
Massachusetts
$513K – – –
CI
1271
CX Institutional
Indiana
$513K -$35.2K -450 -7%
KA
1272
Klingman & Associates
New York
$512K -$14.9K -190 -3%
RMS
1273
Retirement Management Systems
Maryland
$512K +$494K +6,312 New
AFW
1274
Avantra Family Wealth
Pennsylvania
$511K -$1.41K -18 -0.3%
BBNB
1275
Baker Boyer National Bank
Washington
$511K +$31.1K +398 +7%
49 50
51
52 53