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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1251
KW Wealth Management
California
$537K +$26.4K +338 +5%
LBC
1252
Leigh Baldwin & Co
New York
$536K +$517K +6,605 New
WWM
1253
Walser Wealth Management
Florida
$536K +$516K +6,599 New
CIR
1254
Clear Investment Research
Georgia
$533K +$51.4K +657 +11%
CHA
1255
Cooper/Haims Advisors
New York
$532K – – –
BEAM
1256
Baker Ellis Asset Management
Washington
$528K – – –
SCM
1257
Schnieders Capital Management
California
$527K +$508K +6,492 New
MFG
1258
Magnus Financial Group
New York
$526K +$2.35K +30 +0.5%
BBA
1259
BLB&B Advisors
Pennsylvania
$526K +$47.4K +606 +10%
BW
1260
BostonPremier Wealth
Massachusetts
$525K +$189K +2,421 +60%
PWA
1261
Pitcairn Wealth Advisors
Pennsylvania
$525K +$506K +6,465 New
RFG
1262
REAP Financial Group
Texas
$524K +$501K +6,407 +11,865%
CWM
1263
Copia Wealth Management
Oregon
$524K +$6.57K +84 +1%
OFG
1264
Orcam Financial Group
California
$522K -$64.7K -827 -11%
SWP
1265
Summit Wealth Partners
Florida
$521K +$84.9K +1,086 +20%
CTA
1266
Chesley Taft & Associates
Illinois
$520K +$501K +6,406 New
SP
1267
SmartHarvest Portfolios
Washington
$516K +$497K +6,356 New
HFS
1268
Howard Financial Services
Texas
$516K -$469 -6 -0.1%
BCM
1269
Bourgeon Capital Management
Connecticut
$515K – – –
Accredited Investors
1270
Accredited Investors
Minnesota
$514K +$58.9K +753 +13%
RIS
1271
Richmond Investment Services
Wisconsin
$514K +$48.6K +622 +11%
GWA
1272
Genesis Wealth Advisors
Massachusetts
$513K – – –
CX Institutional
1273
CX Institutional
Indiana
$513K -$35.2K -450 -7%
Klingman & Associates
1274
Klingman & Associates
New York
$512K -$14.9K -190 -3%
RMS
1275
Retirement Management Systems
Maryland
$512K +$494K +6,312 New