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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1251
Pinnacle Wealth Planning Services
Ohio
$580K -$80.8K -881 -12%
WAL
1252
W Advisors LLC
Tennessee
$579K -$418K -4,559 -41%
EWM
1253
Endowment Wealth Management
Wisconsin
$579K -$163K -1,777 -21%
KWM
1254
Kiker Wealth Management
Georgia
$579K +$602K +6,563 New
SHGA
1255
Sand Hill Global Advisors
California
$578K -$10K -109 -2%
CHA
1256
Cooper/Haims Advisors
New York
$577K – – –
Washington Trust
1257
Washington Trust
Rhode Island
$574K -$91.7K -1,000 -13%
SP
1258
SmartHarvest Portfolios
Washington
$572K +$11.8K +129 +2%
CF
1259
Clarity Financial
Texas
$570K -$272K -2,960 -31%
LFWA
1260
LiftPoint Family Wealth Advisors
New Jersey
$568K -$843K -9,192 -59%
OFG
1261
Orcam Financial Group
California
$567K – – –
OHWP
1262
Oak Harbor Wealth Partners
North Carolina
$567K -$568K -6,192 -49%
PAS
1263
Professional Advisory Services
Florida
$565K -$70K -763 -11%
AWA
1264
Acorn Wealth Advisors
Michigan
$564K +$182K +1,980 +45%
PF
1265
PlanVest Financial
Maryland
$563K +$586K +6,386 New
Daymark Wealth Partners
1266
Daymark Wealth Partners
Ohio
$559K +$25.2K +275 +5%
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
$559K +$8.44K +92 +1%
GWA
1268
Genesis Wealth Advisors
Massachusetts
$558K – – –
FFO
1269
Fortitude Family Office
Arizona
$556K +$92.1K +1,004 +19%
GPA
1270
Garrison Point Advisors
California
$556K -$91.7K -1,000 -14%
LI
1271
LRI Investments
Florida
$555K – – –
KWM
1272
Koa Wealth Management
California
$554K -$96.1K -1,048 -14%
TAM
1273
TCP Asset Management
Ohio
$553K +$3.94K +43 +0.7%
PCM
1274
Presidio Capital Management
California
$552K +$56.4K +615 +11%
SG
1275
StoneX Group
New York
$552K -$221K -2,408 -28%