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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1251
Sand Hill Global Advisors
California
$578K -$10K -109 -2%
CHA
1252
Cooper/Haims Advisors
New York
$577K
WT
1253
Washington Trust
Rhode Island
$574K -$91.7K -1,000 -13%
SP
1254
SmartHarvest Portfolios
Washington
$572K +$11.8K +129 +2%
CF
1255
Clarity Financial
Texas
$570K -$272K -2,960 -31%
LFWA
1256
LiftPoint Family Wealth Advisors
New Jersey
$568K -$843K -9,192 -59%
OFG
1257
Orcam Financial Group
California
$567K
OHWP
1258
Oak Harbor Wealth Partners
North Carolina
$567K -$568K -6,192 -49%
PAS
1259
Professional Advisory Services
Florida
$565K -$70K -763 -11%
AWA
1260
Acorn Wealth Advisors
Michigan
$564K +$182K +1,980 +45%
PF
1261
PlanVest Financial
Maryland
$563K +$586K +6,386 New
DWP
1262
Daymark Wealth Partners
Ohio
$559K +$25.2K +275 +5%
QPWM
1263
Quadrant Private Wealth Management
Pennsylvania
$559K +$8.44K +92 +1%
GWA
1264
Genesis Wealth Advisors
Massachusetts
$558K
FFO
1265
Fortitude Family Office
Arizona
$556K +$92.1K +1,004 +19%
GPA
1266
Garrison Point Advisors
California
$556K -$91.7K -1,000 -14%
LI
1267
LRI Investments
Florida
$555K
KWM
1268
Koa Wealth Management
California
$554K -$96.1K -1,048 -14%
TAM
1269
TCP Asset Management
Ohio
$553K +$3.94K +43 +0.7%
PCM
1270
Presidio Capital Management
California
$552K +$56.4K +615 +11%
SG
1271
StoneX Group
New York
$552K -$221K -2,408 -28%
JPLA
1272
Joseph P. Lucia & Associates
New York
$547K +$170K +1,851 +42%
TI
1273
Tidal Investments
Wisconsin
$547K +$583K +6,356 New
RWP
1274
Reliant Wealth Planning
Kentucky
$546K
VanEck Associates
1275
VanEck Associates
New York
$546K