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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
1276
Clay Northam Wealth Management
California
$459K – – –
IIA
1277
Integrity Investment Advisors
Colorado
$458K – – –
CPA
1278
Capital Performance Advisors
California
$458K +$133K +1,566 +35%
RFP
1279
Root Financial Partners
California
$457K -$73.9K -870 -13%
MWM
1280
Moulton Wealth Management
Washington
$456K -$4.33K -51 -0.8%
HFS
1281
Howard Financial Services
Texas
$455K +$122K +1,433 +31%
TIM
1282
Tortoise Investment Management
New York
$453K – – –
FDCDDQ
1283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452K +$85 +1 +0%
ODIJL
1284
One Day In July LLC
Vermont
$452K – – –
LBC
1285
Leigh Baldwin & Co
New York
$451K -$108K -1,268 -18%
TLCM
1286
Twin Lakes Capital Management
California
$451K – – –
FA
1287
Flagstar Advisors
New York
$449K -$99.4K -1,171 -16%
CCAL
1288
City Center Advisors LLC
Michigan
$447K -$19.6K -231 -4%
WN
1289
Williams & Novak
California
$447K – – –
CIM
1290
Catalyst Investment Management
New Hampshire
$447K -$1.89M -22,300 -79%
CRC
1291
Catawba River Capital
South Carolina
$445K – – –
DP
1292
DDD Partners
Washington
$439K – – –
CWM
1293
Connecticut Wealth Management
Connecticut
$439K +$93.4K +1,100 +23%
PGFC
1294
Peapack-Gladstone Financial Corp
New Jersey
$438K -$1.27K -15 -0.3%
CWM
1295
Concentrum Wealth Management
California
$438K +$14.1K +166 +3%
TA
1296
Tactive Advisors
Florida
$435K – – –
LEA
1297
Legacy Edge Advisors
New York
$435K -$9.51K -112 -2%
BBPWM
1298
Blue Bell Private Wealth Management
Pennsylvania
$434K +$23.9K +282 +5%
PF
1299
PlanVest Financial
Maryland
$431K -$57.7K -680 -11%
HIA
1300
Harbor Investment Advisory
Maryland
$430K -$170 -2 -0%