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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1301
Moment Partners
California
$220K +$202K +3,725 New
AI
1302
Axecap Investments
Ohio
$220K +$201K +3,724 New
PFM
1303
Peak Financial Management
Massachusetts
$219K +$201K +3,718 New
TWP
1304
Tempus Wealth Planning
California
$219K +$201K +3,710 New
DBRC
1305
D.B. Root & Company
Pennsylvania
$219K +$201K +3,707 New
TC
1306
Trilogy Capital
California
$219K +$201K +3,707 New
CWM
1307
Cornerstone Wealth Management
Missouri
$218K +$200K +3,705 New
JIC
1308
Joel Isaacson & Co
New York
$217K +$199K +3,684 New
ECA
1309
Elevated Capital Advisors
Utah
$215K +$197K +3,650 New
SWP
1310
Significant Wealth Partners
Illinois
$215K +$197K +3,650 New
ACG
1311
Allen Capital Group
Nebraska
$215K +$197K +3,649 New
ADBIC
1312
A.D. Beadell Investment Counsel
Wisconsin
$215K +$197K +3,650 New
WPC
1313
Wedmont Private Capital
Pennsylvania
$214K +$190K +3,517 New
MAM
1314
Mystic Asset Management
Rhode Island
$214K +$196K +3,631 New
ACP
1315
Argyle Capital Partners
California
$214K +$196K +3,627 New
MMA
1316
Miracle Mile Advisors
California
$213K -$260K -4,808 -57%
HJGA
1317
Hardman Johnston Global Advisors
Connecticut
$212K +$195K +3,600 New
TCOV
1318
Trust Company of Vermont
Vermont
$212K -$5.46K -101 -3%
HWA
1319
HCR Wealth Advisors
California
$212K +$194K +3,594 New
TIAM2
1320
Tru Independence Asset Management 2
Oregon
$211K +$194K +3,579 New
TWCA
1321
Two West Capital Advisors
Kansas
$211K +$187K +3,454 New
OPPS
1322
Obsidian Personal Planning Solutions
Maryland
$210K +$183K +3,382 New
CSC
1323
Caldwell Sutter Capital
California
$210K – – –
GFL
1324
Granite FO LLC
New Hampshire
$210K – – –
CWM
1325
Centric Wealth Management
Illinois
$210K +$193K +3,564 New
51 52
53
54 55