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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CQWA
1301
Chokshi & Queen Wealth Advisors
California
$250K – – –
FDCDDQ
1302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K +$51.9K +838 +27%
WB
1303
West Bancorporation
Iowa
$247K – – –
SAF
1304
Smith Anglin Financial
Texas
$245K – – –
RI
1305
Rinkey Investments
California
$245K – – –
WDG
1306
Wealth Dimensions Group
Ohio
$244K – – –
IWS
1307
Integrity Wealth Solutions
Colorado
$244K -$65.4K -1,055 -21%
BCM
1308
BTC Capital Management
Iowa
$243K +$242K +3,900 New
WAM
1309
Walker Asset Management
Missouri
$243K -$4.71K -76 -2%
ODIJL
1310
One Day In July LLC
Vermont
$242K -$9.05K -146 -4%
LIA
1311
LBMC Investment Advisors
Tennessee
$242K – – –
CWM
1312
Cornerstone Wealth Management
Missouri
$241K +$10.4K +168 +5%
RWM
1313
Ritholtz Wealth Management
New York
$241K +$239K +3,858 New
FPGK
1314
Financial Partners Group (Kansas)
Kansas
$241K – – –
HI
1315
Harrington Investments
California
$240K – – –
JLBC
1316
J.L. Bainbridge & Co
Florida
$239K +$238K +3,837 New
MKA
1317
M. Kulyk & Associates
Georgia
$239K – – –
SI
1318
Saxon Interests
Texas
$239K – – –
BHBT
1319
Burke & Herbert Bank & Trust
Virginia
$239K – – –
DP
1320
DDD Partners
Washington
$239K +$238K +3,833 New
JWM
1321
Jackson Wealth Management
Florida
$239K +$237K +3,831 New
MSG
1322
Main Street Group
Virginia
$238K – – –
RWP
1323
Revolve Wealth Partners
New Jersey
$238K – – –
LOPW
1324
Live Oak Private Wealth
North Carolina
$236K -$1.24K -20 -0.5%
BFC
1325
Bedel Financial Consulting
Indiana
$236K +$21.7K +350 +10%
51 52
53
54 55