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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
Dopkins Wealth Management
New York
$326K -$197K -3,027 -40%
CQWA
1302
Chokshi & Queen Wealth Advisors
California
$326K +$30.3K +465 +12%
AAM
1303
American Asset Management
Florida
$326K +$292K +4,473 New
TA
1304
TFB Advisors
Kansas
$324K -$47.2K -724 -15%
LSWP
1305
Liberty Square Wealth Partners
Pennsylvania
$323K – – –
SL
1306
SFM LLC
New Hampshire
$322K -$40.3K -618 -12%
NI
1307
NDVR Inc
Massachusetts
$321K – – –
FNBSF
1308
First National Bank Sioux Falls
South Dakota
$320K – – –
AW
1309
Alteri Wealth
California
$318K – – –
FFB
1310
First Financial Bankshares
Texas
$316K +$16.3K +250 +6%
BDPWM
1311
Barnes Dennig Private Wealth Management
Ohio
$315K +$119K +1,828 +73%
EPM
1312
Elm Partners Management
Pennsylvania
$314K – – –
HCA
1313
Harbour Capital Advisors
Virginia
$314K – – –
AM
1314
Atwater Malick
Pennsylvania
$313K – – –
TAFW
1315
Tred Avon Family Wealth
Maryland
$313K +$281K +4,300 New
MAWAG
1316
Mid-American Wealth Advisory Group
Missouri
$313K -$13K -199 -4%
OWA
1317
Octavia Wealth Advisors
Ohio
$313K +$280K +4,296 New
JIP
1318
Jaffetilchin Investment Partners
Florida
$312K -$80.6K -1,236 -22%
NGA
1319
Naples Global Advisors
Florida
$302K – – –
PMFA
1320
Plante Moran Financial Advisors
Michigan
$302K +$90.3K +1,384 +50%
CWM
1321
Cornerstone Wealth Management
Missouri
$301K +$17.5K +269 +7%
NHT
1322
New Hampshire Trust
New Hampshire
$299K -$11.2K -171 -4%
CPA
1323
Capital Performance Advisors
California
$299K – – –
PCM
1324
Parsons Capital Management
Rhode Island
$299K – – –
VDI
1325
Vaughan David Investments
Illinois
$298K – – –
51 52
53
54 55