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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
1326
Obsidian Personal Planning Solutions
Maryland
$210K +$183K +3,382 New
CSC
1327
Caldwell Sutter Capital
California
$210K – – –
GFL
1328
Granite FO LLC
New Hampshire
$210K – – –
CWM
1329
Centric Wealth Management
Illinois
$210K +$193K +3,564 New
FM
1330
Foster & Motley
Ohio
$210K +$193K +3,565 New
TCWM
1331
Total Clarity Wealth Management
Illinois
$210K – – –
HIW
1332
Holos Integrated Wealth
Pennsylvania
$210K – – –
WCP
1333
Wick Capital Partners
Pennsylvania
$208K +$191K +3,533 New
RCM
1334
Radnor Capital Management
Pennsylvania
$208K +$190K +3,520 New
BFA
1335
Beaumont Financial Advisors
Massachusetts
$208K +$191K +3,527 New
FB
1336
Fulton Bank
Pennsylvania
$208K +$191K +3,527 New
DE
1337
Diversified Enterprises
Delaware
$208K +$190K +3,520 New
FG
1338
Fiduciary Group
Georgia
$207K +$190K +3,517 New
ACGA
1339
Atlanta Consulting Group Advisors
Georgia
$205K +$188K +3,484 New
BAM
1340
BOS Asset Management
Illinois
$205K +$188K +3,484 New
BW
1341
Blalock Williams
Alabama
$205K +$188K +3,481 New
AWA
1342
Acorn Wealth Advisors
Michigan
$205K +$188K +3,478 New
CIR
1343
Clear Investment Research
Georgia
$204K -$35.5K -657 -16%
PCM
1344
Presidio Capital Management
California
$204K -$52.9K -977 -22%
ABWM
1345
Alpine Bank Wealth Management
Colorado
$204K +$187K +3,461 New
AIA
1346
AssuredPartners Investment Advisors
Florida
$203K +$187K +3,450 New
EFA
1347
Evernest Financial Advisors
Indiana
$202K +$185K +3,428 New
WCM
1348
Winthrop Capital Management
Indiana
$202K – – –
JJBC
1349
James J. Burns & Company
New York
$202K +$185K +3,426 New
GWMR
1350
GC Wealth Management RIA
Massachusetts
$202K +$185K +3,423 New
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