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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1326
Pillar Financial Advisors
Kentucky
$460K – – –
PCM
1327
Presidio Capital Management
California
$459K +$170K +2,170 +62%
CA
1328
Crumly & Associates
Illinois
$458K – – –
WAU
1329
Wellington-Altus USA
Manitoba, Canada
$454K +$438K +5,597 New
FB
1330
Fulton Bank
Pennsylvania
$454K – – –
TIM
1331
Tortoise Investment Management
New York
$454K +$7.9K +101 +2%
ACM
1332
Advisors Capital Management
New Jersey
$454K +$437K +5,592 New
EAM
1333
Empirical Asset Management
Massachusetts
$453K -$22.8K -291 -5%
CSPIA
1334
Cary Street Partners Investment Advisory
Virginia
$452K +$147K +1,878 +51%
TFA
1335
Teamwork Financial Advisors
Texas
$452K +$8.91K +114 +2%
RPC
1336
Rossmore Private Capital
Connecticut
$450K +$433K +5,540 New
QWP
1337
Quotient Wealth Partners
Texas
$448K +$24.2K +310 +6%
DFC
1338
DBK Financial Counsel
Ohio
$448K -$44.5K -569 -9%
NGA
1339
Naples Global Advisors
Florida
$443K +$103K +1,314 +32%
BBPWM
1340
Blue Bell Private Wealth Management
Pennsylvania
$443K +$391 +5 +0.1%
SWP
1341
Semus Wealth Partners
Florida
$443K -$8.13K -104 -2%
BDPWM
1342
Barnes Dennig Private Wealth Management
Ohio
$439K +$84.8K +1,084 +25%
AIM
1343
Aspen Investment Management
Michigan
$439K +$423K +5,408 New
APW
1344
Alliance Private Wealth
Massachusetts
$438K +$368K +4,708 New
PSC
1345
Prentiss Smith & Co
Vermont
$438K – – –
AO
1346
Advisor OS
Illinois
$437K -$20.6K -263 -5%
BW
1347
Blalock Williams
Alabama
$437K +$62K +793 +17%
ADL
1348
Asset Dedication LLC
California
$435K – – –
PFM
1349
Potomac Fund Management
Florida
$434K -$95.7K -1,224 -19%
CKAIS
1350
Christensen King & Associates Investment Services
Washington
$433K -$12.5K -160 -3%
52 53
54
55 56