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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1326
Crumly & Associates
Illinois
$458K – – –
FB
1327
Fulton Bank
Pennsylvania
$454K – – –
TIM
1328
Tortoise Investment Management
New York
$454K +$7.9K +101 +2%
ACM
1329
Advisors Capital Management
New Jersey
$454K +$437K +5,592 New
EAM
1330
Empirical Asset Management
Massachusetts
$453K -$22.8K -291 -5%
CSPIA
1331
Cary Street Partners Investment Advisory
Virginia
$452K +$147K +1,878 +51%
TFA
1332
Teamwork Financial Advisors
Texas
$452K +$8.91K +114 +2%
RPC
1333
Rossmore Private Capital
Connecticut
$450K +$433K +5,540 New
QWP
1334
Quotient Wealth Partners
Texas
$448K +$24.2K +310 +6%
DFC
1335
DBK Financial Counsel
Ohio
$448K -$44.5K -569 -9%
NGA
1336
Naples Global Advisors
Florida
$443K +$103K +1,314 +32%
BBPWM
1337
Blue Bell Private Wealth Management
Pennsylvania
$443K +$391 +5 +0.1%
SWP
1338
Semus Wealth Partners
Florida
$443K -$8.13K -104 -2%
BDPWM
1339
Barnes Dennig Private Wealth Management
Ohio
$439K +$84.8K +1,084 +25%
AIM
1340
Aspen Investment Management
Michigan
$439K +$423K +5,408 New
APW
1341
Alliance Private Wealth
Massachusetts
$438K +$368K +4,708 New
PSC
1342
Prentiss Smith & Co
Vermont
$438K – – –
AO
1343
Advisor OS
Illinois
$437K -$20.6K -263 -5%
BW
1344
Blalock Williams
Alabama
$437K +$62K +793 +17%
ADL
1345
Asset Dedication LLC
California
$435K – – –
PFM
1346
Potomac Fund Management
Florida
$434K -$95.7K -1,224 -19%
CKAIS
1347
Christensen King & Associates Investment Services
Washington
$433K -$12.5K -160 -3%
MCM
1348
Manchester Capital Management
Vermont
$432K -$145K -1,850 -26%
KFP
1349
KMG Fiduciary Partners
Ohio
$431K -$5.32K -68 -1%
FFO
1350
Fortitude Family Office
Arizona
$430K -$75.4K -964 -15%
52 53
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55 56