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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1326
Potomac Fund Management
Florida
$491K +$19.6K +214 +4%
IAG
1327
Investment Advisory Group
Massachusetts
$491K -$41K -447 -7%
SFSG
1328
Sound Financial Strategies Group
Mississippi
$490K +$510K +5,555 New
RPC
1329
Rossmore Private Capital
Connecticut
$488K – – –
WDC
1330
Woodward Diversified Capital
California
$486K -$64.2K -700 -12%
MCI
1331
MRP Capital Investments
Georgia
$485K -$126K -1,375 -20%
BEAM
1332
Baker Ellis Asset Management
Washington
$485K -$91.7K -1,000 -15%
SMH
1333
Sanders Morris Harris
Texas
$485K – – –
BDPWM
1334
Barnes Dennig Private Wealth Management
Ohio
$484K +$7.61K +83 +2%
BBPWM
1335
Blue Bell Private Wealth Management
Pennsylvania
$481K – – –
EAM
1336
Empirical Asset Management
Massachusetts
$481K -$10.8K -118 -2%
ML
1337
Mayport LLC
Massachusetts
$480K +$500K +5,447 New
WA
1338
Wealth Architects
California
$478K +$134K +1,462 +37%
CI
1339
CX Institutional
Indiana
$477K -$84.1K -917 -15%
AIM
1340
Aspen Investment Management
Michigan
$477K – – –
KFP
1341
KMG Fiduciary Partners
Ohio
$475K +$7.61K +83 +2%
PSC
1342
Prentiss Smith & Co
Vermont
$475K – – –
APP
1343
Avantax Planning Partners
Iowa
$475K +$23.7K +258 +5%
ADL
1344
Asset Dedication LLC
California
$473K – – –
FFS
1345
Founders Financial Securities
Maryland
$473K +$4.4K +48 +0.9%
PMFA
1346
Plante Moran Financial Advisors
Michigan
$472K -$1.93M -21,079 -80%
RMS
1347
Retirement Management Systems
Maryland
$471K -$88.9K -969 -15%
RF
1348
Rossby Financial
Florida
$466K +$447K +4,873 +1,499%
OCPWS
1349
One Charles Private Wealth Services
Massachusetts
$465K – – –
GI
1350
GAMMA Investing
California
$464K +$297K +3,240 +160%
52 53
54
55 56