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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1351
Quotient Wealth Partners
Texas
$380K +$16.1K +190 +4%
BWA
1352
BCU Wealth Advisors
Illinois
$379K +$18.9K +223 +5%
FG
1353
Foster Group
Iowa
$378K – – –
BEAM
1354
Baker Ellis Asset Management
Washington
$378K -$42.4K -500 -9%
SP
1355
Sherman Porfolios
Idaho
$377K – – –
CIM
1356
Capital Investment Management
Missouri
$377K +$111K +1,310 +36%
ADL
1357
Asset Dedication LLC
California
$376K -$32.7K -385 -7%
KWM
1358
Kaydan Wealth Management
Michigan
$376K -$14.7M -172,999 -97%
JFGLC
1359
Johnson Financial Group LLC (Colorado)
Colorado
$376K +$422K +4,976 New
SS
1360
Sound Stewardship
Kansas
$375K +$9.76K +115 +2%
SSW
1361
Stone Summit Wealth
Florida
$375K – – –
MFC
1362
Mechanics Financial Corp
Ohio
$374K – – –
TCM
1363
TruNorth Capital Management
Michigan
$374K +$70.7K +833 +20%
EFG
1364
Ethos Financial Group
Pennsylvania
$372K +$9.34K +110 +2%
DI
1365
DAGCO Inc
Ohio
$372K – – –
TW
1366
Tempo Wealth
Ohio
$371K – – –
PSCM
1367
Per Stirling Capital Management
Texas
$371K -$4.73M -55,692 -92%
BWA
1368
BlueChip Wealth Advisors
Georgia
$369K – – –
GPW
1369
Genesis Private Wealth
Virginia
$368K +$36.9K +435 +10%
KJWM
1370
Kiley Juergens Wealth Management
Washington
$364K +$8.32K +98 +2%
DFC
1371
DBK Financial Counsel
Ohio
$364K – – –
OAS
1372
Optivise Advisory Services
Tennessee
$363K -$478K -5,634 -54%
CA
1373
Crumly & Associates
Illinois
$362K – – –
LC
1374
Lavelle Capital
California
$359K – – –
CQWA
1375
Chokshi & Queen Wealth Advisors
California
$357K – – –
53 54
55
56 57