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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1351
Caldwell Sutter Capital
California
$222K – – –
FM
1352
Foster & Motley
Ohio
$222K – – –
ATC
1353
Advantage Trust Company
Kansas
$222K +$17.4K +280 +9%
KWM
1354
KFG Wealth Management
Indiana
$221K +$8.37K +135 +4%
CCAL
1355
City Center Advisors LLC
Michigan
$221K -$17.8K -287 -8%
RCM
1356
Radnor Capital Management
Pennsylvania
$220K – – –
MPI
1357
Mairs & Power Inc
Minnesota
$220K +$218K +3,525 New
EFG
1358
Elios Financial Group
Ohio
$219K +$218K +3,519 New
LWM
1359
Lyell Wealth Management
California
$219K +$218K +3,517 New
SWA
1360
Strategies Wealth Advisors
Michigan
$217K -$264K -4,266 -55%
TC
1361
Trilogy Capital
California
$217K -$13.8K -222 -6%
ACGA
1362
Atlanta Consulting Group Advisors
Georgia
$217K – – –
SWMG
1363
Sanchez Wealth Management Group
Florida
$217K -$38.7K -624 -15%
CSA
1364
Cottage Street Advisors
Massachusetts
$217K +$215K +3,472 New
ABWM
1365
Alpine Bank Wealth Management
Colorado
$216K – – –
ZIG
1366
Zuckerman Investment Group
Illinois
$216K +$214K +3,457 New
ALC
1367
Alexander Labrunerie & Co
Missouri
$215K +$214K +3,454 New
PCM
1368
Presidio Capital Management
California
$215K -$620 -10 -0.3%
ECA
1369
Elevated Capital Advisors
Utah
$215K – – –
RFA
1370
Reyes Financial Architecture
California
$215K -$29.7K -479 -12%
UF
1371
Univest Financial
Pennsylvania
$215K +$213K +3,444 New
FG
1372
Fiduciary Group
Georgia
$214K -$5.08K -82 -2%
JJBC
1373
James J. Burns & Company
New York
$214K +$248 +4 +0.1%
WCM
1374
Winthrop Capital Management
Indiana
$213K – – –
MA
1375
MJP Associates
Connecticut
$211K +$210K +3,385 New
53 54
55
56 57