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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1351
One Charles Private Wealth Services
Massachusetts
$428K – – –
CIAS
1352
CFS Investment Advisory Services
New Jersey
$427K +$25.3K +324 +7%
RWC
1353
Rare Wolf Capital
Washington
$427K +$411K +5,260 New
MHR
1354
Matthew Hamilton Rosenberg
$426K – – –
FFO
1355
Fiduciary Family Office
Florida
$426K – – –
AM
1356
Atwater Malick
Pennsylvania
$425K +$72.3K +925 +21%
FFS
1357
Founders Financial Securities
Maryland
$424K -$24.3K -311 -6%
VR
1358
Vision Retirement
New Jersey
$423K +$407K +5,209 New
MFC
1359
Mechanics Financial Corp
Ohio
$422K +$21K +268 +5%
HWA
1360
HHM Wealth Advisors
Tennessee
$422K +$2.42K +31 +0.6%
WIC
1361
Woodmont Investment Counsel
Tennessee
$421K -$97.8K -1,250 -19%
SA
1362
Sincerus Advisory
New York
$421K – – –
PG
1363
Patten Group
Tennessee
$420K -$199K -2,540 -33%
EFP
1364
Envision Financial Planning
Tennessee
$419K +$41.4K +529 +11%
LSC
1365
Lesa Sroufe & Co
Washington
$417K – – –
APP
1366
Avantax Planning Partners
Iowa
$416K – – –
FG
1367
Foster Group
Iowa
$416K +$9.38K +120 +2%
NWM
1368
Nolet Wealth Management
Texas
$415K +$400K +5,117 New
CWAG
1369
Compton Wealth Advisory Group
Virginia
$414K +$22.5K +288 +6%
KIM
1370
Kestra Investment Management
Texas
$414K +$7.82K +100 +2%
CCFCSB
1371
Cape Cod Five Cents Savings Bank
Massachusetts
$411K – – –
AAM
1372
Alken Asset Management
United Kingdom
$410K – – –
HA
1373
Helium Advisors
Washington
$410K -$383K -4,895 -49%
ACI
1374
Alpha Cubed Investments
California
$409K – – –
MWM
1375
Maripau Wealth Management
Indiana
$406K -$35.7K -456 -8%
53 54
55
56 57