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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1376
MorganRosel Wealth Management
Colorado
$155K +$143K +2,635 New
T
1377
Tidemark
California
$154K – – –
SC
1378
SouthState Corp
Florida
$151K +$1.35K +25 +1%
HCM
1379
Hollencrest Capital Management
California
$147K -$181K -3,350 -57%
CT
1380
Caldwell Trust
Florida
$146K +$48K +887 +56%
RCM
1381
Raleigh Capital Management
North Carolina
$143K +$62.3K +1,151 +91%
SIC
1382
Salem Investment Counselors
North Carolina
$140K -$32.7K -604 -20%
HWM
1383
Horizons Wealth Management
North Carolina
$136K -$3.95K -73 -3%
SPF
1384
South Plains Financial
Texas
$134K -$7.2K -133 -6%
BGAI
1385
Bruce G. Allen Investments
Colorado
$132K -$14.9K -275 -11%
PWM
1386
Parkworth Wealth Management
California
$129K – – –
AEPWM
1387
Atlantic Edge Private Wealth Management
Florida
$118K – – –
WFA
1388
Wells Financial Advisors
Massachusetts
$118K – – –
BFS
1389
Burkett Financial Services
South Carolina
$113K – – –
FUBT
1390
First United Bank & Trust
Maryland
$112K – – –
NSIM
1391
North Star Investment Management
Illinois
$111K – – –
CAL
1392
Capital Advisors Ltd
Ohio
$107K – – –
IWP
1393
IAG Wealth Partners
Wisconsin
$105K -$64.3K -1,188 -40%
OC
1394
Oakworth Capital
Alabama
$103K – – –
NSG
1395
Nalls Sherbakoff Group
Tennessee
$100K +$92.1K +1,703 New
JEST
1396
JTC Employer Solutions Trustee
Jersey
$100K – – –
OWA
1397
Opal Wealth Advisors
New York
$96.8K +$88.8K +1,641 New
GI
1398
GAMMA Investing
California
$96.4K +$13.3K +245 +18%
AWM
1399
Avondale Wealth Management
Texas
$94.8K – – –
IWM
1400
Inlight Wealth Management
Georgia
$94.7K +$86.9K +1,606 New