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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
1401
Causey Wealth LLC
Colorado
$254K +$228K +3,497 New
HTC
1402
Haverford Trust Company
Pennsylvania
$254K +$228K +3,497 New
SWA
1403
Strategies Wealth Advisors
Michigan
$254K – – –
ACGA
1404
Atlanta Consulting Group Advisors
Georgia
$254K – – –
PCM
1405
Presidio Capital Management
California
$253K +$1.96K +30 +0.9%
WP
1406
WealthPLAN Partners
Nebraska
$253K -$39.9K -611 -15%
ABWM
1407
Alpine Bank Wealth Management
Colorado
$252K – – –
ZIG
1408
Zuckerman Investment Group
Illinois
$252K – – –
FWA
1409
Flagship Wealth Advisors
Massachusetts
$251K +$18.9K +289 +9%
ALC
1410
Alexander Labrunerie & Co
Missouri
$251K -$261 -4 -0.1%
RFA
1411
Reyes Financial Architecture
California
$251K – – –
JJBC
1412
James J. Burns & Company
New York
$250K +$65 +1 +0%
JPLA
1413
Joseph P. Lucia & Associates
New York
$250K +$224K +3,431 New
SWP
1414
Significant Wealth Partners
Illinois
$249K -$14.5K -223 -6%
WCM
1415
Winthrop Capital Management
Indiana
$249K – – –
KWM
1416
KFG Wealth Management
Indiana
$247K -$9.46K -145 -4%
WOSD
1417
WFA of San Diego
California
$246K -$12.5K -191 -5%
JLBC
1418
J.L. Bainbridge & Co
Florida
$246K -$30.1K -461 -12%
BFA
1419
Beaumont Financial Advisors
Massachusetts
$246K – – –
DWT
1420
Dorsey & Whitney Trust
South Dakota
$245K – – –
JWM
1421
Jeppson Wealth Management
California
$245K – – –
2L
1422
25 LLC
Missouri
$245K +$219K +3,362 New
WAM
1423
WNY Asset Management
New York
$245K +$219K +3,361 New
WAM
1424
Worth Asset Management
Texas
$244K -$1.37M -20,951 -86%
ZIM
1425
Zacks Investment Management
Illinois
$243K +$218K +3,346 New
55 56
57
58 59