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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1401
Lavelle Capital
California
$386K +$372K +4,751 New
PFA
1402
Pure Financial Advisors
California
$385K +$77.5K +991 +26%
WSWA
1403
Warren Street Wealth Advisors
California
$384K – – –
SAM
1404
Secure Asset Management
Michigan
$383K +$3.83K +49 +1%
MWC
1405
MKD Wealth Coaches
Michigan
$378K +$4.61K +59 +1%
HWA
1406
Hillcrest Wealth Advisors
New Jersey
$377K – – –
WIM
1407
WealthPlan Investment Management
Nebraska
$377K -$22.3K -285 -6%
PA
1408
Planning Alternatives
Michigan
$377K +$363K +4,639 New
BPWM
1409
BCS Private Wealth Management
New Jersey
$376K +$363K +4,636 New
FA
1410
Fiduciary Alliance
South Carolina
$371K -$5.87K -75 -2%
GC
1411
Gould Capital
Washington
$371K – – –
MWP
1412
Meridian Wealth Partners
Pennsylvania
$370K +$3.13K +40 +0.9%
3AM
1413
3EDGE Asset Management
Florida
$369K -$2.97K -38 -0.8%
CD
1414
Chapin Davis
Maryland
$367K – – –
JIC
1415
Joel Isaacson & Co
New York
$366K -$704 -9 -0.2%
VAS
1416
Valicenti Advisory Services
New York
$366K – – –
WIA
1417
Westview Investment Advisors
Vermont
$365K +$352K +4,500 New
HKIMG
1418
Hutchens & Kramer Investment Management Group
Indiana
$365K -$33.9K -434 -9%
CWM
1419
Calamos Wealth Management
Illinois
$364K +$107K +1,372 +44%
FEM
1420
Fulcrum Equity Management
Texas
$363K +$349K +4,466 New
IUHSA
1421
Itau Unibanco Holding S.A.
Brazil
$362K -$150K -1,915 -30%
AB
1422
Atlas Brown
Kentucky
$362K +$349K +4,462 New
CIA
1423
Cape Investment Advisory
Georgia
$360K +$139K +1,775 +67%
AWA
1424
Acorn Wealth Advisors
Michigan
$359K -$41K -524 -11%
BGA
1425
Battery Global Advisors
Massachusetts
$359K -$8.66M -110,792 -100%
55 56
57
58 59