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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1426
Sard Wealth Management Group
Georgia
$243K – – –
HNWAG
1427
High Net Worth Advisory Group
Florida
$242K – – –
MA
1428
MJP Associates
Connecticut
$241K -$5.09K -78 -2%
ST
1429
Smithfield Trust
Pennsylvania
$238K – – –
BHWM
1430
Beaird Harris Wealth Management
Texas
$238K +$16.3K +250 +8%
NCM
1431
New Capital Management
Texas
$237K – – –
HP
1432
Hilltop Partners
Indiana
$236K +$212K +3,246 New
PFM
1433
Peak Financial Management
Massachusetts
$235K -$31.4K -482 -13%
KPP
1434
Kings Path Partners
Texas
$235K – – –
LNB
1435
Ledyard National Bank
$235K +$211K +3,232 New
AMG
1436
Asset Management Group
Connecticut
$235K – – –
EA
1437
Ergawealth Advisors
Illinois
$234K +$210K +3,212 New
CFGSD
1438
Compass Financial Group (South Dakota)
South Dakota
$233K -$196 -3 -0.1%
BB
1439
Busey Bank
Illinois
$233K +$209K +3,200 New
UWS
1440
Unique Wealth Strategies
Illinois
$233K +$209K +3,198 New
JWM
1441
Jackson Wealth Management
Florida
$232K -$41.8K -640 -17%
FWI
1442
Facet Wealth Inc
Maryland
$231K +$207K +3,177 New
CCA
1443
Carrera Capital Advisors
Michigan
$231K +$207K +3,174 New
RT
1444
Rockland Trust
Massachusetts
$231K +$207K +3,174 New
RIS
1445
Retirement Income Solutions
Michigan
$231K +$207K +3,172 New
MCA
1446
Magnolia Capital Advisors
Mississippi
$231K -$574K -8,797 -74%
LCWP
1447
Legacy Capital Wealth Partners
Arkansas
$231K -$38.8K -594 -16%
MSWMA
1448
Market Street Wealth Management Advisors
Indiana
$230K +$206K +3,165 New
SIAG
1449
Safeguard Investment Advisory Group
California
$228K +$205K +3,140 New
CWA
1450
CJM Wealth Advisers
Virginia
$227K +$204K +3,123 New
56 57
58
59 60