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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1451
Avalon Trust
New Mexico
$302K – – –
EM
1452
Excalibur Management
Massachusetts
$302K – – –
MSG
1453
Main Street Group
Virginia
$301K +$9.42K +111 +3%
FG
1454
Fiduciary Group
Georgia
$301K – – –
3AM
1455
3EDGE Asset Management
Florida
$299K -$6.88K -81 -2%
SWA
1456
SFMG Wealth Advisors
Texas
$299K – – –
WB
1457
West Bancorporation
Iowa
$299K – – –
EGA
1458
E&G Advisors
Texas
$298K – – –
EGWAG
1459
Elwood & Goetz Wealth Advisory Group
Georgia
$298K +$3.65K +43 +1%
FSA
1460
Franklin Street Advisors
North Carolina
$296K -$42.4K -500 -11%
AI
1461
Axecap Investments
Ohio
$295K -$16.3K -192 -5%
AWA
1462
Alta Wealth Advisors
Massachusetts
$295K +$13.5K +159 +4%
LFASL
1463
Lugano Financial Advisors SA (LFA)
Switzerland
$294K – – –
MPPHD
1464
Maloon Powers Pitre Higgins & Dennehy
California
$294K +$330K +3,890 New
FWM
1465
Focused Wealth Management
New York
$292K +$2.38K +28 +0.7%
5NPW
1466
55 North Private Wealth
Florida
$292K +$329K +3,870 New
DIM
1467
DLK Investment Management
California
$292K +$564K +6,641 New
SHWM
1468
Smith & Howard Wealth Management
Georgia
$292K – – –
CF
1469
Cyr Financial
Illinois
$291K – – –
VP
1470
Verum Partners
North Carolina
$290K +$327K +3,847 New
WIM
1471
WealthPlan Investment Management
Nebraska
$290K -$71.6K -843 -18%
MKA
1472
M. Kulyk & Associates
Georgia
$290K – – –
CWMK
1473
Caliber Wealth Management (Kansas)
Kansas
$289K -$31.2K -367 -9%
ACG
1474
Allen Capital Group
Nebraska
$289K – – –
FWA
1475
Flagship Wealth Advisors
Massachusetts
$289K +$73.9K +870 +29%
57 58
59
60 61