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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
126
Confluence Investment Management
Missouri
$1.03M -$231K -9,779 -18%
Ameriprise
127
Ameriprise
Minnesota
$1.02M -$230K -9,766 -18%
CWA
128
Constellation Wealth Advisors
New York
$973K – – –
SCI
129
S&CO Inc
Massachusetts
$972K +$15.3K +650 +2%
NG
130
NatWest Group
United Kingdom
$957K -$208K -8,807 -17%
KL
131
KWMG LLC
Kansas
$932K -$660 -28 -0.1%
SBH
132
Segall Bryant & Hamill
Illinois
$931K -$2.31M -98,143 -71%
BOTW
133
Bank of the West
California
$913K +$9.43K +400 +1%
TH
134
Timber Hill
Connecticut
$892K +$918K +38,954 New
SE
135
Summit Equities
New Jersey
$887K -$5.61M -238,048 -86%
SPC
136
Sigma Planning Corp
Michigan
$882K -$4.17K -177 -0.5%
BRM
137
Boston Research & Management
Massachusetts
$871K -$13K -550 -1%
SWP
138
Stratos Wealth Partners
Ohio
$843K +$529K +22,433 +158%
DIA
139
Denver Investment Advisors
Colorado
$831K -$22.7K -965 -3%
PCTC
140
Perkins Coie Trust Company
Washington
$831K +$855K +36,290 New
Neuberger Berman Group
141
Neuberger Berman Group
New York
$821K +$29.5K +1,250 +4%
GP
142
Gresham Partners
Illinois
$820K – – –
Natixis Advisors
143
Natixis Advisors
Massachusetts
$816K -$164K -6,962 -16%
NCM
144
Narwhal Capital Management
Georgia
$804K +$167K +7,083 +25%
V
145
Veritable
Delaware
$798K -$12.2K -516 -1%
PPA
146
Parametric Portfolio Associates
Washington
$779K -$36K -1,525 -4%
CNB
147
City National Bank
Delaware
$768K -$471 -20 -0.1%
AI
148
Atria Investments
North Carolina
$761K -$2.9M -122,949 -79%
KIA
149
KCM Investment Advisors
California
$761K +$25.4K +1,077 +3%
EWM
150
Evercore Wealth Management
New York
$757K +$778K +33,000 New