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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1476
Montag & Associates
Georgia
$62.4K – – –
WW
1477
Winnow Wealth
Texas
$62.4K +$62K +1,000 New
CPG
1478
Cornerstone Planning Group
New Jersey
$62K -$21.4K -345 -26%
BAM
1479
Bellevue Asset Management
Washington
$58.1K – – –
FFL
1480
Financial Freedom LLC
Ohio
$54.6K – – –
NC
1481
North Capital
Utah
$54.4K +$18.6K +300 +52%
JSAM
1482
J. Safra Asset Management
New York
$54.4K +$54K +872 New
MA
1483
MCF Advisors
Kentucky
$54.3K – – –
AW
1484
Avion Wealth
Texas
$54K – – –
CFFP
1485
Center for Financial Planning
Michigan
$53K – – –
AWM
1486
Abound Wealth Management
Tennessee
$52.9K +$8.8K +142 +20%
GWS
1487
Greykasell Wealth Strategies
California
$52.9K +$50.6K +816 +2,550%
VWA
1488
Valued Wealth Advisors
Utah
$52.4K – – –
OA
1489
Operose Advisors
Wisconsin
$52.3K – – –
RS
1490
Rakuten Securities
Japan
$52K -$19.3K -311 -27%
YAL
1491
Your Advocates Ltd
Texas
$51.8K -$18K -290 -26%
WPA
1492
Wealth Preservation Advisors
Tennessee
$51.6K – – –
SRCM
1493
Signature Resources Capital Management
California
$50.5K – – –
CCMI
1494
Creative Capital Management Investments
California
$49.7K +$46.9K +757 +1,893%
NFSG
1495
Newbridge Financial Services Group
Florida
$49K -$4.52K -73 -8%
PP
1496
Pingora Partners
Wyoming
$48.9K – – –
GEA
1497
Glen Eagle Advisors
New Jersey
$48.3K +$48K +775 New
HPC
1498
HM Payson & Co
Maine
$47.5K – – –
BCMLT
1499
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.8K +$15.2K +245 +49%
TC
1500
Truvestments Capital
Florida
$45.9K -$2.04K -33 -4%
58 59
60
61 62