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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1476
Fund Evaluation Group
Ohio
$216K -$73.5K -1,126 -28%
WCG
1477
Weaver Consulting Group
California
$215K +$193K +2,955 New
LTI
1478
Laffer Tengler Investments
Tennessee
$215K +$193K +2,951 New
DFG
1479
Demars Financial Group
Washington
$213K +$191K +2,927 New
CCP
1480
Clarkston Capital Partners
Michigan
$213K +$191K +2,925 New
FSA
1481
Franklin Street Advisors
North Carolina
$212K +$190K +2,920 New
RIL
1482
Rothschild Investment LLC
Illinois
$212K – – –
LAM
1483
Lifestyle Asset Management
Texas
$210K +$188K +2,879 New
AC
1484
AWM Capital
Arizona
$209K +$187K +2,868 New
VVP
1485
Venture Visionary Partners
Ohio
$207K +$186K +2,850 New
ACM
1486
Ashford Capital Management
Delaware
$207K -$84K -1,288 -31%
HI
1487
Hendershot Investments
Virginia
$207K +$186K +2,850 New
EW
1488
Element Wealth
Mississippi
$207K +$186K +2,849 New
HCM
1489
Hollencrest Capital Management
California
$206K +$21.9K +335 +13%
CTA
1490
Colonial Trust Advisors
South Carolina
$206K – – –
CFS
1491
Commonwealth Financial Services
West Virginia
$206K +$185K +2,834 New
GSC
1492
G&S Capital
Colorado
$206K +$185K +2,830 New
HIW
1493
Holos Integrated Wealth
Pennsylvania
$206K – – –
CWMK
1494
Caliber Wealth Management (Kansas)
Kansas
$205K +$184K +2,821 New
NWAG
1495
Net Worth Advisory Group
Utah
$205K -$519K -7,962 -74%
FWMP
1496
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$205K -$86.4K -1,325 -32%
HWM
1497
Howard Wealth Management
Connecticut
$205K +$183K +2,812 New
MPCL
1498
My Personal CFO LLC
Washington
$205K +$183K +2,812 New
CCT
1499
Capital City Trust
Florida
$204K +$183K +2,806 New
CC
1500
Chicago Capital
Illinois
$204K +$183K +2,806 New
58 59
60
61 62