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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1501
Telos Capital Management
California
$300K -$1.72K -22 -0.6%
CCG
1502
Coastwise Capital Group
California
$300K +$289K +3,700 New
ICP
1503
Impact Capital Partners
Colorado
$299K +$288K +3,687 New
OBWA
1504
Oak Barrel Wealth Advisory
Virginia
$299K +$288K +3,686 New
BCI
1505
Blue Capital Inc
Nebraska
$299K +$288K +3,678 New
FWA
1506
Flagship Wealth Advisors
Massachusetts
$298K +$16.6K +212 +6%
UFA
1507
Unify Financial Advisors
Florida
$297K +$287K +3,664 New
WG
1508
Welch Group
Alabama
$297K +$286K +3,661 New
MAM
1509
Mystic Asset Management
Rhode Island
$296K +$1.17K +15 +0.4%
CLIP
1510
Colter Lewis Investment Partners
Connecticut
$296K +$285K +3,645 New
BWP
1511
Balboa Wealth Partners
Arizona
$295K +$284K +3,633 New
MBT
1512
Montecito Bank & Trust
California
$295K -$14.9K -190 -5%
ACP
1513
Argyle Capital Partners
California
$294K – – –
GW
1514
Graetz Wealth
Michigan
$294K +$283K +3,621 New
HTC
1515
Haverford Trust Company
Pennsylvania
$294K +$9.38K +120 +3%
LOPW
1516
Live Oak Private Wealth
North Carolina
$294K -$12.3K -157 -4%
XPN
1517
XY Planning Network
Montana
$292K +$282K +3,603 New
HJGA
1518
Hardman Johnston Global Advisors
Connecticut
$292K – – –
ADBIC
1519
A.D. Beadell Investment Counsel
Wisconsin
$292K – – –
HWA
1520
HCR Wealth Advisors
California
$292K – – –
SWA
1521
SFMG Wealth Advisors
Texas
$291K +$280K +3,586 New
WOSD
1522
WFA of San Diego
California
$291K +$15.4K +197 +6%
TIAM2
1523
Tru Independence Asset Management 2
Oregon
$291K – – –
JLBC
1524
J.L. Bainbridge & Co
Florida
$290K +$15.6K +200 +6%
CSC
1525
Caldwell Sutter Capital
California
$289K – – –
59 60
61
62 63