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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1501
Cornerstone Planning
North Carolina
$330K – – –
AWA
1502
Alta Wealth Advisors
Massachusetts
$330K +$70.5K +769 +26%
WAG
1503
Winthrop Advisory Group
Massachusetts
$330K -$98.7K -1,076 -22%
DBRC
1504
D.B. Root & Company
Pennsylvania
$327K – – –
CCG
1505
Coastwise Capital Group
California
$326K – – –
FM
1506
Foster & Motley
Ohio
$326K -$17.1K -186 -5%
TWP
1507
Tempus Wealth Planning
California
$325K -$60.5K -659 -15%
CIM
1508
Capital Investment Management
Missouri
$325K -$592K -6,452 -64%
WG
1509
Welch Group
Alabama
$324K +$1.28K +14 +0.4%
4A
1510
4Wealth Advisors
Illinois
$323K -$197K -2,144 -36%
BWP
1511
Balboa Wealth Partners
Arizona
$322K +$1.38K +15 +0.4%
MAM
1512
Mystic Asset Management
Rhode Island
$321K – – –
SWP
1513
Semus Wealth Partners
Florida
$321K -$166K -1,813 -33%
POIA
1514
Pin Oak Investment Advisors
Texas
$321K – – –
MBT
1515
Montecito Bank & Trust
California
$320K – – –
ACP
1516
Argyle Capital Partners
California
$320K – – –
GW
1517
Graetz Wealth
Michigan
$319K – – –
AWM
1518
Aprio Wealth Management
Georgia
$319K +$75.5K +823 +29%
CSA
1519
Cottage Street Advisors
Massachusetts
$318K +$52.7K +575 +19%
TCM
1520
Telos Capital Management
California
$318K -$8.99K -98 -3%
HJGA
1521
Hardman Johnston Global Advisors
Connecticut
$317K – – –
ADBIC
1522
A.D. Beadell Investment Counsel
Wisconsin
$317K – – –
HWA
1523
HCR Wealth Advisors
California
$317K – – –
AW
1524
Alchemi Wealth
Connecticut
$317K +$17.1K +186 +5%
PCG
1525
Prosperity Consulting Group
Maryland
$316K -$58.8K -641 -15%
59 60
61
62 63