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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1526
Octavia Wealth Advisors
Ohio
$313K -$43.5K -474 -12%
IWS
1527
Integrity Wealth Solutions
Colorado
$312K +$2.75K +30 +0.9%
MPI
1528
Mairs & Power Inc
Minnesota
$311K – – –
IA
1529
Inspire Advisors
Idaho
$311K +$323K +3,523 New
LWM
1530
Lyell Wealth Management
California
$310K – – –
BCI
1531
Blue Capital Inc
Nebraska
$309K -$15.4K -168 -5%
JWM
1532
JPL Wealth Management
Colorado
$309K +$322K +3,509 New
GP
1533
Geneva Partners
Wisconsin
$309K -$67.1K -731 -17%
SW
1534
SMART Wealth
Nebraska
$308K +$29.9K +326 +10%
PCH
1535
PGIM Custom Harvest
New Jersey
$308K +$320K +3,488 New
T
1536
Tidemark
California
$307K +$320K +3,487 New
HWA
1537
Heritage Wealth Advisors
Virginia
$307K – – –
JWM
1538
Jackson Wealth Management
Florida
$307K +$69.4K +757 +28%
CAM
1539
Concorde Asset Management
Michigan
$307K -$119K -1,294 -27%
LOPW
1540
Live Oak Private Wealth
North Carolina
$306K -$13K -142 -4%
LT
1541
Legacy Trust
Michigan
$305K +$318K +3,465 New
AWMT
1542
AAFMAA Wealth Management & Trust
North Carolina
$305K -$3.41M -37,151 -91%
ABWM
1543
Alpine Bank Wealth Management
Colorado
$305K – – –
CWM
1544
Centric Wealth Management
Illinois
$303K -$1.19K -13 -0.4%
JJBC
1545
James J. Burns & Company
New York
$303K – – –
ATC
1546
Advantage Trust Company
Kansas
$302K – – –
NPT
1547
Nixon Peabody Trust
Massachusetts
$302K +$314K +3,426 New
WCM
1548
Winthrop Capital Management
Indiana
$302K – – –
AFG
1549
Allegheny Financial Group
Pennsylvania
$302K – – –
EWS
1550
Evergreen Wealth Solutions
Pennsylvania
$301K +$83.7K +913 +37%
60 61
62
63 64