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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1551
Heritage Trust
Oklahoma
$257K – – –
APC
1552
Aspire Private Capital
North Carolina
$257K +$43.7K +515 +18%
JWM
1553
Jeppson Wealth Management
California
$257K +$2.89K +34 +1%
RWS
1554
RASP Wealth Solutions
Indiana
$257K +$289K +3,404 New
EPAM
1555
Euro Pacific Asset Management
Puerto Rico
$255K -$372K -4,379 -56%
DWT
1556
Dorsey & Whitney Trust
South Dakota
$254K – – –
T
1557
Tidemark
California
$254K -$10.3K -121 -3%
VCM
1558
Viewpoint Capital Management
Washington
$254K -$398K -4,690 -58%
LOPW
1559
Live Oak Private Wealth
North Carolina
$253K -$10.2K -120 -3%
GW
1560
Graetz Wealth
Michigan
$253K -$22.9K -270 -7%
BHWM
1561
Beaird Harris Wealth Management
Texas
$253K +$7.05K +83 +3%
SWMG
1562
Sard Wealth Management Group
Georgia
$252K – – –
HNWAG
1563
High Net Worth Advisory Group
Florida
$251K – – –
CAG
1564
Carroll Advisory Group
Texas
$249K +$280K +3,302 New
HP
1565
Hilltop Partners
Indiana
$249K -$4.58K -54 -2%
YWM
1566
Yukon Wealth Management
Kansas
$247K +$62.3K +734 +29%
GEA
1567
Glen Eagle Advisors
New Jersey
$246K -$1.57M -18,536 -85%
CA
1568
Clune & Associates
Illinois
$246K +$68.2K +803 +33%
PAG
1569
Private Advisory Group
Washington
$246K -$135K -1,596 -33%
SIAG
1570
Safeguard Investment Advisory Group
California
$245K +$17.1K +202 +7%
KPP
1571
Kings Path Partners
Texas
$244K – – –
DWM
1572
Destination Wealth Management
California
$244K +$16.7K +197 +6%
AMG
1573
Asset Management Group
Connecticut
$244K – – –
WAM
1574
WNY Asset Management
New York
$243K +$764 +9 +0.3%
HA
1575
Hyposwiss Advisors
$242K – – –
61 62
63
64 65