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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1551
Sard Wealth Management Group
Georgia
$252K – – –
HNWAG
1552
High Net Worth Advisory Group
Florida
$251K – – –
CAG
1553
Carroll Advisory Group
Texas
$249K +$280K +3,302 New
HP
1554
Hilltop Partners
Indiana
$249K -$4.58K -54 -2%
YWM
1555
Yukon Wealth Management
Kansas
$247K +$62.3K +734 +29%
GEA
1556
Glen Eagle Advisors
New Jersey
$246K -$1.57M -18,536 -85%
CA
1557
Clune & Associates
Illinois
$246K +$68.2K +803 +33%
PAG
1558
Private Advisory Group
Washington
$246K -$135K -1,596 -33%
SIAG
1559
Safeguard Investment Advisory Group
California
$245K +$17.1K +202 +7%
KPP
1560
Kings Path Partners
Texas
$244K – – –
DWM
1561
Destination Wealth Management
California
$244K +$16.7K +197 +6%
AMG
1562
Asset Management Group
Connecticut
$244K – – –
WAM
1563
WNY Asset Management
New York
$243K +$764 +9 +0.3%
HA
1564
Hyposwiss Advisors
$242K – – –
PW
1565
PUREfi Wealth
Massachusetts
$242K +$20.7K +244 +8%
CCA
1566
Carrera Capital Advisors
Michigan
$241K – – –
OFO
1567
OneAscent Family Office
Alabama
$241K – – –
WFA
1568
WMG Financial Advisors
Tennessee
$240K +$849 +10 +0.3%
SFSG
1569
Sound Financial Strategies Group
Mississippi
$240K -$202K -2,379 -43%
TFA
1570
Tobias Financial Advisors
Florida
$240K – – –
LNB
1571
Ledyard National Bank
$239K – – –
HWM
1572
Howard Wealth Management
Connecticut
$239K -$2.97K -35 -1%
BA
1573
BCM Advisors
Louisiana
$239K – – –
DBRC
1574
D.B. Root & Company
Pennsylvania
$238K -$47.5K -560 -15%
HWA
1575
HCR Wealth Advisors
California
$238K -$38K -448 -12%
61 62
63
64 65