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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1551
Coston McIsaac & Partners
Maine
$1K +$1.51K +28 New
GWSG
1552
GPS Wealth Strategies Group
Colorado
$354 – – –
CAWM
1553
Capital A Wealth Management
Pennsylvania
$177 +$108 +2 +200%
PFG
1554
Putney Financial Group
California
$118 – – –
DJSG
1555
D.J. St. Germain
Massachusetts
$59 – – –
KPF
1556
K2 Principal Fund
Ontario, Canada
– -$12.4M -250,000 Closed
WP
1557
WMS Partners
Maryland
– -$4.67M -94,347 Closed
FCM
1558
Firestone Capital Management
Florida
– -$2.7M -54,604 Closed
LWM
1559
Laidlaw Wealth Management
New York
– -$2.46M -49,645 Closed
CFGS
1560
Concourse Financial Group Securities
Alabama
– -$2.47M -47,410 Closed
LWM
1561
Liberty Wealth Management
California
– -$1.85M -37,445 Closed
TSS
1562
Two Sigma Securities
New York
– -$1.82M -36,743 Closed
AT
1563
American Trust
Kentucky
– -$1.8M -36,348 Closed
CSWG
1564
Cardinal Strategic Wealth Guidance
Kentucky
– -$1.55M -31,216 Closed
Belvedere Trading
1565
Belvedere Trading
Illinois
– -$1.16M -21,488 Closed
AWA
1566
Authentikos Wealth Advisory
California
– -$999K -20,168 Closed
NRI
1567
NFP Retirement Inc
California
– -$924K -18,655 Closed
CIC
1568
Carnegie Investment Counsel
Ohio
– -$679K -13,724 Closed
FWM
1569
FFT Wealth Management
Pennsylvania
– -$638K -12,893 Closed
FSA
1570
Franklin Street Advisors
North Carolina
– -$302K -6,090 Closed
SW
1571
SVB Wealth
Massachusetts
– -$288K -5,807 Closed
CCG
1572
Catalina Capital Group
California
– -$275K -5,550 Closed
PIAS
1573
PCA Investment Advisory Services
Ohio
– -$241K -4,867 Closed
WHG
1574
Westwood Holdings Group
Texas
– -$237K -4,792 Closed
JBW
1575
Journey Beyond Wealth
Georgia
– -$236K -4,759 Closed