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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1576
PUREfi Wealth
Massachusetts
$242K +$20.7K +244 +8%
CCA
1577
Carrera Capital Advisors
Michigan
$241K – – –
OFO
1578
OneAscent Family Office
Alabama
$241K – – –
WFA
1579
WMG Financial Advisors
Tennessee
$240K +$849 +10 +0.3%
SFSG
1580
Sound Financial Strategies Group
Mississippi
$240K -$202K -2,379 -43%
TFA
1581
Tobias Financial Advisors
Florida
$240K – – –
LNB
1582
Ledyard National Bank
$239K – – –
HWM
1583
Howard Wealth Management
Connecticut
$239K -$2.97K -35 -1%
BA
1584
BCM Advisors
Louisiana
$239K – – –
DBRC
1585
D.B. Root & Company
Pennsylvania
$238K -$47.5K -560 -15%
HWA
1586
HCR Wealth Advisors
California
$238K -$38K -448 -12%
MWA
1587
Medallion Wealth Advisors
Connecticut
$237K +$18.3K +215 +7%
1WM
1588
1900 Wealth Management
Texas
$237K +$28.9K +340 +12%
FI
1589
Financial Insights
Washington
$236K +$265K +3,123 New
CFG
1590
Certior Financial Group
Pennsylvania
$235K – – –
KLCM
1591
KG&L Capital Management
Louisiana
$234K -$17.1K -201 -6%
ICP
1592
Impact Capital Partners
Colorado
$234K – – –
CSPIA
1593
Cary Street Partners Investment Advisory
Virginia
$234K +$29.5K +348 +13%
PCM
1594
Prospera Capital Management
Arizona
$233K – – –
KL
1595
KWMG LLC
Kansas
$231K – – –
WCG
1596
Weaver Consulting Group
California
$231K – – –
SIC
1597
SJS Investment Consulting
Ohio
$231K – – –
SAM
1598
Secure Asset Management
Michigan
$229K -$107K -1,263 -29%
NEPPG
1599
New England Professional Planning Group
Rhode Island
$228K – – –
WCM
1600
Winthrop Capital Management
Indiana
$228K -$34K -400 -12%
62 63
64
65 66