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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WealthTrust-Arizona
Arizona
$743K -$399K -17,150 -35%
CA
152
Cambridge Associates
Massachusetts
$737K – – –
KIA
153
KCM Investment Advisors
California
$735K +$747K +32,143 New
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$712K -$263K -11,295 -27%
OPTFSNA
155
Old Point Trust & Financial Services N A
Virginia
$682K -$72.1K -3,100 -9%
NCM
156
Narwhal Capital Management
Georgia
$641K +$142K +6,108 +28%
SC
157
Stratford Consulting
Texas
$637K – – –
AC
158
AFAM Capital
Texas
$621K -$95.9K -4,123 -13%
HFS
159
HL Financial Services
Kentucky
$616K -$10.2K -438 -2%
SCA
160
STALEY CAPITAL ADVISERS
Pennsylvania
$616K -$8.14K -350 -1%
HB
161
Homrich & Berg
Georgia
$613K – – –
CWM
162
Cranbrook Wealth Management
Michigan
$598K +$230K +9,910 +61%
Citadel Advisors
163
Citadel Advisors
Florida
$596K +$61.9K +2,661 +11%
Barclays
164
Barclays
United Kingdom
$590K -$237K -10,205 -28%
RFS
165
Rockefeller Financial Services
New York
$581K – – –
OC
166
Oppenheimer & Co
New York
$578K -$322K -13,860 -35%
SSB
167
Sandy Spring Bank
Maryland
$578K -$37.7K -1,623 -6%
UCFA
168
United Capital Financial Advisors
Texas
$576K +$335K +14,418 +134%
ALA
169
Atherton Lane Advisers
California
$561K -$32.4K -1,393 -5%
PNC
170
Park National Corp
Ohio
$560K +$15.6K +669 +3%
PHIMC
171
Private Harbour Investment Management & Counsel
Ohio
$551K -$46.5K -2,000 -8%
TAM
172
Tocqueville Asset Management
New York
$549K +$558K +24,013 New
AIM
173
Advantage Investment Management
Iowa
$535K +$544K +23,400 New
JWBC
174
J.W. Burns & Co
New York
$531K -$221K -9,500 -29%
SMC
175
Smith, Moore & Co
Missouri
$529K +$2.12K +91 +0.4%