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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$757K +$778K +33,000 New
CA
152
Cambridge Associates
Massachusetts
$737K
VF
153
Virtu Financial
New York
$727K +$489K +20,748 +189%
Citigroup
154
Citigroup
New York
$726K -$328K -13,899 -30%
MFS
155
MSI Financial Services
Massachusetts
$673K +$240K +10,185 +53%
OPTFSNA
156
Old Point Trust & Financial Services N A
Virginia
$672K -$10.6K -450 -2%
ALA
157
Atherton Lane Advisers
California
$661K +$103K +4,357 +18%
HB
158
Homrich & Berg
Georgia
$652K +$39.7K +1,685 +6%
VFA
159
Voya Financial Advisors
Connecticut
$644K +$662K +28,086 New
SC
160
Stratford Consulting
Texas
$638K
MWAN
161
Mariner Wealth Advisors (NYC)
Kansas
$627K +$646K +27,395 New
SC
162
Scotia Capital
Ontario, Canada
$618K -$214K -9,090 -25%
SCA
163
STALEY CAPITAL ADVISERS
Pennsylvania
$617K
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$616K +$634K +26,885 New
CWM
165
Cranbrook Wealth Management
Michigan
$598K
RFS
166
Rockefeller Financial Services
New York
$582K
SSB
167
Sandy Spring Bank
Maryland
$580K +$2.36K +100 +0.4%
PNC
168
Park National Corp
Ohio
$565K +$4.64K +197 +0.8%
CCWA
169
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$557K -$160K -6,768 -22%
SMC
170
Smith, Moore & Co
Missouri
$553K +$23.4K +993 +4%
WA
171
WFG Advisors
Texas
$551K -$258K -10,940 -31%
PHIMC
172
Private Harbour Investment Management & Counsel
Ohio
$551K
TAM
173
Tocqueville Asset Management
New York
$550K
TMAM
174
Tokio Marine Asset Management
Japan
$538K +$295K +12,500 +114%
NPC
175
National Planning Corporation
California
$536K -$368K -15,592 -40%