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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
151
Perigon Wealth Management
California
$30.2M -$6.23M -67,893 -17%
BCI
152
Brinker Capital Investments
Pennsylvania
$30.1M -$2.05M -22,327 -6%
NHFG
153
New Harbor Financial Group
Massachusetts
$30.1M +$31.3M +341,055 New
STA
154
Summit Trail Advisors
New York
$29.6M +$4.36M +47,488 +16%
MSWM
155
Mader & Shannon Wealth Management
Missouri
$29.4M -$6.64M -72,434 -18%
AFA
156
AllGen Financial Advisors
Florida
$29.3M -$4.27M -46,500 -12%
DWM
157
Dakota Wealth Management
Florida
$29M -$1.25M -13,594 -4%
PPW
158
Parcion Private Wealth
Washington
$29M -$496K -5,406 -2%
QC
159
Quadrature Capital
United Kingdom
$28.6M +$29.8M +324,542 New
AGA
160
Arkos Global Advisors
Texas
$28.6M +$822K +8,964 +3%
CCG
161
Chatham Capital Group
Georgia
$28.6M -$3.46M -37,755 -10%
LIM
162
Leavell Investment Management
Alabama
$28.5M +$1.7M +18,508 +6%
VWM
163
VCI Wealth Management
Missouri
$28M -$10.7M -116,501 -27%
CCA
164
Checchi Capital Advisers
California
$27.9M -$3.81M -41,520 -12%
PCIA
165
Prime Capital Investment Advisors
Kansas
$27.8M +$329K +3,589 +1%
IWC
166
Integrated Wealth Concepts
Massachusetts
$27.8M -$3.62M -39,441 -11%
BF
167
BOK Financial
Oklahoma
$27M +$1.02M +11,130 +4%
CPCM
168
Cardinal Point Capital Management
Ontario, Canada
$26.7M +$457K +4,986 +2%
FFA
169
Farther Finance Advisors
California
$26.7M +$11.6M +126,606 +74%
ANTB
170
AMG National Trust Bank
Colorado
$26.7M +$537K +5,853 +2%
VCM
171
Vision Capital Management
Oregon
$26.6M -$7.39M -80,603 -21%
LCM
172
LVM Capital Management
Michigan
$26.5M -$23.7K -258 -0.1%
SFG
173
Sowa Financial Group
Rhode Island
$26.2M -$9.13M -99,576 -25%
BWP
174
Baldwin Wealth Partners
Massachusetts
$26M +$92.7K +1,011 +0.3%
OAM
175
Oppenheimer Asset Management
New York
$25.9M -$931K -10,145 -3%
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