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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1751
Donaldson Capital Management
Indiana
$202K +$210K +2,287 New
KA
1752
KLCM Advisors
Wisconsin
$202K +$210K +2,287 New
BAM
1753
Berkshire Asset Management
Pennsylvania
$201K +$209K +2,278 New
FWM
1754
Fonville Wealth Management
Virginia
$200K +$208K +2,270 New
RCM
1755
Radnor Capital Management
Pennsylvania
$200K +$208K +2,270 New
CFB
1756
Cullen/Frost Bankers
Texas
$197K +$3.85K +42 +2%
CA
1757
Crewe Advisors
Utah
$196K +$111K +1,212 +119%
RIL
1758
Rothschild Investment LLC
Illinois
$194K -$74.3K -810 -27%
LB
1759
Legacy Bridge
Iowa
$190K +$7.34K +80 +4%
CT
1760
Caldwell Trust
Florida
$188K -$4.59K -50 -2%
LFA
1761
LGT Financial Advisors
Texas
$187K -$77.1K -840 -28%
USB
1762
Union Savings Bank
Connecticut
$186K – – –
GAA
1763
Global Assets Advisory
Florida
$185K +$192K +2,094 New
FWA
1764
Flagship Wealth Advisors
Massachusetts
$184K -$65.5K -714 -19%
WETS
1765
Wealth Enhancement Trust Services
South Dakota
$183K -$1.74K -19 -0.9%
TSMHT
1766
Thurston Springer Miller Herd & Titak
Indiana
$179K +$160K +1,740 +600%
TFA
1767
Transamerica Financial Advisors
Florida
$174K -$271K -2,954 -60%
KFP
1768
Kerr Financial Planning
California
$173K +$55K +600 +43%
FUBT
1769
First United Bank & Trust
Maryland
$168K – – –
PWA
1770
Physician Wealth Advisors
Utah
$164K -$550 -6 -0.3%
CAL
1771
Capital Advisors Ltd
Ohio
$160K – – –
NEWAS
1772
N.E.W. Advisory Services
Wisconsin
$158K +$24.8K +270 +18%
OC
1773
Oakworth Capital
Alabama
$157K – – –
HWM
1774
Horizons Wealth Management
North Carolina
$155K -$14.6K -159 -8%
BFS
1775
Burkett Financial Services
South Carolina
$153K -$17.4K -190 -10%
69 70
71
72 73