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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Portfolio Solutions
Michigan
$851K +$4.62K +190 +0.6%
Neuberger Berman Group
177
Neuberger Berman Group
New York
$845K +$34.2K +1,407 +4%
CA
178
Cambridge Associates
Massachusetts
$822K
FPFS
179
First Personal Financial Services
North Carolina
$819K +$402K +16,536 +106%
EWM
180
Evercore Wealth Management
New York
$803K +$102K +4,216 +15%
WFG
181
Windsor Financial Group
Minnesota
$801K -$138K -5,700 -15%
Bessemer Group
182
Bessemer Group
New Jersey
$791K -$1.92K -79 -0.3%
SFFS
183
Stonehage Fleming Financial Services
Jersey
$778K +$719K +29,610 +2,875%
GC
184
Grimes & Company
Massachusetts
$765K +$728K +29,961 New
NEAM
185
New England Asset Management
Connecticut
$753K
BA
186
Boston Advisors
Massachusetts
$739K -$2.99K -123 -0.4%
Creative Planning
187
Creative Planning
Kansas
$734K +$4.13K +170 +0.6%
TFA
188
Transamerica Financial Advisors
Florida
$727K +$129K +5,328 +23%
CCT
189
Country Club Trust
Missouri
$716K +$23.6K +972 +4%
EVM
190
Eaton Vance Management
Massachusetts
$713K -$13.7K -563 -2%
SC
191
Stratford Consulting
Texas
$711K
PAMU
192
Pictet Asset Management (UK)
United Kingdom
$704K +$732K +30,117 New
OPTFSNA
193
Old Point Trust & Financial Services N A
Virginia
$701K -$20.7K -850 -3%
SPL
194
Smart Portfolios LLC
Washington
$697K -$4.93M -203,039 -88%
EAMA
195
EFG Asset Management (Americas)
Florida
$697K +$663K +27,296 New
RC
196
Roundview Capital
New Jersey
$671K +$390K +16,043 +157%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$668K +$503K +20,700 +376%
HB
198
Homrich & Berg
Georgia
$663K
CMO
199
Covenant Multifamily Offices
Texas
$661K -$2.36K -97 -0.4%
NPC
200
National Planning Corporation
California
$656K -$282K -11,607 -32%