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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
176
Howland Capital Management
Massachusetts
$10.4M +$176K +4,926 +2%
TF
177
Trek Financial
Arizona
$10.3M +$10M +280,890 New
WFA
178
Wellspring Financial Advisors
Ohio
$10.3M +$1.26M +35,332 +14%
FNBT
179
FineMark National Bank & Trust
Florida
$10.1M +$1.94M +54,442 +25%
NPP
180
New Potomac Partners
Maryland
$10.1M +$25K +700 +0.3%
SFP
181
Sterling Financial Planning
New Jersey
$9.95M +$1,000K +27,983 +12%
BHWA
182
Beacon Harbor Wealth Advisors
Virginia
$9.91M +$9.61M +269,053 New
PC
183
Permanens Capital
New York
$9.87M +$2.79M +78,007 +41%
CAL
184
Capital Analysts LLC
Pennsylvania
$9.87M +$9.39M +262,932 +5,177%
LCM
185
LVM Capital Management
Michigan
$9.65M -$1.14M -31,836 -11%
LG
186
Leuthold Group
Minnesota
$9.62M -$356K -9,961 -4%
CWM
187
Chemistry Wealth Management
New York
$9.55M +$9.26M +259,217 New
TWM
188
TMD Wealth Management
Arizona
$9.5M -$432K -12,096 -4%
SIAG
189
Signet Investment Advisory Group
Rhode Island
$9.15M -$199K -5,566 -2%
SC
190
Sinecera Capital
Texas
$9.08M +$142K +3,977 +2%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$9.05M +$52.6K +1,472 +0.6%
PHIMC
192
Private Harbour Investment Management & Counsel
Ohio
$8.91M -$68.8K -1,927 -0.8%
MNG
193
Manning & Napier Group
New York
$8.8M – – –
VCM
194
Verger Capital Management
North Carolina
$8.72M – – –
CFG
195
CMC Financial Group
Georgia
$8.6M +$8.61M +240,989 New
EWM
196
Executive Wealth Management
Michigan
$8.46M +$4.12M +115,445 +101%
NFG
197
Norris Financial Group
South Carolina
$8.39M +$5.72M +160,237 +237%
WC
198
Whitney & Co
New York
$8.18M +$277K +7,756 +4%
WAM
199
Wallington Asset Management
Indiana
$8.13M +$1.29M +36,058 +19%
AWM
200
AE Wealth Management
Kansas
$8.1M -$2.01M -56,316 -20%
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