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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
176
Wallington Asset Management
Indiana
$11.1M +$65.6K +1,485 +0.6%
WLIM
177
White Lighthouse Investment Management
Massachusetts
$11.1M -$609K -13,775 -5%
KPF
178
K2 Principal Fund
Ontario, Canada
$11M – – –
ACM
179
Arlington Capital Management
Illinois
$11M -$25.3K -572 -0.2%
BHWA
180
Beacon Harbor Wealth Advisors
Virginia
$10.8M +$161K +3,639 +2%
LRIA
181
Leonard Rickey Investment Advisors
Washington
$10.7M +$190K +4,293 +2%
CAM
182
CPA Asset Management
Florida
$10.7M +$2.01M +45,438 +23%
FTS
183
Fifth Third Securities
Ohio
$10.7M -$292K -6,601 -3%
RL
184
Rogco LP
Oklahoma
$10.6M -$276K -6,254 -3%
SPIA
185
Steward Partners Investment Advisory
New York
$10.6M -$328K -7,426 -3%
VHAM
186
Van Hulzen Asset Management
California
$10.6M -$1.39M -31,552 -12%
TCCM
187
Timber Creek Capital Management
Massachusetts
$10.6M -$2.88M -65,096 -21%
MCM
188
Morton Capital Management
California
$10.6M -$186K -4,214 -2%
NA
189
Nottingham Advisors
New York
$10.6M -$138K -3,123 -1%
BL
190
BCWM LLC
Kansas
$10.6M +$1.14M +25,864 +12%
RCA
191
Resonant Capital Advisors
Wisconsin
$10.5M +$371K +8,392 +4%
NFG
192
Norris Financial Group
South Carolina
$10.5M -$842K -19,050 -7%
ST
193
Sentinel Trust
Texas
$10.4M -$506K -11,460 -5%
SIAG
194
Signet Investment Advisory Group
Rhode Island
$10.4M +$114K +2,575 +1%
ACP
195
Aveo Capital Partners
Colorado
$10.3M -$1.06M -23,914 -9%
VC
196
Vicus Capital
Pennsylvania
$10.2M +$8.18M +185,112 +388%
PWM
197
Perigon Wealth Management
California
$10.2M -$1.34M -30,417 -12%
FGA
198
Fortis Group Advisors
New Jersey
$10.1M +$4.16M +94,152 +69%
BRWA
199
B. Riley Wealth Advisors
Florida
$10.1M +$5.5M +124,415 +117%
SAMC
200
Spectrum Asset Management (California)
California
$10.1M -$39.3K -889 -0.4%
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