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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1976
Beaumont Financial Advisors
Massachusetts
– -$246K -3,375 Closed
2L
1977
25 LLC
Missouri
– -$245K -3,362 Closed
WAM
1978
Worth Asset Management
Texas
– -$244K -3,351 Closed
SIAG
1979
Safeguard Investment Advisory Group
California
– -$228K -3,140 Closed
PWP
1980
Private Wealth Partners
California
– -$219K -3,015 Closed
CGFA
1981
Colton Groome Financial Advisors
North Carolina
– -$217K -2,988 Closed
FEG
1982
Fund Evaluation Group
Ohio
– -$216K -2,968 Closed
DFG
1983
Demars Financial Group
Washington
– -$213K -2,927 Closed
LAM
1984
Lifestyle Asset Management
Texas
– -$210K -2,879 Closed
HI
1985
Hendershot Investments
Virginia
– -$207K -2,850 Closed
MPCL
1986
My Personal CFO LLC
Washington
– -$205K -2,812 Closed
SFWA
1987
Summit Financial Wealth Advisors
Louisiana
– -$204K -2,797 Closed
HIW
1988
Holos Integrated Wealth
Pennsylvania
– -$206K -2,723 Closed
T
1989
Tidemark
California
– -$194K -2,669 Closed
WFA
1990
Wells Financial Advisors
Massachusetts
– -$175K -2,400 Closed
SIC
1991
Salem Investment Counselors
North Carolina
– -$173K -2,371 Closed
GFWA
1992
Grey Fox Wealth Advisors
Delaware
– -$109K -1,500 Closed
UOTTAIMCU
1993
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$101K -1,387 Closed
KHC
1994
Koesten Hirschmann & Crabtree
Kansas
– -$99.7K -1,370 Closed
SWGC
1995
Summit Wealth Group (Colorado)
Colorado
– -$270K -885 Closed
CH
1996
Cromwell Holdings
Wyoming
– -$63.7K -875 Closed
CCM
1997
Cloud Capital Management
Washington
– -$49K -676 Closed
FLP
1998
Financial Life Planners
Arizona
– -$49.1K -675 Closed
KFP
1999
Keener Financial Planning
Texas
– -$26K -365 Closed
FF
2000
Friedenthal Financial
New Jersey
– -$26.2K -360 Closed
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