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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1976
CKW Financial Group
Hawaii
$1K – – –
MTI
1977
Merrithew & Thorsten Inc
California
$1K – – –
PCFFS
1978
Pacific Center for Financial Services
California
$970 +$1.01K +11 New
AIM
1979
Anchor Investment Management
South Carolina
$882 – – –
RF
1980
Roxbury Financial
New Jersey
$882 – – –
TCA
1981
Trifecta Capital Advisors
Illinois
$882 +$917 +10 New
CW
1982
Curio Wealth
Maryland
$617 +$642 +7 New
JFGIW
1983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$529 +$550 +6 New
IW
1984
Imprint Wealth
South Carolina
$264 – – –
Russell Investments Group
1985
Russell Investments Group
United Kingdom
$88 +$92 +1 New
SPC
1986
Silver Point Capital
Connecticut
– -$158M -1,945,000 Closed
PC
1987
Packer & Co
Australia
– -$149M -1,830,100 Closed
FC
1988
Fore Capital
New York
– -$16.9M -208,000 Closed
DAS
1989
Diversify Advisory Services
Utah
– -$9.14M -105,966 Closed
TNA
1990
True North Advisors
Texas
– -$8.26M -101,817 Closed
FTUS
1991
Flow Traders U.S.
New York
– -$7.32M -90,129 Closed
KCM
1992
KM Capital Management
Texas
– -$13.5M -70,432 Closed
HCM
1993
Howard Capital Management
Georgia
– -$5.71M -70,361 Closed
GCM
1994
Gunderson Capital Management
South Carolina
– -$4.86M -59,824 Closed
FMI
1995
F/M Investments
District of Columbia
– -$4.83M -59,536 Closed
JWCA
1996
J.W. Cole Advisors
Florida
– -$4.45M -56,499 Closed
CAGAS
1997
Capital Advisory Group Advisory Services
Minnesota
– -$4.45M -54,824 Closed
FFWA
1998
Forthright Family Wealth Advisory
Texas
– -$3.82M -47,007 Closed
MIA
1999
MMBG Investment Advisors
Florida
– -$3.48M -42,900 Closed
AIP
2000
Almanack Investment Partners
Pennsylvania
– -$3M -37,004 Closed