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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2001
Kooman & Associates
Pennsylvania
– -$225K -2,547 Closed
RYA
2002
Richard Young Associates
Georgia
– -$224K -2,538 Closed
RIS
2003
Richmond Investment Services
Wisconsin
– -$224K -2,537 Closed
EFA
2004
Evernest Financial Advisors
Indiana
– -$223K -2,534 Closed
FZCM
2005
Flynn Zito Capital Management
New York
– -$223K -2,525 Closed
JBW
2006
Journey Beyond Wealth
Georgia
– -$223K -2,525 Closed
EA
2007
Ergawealth Advisors
Illinois
– -$222K -2,522 Closed
FCBT
2008
First Citizens Bank & Trust
North Carolina
– -$221K -2,512 Closed
DWP
2009
Destiny Wealth Partners
Florida
– -$221K -2,511 Closed
VEM
2010
Vann Equity Management
Texas
– -$221K -2,508 Closed
DDPIC
2011
Deroy & Devereaux Private Investment Counsel
Michigan
– -$220K -2,500 Closed
KF
2012
Kelsey Financial
California
– -$220K -2,500 Closed
HFA
2013
Hippocratic Financial Advisors
California
– -$220K -2,492 Closed
OFG
2014
Oxford Financial Group
Indiana
– -$218K -2,473 Closed
NCM
2015
Noesis Capital Mangement
Florida
– -$218K -2,469 Closed
CCP
2016
Cassia Capital Partners
North Carolina
– -$217K -2,466 Closed
SI
2017
Stirlingshire Investments
New York
– -$217K -2,461 Closed
SWMG
2018
Sanchez Wealth Management Group
Florida
– -$216K -2,455 Closed
CWM
2019
Chesapeake Wealth Management
Virginia
– -$215K -2,443 Closed
LWM
2020
Laidlaw Wealth Management
New York
– -$212K -2,410 Closed
SWM
2021
Steelhead Wealth Management
Virginia
– -$212K -2,405 Closed
BFP
2022
Beacon Financial Planning
Massachusetts
– -$212K -2,402 Closed
CWA
2023
Centennial Wealth Advisory
Michigan
– -$210K -2,387 Closed
RIP
2024
Reliant Investment Partners
North Carolina
– -$210K -2,387 Closed
PMSA
2025
Patrick M. Sweeney & Associates
Illinois
– -$209K -2,370 Closed
79 80
81
82 83