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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2026
Deroy & Devereaux Private Investment Counsel
Michigan
– -$220K -2,500 Closed
KF
2027
Kelsey Financial
California
– -$220K -2,500 Closed
HFA
2028
Hippocratic Financial Advisors
California
– -$220K -2,492 Closed
OFG
2029
Oxford Financial Group
Indiana
– -$218K -2,473 Closed
NCM
2030
Noesis Capital Mangement
Florida
– -$218K -2,469 Closed
CCP
2031
Cassia Capital Partners
North Carolina
– -$217K -2,466 Closed
SI
2032
Stirlingshire Investments
New York
– -$217K -2,461 Closed
SWMG
2033
Sanchez Wealth Management Group
Florida
– -$216K -2,455 Closed
CWM
2034
Chesapeake Wealth Management
Virginia
– -$215K -2,443 Closed
LWM
2035
Laidlaw Wealth Management
New York
– -$212K -2,410 Closed
SWM
2036
Steelhead Wealth Management
Virginia
– -$212K -2,405 Closed
BFP
2037
Beacon Financial Planning
Massachusetts
– -$212K -2,402 Closed
CWA
2038
Centennial Wealth Advisory
Michigan
– -$210K -2,387 Closed
RIP
2039
Reliant Investment Partners
North Carolina
– -$210K -2,387 Closed
PMSA
2040
Patrick M. Sweeney & Associates
Illinois
– -$209K -2,370 Closed
RIG
2041
RiverFront Investment Group
Virginia
– -$209K -2,369 Closed
EWM
2042
Elevation Wealth Management
Minnesota
– -$207K -2,350 Closed
FWP
2043
FAS Wealth Partners
Kansas
– -$207K -2,345 Closed
1SB
2044
1ST Source Bank
Indiana
– -$207K -2,344 Closed
CWG
2045
Cornerstone Wealth Group
North Carolina
– -$204K -2,314 Closed
ODA
2046
One Degree Advisors
California
– -$203K -2,308 Closed
FIA
2047
FNY Investment Advisers
New York
– -$195K -2,300 Closed
PIM
2048
Penobscot Investment Management
Massachusetts
– -$202K -2,288 Closed
DCM
2049
Donaldson Capital Management
Indiana
– -$202K -2,287 Closed
KA
2050
KLCM Advisors
Wisconsin
– -$202K -2,287 Closed
80 81
82
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