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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
2026
RiverFront Investment Group
Virginia
– -$209K -2,369 Closed
EWM
2027
Elevation Wealth Management
Minnesota
– -$207K -2,350 Closed
FWP
2028
FAS Wealth Partners
Kansas
– -$207K -2,345 Closed
1SB
2029
1ST Source Bank
Indiana
– -$207K -2,344 Closed
CWG
2030
Cornerstone Wealth Group
North Carolina
– -$204K -2,314 Closed
ODA
2031
One Degree Advisors
California
– -$203K -2,308 Closed
FIA
2032
FNY Investment Advisers
New York
– -$195K -2,300 Closed
PIM
2033
Penobscot Investment Management
Massachusetts
– -$202K -2,288 Closed
DCM
2034
Donaldson Capital Management
Indiana
– -$202K -2,287 Closed
KA
2035
KLCM Advisors
Wisconsin
– -$202K -2,287 Closed
BAM
2036
Berkshire Asset Management
Pennsylvania
– -$201K -2,278 Closed
FWM
2037
Fonville Wealth Management
Virginia
– -$200K -2,270 Closed
RCM
2038
Radnor Capital Management
Pennsylvania
– -$200K -2,270 Closed
GAA
2039
Global Assets Advisory
Florida
– -$185K -2,094 Closed
OWA
2040
Opal Wealth Advisors
New York
– -$142K -1,615 Closed
RMC
2041
Resources Management Corp
Connecticut
– -$116K -1,319 Closed
MWC
2042
MBM Wealth Consultants
Missouri
– -$94.8K -1,075 Closed
FFL
2043
Financial Freedom LLC
Ohio
– -$83.8K -951 Closed
SN
2044
Sittner & Nelson
Oregon
– -$71.9K -816 Closed
MTIC
2045
Missouri Trust & Investment Company
Missouri
– -$70.5K -800 Closed
MWM
2046
Magnolia Wealth Management
Alabama
– -$63.3K -718 Closed
BCM
2047
Basso Capital Management
Connecticut
– -$57K -647 Closed
AGWCA
2048
Annis Gardner Whiting Capital Advisors
Florida
– -$55.8K -633 Closed
CAM
2049
Clarity Asset Management
Iowa
– -$35.4K -402 Closed
TFG
2050
Team Financial Group
California
– -$30.2K -343 Closed
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