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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2026
TFB Advisors
Kansas
– -$317K -3,900 Closed
GJWM
2027
Gilliland Jeter Wealth Management
Arkansas
– -$312K -3,839 Closed
CC
2028
Commons Capital
Massachusetts
– -$309K -3,807 Closed
UFA
2029
Unify Financial Advisors
Florida
– -$297K -3,664 Closed
ZIG
2030
Zuckerman Investment Group
Illinois
– -$281K -3,457 Closed
LWM
2031
LongView Wealth Management
Georgia
– -$280K -3,239 Closed
AWMI
2032
Aegis Wealth Management (Iowa)
Iowa
– -$253K -3,123 Closed
BOSSRA
2033
B.O.S.S. Retirement Advisors
Utah
– -$250K -3,074 Closed
WFA
2034
WestHill Financial Advisors
California
– -$247K -3,044 Closed
CCP
2035
Clarkston Capital Partners
Michigan
– -$237K -2,925 Closed
FWWM
2036
Fiscal Wisdom Wealth Management
Connecticut
– -$237K -2,918 Closed
CHJWM
2037
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$237K -2,915 Closed
AC
2038
AWM Capital
Arizona
– -$233K -2,868 Closed
FIB
2039
First Interstate Bank
Montana
– -$233K -2,865 Closed
ACM
2040
Ashford Capital Management
Delaware
– -$231K -2,850 Closed
JSW
2041
Journey Strategic Wealth
New Jersey
– -$229K -2,821 Closed
VCM
2042
Virtue Capital Management
Tennessee
– -$229K -2,812 Closed
CST
2043
Charles Schwab Trust
Nevada
– -$224K -2,754 Closed
MFS
2044
Miller Financial Services
Michigan
– -$221K -2,727 Closed
FIM
2045
Freedom Investment Management
Connecticut
– -$221K -2,719 Closed
OPWM
2046
Oregon Pacific Wealth Management
Oregon
– -$215K -2,645 Closed
COCM
2047
Charter Oak Capital Management
New Hampshire
– -$210K -2,583 Closed
SA
2048
SFI Advisors
New Jersey
– -$204K -2,518 Closed
SPC
2049
Spirepoint Private Client
Florida
– -$200K -2,464 Closed
O3W
2050
Omni 360 Wealth
New Jersey
– -$208K -2,384 Closed
80 81
82
83 84