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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2026
Vestor Capital
Illinois
– -$44K -5,624 Closed
MWM
2027
Maripau Wealth Management
Indiana
– -$406K -4,996 Closed
ACM
2028
Andina Capital Management
Utah
– -$404K -4,972 Closed
SSA
2029
SSA Swiss Advisors
– -$397K -4,889 Closed
RI
2030
Rinkey Investments
California
– -$392K -4,835 Closed
WIA
2031
Westview Investment Advisors
Vermont
– -$365K -4,500 Closed
GRR
2032
Golden Reserve Retirement
Ohio
– -$347K -4,274 Closed
TF
2033
Theory Financial
Colorado
– -$403K -4,234 Closed
HIM
2034
Hanlon Investment Management
New Jersey
– -$335K -4,124 Closed
TA
2035
TFB Advisors
Kansas
– -$317K -3,900 Closed
GJWM
2036
Gilliland Jeter Wealth Management
Arkansas
– -$312K -3,839 Closed
CC
2037
Commons Capital
Massachusetts
– -$309K -3,807 Closed
UFA
2038
Unify Financial Advisors
Florida
– -$297K -3,664 Closed
ZIG
2039
Zuckerman Investment Group
Illinois
– -$281K -3,457 Closed
LWM
2040
LongView Wealth Management
Georgia
– -$280K -3,239 Closed
AWMI
2041
Aegis Wealth Management (Iowa)
Iowa
– -$253K -3,123 Closed
BOSSRA
2042
B.O.S.S. Retirement Advisors
Utah
– -$250K -3,074 Closed
WFA
2043
WestHill Financial Advisors
California
– -$247K -3,044 Closed
CCP
2044
Clarkston Capital Partners
Michigan
– -$237K -2,925 Closed
FWWM
2045
Fiscal Wisdom Wealth Management
Connecticut
– -$237K -2,918 Closed
CHJWM
2046
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$237K -2,915 Closed
AC
2047
AWM Capital
Arizona
– -$233K -2,868 Closed
FIB
2048
First Interstate Bank
Montana
– -$233K -2,865 Closed
ACM
2049
Ashford Capital Management
Delaware
– -$231K -2,850 Closed
JSW
2050
Journey Strategic Wealth
New Jersey
– -$229K -2,821 Closed
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82
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