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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Concert Wealth Management
California
$414K +$5.45K +211 +1%
AHS
202
Aspiriant Holdings S3
California
$402K +$402K +15,576 New
PA
203
Pinnacle Associates
New York
$398K +$9.16K +355 +2%
NIA
204
Northstar Investment Advisors
Colorado
$394K -$14.6K -565 -4%
BUB
205
BBVA USA Bancshares
Texas
$393K +$14.8K +575 +4%
PAS
206
Partnervest Advisory Services
California
$390K -$75.5K -2,925 -16%
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$389K – – –
LGC
208
Laurel Grove Capital
California
$383K -$507K -19,650 -57%
CB
209
Chemical Bank
Michigan
$376K +$376K +14,569 New
PHS
210
Pekin Hardy Strauss
Illinois
$365K – – –
PP
211
Patten & Patten
Tennessee
$356K -$182K -7,050 -34%
MA
212
MUFG Americas
New York
$355K +$45.6K +1,765 +15%
UCFA
213
United Capital Financial Advisors
Texas
$349K -$32.2K -1,247 -8%
SCM
214
Silver Capital Management
New York
$345K – – –
FTUS
215
Flow Traders U.S.
New York
$343K +$298K +11,556 +657%
AIA
216
Arbor Investment Advisors
North Carolina
$340K +$23.4K +908 +7%
BJ
217
BlackRock Japan
Japan
$338K +$339K +13,113 New
ITIM
218
Indiana Trust & Investment Management
Indiana
$336K -$3.87K -150 -1%
Sumitomo Mitsui Trust Group
219
Sumitomo Mitsui Trust Group
Japan
$335K -$32.3K -1,250 -9%
V
220
Veritable
Delaware
$333K -$68.4K -2,650 -17%
IC
221
Inverness Counsel
New York
$329K – – –
CMP
222
Courage Miller Partners
Virginia
$317K – – –
FA
223
Financial Advantage
Maryland
$312K -$108K -4,182 -26%
FEG
224
Fund Evaluation Group
Ohio
$308K – – –
PFM
225
Phillips Financial Management
Indiana
$300K – – –