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iShares Gold Trust Micro
IAUM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
176
Plum Street Advisors
Louisiana
$343K -$57.3K -1,179 -14%
LCAM
177
London & Capital Asset Management
United Kingdom
$340K – – –
DWS
178
Discipline Wealth Solutions
South Carolina
$335K – – –
CAM
179
Cresset Asset Management
Illinois
$335K +$348K +7,167 New
IP
180
Indivisible Partners
Florida
$332K +$5K +103 +1%
WCFA
181
Walkner Condon Financial Advisors
Wisconsin
$328K +$342K +7,031 New
B
182
Bedminster
South Carolina
$319K +$10.6K +218 +3%
XT
183
XTX Topco
Cayman Islands
$312K +$325K +6,687 New
LWP
184
LFG Wealth Partners
Kentucky
$312K – – –
MSFS
185
Main Street Financial Solutions
Pennsylvania
$311K – – –
TCA
186
Transcend Capital Advisors
New Jersey
$311K +$323K +6,650 New
FFA
187
Florida Financial Advisors
Florida
$307K -$211K -4,336 -40%
CPL
188
CAP Partners LLC
Tennessee
$292K -$160K -3,292 -34%
FFWA
189
FRG Family Wealth Advisors
Washington
$291K – – –
HR
190
Howe & Rusling
New York
$284K – – –
DOA
191
D'Orazio & Associates
Virginia
$279K – – –
RPGK
192
Retirement Planning Group (Kansas)
Kansas
$278K – – –
UCFA
193
United Capital Financial Advisors
Texas
$271K – – –
SWP
194
Sagespring Wealth Partners
Tennessee
$270K +$23.4K +482 +9%
WI
195
Westbourne Investments
Virginia
$270K -$15.9K -328 -5%
WF
196
Womack Financial
Texas
$267K +$278K +5,720 New
CI
197
CacheTech Inc
Utah
$257K +$268K +5,509 New
KCIA
198
Kingsbury Capital Investment Advisors
Illinois
$255K +$265K +5,465 New
AC
199
Apella Capital
Connecticut
$255K +$256K +5,266 New
SAM
200
SVRN Asset Management
Texas
$251K – – –
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