Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Marino Management, LLC | 149,479 | $12,214 |
| Argentarii, LLC | 71,525 | $5,806 |
| Strategic Financial Concepts, LLC | 29,563 | $2,400 |
| Ridgeline Wealth Planning, LLC | 22,671 | $1,840 |
| AAFMAA Wealth Management & Trust LLC | 40,613 | $3,297 |
| Values First Advisors, Inc. | 21,675 | $1,759 |
| Urban Wealth Management, LLC | 10,557 | $857 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 17,264 | $1,401 |
| SageGuard Financial Group, LLC | 46,782 | $3,797 |
| Worth Financial Advisory Group, LLC | 19,567 | $1,588 |
| Crown Wealth Group, LLC | 31,181 | $2,531 |
| South Shore Capital Advisors | 10,566 | $858 |
| Archer Investment Management, LLC | 12,645 | $1,026 |
| Advisor Resource Council | 10,976 | $961 |
| UPTICK PARTNERS, LLC | 18,231 | $1,480 |
| PATTON ALBERTSON MILLER GROUP, LLC | 33,154 | $2,691 |
| 17 CAPITAL PARTNERS, LLC | 7,954 | $646 |
| Fulcrum Equity Management | 4,466 | $363 |
| LEIGH BALDWIN & CO., LLC | 6,605 | $536 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 13,940 | $1,132 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CRCM LP | 392,680 | 719,722 | +327,042 (+83.3%) |
| EMORY UNIVERSITY | 1,080,949 | 1,184,469 | +103,520 (+9.6%) |
| LIFE LINE WEALTH MANAGEMENT LLC | 637,931 | 834,406 | +196,475 (+30.8%) |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 751,768 | 1,453,465 | +701,697 (+93.3%) |
| KM Capital Management Ltd. | 60,925 | 70,432 | +9,507 (+15.6%) |
| Permanens Capital L.P. | 890,255 | 1,122,462 | +232,207 (+26.1%) |
| Silver Point Capital L.P. | 1,335,000 | 1,945,000 | +610,000 (+45.7%) |
| Concurrent Investment Advisors, LLC | 526,441 | 2,534,729 | +2,008,288 (+381.5%) |
| Global Wealth Management, LLC | 18,488 | 50,083 | +31,595 (+170.9%) |
| Bulltick Wealth Management, LLC | 185,859 | 220,691 | +34,832 (+18.7%) |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1,048,313 | 1,106,435 | +58,122 (+5.5%) |
| Purkiss Capital Advisors LLC | 165,608 | 177,693 | +12,085 (+7.3%) |
| Fearless Solutions, LLC dba Best Invest | 69,906 | 80,152 | +10,246 (+14.7%) |
| Cercano Management LLC | 59,869 | 497,522 | +437,653 (+731.0%) |
| Wills Financial Group LLC | 134,041 | 147,134 | +13,093 (+9.8%) |
| Verger Capital Management LLC | 257,693 | 270,798 | +13,105 (+5.1%) |
| AllGen Financial Advisors, Inc. | 366,084 | 378,708 | +12,624 (+3.4%) |
| Northstar Financial Companies, Inc. | 18,828 | 31,693 | +12,865 (+68.3%) |
| EHRLICH FINANCIAL GROUP | 44,884 | 55,460 | +10,576 (+23.6%) |
| Midwest Capital Advisors, LLC | 103,931 | 110,805 | +6,874 (+6.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| VCU Investment Management Co | 792,658 | 761,798 | -30,860 (-3.9%) |
| Battery Global Advisors, LLC | 111,316 | 524 | -110,792 (-99.5%) |
| Packer & Co Ltd | 2,150,100 | 1,830,100 | -320,000 (-14.9%) |
| Davies Financial Advisors, Inc. | 74,031 | 25,719 | -48,312 (-65.3%) |
| CARL STUART INVESTMENT ADVISOR, INC | 583,889 | 560,670 | -23,219 (-4.0%) |
| Verity Asset Management, Inc. | 106,270 | 42,340 | -63,930 (-60.2%) |
| Yeomans Consulting Group, Inc. | 364,162 | 331,438 | -32,724 (-9.0%) |
| Proficio Capital Partners LLC | 2,266,638 | 2,127,021 | -139,617 (-6.2%) |
| Buttonwood Financial Group, LLC | 139,557 | 104,759 | -34,798 (-24.9%) |
| Parker Investment Management, LLC | 697,387 | 651,350 | -46,037 (-6.6%) |
| Intellus Advisors LLC | 672,964 | 586,596 | -86,368 (-12.8%) |
| Oxbow Advisors, LLC | 912,179 | 802,424 | -109,755 (-12.0%) |
| Legend Financial Advisors, Inc. | 218,042 | 194,556 | -23,486 (-10.8%) |
| VPR Management LLC | 422,930 | 395,430 | -27,500 (-6.5%) |
| Signet Investment Advisory Group, Inc. | 178,734 | 154,869 | -23,865 (-13.4%) |
| Maltin Wealth Management, Inc. | 130,059 | 105,560 | -24,499 (-18.8%) |
| Tanglewood Wealth Management, Inc. | 1,154,959 | 1,042,001 | -112,958 (-9.8%) |
| West Family Investments, Inc. | 455,786 | 422,171 | -33,615 (-7.4%) |
| Upper Left Wealth Management, LLC | 202,668 | 185,956 | -16,712 (-8.2%) |
| Impact Investors, Inc | 149,990 | 139,968 | -10,022 (-6.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Mizuho Bank, Ltd. | 1,660,000 | $120,798 |
| Pureheart Capital Pte Ltd. | 840,000 | $61,127 |
| MOULTON WEALTH MANAGEMENT, INC | 18,759 | $1,365 |
| CAPITAL & PLANNING, LLC | 13,988 | $1,018 |
| Strengthening Families & Communities, LLC | 43,516 | $2,425 |
| PRUDENTIAL FINANCIAL INC | 3,451,986 | $251,201 |
| Forefront Wealth Partners, LLC | 16,201 | $1,179 |
| Northstar Advisory Group, LLC | 8,304 | $604 |
| Wells Financial Advisors INC | 2,400 | $175 |
| Quadrature Capital Ltd | 188,104 | $13,686 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 54,758 | $3,985 |
| GOLDEN ROAD ADVISORS LLC | 5,000 | $364 |
| TOWNSQUARE CAPITAL LLC | 13,461 | $980 |
| Chokshi & Queen Wealth Advisors, Inc | 4,477 | $326 |
| Significant Wealth Partners LLC | 3,427 | $249 |
| 1832 Asset Management L.P. | 1,043,630 | $75,945 |
| Holos Integrated Wealth LLC | 2,723 | $206 |
| Moment Partners, LLC | 7,705 | $561 |
| PFG Private Wealth Management, LLC | 3,506 | $255 |
| D. E. Shaw & Co., Inc. | 1,308,896 | $95,248 |