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iShares Gold Trust

IAU
交易所
NYSE
產業
Commodity Contracts Brokers & Dealers
SEC CIK
0001278680

近 90 天，iShares Gold Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,916 家機構在 13F 申報持有，市值合計 $291.1 億；沒有大師持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 iShares Gold Trust 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

IAU 的 13F 持有人：2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數9569878−69
股數依 1 比 2 拆股換算4.58 億646.6 萬4.78 億+2,668 萬 (+5.9%)
市值$149.9 億$2.10 億$158.4 億+$10.5 億 (+7.1%)

9 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（69 家）

2021 年第 2 季季末持有 iShares Gold Trust、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 IAU 的機構
機構股數市值佔組合 %
Flputnam Investment Management Co2,521,880$8,501 萬2.93%
Equitable Trust Co2,133,958$7,194 萬4.61%
GM Advisory Group, Inc.1,396,975$4,709 萬4.83%
Bank of Nova Scotia853,500$2,877 萬0.05%
New York State Common Retirement Fund769,553$2,594 萬0.03%
Lake Point Wealth Management398,632$1,344 萬6.27%
Moulton Wealth Management, Inc335,876$1,132 萬8.27%
Sunbelt Securities, Inc.311,919$1,076 萬1.94%
Cape Ann Savings Bank224,961$814.4 萬5.14%
SRS Capital Advisors, Inc.124,826$420.8 萬0.57%
Genesee Capital Advisors, LLC87,161$293.8 萬0.39%
IAM Advisory, LLC87,161$293.8 萬0.39%
All Season Financial Advisors, Inc.85,734$289.0 萬2.07%
Alpha Cubed Investments, LLC81,248$273.9 萬0.20%
Harbour Investments, Inc.77,159$260.1 萬0.08%
Vanguard Capital Wealth Advisors64,791$218.4 萬1.66%
Fullerton Fund Management Co Ltd.58,317$196.6 萬0.13%
Financial & Tax Architects, LLC51,782$174.6 萬0.86%
Cerity Partners LLC50,714$171.0 萬0.04%
Castleview Partners, LLC49,465$166.7 萬0.73%
Wealth Quarterback LLC41,150$138.8 萬0.84%
Loring Wolcott & Coolidge Fiduciary Advisors LLP39,060$131.7 萬0.01%
Pinnacle Wealth Advisors36,377$122.6 萬0.05%
Emfo, LLC31,305$105.5 萬0.92%
Advisor Resource Council30,057$101.3 萬0.11%
Jordan Park Group LLC21,605$72.8 萬0.04%
Regal Investment Advisors LLC20,605$69.5 萬0.07%
Tectonic Advisors LLC20,236$68.2 萬0.14%
Caption Management, LLC17,500$59.0 萬0.05%
Hengehold Capital Management LLC14,000$47.2 萬0.06%
True North Advisors, LLC13,599$45.8 萬0.10%
Pacific Capital Wealth Advisors, Inc13,382$45.1 萬0.23%
Livingston Group Asset Management CO (operating as Southport Capital Management)11,751$39.6 萬0.10%
Brighton Jones LLC9,308$31.4 萬0.02%
Pinnacle Wealth Management Advisory Group, LLC8,423$28.4 萬0.07%
Bridgewater Advisors Inc.8,208$27.7 萬0.09%
Ritholtz Wealth Management8,018$27.0 萬0.02%
Pinkerton Retirement Specialists, LLC7,676$25.9 萬0.05%
First American Bank7,634$25.7 萬0.01%
Associated Banc-Corp7,052$23.8 萬0.01%
1832 Asset Management L.P.7,075$23.8 萬0.00%
Valley Forge Investment Consultants Inc Adv7,036$23.7 萬0.13%
Davis R M Inc6,850$23.1 萬0.01%
Merit Financial Group, LLC6,484$21.9 萬0.02%
Wetherby Asset Management Inc6,474$21.8 萬0.01%
Stratos Wealth Advisors, LLC6,434$21.7 萬0.02%
Foster & Motley Inc6,405$21.6 萬0.02%
Lido Advisors, LLC6,413$21.6 萬0.01%
Claraphi Advisory Network, LLC6,136$20.7 萬0.06%
Franklin Street Advisors Inc6,090$20.5 萬0.02%
Leonard Rickey Investment Advisors P.L.L.C.5,917$20.4 萬0.09%
Eagle Bay Advisors LLC1,801$6.70 萬0.05%
Financial Insights, Inc.1,547$5.21 萬0.04%
Mizuho Securities Co. Ltd.1,300$4.40 萬0.01%
Strategic Blueprint, LLC1,026$3.50 萬0.01%
Front Row Advisors LLC1,000$3.40 萬0.01%
Rain Capital Management, LLC955$3.20 萬0.02%
Alaethes Wealth LLC750$2.50 萬0.02%
Country Trust Bank652$2.20 萬0.00%
Eubel Brady & Suttman Asset Management Inc1,200$2.00 萬0.00%
Berman Capital Advisors, LLC550$1.80 萬0.00%
Pittenger & Anderson Inc377$1.30 萬0.00%
Ten Capital Wealth Advisors, LLC353$1.20 萬0.00%
Danda Trouve Investment Management, Inc.300$1.00 萬0.01%
Glen Eagle Advisors, LLC293$9,8770.00%
Evermay Wealth Management LLC232$8,0000.00%
Ameritas Investment Partners, Inc.54$1,0000.00%
First Command Advisory Services, Inc.162$00.00%
Activest Wealth Management3––

清倉機構（138 家）

2021 年第 1 季季末持有 iShares Gold Trust、2021 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 138 家。

2021 年第 2 季清倉 IAU 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
WESCAP Management Group, Inc.1,399,978$2,276 萬
Geneos Wealth Management Inc.1,218,222$2,053 萬
Sowa Financial Group, Inc.1,068,506$1,737 萬
Factory Mutual Insurance Co970,000$1,577 萬
BFSG, LLC897,811$1,460 萬
Prudential Financial Inc884,093$1,438 萬
Voya Financial Advisors, Inc.788,807$1,264 萬
Resonant Capital Advisors, LLC544,738$885.7 萬
First Horizon Corp505,590$822.0 萬
Cambridge Associates LLC352,701$573.5 萬
NorthCoast Asset Management LLC342,441$556.8 萬
HSBC Holdings PLC331,878$539.9 萬
SEI Investments Co314,289$510.8 萬
WESPAC Advisors SoCal, LLC300,203$488.1 萬
Sierra Capital LLC289,324$470.4 萬
Evanson Asset Management, LLC288,128$468.5 萬
Susquehanna International Group, LLP219,031$356.2 萬
Ferris Capital, LLC204,630$332.7 萬
Regions Financial Corp158,905$258.4 萬
Smith, Moore & Co.148,858$242.0 萬
Blue Edge Capital, LLC138,263$224.8 萬
Van Hulzen Asset Management, LLC125,082$203.4 萬
Golden State Equity Partners113,194$184.1 萬
Bigelow Investment Advisors, LLC112,582$183.1 萬
Bickling Financial Services, Inc.108,244$176.0 萬
IPG Investment Advisors LLC107,347$174.5 萬
Sunesis Advisors, LLC104,428$169.8 萬
Blueprint Investment Partners LLC104,451$169.8 萬
Walkner Condon Financial Advisors LLC98,638$160.4 萬
Aspireon Wealth Advisors97,000$160.0 萬
BBR Partners, LLC79,575$129.4 萬
Moody National Bank Trust Division71,871$116.9 萬
Arlington Partners LLC62,821$102.1 萬
First Hawaiian Bank61,291$99.6 萬
Ifrah Financial Services, Inc.61,045$99.3 萬
SevenOneSeven Capital Management57,074$92.8 萬
Spire Wealth Management55,054$89.7 萬
Bulltick Wealth Management, LLC54,848$89.2 萬
Birchcreek Wealth Management, LLC54,724$89.0 萬
Trustmark National Bank Trust Department53,490$87.0 萬
Advisory Alpha, LLC52,817$85.9 萬
Choate Investment Advisors52,609$85.5 萬
Toroso Investments, LLC44,239$71.9 萬
Frontier Wealth Management LLC41,800$68.0 萬
Mainstay Capital Management LLC39,663$64.5 萬
Banco Santander, S.A.32,214$52.4 萬
Johnson Financial Group, Inc.30,900$50.2 萬
Cape Cod Five Cents Savings Bank27,467$44.7 萬
Source Financial Advisors LLC26,783$43.5 萬
Teamwork Financial Advisors, LLC24,056$39.1 萬
Vigilare Wealth Management22,500$36.6 萬
Castle Rock Wealth Management, LLC21,159$36.0 萬
TCW Group Inc21,100$34.3 萬
Toronto Dominion Bank20,110$32.7 萬
TownSquare Capital, LLC19,349$31.5 萬
Mark Stevens17,745$28.9 萬
Essex Savings Bank16,150$26.6 萬
Wall Street Access Asset Management, LLC16,194$26.3 萬
Washington Trust Co16,013$26.0 萬
Lehman & Derafelo Financial Resources LLC15,500$25.2 萬
Essex Private Wealth Management, LLC15,525$25.2 萬
Sterling Investment Advisors LLC15,276$24.8 萬
Slow Capital, Inc.15,211$24.7 萬
Sugarloaf Wealth Management, LLC15,000$24.4 萬
RFG Advisory, LLC14,647$23.8 萬
Woodmont Investment Counsel LLC14,098$22.9 萬
Avidian Wealth Solutions, LLC13,852$22.5 萬
Columbus Macro, LLC13,171$21.4 萬
Abacus Wealth Partners, LLC13,001$21.1 萬
First Heartland Consultants, Inc.12,936$21.0 萬
Firethorn Wealth Partners, LLC12,480$20.3 萬
Acorn Financial Advisory Services Inc12,138$20.0 萬
Patten Group, Inc.11,864$19.3 萬
Bellecapital International Ltd.11,758$19.1 萬
Lake Street Financial LLC11,753$19.1 萬
Galvin, Gaustad & Stein, LLC11,721$19.1 萬
Harrington Investments, INC11,550$18.8 萬
Colony Family Offices, LLC11,542$18.8 萬
International Assets Investment Management, LLC10,396$18.8 萬
Financial Advisory Group11,320$18.4 萬
Newport Capital Group, LLC11,318$18.4 萬
Managed Account Services Inc11,247$18.3 萬
Berkeley Capital Partners, LLC11,192$18.2 萬
Focus Financial Network, Inc.11,088$18.0 萬
Claro Advisors LLC10,982$17.9 萬
Summit Wealth Partners, LLC10,963$17.8 萬
Sabal Trust CO10,927$17.8 萬
Klingman & Associates, LLC10,898$17.7 萬
Northstar Investment Advisors LLC10,800$17.6 萬
One Day In July LLC10,796$17.6 萬
Level Four Advisory Services, LLC10,768$17.5 萬
Arkansas Financial Group, Inc.10,686$17.4 萬
Kanawha Capital Management LLC10,699$17.4 萬
Institute for Wealth Management, LLC.10,728$17.4 萬
Clarkston Capital Partners, LLC10,133$16.5 萬
Ironsides Asset Advisors, LLC10,150$16.5 萬
Searle & Co.10,000$16.3 萬
Sanders Morris Harris LLC10,000$16.3 萬
Lesa Sroufe & Co10,050$16.3 萬
Radnor Capital Management, LLC10,000$16.3 萬

尚未申報 2021 年第 2 季的機構（9 家）

2021 年第 1 季季末持有 iShares Gold Trust、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 1 季持有 IAU、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Packer & Co Ltd9,370,200$1.52 億
Sullivan, Bruyette, Speros & Blaney, LLC1,879,906$3,057 萬
Bokf, NA787,577$1,281 萬
E Fund Management Co., Ltd.332,588$540.8 萬
Marino Management, LLC312,218$507.7 萬
Money Concepts Capital Corp215,206$349.9 萬
MBL Wealth, LLC18,500$30.1 萬
TCF National Bank14,236$23.2 萬
Tompkins Financial Corp2,031$3.30 萬