iShares Gold Trust

IAU

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

SEC 申報列表（在新分頁開啟）

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 3 季與 2021 年第 2 季比較

持有 iShares Gold Trust 的機構從 2021 年第 2 季到 2021 年第 3 季的變化。

2021 年第 3 季全部持有人 2021 年第 2 季全部持有人

IAU 的 13F 持有人：2021 年第 2 季與 2021 年第 3 季比較
項目	2021 年第 2 季	其中尚未申報 2021 年第 3 季	2021 年第 3 季	變化
持有家數	878	12	883	+17
股數	4.78 億	99.7 萬	4.74 億	−280.5 萬 (−0.6%)
市值	$158.4 億	$3,359 萬	$159.8 億	+$1.79 億 (+1.1%)

12 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（97 家）

2021 年第 3 季季末持有 iShares Gold Trust、2021 年第 2 季季末沒有持有的機構。

2021 年第 3 季新進 IAU 的機構
機構	股數	市值	佔組合 %
Packer & Co Ltd	4,685,100	$1.57 億	71.35%
Lake Street Advisors Group, LLC	1,202,520	$4,018 萬	4.30%
Mizuho Bank, Ltd.	1,000,000	$3,341 萬	3.35%
West Family Investments, Inc.	787,674	$2,057 萬	5.46%
Sowa Financial Group, Inc.	532,192	$1,778 萬	11.54%
BFSG, LLC	473,974	$1,584 萬	2.42%
Bokf, NA	384,016	$1,283 萬	0.22%
Resonant Capital Advisors, LLC	348,855	$1,166 萬	2.03%
Fifth Third Securities, Inc.	319,261	$1,067 萬	1.46%
Flow Traders U.S. LLC	284,785	$951.5 萬	0.38%
Capital Group Private Client Services, Inc.	268,993	$898.7 萬	0.10%
Manning & Napier Group, LLC	–	$805.5 萬	0.07%
Cambridge Associates LLC	190,377	$636.0 萬	0.55%
Pictet Asset Management SA	165,920	$554.3 萬	0.01%
E Fund Management Co., Ltd.	147,931	$494.2 萬	0.21%
HSBC Holdings PLC	127,211	$425.1 萬	0.00%
Susquehanna International Group, LLP	110,379	$368.8 萬	0.00%
Ferris Capital, LLC	87,217	$309.2 萬	0.66%
Regions Financial Corp	80,141	$267.7 萬	0.02%
Van Hulzen Asset Management, LLC	63,924	$213.6 萬	0.32%
Altman Advisors, Inc.	62,054	$210.5 萬	1.17%
Blueprint Investment Partners LLC	59,678	$199.4 萬	1.00%
Golden State Equity Partners	59,218	$197.8 萬	0.82%
Signature Securities Group Corporation	57,430	$191.9 萬	0.64%
QCM Cayman, Ltd.	47,936	$160.2 萬	4.38%
Spearhead Capital Advisors, LLC	47,636	$159.2 萬	0.21%
Arlington Partners LLC	45,910	$153.4 萬	0.44%
K2 Principal Fund, L.P.	37,500	$125.3 萬	0.15%
Moody National Bank Trust Division	35,935	$120.1 萬	0.02%
Farmers & Merchants Investments Inc	35,829	$119.7 萬	0.05%
Strategic Wealth Partners, Ltd.	35,078	$117.2 萬	0.34%
Cumberland Partners Ltd	34,632	$115.7 萬	0.09%
Birchcreek Wealth Management, LLC	32,650	$109.1 萬	1.02%
First Hawaiian Bank	30,115	$100.6 萬	0.04%
Trustmark National Bank Trust Department	26,020	$86.9 萬	0.07%
TownSquare Capital, LLC	19,382	$64.8 萬	0.02%
Coldstream Capital Management Inc	33,514	$60.3 萬	0.03%
Toroso Investments, LLC	16,307	$54.5 萬	0.02%
MONECO Advisors, LLC	14,459	$48.3 萬	0.19%
Robinson Value Management, Ltd.	14,311	$47.8 萬	0.43%
CCG Wealth Management, LLC	13,790	$46.1 萬	0.27%
Wealthgate Family Office, LLC	12,312	$41.1 萬	0.63%
Lowe Brockenbrough & Co Inc	11,388	$38.0 萬	0.03%
First National Bank of Omaha	10,929	$36.5 萬	0.02%
Choate Investment Advisors	10,106	$33.8 萬	0.02%
Orion Capital Management LLC	10,000	$33.4 萬	0.20%
Independent Wealth Network Inc.	8,794	$29.7 萬	0.19%
Mark Stevens	8,872	$29.6 萬	0.03%
Essex Savings Bank	8,594	$29.6 萬	0.11%
Altavista Wealth Management, Inc.	8,297	$27.7 萬	0.06%
Wall Street Access Asset Management, LLC	7,974	$26.6 萬	0.12%
Washington Trust Co	7,893	$26.3 萬	0.01%
Essex Private Wealth Management, LLC	7,761	$25.9 萬	0.24%
Silvercrest Asset Management Group LLC	7,650	$25.6 萬	0.00%
Sterling Investment Advisors LLC	7,637	$25.5 萬	0.15%
Probity Advisors, Inc.	7,252	$24.2 萬	0.05%
Moneta Group Investment Advisors LLC	6,884	$23.0 萬	0.01%
Regentatlantic Capital LLC	6,882	$23.0 萬	0.01%
Crumly & Associates Inc.	6,775	$22.6 萬	0.11%
Berkeley Capital Partners, LLC	6,727	$22.5 萬	0.10%
Lehman & Derafelo Financial Resources LLC	6,550	$21.9 萬	0.07%
Peapack Gladstone Financial Corp	6,513	$21.8 萬	0.00%
Woodmont Investment Counsel LLC	6,519	$21.8 萬	0.03%
Camden National Bank	6,500	$21.7 萬	0.04%
Green Harvest Asset Management LLC	6,247	$20.9 萬	0.03%
Sugarloaf Wealth Management, LLC	5,000	$16.7 萬	0.04%
Compagnie Lombard Odier SCmA	4,872	$16.2 萬	0.00%
Pin Oak Investment Advisors Inc	4,636	$15.5 萬	0.17%
RWM Asset Management, LLC	3,711	$12.4 萬	0.02%
Guidance Point Advisors, LLC	3,312	$11.0 萬	0.04%
Selective Wealth Management, Inc.	1,859	$6.20 萬	0.03%
Solstein Capital, LLC	1,823	$6.10 萬	0.04%
JTC Employer Solutions Trusteee Ltd	1,698	$5.70 萬	0.01%
BBVA USA	1,585	$5.30 萬	0.00%
TCTC Holdings, LLC	1,300	$4.30 萬	0.00%
Mascoma Wealth Management LLC	1,250	$4.20 萬	0.02%
Pacifica Partners Inc.	1,090	$3.60 萬	0.03%
Kowal Investment Group, LLC	942	$3.10 萬	0.01%
HC Financial Advisors Inc	892	$3.00 萬	0.02%
PFG Private Wealth Management, LLC	850	$2.80 萬	0.02%
Quadrant Capital Group LLC	750	$2.50 萬	0.00%
Truvestments Capital LLC	705	$2.40 萬	0.01%
Vectors Research Management, LLC	712	$2.40 萬	0.01%
Antonetti Capital Management LLC	550	$1.80 萬	0.01%
Legacy Bridge, LLC	500	$1.70 萬	0.01%
HHM Wealth Advisors, LLC	500	$1.70 萬	0.00%
PSI Advisors, LLC	500	$1.70 萬	0.01%
Cahill Financial Advisors Inc	232	$8,000	0.00%
Total Clarity Wealth Management, Inc.	175	$6,000	0.00%
Meridian Wealth Partners, LLC	115	$4,000	0.00%
TD Capital Management LLC	101	$3,000	0.00%
Disciplined Investments, LLC	82	$3,000	0.00%
Strategic Asset Management, LLC	50	$2,000	0.00%
FourThought Financial, LLC	53	$1,000	0.00%
Glassman Wealth Services	14	$0	0.00%
Pacific Center for Financial Services	12	$0	0.00%
Bogart Wealth, LLC	2	$0	0.00%

清倉機構（80 家）

2021 年第 2 季季末持有 iShares Gold Trust、2021 年第 3 季有申報但已經沒有持有的機構。

2021 年第 3 季清倉 IAU 的機構
機構	2021 年第 2 季股數	2021 年第 2 季市值
Alaska Permanent Fund Corp	5,568,000	$1.88 億
MainStreet Investment Advisors LLC	763,340	$2,573 萬
AllGen Financial Advisors, Inc.	440,265	$1,484 萬
Sagil Capital LLP	351,500	$1,185 萬
Capital Bank & Trust Co	318,601	$1,074 萬
Brave Asset Management Inc	227,160	$765.8 萬
Leavell Investment Management, Inc.	435,485	$708.1 萬
Renaissance Technologies LLC	129,300	$435.9 萬
Clarity Financial LLC	95,742	$322.7 萬
Exencial Wealth Advisors, LLC	89,795	$302.7 萬
Genesee Capital Advisors, LLC	87,161	$293.8 萬
IAM Advisory, LLC	87,161	$293.8 萬
Alpha Cubed Investments, LLC	81,248	$273.9 萬
Transform Wealth, LLC	74,169	$250.0 萬
Ulysses Management LLC	70,000	$236.0 萬
Summit Place Financial Advisors, LLC	69,711	$235.2 萬
Old Mission Capital LLC	52,894	$178.3 萬
Eqis Capital Management, Inc.	52,077	$175.5 萬
Hayden Royal, LLC	51,352	$173.1 萬
Jaffetilchin Investment Partners, LLC	90,964	$164.9 萬
Firestone Capital Management	45,231	$152.5 萬
Camarda Financial Advisors, LLC	44,996	$151.7 萬
SageGuard Financial Group, LLC	43,757	$147.5 萬
Whitener Capital Management, Inc.	39,130	$131.9 萬
Consolidated Investment Group LLC	37,500	$126.4 萬
Ameritas Investment Company, LLC	21,923	$108.9 萬
Advisor Resource Council	30,057	$101.3 萬
Strategic Wealth Advisors Group, LLC	27,952	$94.2 萬
Pure Financial Advisors, Inc.	20,934	$70.6 萬
HBK Sorce Advisory LLC	20,662	$69.7 萬
Tectonic Advisors LLC	20,236	$68.2 萬
Caption Management, LLC	17,500	$59.0 萬
Sprott Inc.	15,911	$53.6 萬
Koshinski Asset Management, Inc.	14,121	$47.6 萬
Cutler Investment Counsel LLC	12,895	$43.5 萬
Hochman Cole Investment Advisors, Inc.	10,150	$34.2 萬
Schwartz Investment Counsel Inc	9,964	$33.6 萬
Aberdeen Wealth Management LLC	9,424	$31.8 萬
Sound View Wealth Advisors Group, LLC	9,225	$31.1 萬
Element Pointe Advisors, LLC	8,217	$28.2 萬
Viewpoint Investment Partners Corp	8,250	$27.8 萬
Schmidt P J Investment Management Inc	7,920	$27.2 萬
Indiana Trust & Investment Management CO	14,808	$26.8 萬
Latitude Advisors, LLC	7,929	$26.7 萬
55I, LLC	7,863	$26.5 萬
ShoreHaven Wealth Partners, LLC	7,333	$24.7 萬
Associated Banc-Corp	7,052	$23.8 萬
Murphy Capital Management Inc	7,077	$23.8 萬
TruWealth Advisors, LLC	7,071	$23.8 萬
Valley Forge Investment Consultants Inc Adv	7,036	$23.7 萬
Retirement Income Solutions, Inc	6,889	$23.2 萬
Davis R M Inc	6,850	$23.1 萬
WealthShield Partners, LLC	6,776	$22.8 萬
Destination Wealth Management	6,730	$22.7 萬
Steel Peak Wealth Management LLC	6,554	$22.1 萬
Smart Portfolios, LLC	6,341	$21.4 萬
N.E.W. Advisory Services LLC	6,093	$20.5 萬
Leonard Rickey Investment Advisors P.L.L.C.	5,917	$20.4 萬
Pitcairn Co	5,977	$20.2 萬
Budros, Ruhlin & Roe, Inc.	5,948	$20.1 萬
Perennial Advisors, LLC	4,389	$14.8 萬
Arete Wealth Advisors, LLC	33,605	$7.60 萬
Mark Sheptoff Financial Planning, LLC	2,000	$6.70 萬
CVA Family Office, LLC	1,565	$5.30 萬
Financial Insights, Inc.	1,547	$5.21 萬
Mizuho Securities Co. Ltd.	1,300	$4.40 萬
Trust Co of Vermont	1,223	$4.10 萬
Tower Research Capital LLC (TRC)	1,200	$4.00 萬
Strategic Blueprint, LLC	1,026	$3.50 萬
Front Row Advisors LLC	1,000	$3.40 萬
Anchor Investment Management, LLC	969	$3.27 萬
Harel Insurance Investments & Financial Services Ltd.	650	$2.20 萬
Concord Wealth Partners	610	$2.10 萬
Eubel Brady & Suttman Asset Management Inc	1,200	$2.00 萬
Evolution Wealth Advisors, LLC	500	$1.70 萬
Danda Trouve Investment Management, Inc.	300	$1.00 萬
Filbrandt Wealth Management, LLC	74	$2,000
First Command Advisory Services, Inc.	162	$0
Atlas Private Wealth Advisors	5	$0
Aldebaran Financial Inc.	2,901	–

尚未申報 2021 年第 3 季的機構（12 家）

2021 年第 2 季季末持有 iShares Gold Trust、還沒有申報 2021 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2021 年第 2 季持有 IAU、尚未申報 2021 年第 3 季的機構
機構	2021 年第 2 季股數	2021 年第 2 季市值
MACRO Consulting Group	495,211	$1,669 萬
Novak Financial Planning, LLC	122,599	$413.3 萬
CWM, LLC	104,586	$352.6 萬
Pictet Asset Management Ltd	64,165	$216.3 萬
M Holdings Securities, Inc.	52,651	$177.5 萬
Elmwood Wealth Management, Inc.	49,803	$167.9 萬
Castleview Partners, LLC	49,465	$166.7 萬
Pinnacle Wealth Advisors	36,377	$122.6 萬
Western Wealth Management, LLC	13,282	$44.8 萬
Strategic Wealth Management Group, LLC	6,897	$23.2 萬
Hoover Financial Advisors, Inc.	1,400	$4.70 萬
FormulaFolio Investments, LLC	104	$4,000