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 3 季 13F 持有人
iShares Gold Trust 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 883
- 較 2021 年第 2 季 +17 家
- 持有股數
- 4.74 億
- 較 2021 年第 2 季 −280.5 萬 (−0.6%)
- 總市值
- $159.8 億
- 較 2021 年第 2 季 +$1.79 億 (+1.1%)
- 新進機構
- 97
- 另有 318 家加碼
- 清倉機構
- 80
- 另有 281 家減碼
另有 12 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IAU 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,916 | $291.1 億 |
| 2026 年第 1 季 | 1,984 | $348.3 億 |
| 2025 年第 4 季 | 1,937 | $355.9 億 |
| 2025 年第 3 季 | 1,713 | $314.9 億 |
| 2025 年第 2 季 | 1,599 | $254.8 億 |
| 2025 年第 1 季 | 1,555 | $240.4 億 |
| 2024 年第 4 季 | 1,418 | $185.8 億 |
| 2024 年第 3 季 | 1,231 | $176.7 億 |
| 2024 年第 2 季 | 1,178 | $165.0 億 |
| 2024 年第 1 季 | 1,149 | $157.2 億 |
| 2023 年第 4 季 | 1,153 | $155.0 億 |
| 2023 年第 3 季 | 1,041 | $137.0 億 |
| 2023 年第 2 季 | 1,068 | $159.2 億 |
| 2023 年第 1 季 | 1,041 | $159.4 億 |
| 2022 年第 4 季 | 1,013 | $148.2 億 |
| 2022 年第 3 季 | 962 | $151.8 億 |
| 2022 年第 2 季 | 1,011 | $170.6 億 |
| 2022 年第 1 季 | 966 | $167.8 億 |
| 2021 年第 4 季 | 986 | $163.3 億 |
| 2021 年第 3 季 | 883 | $159.8 億 |
| 2021 年第 2 季 | 878 | $158.4 億 |
| 2021 年第 1 季 | 956 | $149.9 億 |
2021 年第 3 季持有機構
每家機構持有 iShares Gold Trust 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 13,764 | $46.0 萬 | 0.05% | +415+3.1% | 加碼 |
| Credit Suisse AG | 13,812 | $46.1 萬 | 0.00% | −62,049−81.8% | 減碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $46.1 萬 | 0.12% | 00.0% | 不變 |
| StoneX Group Inc. | 13,798 | $46.1 萬 | 0.07% | +21+0.2% | 加碼 |
| CCG Wealth Management, LLC | 13,790 | $46.1 萬 | 0.27% | +13,790 | 新進 |
| Wolverine Trading, LLC | 14,050 | $46.2 萬 | 0.01% | −17,587−55.6% | 減碼 |
| Hengehold Capital Management LLC | 14,000 | $46.8 萬 | 0.06% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 14,100 | $47.1 萬 | 0.04% | 00.0% | 不變 |
| Interactive Financial Advisors | 14,232 | $47.5 萬 | 0.21% | +1,320+10.2% | 加碼 |
| Citizens National Bank Trust Department | 14,230 | $47.5 萬 | 0.14% | +2,500+21.3% | 加碼 |
| United Asset Strategies, Inc. | 14,258 | $47.6 萬 | 0.06% | +1,896+15.3% | 加碼 |
| Robinson Value Management, Ltd. | 14,311 | $47.8 萬 | 0.43% | +14,311 | 新進 |
| Lincoln National Corp | 14,359 | $47.9 萬 | 0.01% | −41,370−74.2% | 減碼 |
| MONECO Advisors, LLC | 14,459 | $48.3 萬 | 0.19% | +14,459 | 新進 |
| Old National Bancorp | 14,630 | $48.8 萬 | 0.02% | −2,992−17.0% | 減碼 |
| Oarsman Capital, Inc. | 14,619 | $48.8 萬 | 0.20% | 00.0% | 不變 |
| Cutler Group LP | 14,644 | $48.9 萬 | 0.04% | −150−1.0% | 減碼 |
| Ellis Investment Partners, LLC | 14,846 | $49.6 萬 | 0.13% | −507−3.3% | 減碼 |
| Inlet Private Wealth, LLC | 14,915 | $49.8 萬 | 0.13% | −3,270−18.0% | 減碼 |
| Clear Perspective Advisors, LLC | 14,943 | $49.9 萬 | 0.17% | 00.0% | 不變 |
| Smith, Salley & Associates | 14,994 | $50.1 萬 | 0.04% | +4,840+47.7% | 加碼 |
| Horan Capital Advisors, LLC. | 15,202 | $50.8 萬 | 0.22% | +117+0.8% | 加碼 |
| Interchange Capital Partners, LLC | 15,347 | $51.2 萬 | 0.86% | +966+6.7% | 加碼 |
| Main Street Financial Solutions, LLC | 15,459 | $51.6 萬 | 0.08% | +2,871+22.8% | 加碼 |
| Ingalls & Snyder LLC | 15,517 | $51.8 萬 | 0.02% | −408−2.6% | 減碼 |
| Intellectus Partners, LLC | 15,570 | $52.0 萬 | 0.13% | −14,008−47.4% | 減碼 |
| Nwam LLC | 15,879 | $53.1 萬 | 0.05% | −707−4.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,092 | $53.8 萬 | 0.05% | −241−1.5% | 減碼 |
| Kornitzer Capital Management Inc | 16,169 | $54.0 萬 | 0.01% | +1,029+6.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 15,933 | $54.4 萬 | 0.01% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 16,275 | $54.4 萬 | 0.17% | +2,893+21.6% | 加碼 |
| Tarbox Family Office, Inc. | 16,322 | $54.5 萬 | 0.10% | −1,540−8.6% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 16,300 | $54.5 萬 | 0.32% | +5,950+57.5% | 加碼 |
| Toroso Investments, LLC | 16,307 | $54.5 萬 | 0.02% | +16,307 | 新進 |
| Brandywine Oak Private Wealth LLC | 16,541 | $55.2 萬 | 0.06% | +1,526+10.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 16,595 | $55.4 萬 | 0.10% | +813+5.2% | 加碼 |
| Natixis Advisors, L.P. | 16,683 | $55.7 萬 | 0.00% | +6,263+60.1% | 加碼 |
| Summit Global Investments | 16,779 | $56.1 萬 | 0.04% | −18,300−52.2% | 減碼 |
| Keystone Financial Group | 16,944 | $56.6 萬 | 0.10% | −44,238−72.3% | 減碼 |
| Principle Wealth Partners LLC | 16,927 | $56.6 萬 | 0.07% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 17,022 | $56.9 萬 | 0.33% | +305+1.8% | 加碼 |
| S&CO Inc | 17,181 | $57.4 萬 | 0.04% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 17,188 | $57.4 萬 | 0.11% | 00.0% | 不變 |
| Veritable, L.P. | 17,267 | $57.7 萬 | 0.01% | −17,077−49.7% | 減碼 |
| Assetmark, Inc | 17,283 | $57.7 萬 | 0.00% | +8,053+87.2% | 加碼 |
| Pensionmark Financial Group, LLC | 17,411 | $58.2 萬 | 0.13% | +1,475+9.3% | 加碼 |
| Sheets Smith Wealth Management | 17,510 | $58.5 萬 | 0.08% | −1,580−8.3% | 減碼 |
| Outlook Wealth Advisors, LLC | 17,547 | $58.6 萬 | 0.19% | −318−1.8% | 減碼 |
| IHT Wealth Management, LLC | 17,656 | $59.0 萬 | 0.05% | −4,461−20.2% | 減碼 |
| J. W. Coons Advisors, LLC | 17,846 | $59.5 萬 | 0.20% | −200−1.1% | 減碼 |
| Hilltop Holdings Inc. | 17,968 | $60.0 萬 | 0.07% | +2,655+17.3% | 加碼 |
| Coldstream Capital Management Inc | 33,514 | $60.3 萬 | 0.03% | +33,514 | 新進 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 18,260 | $61.0 萬 | 0.24% | +6,509+55.4% | 加碼 |
| Independent Advisor Alliance | 18,426 | $61.6 萬 | 0.03% | −846−4.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 18,306 | $61.7 萬 | 0.08% | −27−0.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 18,565 | $62.0 萬 | 0.02% | +156+0.8% | 加碼 |
| Newman & Schimel, LLC | 18,893 | $63.1 萬 | 0.39% | −8,430−30.9% | 減碼 |
| Norris Perne & French LLP | 19,107 | $63.8 萬 | 0.05% | +39+0.2% | 加碼 |
| First National Trust Co | 19,120 | $63.9 萬 | 0.04% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 19,209 | $64.2 萬 | 0.17% | 00.0% | 不變 |
| FWL Investment Management, LLC | 19,250 | $64.3 萬 | 0.40% | 00.0% | 不變 |
| TownSquare Capital, LLC | 19,382 | $64.8 萬 | 0.02% | +19,382 | 新進 |
| Hanson & Doremus Investment Management | 19,654 | $65.7 萬 | 0.15% | +3,691+23.1% | 加碼 |
| Family Management Corp | 19,691 | $65.8 萬 | 0.18% | 00.0% | 不變 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $66.4 萬 | 0.57% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 19,998 | $66.8 萬 | 0.05% | +878+4.6% | 加碼 |
| Global Retirement Partners, LLC | 20,257 | $67.7 萬 | 0.07% | +4,948+32.3% | 加碼 |
| TD Private Client Wealth LLC | 20,906 | $69.8 萬 | 0.03% | +454+2.2% | 加碼 |
| Nations Financial Group Inc, | 20,913 | $69.9 萬 | 0.11% | +1,178+6.0% | 加碼 |
| Jordan Park Group LLC | 21,049 | $70.3 萬 | 0.03% | −556−2.6% | 減碼 |
| BFT Financial Group, LLC | 21,073 | $70.4 萬 | 0.13% | +3,455+19.6% | 加碼 |
| Regal Investment Advisors LLC | 21,148 | $70.7 萬 | 0.07% | +543+2.6% | 加碼 |
| Phillips Financial Management, LLC | 21,350 | $71.3 萬 | 0.07% | 00.0% | 不變 |
| Port Capital LLC | 21,350 | $71.3 萬 | 0.04% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 21,351 | $71.3 萬 | 0.20% | −194−0.9% | 減碼 |
| Mirador Capital Partners LP | 21,511 | $71.9 萬 | 0.16% | −992−4.4% | 減碼 |
| Cypress Capital Group | 21,761 | $72.7 萬 | 0.10% | +185+0.9% | 加碼 |
| Essex Financial Services, Inc. | 21,923 | $73.2 萬 | 0.08% | +6,690+43.9% | 加碼 |
| Silverleafe Capital Partners, LLC | 21,943 | $73.3 萬 | 0.29% | +1,422+6.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 22,035 | $73.6 萬 | 0.00% | −301,489−93.2% | 減碼 |
| Burns J W & Co Inc | 22,209 | $74.2 萬 | 0.12% | +286+1.3% | 加碼 |
| WealthBridge Capital Management, LLC | 22,344 | $74.7 萬 | 0.28% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 22,555 | $75.4 萬 | 0.17% | +813+3.7% | 加碼 |
| Comerica Bank | 22,186 | $75.8 萬 | 0.00% | −1,030−4.4% | 減碼 |
| Terra Nova Asset Management LLC | 22,694 | $75.8 萬 | 0.61% | +11,907+110.4% | 加碼 |
| GWM Advisors LLC | 22,754 | $76.0 萬 | 0.02% | +3,178+16.2% | 加碼 |
| Oak Family Advisors, LLC | 23,130 | $77.3 萬 | 0.41% | −265−1.1% | 減碼 |
| Ambassador Advisors, LLC | 23,163 | $77.4 萬 | 0.15% | −25,148−52.1% | 減碼 |
| Boston Family Office LLC | 23,275 | $77.8 萬 | 0.06% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 23,369 | $78.1 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 23,427 | $78.3 萬 | 0.01% | +1,127+5.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 23,597 | $79.5 萬 | 0.09% | 00.0% | 不變 |
| Wade G W & Inc | 23,844 | $79.7 萬 | 0.04% | +903+3.9% | 加碼 |
| Wealthspire Advisors, LLC | 24,118 | $80.6 萬 | 0.02% | +4,739+24.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 24,706 | $82.5 萬 | 0.05% | −37,394−60.2% | 減碼 |
| Country Club Trust Company, n.a. | 25,528 | $83.9 萬 | 0.07% | −134−0.5% | 減碼 |
| Millennium Management LLC | 25,200 | $84.2 萬 | 0.00% | −27,900−52.5% | 減碼 |
| Forefront Analytics, LLC | 25,571 | $85.4 萬 | 0.31% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 25,714 | $85.9 萬 | 0.12% | +2,157+9.2% | 加碼 |
| Hamilton Capital, LLC | 25,857 | $86.4 萬 | 0.07% | +5,621+27.8% | 加碼 |