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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 4 季與 2021 年第 3 季比較

持有 iShares Gold Trust 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

IAU 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數88318986+121
股數4.74 億586.8 萬4.70 億+149.2 萬 (+0.3%)
市值$159.8 億$1.96 億$163.3 億+$5.44 億 (+3.4%)

18 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(177 家)

2021 年第 4 季季末持有 iShares Gold Trust、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 177 家。

2021 年第 4 季新進 IAU 的機構
機構股數市值佔組合 %
Castleview Partners, LLC1,701,060$4,887 萬0.42%
Amplius Wealth Advisors, LLC969,163$3,374 萬4.65%
Naviter Wealth, LLC834,953$2,907 萬8.69%
Carl Stuart Investment Advisor, Inc631,194$2,197 萬15.95%
MainStreet Investment Advisors LLC600,480$2,090 萬1.82%
Renaissance Technologies LLC528,800$1,841 萬0.02%
TD Waterhouse Canada Inc.431,916$1,757 萬0.17%
NorthCrest Asset Manangement, LLC477,980$1,664 萬0.91%
Quent Capital, LLC398,742$1,388 萬2.94%
National Bank of Canada333,971$1,159 萬0.05%
Reuter James Wealth Management, LLC328,247$1,143 萬4.39%
Cardinal Point Wealth Management Partners, LLC325,398$1,133 萬4.91%
Morton Capital Management LLC308,040$1,072 萬4.38%
Mitsubishi UFJ Trust & Banking Corp280,000$968.0 萬0.02%
Upper Left Wealth Management, LLC248,182$863.7 萬8.62%
Sinecera Capital, LLC242,584$848.1 萬8.22%
Graham Capital Wealth Management, LLC210,060$728.7 萬5.95%
Axxcess Wealth Management, LLC189,248$658.8 萬0.50%
Scissortail Wealth Management, LLC184,485$642.1 萬2.47%
StrategIQ Financial Group, LLC161,081$560.7 萬0.56%
Nauset Wealth Management. LLC158,770$552.7 萬5.27%
J2 Capital Management Inc141,247$491.7 萬4.67%
MMBG Investment Advisors Co.133,500$464.7 萬0.45%
Mid-American Wealth Advisory Group, Inc.115,281$401.3 萬3.22%
Eqis Capital Management, Inc.112,819$392.7 萬0.29%
Kellett Schaffner Wealth Advisors LLC96,880$337.2 萬2.58%
Wealthspan Partners, LLC91,301$317.8 萬2.81%
Money Concepts Capital Corp90,104$313.7 萬0.27%
Sage Investment Advisers LLC82,680$287.8 萬3.70%
China Universal Asset Management Co., Ltd.82,500$287.2 萬0.68%
CWM, LLC73,298$255.2 萬0.02%
Allie Family Office LLC72,720$253.1 萬2.01%
Pine Ridge Advisers LLC70,150$244.2 萬0.67%
TCWP LLC66,779$232.4 萬0.46%
Bigelow Investment Advisors, LLC56,653$197.2 萬0.90%
Walkner Condon Financial Advisors LLC55,750$194.1 萬1.26%
Sunesis Advisors, LLC52,221$181.8 萬1.33%
Firestone Capital Management47,901$166.7 萬0.53%
Elmwood Wealth Management, Inc.47,705$166.1 萬0.79%
January Capital Advisors LLC47,487$165.3 萬1.31%
Hirtle Callaghan & Co LLC46,034$160.2 萬0.08%
Resolute Financial, LLC42,776$148.9 萬1.11%
Twelve Points Wealth Management LLC40,897$142.4 萬1.15%
XR Securities LLC39,110$136.1 萬0.16%
ETF Store, Inc.38,499$135.6 萬1.02%
Whitener Capital Management, Inc.38,696$134.7 萬0.48%
Arete Wealth Advisors, LLC37,730$131.2 萬0.11%
Regatta Capital Group, LLC36,892$128.4 萬0.45%
Advisor Resource Council35,399$123.1 萬0.10%
Confluence Wealth Services, Inc.35,038$121.9 萬0.39%
Ameritas Advisory Services, LLC33,853$117.8 萬0.04%
Connective Portfolio Management, LLC33,152$115.4 萬2.03%
HB Wealth Management, LLC33,002$114.9 萬0.02%
Tru Independence Asset Management 2, LLC32,694$113.8 萬0.60%
United Community Bank31,392$109.3 萬1.09%
Benchmark Investment Advisors LLC30,324$105.6 萬0.87%
Carnegie Capital Asset Management, LLC29,875$104.0 萬0.03%
SevenOneSeven Capital Management28,118$97.9 萬1.93%
Intergy Private Wealth, LLC27,600$96.1 萬0.75%
Lake Street Financial LLC26,527$92.3 萬0.16%
Exencial Wealth Advisors, LLC26,344$91.7 萬0.04%
Avaii Wealth Management, LLC25,211$87.8 萬0.88%
Forum Financial Management, LP24,601$85.6 萬0.04%
Strategic Wealth Advisors Group, LLC24,906$85.3 萬0.04%
Cardiff Park Advisors, LLC22,041$76.7 萬0.10%
Integrity Financial Corp21,051$73.3 萬0.54%
H. L. Ormond & Company, LLC20,762$72.1 萬0.85%
Apeiron RIA LLC20,544$71.5 萬0.29%
Forbes Financial Planning, Inc.17,555$61.4 萬0.61%
Mill Capital Management, LLC16,250$56.6 萬0.06%
Cape Cod Five Cents Savings Bank16,232$56.5 萬0.05%
Northcape Wealth Management, LLC16,225$56.5 萬0.19%
IPG Investment Advisors LLC15,749$54.9 萬0.10%
Western Wealth Management, LLC14,939$52.0 萬0.05%
S.C. Financial Services, Inc.15,012$52.0 萬0.60%
Fisher Asset Management, LLC14,918$51.9 萬0.00%
Oak Harbor Wealth Partners, LLC14,730$51.3 萬0.18%
Mission Financial Group, LLC5,912$48.0 萬0.45%
Alterna Wealth Management, Inc12,444$43.3 萬0.36%
Ashton Thomas Private Wealth, LLC11,906$41.4 萬0.04%
Keebeck Wealth Management, LLC11,550$40.2 萬0.07%
Greenspring Advisors, LLC11,494$40.0 萬0.10%
Viewpoint Capital Management LLC10,711$37.3 萬0.27%
Westshore Wealth, LLC10,700$37.2 萬0.25%
Dixon Hughes Goodman Wealth Advisors LLC10,143$35.3 萬0.12%
St. James Investment Advisors, LLC10,107$35.2 萬0.26%
Cornerstone Wealth Group, LLC10,093$35.1 萬0.06%
Bell Rock Capital LLC9,956$34.4 萬0.25%
NEIRG Wealth Management, LLC9,689$33.7 萬0.06%
Vance Wealth, Inc.9,667$33.7 萬0.33%
55I, LLC9,614$33.5 萬0.01%
Evolution Wealth Advisors, LLC9,450$32.9 萬0.06%
Snowden Capital Advisors LLC9,418$32.7 萬0.02%
Titleist Asset Management, Ltd.9,270$32.3 萬0.06%
Insight 2811, Inc.8,995$31.3 萬0.18%
Strategies Wealth Advisors, LLC8,965$31.2 萬0.09%
Blossom Wealth Management8,905$31.0 萬1.53%
Waypoint Capital Advisors, LLC8,903$31.0 萬0.21%
NorthRock Partners, LLC8,535$29.7 萬0.02%
Kaydan Wealth Management, Inc.8,455$29.4 萬0.11%

清倉機構(56 家)

2021 年第 3 季季末持有 iShares Gold Trust、2021 年第 4 季有申報但已經沒有持有的機構。

2021 年第 4 季清倉 IAU 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Mizuho Bank, Ltd.1,000,000$3,341 萬
Richard Bernstein Advisors LLC772,645$2,581 萬
Bingham Osborn & Scarborough LLC625,140$2,089 萬
Flow Traders U.S. LLC284,785$951.5 萬
Segall Bryant & Hamill, LLC103,865$347.2 萬
Two Sigma Securities, LLC75,828$253.3 萬
Jump Financial, LLC63,055$210.7 萬
Financial & Tax Architects, LLC52,331$174.8 萬
QCM Cayman, Ltd.47,936$160.2 萬
Calton & Associates, Inc.46,014$153.7 萬
Sawtooth Solutions, LLC41,210$137.7 萬
K2 Principal Fund, L.P.37,500$125.3 萬
Cumberland Partners Ltd34,632$115.7 萬
Global Retirement Partners, LLC20,257$67.7 萬
Coldstream Capital Management Inc33,514$60.3 萬
Intellectus Partners, LLC15,570$52.0 萬
Smith, Salley & Associates14,994$50.1 萬
CCG Wealth Management, LLC13,790$46.1 萬
Aft, Forsyth & Sober, LLC12,250$41.0 萬
Lowe Brockenbrough & Co Inc11,388$38.0 萬
First National Bank of Omaha10,929$36.5 萬
Compass Ion Advisors, LLC9,938$33.2 萬
Ritholtz Wealth Management8,250$27.6 萬
Wall Street Access Asset Management, LLC7,974$26.6 萬
Silvercrest Asset Management Group LLC7,650$25.6 萬
Probity Advisors, Inc.7,252$24.2 萬
Brighton Jones LLC7,067$23.6 萬
Market Street Wealth Management Advisors LLC7,073$23.6 萬
Northwest Bancshares, Inc.6,838$22.8 萬
Cornell Pochily Investment Advisors, Inc.6,782$22.7 萬
Berkeley Capital Partners, LLC6,727$22.5 萬
Matrix Private Capital Group LLC6,673$22.3 萬
Citizens Financial Group Inc6,658$22.2 萬
Founders Financial Securities LLC6,627$22.1 萬
Deroy & Devereaux Private Investment Counsel Inc6,500$21.7 萬
BCJ Capital Management, LLC6,138$20.5 萬
Joseph P. Lucia & Associates, LLC5,630$18.8 萬
Guidance Point Advisors, LLC3,312$11.0 萬
Solstein Capital, LLC1,823$6.10 萬
D'Orazio & Associates, Inc.1,424$4.80 萬
TCTC Holdings, LLC1,300$4.30 萬
Pacifica Partners Inc.1,090$3.60 萬
Kowal Investment Group, LLC942$3.10 萬
MCF Advisors LLC843$2.80 萬
Quadrant Capital Group LLC750$2.50 萬
Better Money Decisions, LLC600$2.00 萬
CX Institutional424$1.40 萬
CoreFirst Bank & Trust275$9,000
Cahill Financial Advisors Inc232$8,000
Kistler-Tiffany Companies, LLC168$6,000
Meridian Wealth Partners, LLC115$4,000
Disciplined Investments, LLC82$3,000
AlphaMark Advisors, LLC50$2,000
IronBridge Private Wealth, LLC21$1,000
Glassman Wealth Services14$0
Pacific Center for Financial Services12$0

尚未申報 2021 年第 4 季的機構(18 家)

2021 年第 3 季季末持有 iShares Gold Trust、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 IAU、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Packer & Co Ltd4,685,100$1.57 億
Cardinal Point Wealth Management LLC316,899$1,059 萬
Alexandria Capital, LLC199,400$666.2 萬
Eudaimonia Partners, LLC174,919$584.4 萬
Hatton Consulting, Inc.159,680$533.5 萬
Mid Atlantic Financial Management Inc107,884$360.4 萬
Cardan Capital Partners, LLC94,132$314.5 萬
Wealth Quarterback LLC39,345$131.5 萬
Homrich & Berg32,669$109.1 萬
BFT Financial Group, LLC21,073$70.4 萬
New England Investment & Retirement Group, Inc.9,689$32.4 萬
Landsberg, Bennett, & Dubbaneh LLC8,381$28.1 萬
Rinet Co LLC7,098$23.7 萬
Green Harvest Asset Management LLC6,247$20.9 萬
Sonora Investment Management, LLC2,833$9.50 萬
BBVA USA1,585$5.30 萬
Berman Capital Advisors, LLC550$1.80 萬
Heritage Wealth Management, LLC65$2,000