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 13F 持有人
iShares Gold Trust 在 2021/12/31 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
- 986
- 較 2021 年第 3 季 +121 家
- 持有股數
- 4.70 億
- 較 2021 年第 3 季 +149.2 萬 (+0.3%)
- 總市值
- $163.3 億
- 較 2021 年第 3 季 +$5.44 億 (+3.4%)
- 新進機構
- 177
- 另有 276 家加碼
- 清倉機構
- 56
- 另有 341 家減碼
另有 18 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 9,517 | $33.1 萬 | 0.02% | −589−5.8% | 減碼 |
| Legacy Private Trust Co. | 9,522 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 9,522 | $33.1 萬 | 0.12% | 00.0% | 不變 |
| Merit Financial Group, LLC | 9,590 | $33.4 萬 | 0.03% | 00.0% | 不變 |
| 55I, LLC | 9,614 | $33.5 萬 | 0.01% | +9,614 | 新進 |
| NEIRG Wealth Management, LLC | 9,689 | $33.7 萬 | 0.06% | +9,689 | 新進 |
| Vance Wealth, Inc. | 9,667 | $33.7 萬 | 0.33% | +9,667 | 新進 |
| JGP Wealth Management, LLC | 10,000 | $34.4 萬 | 0.06% | 00.0% | 不變 |
| Bell Rock Capital LLC | 9,956 | $34.4 萬 | 0.25% | +9,956 | 新進 |
| Baron Silver Stevens Financial Advisors, LLC | 9,930 | $34.5 萬 | 0.08% | 00.0% | 不變 |
| Orion Capital Management LLC | 10,000 | $34.8 萬 | 0.20% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 10,093 | $35.1 萬 | 0.06% | +10,093 | 新進 |
| St. James Investment Advisors, LLC | 10,107 | $35.2 萬 | 0.26% | +10,107 | 新進 |
| Brooks, Moore & Associates, Inc. | 10,150 | $35.3 萬 | 0.21% | 00.0% | 不變 |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,143 | $35.3 萬 | 0.12% | +10,143 | 新進 |
| Peapack Gladstone Financial Corp | 10,192 | $35.5 萬 | 0.01% | +3,679+56.5% | 加碼 |
| Transcend Wealth Collective, LLC | 10,246 | $35.7 萬 | 0.03% | −3,000−22.6% | 減碼 |
| Charles Schwab Trust Co | 10,336 | $36.0 萬 | 0.06% | −128,107−92.5% | 減碼 |
| Grove Bank & Trust | 10,388 | $36.2 萬 | 0.07% | 00.0% | 不變 |
| PFG Advisors | 10,470 | $36.4 萬 | 0.04% | −2,339−18.3% | 減碼 |
| Comerica Bank | 10,507 | $36.9 萬 | 0.00% | −11,679−52.6% | 減碼 |
| Hancock Whitney Corp | 10,650 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Westshore Wealth, LLC | 10,700 | $37.2 萬 | 0.25% | +10,700 | 新進 |
| Stock Yards Bank & Trust Co | 10,711 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 10,711 | $37.3 萬 | 0.27% | +10,711 | 新進 |
| Horizon Kinetics Asset Management LLC | 10,934 | $38.1 萬 | 0.01% | −180−1.6% | 減碼 |
| R.P. Boggs & Co. | 11,029 | $38.4 萬 | 0.23% | −425−3.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 11,112 | $38.6 萬 | 0.04% | −5,429−32.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 11,078 | $38.6 萬 | 0.02% | +41+0.4% | 加碼 |
| 3EDGE Asset Management, LP | 11,225 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| Old National Bancorp | 11,292 | $39.3 萬 | 0.01% | −3,338−22.8% | 減碼 |
| C M Bidwell & Associates Ltd | 11,432 | $39.8 萬 | 0.24% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 11,487 | $40.0 萬 | 0.11% | +1,737+17.8% | 加碼 |
| Greenspring Advisors, LLC | 11,494 | $40.0 萬 | 0.10% | +11,494 | 新進 |
| StoneX Group Inc. | 11,503 | $40.0 萬 | 0.05% | −2,295−16.6% | 減碼 |
| Iron Financial, LLC | 11,507 | $40.1 萬 | 0.18% | +593+5.4% | 加碼 |
| Keebeck Wealth Management, LLC | 11,550 | $40.2 萬 | 0.07% | +11,550 | 新進 |
| KCM Investment Advisors LLC | 11,701 | $40.7 萬 | 0.01% | −171−1.4% | 減碼 |
| PDS Planning, Inc | 11,733 | $40.8 萬 | 0.08% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 11,906 | $41.4 萬 | 0.04% | +11,906 | 新進 |
| Black Diamond Financial, LLC | 11,914 | $41.5 萬 | 0.14% | 00.0% | 不變 |
| Wealthgate Family Office, LLC | 12,312 | $42.9 萬 | 0.67% | 00.0% | 不變 |
| West Paces Advisors Inc. | 12,350 | $43.0 萬 | 0.13% | −160−1.3% | 減碼 |
| Inlet Private Wealth, LLC | 12,365 | $43.0 萬 | 0.10% | −2,550−17.1% | 減碼 |
| Alterna Wealth Management, Inc | 12,444 | $43.3 萬 | 0.36% | +12,444 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 12,529 | $43.6 萬 | 0.07% | −4,066−24.5% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 12,550 | $43.7 萬 | 0.24% | −3,750−23.0% | 減碼 |
| Citizens National Bank Trust Department | 12,555 | $43.7 萬 | 0.17% | −1,675−11.8% | 減碼 |
| V Wealth Advisors LLC | 12,641 | $44.0 萬 | 0.06% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 12,707 | $44.2 萬 | 0.08% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 12,708 | $44.2 萬 | 0.02% | +2,069+19.4% | 加碼 |
| Jacobi Capital Management LLC | 12,828 | $44.7 萬 | 0.05% | +488+4.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 12,867 | $44.8 萬 | 0.03% | −3,225−20.0% | 減碼 |
| EP Wealth Advisors, LLC | 13,083 | $45.5 萬 | 0.01% | −246−1.8% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $45.5 萬 | 0.15% | 00.0% | 不變 |
| Clear Investment Research, LLC | 13,083 | $45.5 萬 | 0.70% | +190+1.5% | 加碼 |
| Ellis Investment Partners, LLC | 13,160 | $45.8 萬 | 0.11% | −1,686−11.4% | 減碼 |
| DDD Partners, LLC | 13,327 | $46.4 萬 | 0.06% | +465+3.6% | 加碼 |
| Wescott Financial Advisory Group, LLC | 13,541 | $47.1 萬 | 0.24% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 13,567 | $47.2 萬 | 0.01% | +143+1.1% | 加碼 |
| Proequities, Inc. | 13,600 | $47.3 萬 | 0.03% | −10.0% | 減碼 |
| True North Advisors, LLC | 13,599 | $47.3 萬 | 0.08% | 00.0% | 不變 |
| IFG Advisory, LLC | 13,773 | $47.9 萬 | 0.05% | +50.0% | 加碼 |
| Mission Financial Group, LLC | 5,912 | $48.0 萬 | 0.45% | +5,912 | 新進 |
| Moors & Cabot, Inc. | 13,776 | $48.0 萬 | 0.03% | +250+1.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $48.1 萬 | 0.12% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 13,937 | $48.5 萬 | 0.03% | +2,482+21.7% | 加碼 |
| Hengehold Capital Management LLC | 14,000 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 14,047 | $48.9 萬 | 0.19% | −572−3.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,100 | $49.1 萬 | 0.04% | 00.0% | 不變 |
| Keystone Financial Group | 14,289 | $49.7 萬 | 0.08% | −2,655−15.7% | 減碼 |
| Bridgeworth, LLC | 14,320 | $49.8 萬 | 0.11% | −46,290−76.4% | 減碼 |
| BerganKDV Wealth Management, LLC | 14,422 | $50.2 萬 | 0.05% | +658+4.8% | 加碼 |
| Lincoln National Corp | 14,618 | $50.9 萬 | 0.01% | +259+1.8% | 加碼 |
| Clear Perspective Advisors, LLC | 14,693 | $51.1 萬 | 0.16% | −250−1.7% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 14,730 | $51.3 萬 | 0.18% | +14,730 | 新進 |
| BDO Wealth Advisors, LLC | 14,807 | $51.5 萬 | 0.05% | +6,925+87.9% | 加碼 |
| Main Street Financial Solutions, LLC | 14,844 | $51.7 萬 | 0.07% | −615−4.0% | 減碼 |
| Fisher Asset Management, LLC | 14,918 | $51.9 萬 | 0.00% | +14,918 | 新進 |
| MONECO Advisors, LLC | 15,144 | $52.0 萬 | 0.20% | +685+4.7% | 加碼 |
| Western Wealth Management, LLC | 14,939 | $52.0 萬 | 0.05% | +14,939 | 新進 |
| S.C. Financial Services, Inc. | 15,012 | $52.0 萬 | 0.60% | +15,012 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,000 | $52.2 萬 | 0.01% | +6,000+66.7% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $52.5 萬 | 0.21% | −117−0.8% | 減碼 |
| Ingalls & Snyder LLC | 15,517 | $54.0 萬 | 0.02% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 15,579 | $54.2 萬 | 0.06% | +1,321+9.3% | 加碼 |
| Vontobel Holding Ltd. | 15,727 | $54.8 萬 | 0.00% | −7,700−32.9% | 減碼 |
| IPG Investment Advisors LLC | 15,749 | $54.9 萬 | 0.10% | +15,749 | 新進 |
| Credit Suisse AG | 15,957 | $55.5 萬 | 0.00% | +2,145+15.5% | 加碼 |
| Nwam LLC | 16,041 | $55.8 萬 | 0.04% | +162+1.0% | 加碼 |
| Tradition Wealth Management, LLC | 16,177 | $56.3 萬 | 0.07% | −43,663−73.0% | 減碼 |
| Newman & Schimel, LLC | 16,185 | $56.3 萬 | 0.32% | −2,708−14.3% | 減碼 |
| Kornitzer Capital Management Inc | 16,169 | $56.3 萬 | 0.01% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 16,232 | $56.5 萬 | 0.05% | +16,232 | 新進 |
| Northcape Wealth Management, LLC | 16,225 | $56.5 萬 | 0.19% | +16,225 | 新進 |
| Robinson Value Management, Ltd. | 16,263 | $56.6 萬 | 0.47% | +1,952+13.6% | 加碼 |
| Mill Capital Management, LLC | 16,250 | $56.6 萬 | 0.06% | +16,250 | 新進 |
| Tarbox Family Office, Inc. | 16,322 | $56.8 萬 | 0.10% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 16,889 | $58.8 萬 | 0.17% | −658−3.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 17,165 | $58.8 萬 | 0.01% | +1,232+7.7% | 加碼 |