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 |
|---|---|---|---|---|---|
| Strategic Point Investment Advisors, LLC | 639,710 | $2,227 萬 | 5.02% | −145,699−18.6% | 減碼 |
| Carl Stuart Investment Advisor, Inc | 631,194 | $2,197 萬 | 15.95% | +631,194 | 新進 |
| Covington Capital Management | 624,349 | $2,173 萬 | 0.75% | −15,883−2.5% | 減碼 |
| West Family Investments, Inc. | 617,593 | $2,150 萬 | 6.03% | −170,081−21.6% | 減碼 |
| EPIQ Capital Group, LLC | 604,405 | $2,104 萬 | 3.74% | −1,159−0.2% | 減碼 |
| MainStreet Investment Advisors LLC | 600,480 | $2,090 萬 | 1.82% | +600,480 | 新進 |
| Gamble Jones Investment Counsel | 596,480 | $2,076 萬 | 1.23% | +4,874+0.8% | 加碼 |
| MML Investors Services, LLC | 585,487 | $2,038 萬 | 0.15% | +51,702+9.7% | 加碼 |
| Spinnaker Trust | 578,556 | $2,014 萬 | 1.29% | −170,819−22.8% | 減碼 |
| Equitable Holdings, Inc. | 566,836 | $1,973 萬 | 0.31% | −29,786−5.0% | 減碼 |
| HawsGoodwin Investment Management LLC | 551,828 | $1,921 萬 | 5.60% | +32,862+6.3% | 加碼 |
| Goldstein Munger & Associates | 546,618 | $1,903 萬 | 4.80% | +3,558+0.7% | 加碼 |
| Chatham Capital Group, Inc. | 540,331 | $1,881 萬 | 3.40% | −21,530−3.8% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $1,879 萬 | 0.89% | +56,369+11.7% | 加碼 |
| Sowa Financial Group, Inc. | 532,155 | $1,852 萬 | 10.85% | −370.0% | 減碼 |
| Renaissance Technologies LLC | 528,800 | $1,841 萬 | 0.02% | +528,800 | 新進 |
| GenWealth Group, Inc. | 521,478 | $1,815 萬 | 4.91% | +15,346+3.0% | 加碼 |
| Nottingham Advisors, Inc. | 517,531 | $1,798 萬 | 1.96% | −146,253−22.0% | 減碼 |
| Huntington National Bank | – | $1,780 萬 | 0.16% | – | – |
| TD Waterhouse Canada Inc. | 431,916 | $1,757 萬 | 0.17% | +431,916 | 新進 |
| Mercer Global Advisors Inc | 504,569 | $1,756 萬 | 0.11% | −81,306−13.9% | 減碼 |
| Twin Focus Capital Partners, LLC | 498,486 | $1,735 萬 | 3.47% | −17,824−3.5% | 減碼 |
| FDx Advisors, Inc. | 491,652 | $1,711 萬 | 0.47% | −171,734−25.9% | 減碼 |
| IMC-Chicago, LLC | 480,110 | $1,671 萬 | 0.68% | −405,493−45.8% | 減碼 |
| Massmutual Trust Co FSB | 478,529 | $1,666 萬 | 0.62% | −146,605−23.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 477,980 | $1,664 萬 | 0.91% | +477,980 | 新進 |
| KB Financial Partners, LLC | 477,373 | $1,662 萬 | 4.77% | +72,965+18.0% | 加碼 |
| Citigroup Inc | 473,643 | $1,649 萬 | 0.01% | −80,569−14.5% | 減碼 |
| Timber Creek Capital Management LLC | 470,501 | $1,638 萬 | 4.88% | −244−0.1% | 減碼 |
| BFSG, LLC | 467,713 | $1,628 萬 | 2.26% | −6,261−1.3% | 減碼 |
| TRUE Private Wealth Advisors | 460,676 | $1,604 萬 | 2.28% | −58,309−11.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 441,161 | $1,536 萬 | 6.76% | +6,397+1.5% | 加碼 |
| Systelligence, LLC | 432,945 | $1,507 萬 | 4.16% | −7,681−1.7% | 減碼 |
| First American Trust, FSB | 432,870 | $1,507 萬 | 2.06% | −2,635−0.6% | 減碼 |
| Pictet Asset Management SA | 431,665 | $1,503 萬 | 0.01% | +265,745+160.2% | 加碼 |
| Goldman Sachs Group Inc | 430,529 | $1,499 萬 | 0.00% | −27,753−6.1% | 減碼 |
| Blair William & Co | 419,971 | $1,462 萬 | 0.05% | −25,909−5.8% | 減碼 |
| Lake Point Wealth Management | 418,523 | $1,457 萬 | 6.36% | +11,769+2.9% | 加碼 |
| Sage Rhino Capital LLC | 416,561 | $1,450 萬 | 4.07% | +1,191+0.3% | 加碼 |
| D.A. Davidson & Co. | 410,280 | $1,428 萬 | 0.15% | +26,471+6.9% | 加碼 |
| Cetera Advisor Networks LLC | 405,788 | $1,413 萬 | 0.17% | −11,443−2.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 405,216 | $1,411 萬 | 2.94% | −49,313−10.8% | 減碼 |
| Resonant Capital Advisors, LLC | 401,513 | $1,398 萬 | 2.10% | +52,658+15.1% | 加碼 |
| Quent Capital, LLC | 398,742 | $1,388 萬 | 2.94% | +398,742 | 新進 |
| New York State Common Retirement Fund | 396,038 | $1,379 萬 | 0.01% | 00.0% | 不變 |
| Financial Partners Capital Management LLC | 386,434 | $1,345 萬 | 2.38% | −1,170−0.3% | 減碼 |
| Bokf, NA | 385,421 | $1,342 萬 | 0.21% | +1,405+0.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 378,957 | $1,316 萬 | 0.17% | −1,030−0.3% | 減碼 |
| Cerity Partners LLC | 1,583,305 | $1,305 萬 | 0.20% | +1,534,435+3,139.8% | 加碼 |
| American Research & Management Co. | 373,520 | $1,300 萬 | 2.81% | −14,829−3.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 373,294 | $1,300 萬 | 0.17% | +1,350+0.4% | 加碼 |
| Independent Family Office, LLC | 371,870 | $1,295 萬 | 4.89% | +5,942+1.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 365,947 | $1,274 萬 | 0.93% | +15,625+4.5% | 加碼 |
| American Portfolios Advisors | 363,859 | $1,267 萬 | 0.43% | +5,774+1.6% | 加碼 |
| American Investment Services, Inc. | 363,835 | $1,267 萬 | 2.77% | +3,056+0.8% | 加碼 |
| Kestra Advisory Services, LLC | 358,350 | $1,247 萬 | 0.13% | −35,381−9.0% | 減碼 |
| Vision Capital Management, Inc. | 356,431 | $1,241 萬 | 1.85% | +14,731+4.3% | 加碼 |
| Sunbelt Securities, Inc. | 335,977 | $1,167 萬 | 1.90% | +24,058+7.7% | 加碼 |
| National Bank of Canada | 333,971 | $1,159 萬 | 0.05% | +333,971 | 新進 |
| Reuter James Wealth Management, LLC | 328,247 | $1,143 萬 | 4.39% | +328,247 | 新進 |
| Cardinal Point Wealth Management Partners, LLC | 325,398 | $1,133 萬 | 4.91% | +325,398 | 新進 |
| Meridian Wealth Advisors, LLC | 323,515 | $1,126 萬 | 2.74% | −1,988−0.6% | 減碼 |
| Integrated Investment Consultants, LLC | 322,579 | $1,123 萬 | 3.00% | −24,165−7.0% | 減碼 |
| Cambridge Associates LLC | 321,048 | $1,118 萬 | 0.84% | +130,671+68.6% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 318,290 | $1,108 萬 | 3.26% | +3,747+1.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 315,917 | $1,100 萬 | 0.24% | +56,341+21.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 312,790 | $1,089 萬 | 0.02% | +8,452+2.8% | 加碼 |
| JNBA Financial Advisors | 308,906 | $1,075 萬 | 1.31% | −8,793−2.8% | 減碼 |
| Morton Capital Management LLC | 308,040 | $1,072 萬 | 4.38% | +308,040 | 新進 |
| Ambassador Advisors, LLC | 301,462 | $1,049 萬 | 2.00% | +278,299+1,201.5% | 加碼 |
| Valmark Advisers, Inc. | 301,081 | $1,048 萬 | 0.18% | −1,058−0.4% | 減碼 |
| Legend Financial Advisors, Inc. | 298,969 | $1,041 萬 | 7.26% | −352,629−54.1% | 減碼 |
| LVM Capital Management Ltd | 293,960 | $1,023 萬 | 1.36% | −590−0.2% | 減碼 |
| Modus Advisors, LLC | 292,984 | $1,020 萬 | 4.34% | +859+0.3% | 加碼 |
| Fifth Third Securities, Inc. | 289,802 | $1,009 萬 | 1.10% | −29,459−9.2% | 減碼 |
| Kingfisher Capital LLC | 286,905 | $998.7 萬 | 2.31% | −95,289−24.9% | 減碼 |
| Summit Trail Advisors, LLC | 284,732 | $991.2 萬 | 0.64% | −446,327−61.1% | 減碼 |
| Quest Investment Management LLC | 279,580 | $973.2 萬 | 0.83% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 280,000 | $968.0 萬 | 0.02% | +280,000 | 新進 |
| Howland Capital Management LLC | 276,452 | $962.3 萬 | 0.49% | +2,482+0.9% | 加碼 |
| AE Wealth Management LLC | 276,153 | $961.3 萬 | 0.07% | −31,140−10.1% | 減碼 |
| New Potomac Partners, LLC | 272,751 | $949.4 萬 | 6.15% | +6,451+2.4% | 加碼 |
| Leuthold Group, LLC | 271,233 | $944.2 萬 | 1.11% | −5,025−1.8% | 減碼 |
| TMD Wealth Management, LLC | 270,030 | $940.0 萬 | 3.50% | +21,633+8.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 267,439 | $931.0 萬 | 0.10% | −1,554−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 266,608 | $928.1 萬 | 0.04% | −4,266−1.6% | 減碼 |
| M&T Bank Corp | 263,400 | $916.8 萬 | 0.04% | −105,325−28.6% | 減碼 |
| Signet Investment Advisory Group, Inc. | 254,143 | $884.7 萬 | 5.03% | +13,821+5.8% | 加碼 |
| Sentinel Trust Co Lba | 251,530 | $875.6 萬 | 1.07% | −7,901−3.0% | 減碼 |
| First Horizon Advisors, Inc. | 248,156 | $863.8 萬 | 0.26% | +4,463+1.8% | 加碼 |
| Upper Left Wealth Management, LLC | 248,182 | $863.7 萬 | 8.62% | +248,182 | 新進 |
| White Lighthouse Investment Management Inc. | 244,361 | $850.6 萬 | 2.12% | +14,249+6.2% | 加碼 |
| Manning & Napier Group, LLC | – | $849.5 萬 | 0.07% | – | – |
| Private Harbour Investment Management & Counsel, LLC | 243,945 | $849.2 萬 | 6.79% | +770+0.3% | 加碼 |
| Sinecera Capital, LLC | 242,584 | $848.1 萬 | 8.22% | +242,584 | 新進 |
| Wellspring Financial Advisors, LLC | 244,454 | $847.2 萬 | 2.36% | +1,319+0.5% | 加碼 |
| Sterling Financial Planning, Inc. | 242,043 | $842.5 萬 | 5.27% | +18,898+8.5% | 加碼 |
| Bank of Nova Scotia | 238,281 | $828.8 萬 | 0.01% | −364,722−60.5% | 減碼 |
| Verger Capital Management LLC | 236,844 | $824.4 萬 | 6.35% | +10,275+4.5% | 加碼 |
| Simmons Bank | 233,460 | $812.7 萬 | 0.57% | −78,495−25.2% | 減碼 |