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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 231,920 | $807.4 萬 | 0.23% | +58,978+34.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 223,181 | $776.9 萬 | 0.02% | +33,863+17.9% | 加碼 |
| Private Advisor Group, LLC | 220,507 | $767.6 萬 | 0.06% | −83,474−27.5% | 減碼 |
| FineMark National Bank & Trust | 219,858 | $765.3 萬 | 0.29% | +9,180+4.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 218,514 | $760.6 萬 | 0.20% | −259,197−54.3% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 214,374 | $746.2 萬 | 1.10% | −87,702−29.0% | 減碼 |
| Graham Capital Wealth Management, LLC | 210,060 | $728.7 萬 | 5.95% | +210,060 | 新進 |
| Sigma Investment Counselors Inc | 208,018 | $724.1 萬 | 0.51% | −3,237−1.5% | 減碼 |
| Rehmann Capital Advisory Group | 200,444 | $696.0 萬 | 0.65% | +5,524+2.8% | 加碼 |
| Fiduciary Trust Co | 198,416 | $690.7 萬 | 0.11% | −41,149−17.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 195,948 | $682.1 萬 | 0.10% | −966−0.5% | 減碼 |
| BSW Wealth Partners | 195,674 | $681.1 萬 | 1.71% | +6,177+3.3% | 加碼 |
| Corrado Advisors, LLC | 194,523 | $677.1 萬 | 4.05% | −4,461−2.2% | 減碼 |
| Wallington Asset Management, LLC | 193,042 | $672.0 萬 | 1.02% | +5,045+2.7% | 加碼 |
| Permanens Capital L.P. | 190,042 | $661.5 萬 | 1.04% | +44,977+31.0% | 加碼 |
| Evoke Wealth, LLC | 189,384 | $659.2 萬 | 0.21% | +16,580+9.6% | 加碼 |
| Axxcess Wealth Management, LLC | 189,248 | $658.8 萬 | 0.50% | +189,248 | 新進 |
| Scissortail Wealth Management, LLC | 184,485 | $642.1 萬 | 2.47% | +184,485 | 新進 |
| Wealth Management Partners, LLC | 182,000 | $633.9 萬 | 4.35% | +384+0.2% | 加碼 |
| Community Bank, N.A. | 181,327 | $631.0 萬 | 0.73% | −152−0.1% | 減碼 |
| Cetera Advisors LLC | 181,252 | $630.9 萬 | 0.13% | −90,577−33.3% | 減碼 |
| NTV Asset Management LLC | 180,980 | $630.0 萬 | 1.05% | +6,400+3.7% | 加碼 |
| Financial Sense Advisors, Inc. | 180,547 | $628.5 萬 | 2.17% | +112,251+164.4% | 加碼 |
| Insight Wealth Partners, LLC | 179,672 | $625.4 萬 | 3.46% | +2,113+1.2% | 加碼 |
| Nomura Asset Management Co Ltd | 178,450 | $621.2 萬 | 0.03% | −199,800−52.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 178,100 | $620.0 萬 | 0.05% | −2,850−1.6% | 減碼 |
| Independent Financial Group, LLC | 176,169 | $613.2 萬 | 0.51% | −2,291−1.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 170,485 | $593.5 萬 | 0.65% | −30,543−15.2% | 減碼 |
| Ballentine Partners, LLC | 167,484 | $583.0 萬 | 0.17% | +54,037+47.6% | 加碼 |
| Hussman Strategic Advisors, Inc. | 166,500 | $579.6 萬 | 1.27% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 164,357 | $572.1 萬 | 0.00% | −44,558−21.3% | 減碼 |
| Sigma Planning Corp | 164,035 | $571.0 萬 | 0.16% | +14,605+9.8% | 加碼 |
| StrategIQ Financial Group, LLC | 161,081 | $560.7 萬 | 0.56% | +161,081 | 新進 |
| Ancora Advisors, LLC | 160,564 | $558.9 萬 | 0.13% | −30,590−16.0% | 減碼 |
| Foundations Investment Advisors, LLC | 160,105 | $556.4 萬 | 0.21% | +3,477+2.2% | 加碼 |
| Cranbrook Wealth Management, LLC | 159,329 | $554.6 萬 | 1.18% | +2,133+1.4% | 加碼 |
| Nauset Wealth Management. LLC | 158,770 | $552.7 萬 | 5.27% | +158,770 | 新進 |
| Cape Ann Savings Bank | 157,640 | $548.7 萬 | 3.30% | −67,516−30.0% | 減碼 |
| Brinker Capital Investments, LLC | 156,960 | $546.4 萬 | 0.08% | −85,574−35.3% | 減碼 |
| Fairview Capital Investment Management, LLC | 155,542 | $541.4 萬 | 0.35% | +4,544+3.0% | 加碼 |
| Allworth Financial LP | 154,076 | $536.3 萬 | 0.08% | −10,651−6.5% | 減碼 |
| Sowell Financial Services LLC | 153,474 | $534.2 萬 | 0.31% | +8,968+6.2% | 加碼 |
| Bessemer Group Inc | 153,156 | $533.1 萬 | 0.01% | +1,745+1.2% | 加碼 |
| GFS Advisors, LLC | 152,150 | $529.6 萬 | 0.87% | −7,720−4.8% | 減碼 |
| Southeast Asset Advisors Inc. | 151,870 | $528.7 萬 | 0.73% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 149,499 | $520.4 萬 | 0.32% | −2,890−1.9% | 減碼 |
| Fort Point Capital Partners LLC | 149,338 | $519.8 萬 | 0.73% | +116,837+359.5% | 加碼 |
| Aveo Capital Partners, LLC | 149,222 | $519.4 萬 | 0.94% | +4,346+3.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 146,808 | $511.0 萬 | 0.41% | +146,493+46,505.7% | 加碼 |
| London & Capital Asset Management Ltd | 146,746 | $510.8 萬 | 0.31% | +3,508+2.4% | 加碼 |
| Strategic Capital Advisers, Inc. | 144,352 | $502.5 萬 | 3.60% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 143,343 | $499.0 萬 | 0.18% | −4,588−3.1% | 減碼 |
| Mosaic Advisors LLC | 142,971 | $497.7 萬 | 3.65% | +3,163+2.3% | 加碼 |
| J2 Capital Management Inc | 141,247 | $491.7 萬 | 4.67% | +141,247 | 新進 |
| Meridian Investment Counsel Inc. | 140,809 | $490.2 萬 | 1.63% | −2,301−1.6% | 減碼 |
| Maltin Wealth Management, Inc. | 139,942 | $487.1 萬 | 2.93% | +120.0% | 加碼 |
| Moulton Wealth Management, Inc | 140,112 | $483.7 萬 | 3.54% | −58,362−29.4% | 減碼 |
| Commerce Bank | 137,676 | $479.2 萬 | 0.03% | +1,445+1.1% | 加碼 |
| Ackerman Capital Advisors, LLC | 136,565 | $475.4 萬 | 1.09% | +125,709+1,158.0% | 加碼 |
| MMBG Investment Advisors Co. | 133,500 | $464.7 萬 | 0.45% | +133,500 | 新進 |
| United Services Automobile Association | 133,423 | $464.4 萬 | 0.08% | −31,009−18.9% | 減碼 |
| Pekin Hardy Strauss, Inc. | 132,198 | $460.2 萬 | 0.63% | +115+0.1% | 加碼 |
| GWM Advisors LLC | 129,427 | $450.5 萬 | 0.07% | +106,673+468.8% | 加碼 |
| Briaud Financial Planning, Inc | 128,425 | $447.0 萬 | 2.43% | +3,500+2.8% | 加碼 |
| NewSquare Capital LLC | 127,865 | $445.1 萬 | 0.47% | +6,866+5.7% | 加碼 |
| HSBC Holdings PLC | 127,182 | $442.6 萬 | 0.00% | −290.0% | 減碼 |
| Versant Capital Management, Inc | 124,983 | $435.1 萬 | 1.42% | −389−0.3% | 減碼 |
| Cetera Investment Advisers | 123,904 | $431.3 萬 | 0.06% | −8,195−6.2% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 123,891 | $431.3 萬 | 1.22% | +8,758+7.6% | 加碼 |
| Wills Financial Group, Inc. | 122,343 | $425.8 萬 | 1.68% | +960+0.8% | 加碼 |
| TrinityPoint Wealth, LLC | 122,198 | $425.4 萬 | 0.76% | −37,679−23.6% | 減碼 |
| Sepio Capital, LP | 118,865 | $413.8 萬 | 0.31% | −16,882−12.4% | 減碼 |
| SRS Capital Advisors, Inc. | 118,884 | $413.8 萬 | 0.52% | −3,849−3.1% | 減碼 |
| Cohen & Steers, Inc. | 117,550 | $409.2 萬 | 0.01% | +16,500+16.3% | 加碼 |
| Vivaldi Capital Management, LLC | 117,013 | $407.3 萬 | 0.94% | −9,370−7.4% | 減碼 |
| Inscription Capital, LLC | 116,924 | $407.0 萬 | 1.11% | +28,165+31.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 116,696 | $406.2 萬 | 0.24% | −25,452−17.9% | 減碼 |
| Stableford Capital II LLC | 115,093 | $402.9 萬 | 1.70% | +16,268+16.5% | 加碼 |
| Laidlaw Wealth Management LLC | 115,473 | $402.0 萬 | 0.64% | +8,865+8.3% | 加碼 |
| Mid-American Wealth Advisory Group, Inc. | 115,281 | $401.3 萬 | 3.22% | +115,281 | 新進 |
| Gateway Advisory, LLC | 115,225 | $401.1 萬 | 0.86% | −6,024−5.0% | 減碼 |
| Executive Wealth Management, LLC | 114,366 | $398.1 萬 | 0.40% | +18,949+19.9% | 加碼 |
| Eqis Capital Management, Inc. | 112,819 | $392.7 萬 | 0.29% | +112,819 | 新進 |
| Regency Capital Management Inc. | 112,617 | $392.0 萬 | 2.49% | +8,797+8.5% | 加碼 |
| ICONIQ Capital, LLC | 112,106 | $390.2 萬 | 0.02% | −31,789−22.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 112,093 | $384.0 萬 | 0.02% | −996−0.9% | 減碼 |
| Brio Consultants, LLC | 109,984 | $382.9 萬 | 0.90% | +6,627+6.4% | 加碼 |
| AdvisorNet Financial, Inc | 109,103 | $379.8 萬 | 0.23% | +3,388+3.2% | 加碼 |
| Alhambra Investment Partners LLC | 108,446 | $377.5 萬 | 2.64% | +9,108+9.2% | 加碼 |
| Accretive Wealth Partners, LLC | 107,226 | $373.3 萬 | 2.38% | −236−0.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 106,777 | $371.7 萬 | 0.12% | −4,530−4.1% | 減碼 |
| RiverGlades Family Offices LLC | 106,100 | $369.3 萬 | 2.68% | +1,275+1.2% | 加碼 |
| Perigon Wealth Management, LLC | 105,643 | $367.7 萬 | 0.26% | −4,835−4.4% | 減碼 |
| MBA Advisors LLC | 105,472 | $367.1 萬 | 2.27% | +3,771+3.7% | 加碼 |
| Roundview Capital LLC | 104,944 | $365.3 萬 | 0.36% | −495−0.5% | 減碼 |
| Citadel Advisors LLC | 104,714 | $364.5 萬 | 0.00% | −402,981−79.4% | 減碼 |
| Kingsview Wealth Management, LLC | 104,724 | $364.5 萬 | 0.15% | −14,079−11.9% | 減碼 |
| Umb Bank N A | 104,566 | $364.0 萬 | 0.05% | +25,294+31.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 103,673 | $360.9 萬 | 0.39% | +39,749+62.2% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 103,555 | $360.5 萬 | 1.54% | +1,459+1.4% | 加碼 |