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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 103,533 | $359.7 萬 | 0.11% | −96−0.1% | 減碼 |
| Patton Fund Management, Inc. | 103,023 | $358.6 萬 | 1.09% | −6,522−6.0% | 減碼 |
| Pathstone Family Office, LLC | 103,010 | $358.6 萬 | 0.09% | +49,942+94.1% | 加碼 |
| IFP Advisors, Inc | 100,654 | $352.8 萬 | 0.07% | +3,909+4.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 102,080 | $352.7 萬 | 0.60% | −399−0.4% | 減碼 |
| DCF Advisers, LLC | 100,000 | $348.1 萬 | 1.75% | 00.0% | 不變 |
| Welch & Forbes LLC | 98,369 | $342.4 萬 | 0.05% | +3,527+3.7% | 加碼 |
| Omnia Family Wealth, LLC | 97,245 | $338.5 萬 | 2.06% | +637+0.7% | 加碼 |
| Kellett Schaffner Wealth Advisors LLC | 96,880 | $337.2 萬 | 2.58% | +96,880 | 新進 |
| Ziegler Capital Management, LLC | 96,690 | $336.6 萬 | 0.12% | 00.0% | 不變 |
| Cowa, LLC | 94,798 | $330.0 萬 | 1.66% | −6,146−6.1% | 減碼 |
| Hamilton Wealth, LLC | 94,514 | $329.0 萬 | 1.47% | −3,828−3.9% | 減碼 |
| Cypress Capital Group | 94,254 | $328.1 萬 | 0.41% | +72,493+333.1% | 加碼 |
| Crescent Grove Advisors, LLC | 93,813 | $326.6 萬 | 0.31% | −9,540−9.2% | 減碼 |
| Wealth Alliance | 93,594 | $325.8 萬 | 0.66% | −81−0.1% | 減碼 |
| Avantax Advisory Services, Inc. | 93,087 | $324.0 萬 | 0.05% | −9,417−9.2% | 減碼 |
| Boston Private Wealth LLC | 92,396 | $321.6 萬 | 0.05% | +1,139+1.2% | 加碼 |
| Wealthspan Partners, LLC | 91,301 | $317.8 萬 | 2.81% | +91,301 | 新進 |
| Money Concepts Capital Corp | 90,104 | $313.7 萬 | 0.27% | +90,104 | 新進 |
| Atria Investments LLC | 89,729 | $312.3 萬 | 0.06% | −4,422−4.7% | 減碼 |
| Estate Counselors, LLC | 88,165 | $306.9 萬 | 0.37% | −760−0.9% | 減碼 |
| Golden State Equity Partners | 87,510 | $304.6 萬 | 1.54% | +28,292+47.8% | 加碼 |
| Elm Partners Management LLC | 87,161 | $303.4 萬 | 0.37% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 86,939 | $302.6 萬 | 1.23% | −437−0.5% | 減碼 |
| Ci Investments Inc. | 86,529 | $301.2 萬 | 0.01% | 00.0% | 不變 |
| Personal Wealth Partners | 86,142 | $299.9 萬 | 1.24% | −44,949−34.3% | 減碼 |
| Mengis Capital Management, Inc. | 84,071 | $292.6 萬 | 0.55% | −600−0.7% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 84,038 | $292.5 萬 | 0.10% | −1,047−1.2% | 減碼 |
| Ferris Capital, LLC | 83,455 | $290.5 萬 | 0.63% | −3,762−4.3% | 減碼 |
| Sage Investment Advisers LLC | 82,680 | $287.8 萬 | 3.70% | +82,680 | 新進 |
| China Universal Asset Management Co., Ltd. | 82,500 | $287.2 萬 | 0.68% | +82,500 | 新進 |
| Silicon Hills Wealth Management, LLC | 81,832 | $284.9 萬 | 1.76% | −50,931−38.4% | 減碼 |
| Weil Company, Inc. | 80,816 | $281.3 萬 | 1.31% | −50,121−38.3% | 減碼 |
| US Bancorp | 79,601 | $277.1 萬 | 0.00% | +10,087+14.5% | 加碼 |
| Interchange Capital Partners, LLC | 79,373 | $276.2 萬 | 2.77% | +64,026+417.2% | 加碼 |
| Fermata Advisors, LLC | 76,905 | $267.7 萬 | 0.98% | −23,514−23.4% | 減碼 |
| All Season Financial Advisors, Inc. | 75,246 | $261.9 萬 | 1.82% | −2,363−3.0% | 減碼 |
| WMS Partners, LLC | 75,134 | $261.5 萬 | 0.56% | −1,000−1.3% | 減碼 |
| Liberty Wealth Management LLC | – | $258.3 萬 | 0.98% | – | – |
| Madden Advisory Services, Inc. | 74,182 | $258.2 萬 | 1.69% | +8,226+12.5% | 加碼 |
| Gould Asset Management LLC | 74,054 | $257.8 萬 | 0.72% | +195+0.3% | 加碼 |
| Glenmede Trust Co NA | 73,626 | $256.2 萬 | 0.01% | +1,480+2.1% | 加碼 |
| CWM, LLC | 73,298 | $255.2 萬 | 0.02% | +73,298 | 新進 |
| Patriot Investment Management Inc. | 73,230 | $254.9 萬 | 0.22% | 00.0% | 不變 |
| Prudential PLC | 73,155 | $254.7 萬 | 0.03% | +27,330+59.6% | 加碼 |
| Allie Family Office LLC | 72,720 | $253.1 萬 | 2.01% | +72,720 | 新進 |
| Change Path, LLC | 71,960 | $250.5 萬 | 0.12% | −11,066−13.3% | 減碼 |
| Spearhead Capital Advisors, LLC | 71,372 | $248.4 萬 | 0.30% | +23,736+49.8% | 加碼 |
| Integrated Wealth Concepts LLC | 70,973 | $247.1 萬 | 0.07% | −1,948−2.7% | 減碼 |
| Benjamin Edwards Inc | 70,487 | $245.4 萬 | 0.79% | +13,716+24.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 70,198 | $244.4 萬 | 0.16% | −373−0.5% | 減碼 |
| Pine Ridge Advisers LLC | 70,150 | $244.2 萬 | 0.67% | +70,150 | 新進 |
| Apollon Wealth Management, LLC | 69,810 | $243.6 萬 | 0.20% | +44,096+171.5% | 加碼 |
| Comerica Securities,inc. | 69,731 | $242.7 萬 | 0.16% | +680+1.0% | 加碼 |
| First Manhattan Co | 69,717 | $242.6 萬 | 0.01% | +137+0.2% | 加碼 |
| Arkadios Wealth Advisors | 69,550 | $242.1 萬 | 0.32% | −4,012−5.5% | 減碼 |
| Blueprint Investment Partners LLC | 69,355 | $241.4 萬 | 0.59% | +9,677+16.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 68,837 | $239.5 萬 | 0.09% | −1,000−1.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 68,550 | $238.6 萬 | 0.05% | +1,800+2.7% | 加碼 |
| Regions Financial Corp | 68,273 | $237.6 萬 | 0.02% | −11,868−14.8% | 減碼 |
| Altman Advisors, Inc. | 68,172 | $237.5 萬 | 1.45% | +6,118+9.9% | 加碼 |
| Oppenheimer & Co Inc | 67,849 | $236.2 萬 | 0.04% | −34,335−33.6% | 減碼 |
| Norris Financial Group, LLC | 67,590 | $235.3 萬 | 1.42% | −104,827−60.8% | 減碼 |
| Laird Norton Trust Company, LLC | 67,492 | $234.9 萬 | 0.22% | +1,502+2.3% | 加碼 |
| Raymond James Trust N.A. | 67,114 | $233.6 萬 | 0.07% | +6,702+11.1% | 加碼 |
| Nissay Asset Management Corp | 66,770 | $232.4 萬 | 0.02% | 00.0% | 不變 |
| TCWP LLC | 66,779 | $232.4 萬 | 0.46% | +66,779 | 新進 |
| Almanack Investment Partners, LLC. | 66,656 | $232.0 萬 | 0.19% | −9,859−12.9% | 減碼 |
| DFPG Investments, LLC | 66,164 | $231.3 萬 | 0.97% | +40+0.1% | 加碼 |
| AlphaStar Capital Management, LLC | 66,857 | $230.9 萬 | 0.18% | +13,042+24.2% | 加碼 |
| CIBC World Markets Inc. | 65,310 | $227.3 萬 | 0.01% | +14,844+29.4% | 加碼 |
| Motco | 63,990 | $222.7 萬 | 0.14% | +1,228+2.0% | 加碼 |
| Gradient Investments LLC | 63,001 | $219.3 萬 | 0.06% | +1,672+2.7% | 加碼 |
| Towerpoint Wealth, LLC | 62,817 | $218.7 萬 | 1.03% | +1,281+2.1% | 加碼 |
| WBH Advisory Inc | 62,684 | $218.2 萬 | 0.25% | −4,888−7.2% | 減碼 |
| Financial Management Network Inc | 62,953 | $217.3 萬 | 1.00% | −10,799−14.6% | 減碼 |
| One Capital Management, LLC | 62,411 | $217.1 萬 | 0.16% | −2,542−3.9% | 減碼 |
| Red Door Wealth Management, LLC | 61,908 | $215.5 萬 | 0.71% | −3,071−4.7% | 減碼 |
| Visionary Wealth Advisors | 61,740 | $214.9 萬 | 0.18% | −5,446−8.1% | 減碼 |
| Intrepid Capital Management Inc | 61,350 | $213.6 萬 | 1.09% | 00.0% | 不變 |
| Cadinha & Co LLC | 61,063 | $212.6 萬 | 0.29% | +330+0.5% | 加碼 |
| Austin Private Wealth, LLC | 60,283 | $209.8 萬 | 0.42% | −310−0.5% | 減碼 |
| Advisory Services Network, LLC | 59,564 | $207.3 萬 | 0.06% | −36,061−37.7% | 減碼 |
| Americana Partners, LLC | 59,539 | $207.2 萬 | 0.38% | −14,894−20.0% | 減碼 |
| United Capital Financial Advisers, LLC | 59,425 | $206.9 萬 | 0.01% | −11,618−16.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 59,125 | $205.8 萬 | 0.13% | −6,336−9.7% | 減碼 |
| Fullerton Fund Management Co Ltd. | 58,317 | $203.0 萬 | 0.10% | 00.0% | 不變 |
| Winton Group Ltd | 58,250 | $202.8 萬 | 0.12% | 00.0% | 不變 |
| Ford Financial Group, LLC | 57,993 | $201.8 萬 | 0.70% | −67−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 57,516 | $200.2 萬 | 0.10% | +26,692+86.6% | 加碼 |
| Dohj, LLC | 57,365 | $199.7 萬 | 0.89% | −6,988−10.9% | 減碼 |
| Centaurus Financial, Inc. | 57,163 | $199.0 萬 | 0.15% | +3,290+6.1% | 加碼 |
| RGT Wealth Advisors, LLC | 57,000 | $198.4 萬 | 0.30% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 56,653 | $197.2 萬 | 0.90% | +56,653 | 新進 |
| Rafferty Asset Management, LLC | 56,314 | $196.0 萬 | 0.01% | +911+1.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 56,245 | $195.8 萬 | 0.56% | +4,906+9.6% | 加碼 |
| Relative Value Partners Group, LLC | 56,197 | $195.6 萬 | 0.14% | +1,600+2.9% | 加碼 |
| Walkner Condon Financial Advisors LLC | 55,750 | $194.1 萬 | 1.26% | +55,750 | 新進 |
| Signature Securities Group Corporation | 55,001 | $191.5 萬 | 0.59% | −2,429−4.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,249 | $188.8 萬 | 0.03% | 00.0% | 不變 |