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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 54,108 | $188.3 萬 | 0.00% | +28,908+114.7% | 加碼 |
| Woodward Diversified Capital, LLC | 54,057 | $188.2 萬 | 1.11% | −27,350−33.6% | 減碼 |
| Scotia Capital Inc. | 54,041 | $188.1 萬 | 0.01% | −25,011−31.6% | 減碼 |
| Boston Research & Management Inc | 53,838 | $187.4 萬 | 0.51% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 53,675 | $186.8 萬 | 0.40% | −9,962−15.7% | 減碼 |
| Compass Financial Group, Inc. | 53,509 | $186.3 萬 | 0.93% | +568+1.1% | 加碼 |
| Vanguard Capital Wealth Advisors | 52,400 | $182.4 萬 | 1.31% | −76,944−59.5% | 減碼 |
| Sunesis Advisors, LLC | 52,221 | $181.8 萬 | 1.33% | +52,221 | 新進 |
| Winch Advisory Services, LLC | 52,145 | $181.5 萬 | 0.60% | −8,568−14.1% | 減碼 |
| Macroview Investment Management LLC | 51,961 | $180.9 萬 | 2.32% | −2,184−4.0% | 減碼 |
| Lido Advisors, LLC | 51,398 | $178.9 萬 | 0.03% | +145+0.3% | 加碼 |
| Ahrens Investment Partners LLC | 51,332 | $178.7 萬 | 0.79% | −4,507−8.1% | 減碼 |
| Tikvah Management LLC | 50,250 | $174.9 萬 | 0.49% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,941 | $173.8 萬 | 0.14% | +1,557+3.2% | 加碼 |
| Colony Group LLC | 49,591 | $172.6 萬 | 0.03% | −25,409−33.9% | 減碼 |
| Perennial Investment Advisors, LLC | 49,398 | $171.8 萬 | 0.54% | −6,382−11.4% | 減碼 |
| Cadent Capital Advisors, LLC | 48,289 | $168.1 萬 | 0.74% | −17,721−26.8% | 減碼 |
| Jordan Park Group LLC | 48,286 | $168.1 萬 | 0.12% | +27,237+129.4% | 加碼 |
| Sageworth Trust Co | 48,165 | $167.6 萬 | 0.13% | −890−1.8% | 減碼 |
| Firestone Capital Management | 47,901 | $166.7 萬 | 0.53% | +47,901 | 新進 |
| Old Port Advisors | 48,904 | $166.3 萬 | 0.56% | +11,749+31.6% | 加碼 |
| Elmwood Wealth Management, Inc. | 47,705 | $166.1 萬 | 0.79% | +47,705 | 新進 |
| Synovus Financial Corp | 47,565 | $165.6 萬 | 0.02% | −8,314−14.9% | 減碼 |
| January Capital Advisors LLC | 47,487 | $165.3 萬 | 1.31% | +47,487 | 新進 |
| Northside Capital Management, LLC | 47,097 | $163.9 萬 | 0.43% | 00.0% | 不變 |
| jvl associates llc | 46,101 | $160.5 萬 | 1.00% | 00.0% | 不變 |
| Hirtle Callaghan & Co LLC | 46,034 | $160.2 萬 | 0.08% | +46,034 | 新進 |
| Wealthsource Partners, LLC | 44,743 | $155.8 萬 | 0.12% | −1,280−2.8% | 減碼 |
| Bank Ozk | 44,166 | $153.8 萬 | 0.63% | −151−0.3% | 減碼 |
| Signaturefd, LLC | 43,468 | $151.3 萬 | 0.05% | −2,368−5.2% | 減碼 |
| SignalPoint Asset Management, LLC | 43,377 | $150.9 萬 | 0.46% | −4,893−10.1% | 減碼 |
| Well Done, LLC | 43,300 | $150.7 萬 | 0.31% | −1,315−2.9% | 減碼 |
| Independent Advisor Alliance | 42,938 | $149.5 萬 | 0.07% | +24,512+133.0% | 加碼 |
| Resolute Financial, LLC | 42,776 | $148.9 萬 | 1.11% | +42,776 | 新進 |
| Buckingham Strategic Wealth, LLC | 42,025 | $146.3 萬 | 0.03% | +400+1.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 41,965 | $146.2 萬 | 0.53% | +11,114+36.0% | 加碼 |
| Grand Central Investment Group | 41,441 | $144.3 萬 | 1.73% | −2,996−6.7% | 減碼 |
| New England Asset Management Inc | 41,300 | $143.8 萬 | 0.02% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 40,897 | $142.4 萬 | 1.15% | +40,897 | 新進 |
| NVWM, LLC | 40,838 | $142.1 萬 | 0.44% | +5,636+16.0% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 40,791 | $141.9 萬 | 0.04% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 40,546 | $141.1 萬 | 0.05% | +4,717+13.2% | 加碼 |
| Ieq Capital, LLC | 40,425 | $140.7 萬 | 0.03% | −21,291−34.5% | 減碼 |
| Verity Asset Management, Inc. | 40,288 | $140.2 萬 | 0.83% | +4,521+12.6% | 加碼 |
| EWG Elevate Inc. | 40,217 | $140.0 萬 | 0.69% | +2,999+8.1% | 加碼 |
| TAP Consulting, LLC | 40,038 | $139.4 萬 | 0.32% | +1,509+3.9% | 加碼 |
| Mutual Advisors, LLC | 39,842 | $138.7 萬 | 0.07% | −1,172−2.9% | 減碼 |
| XR Securities LLC | 39,110 | $136.1 萬 | 0.16% | +39,110 | 新進 |
| Evergreen Capital Management LLC | 38,940 | $135.6 萬 | 0.05% | +284+0.7% | 加碼 |
| ETF Store, Inc. | 38,499 | $135.6 萬 | 1.02% | +38,499 | 新進 |
| Whitener Capital Management, Inc. | 38,696 | $134.7 萬 | 0.48% | +38,696 | 新進 |
| Satovsky Asset Management LLC | 38,349 | $133.5 萬 | 0.90% | −848−2.2% | 減碼 |
| Baldwin Brothers Inc | 37,780 | $131.5 萬 | 0.13% | +35,985+2,004.7% | 加碼 |
| Arete Wealth Advisors, LLC | 37,730 | $131.2 萬 | 0.11% | +37,730 | 新進 |
| Palladium Partners LLC | 37,334 | $130.0 萬 | 0.05% | −1,586−4.1% | 減碼 |
| Pinnacle Financial Partners Inc | 37,245 | $129.6 萬 | 0.04% | +868+2.4% | 加碼 |
| Regatta Capital Group, LLC | 36,892 | $128.4 萬 | 0.45% | +36,892 | 新進 |
| Bristlecone Advisors, LLC | 36,733 | $127.9 萬 | 0.15% | −2,889−7.3% | 減碼 |
| NEXT Financial Group, Inc | 36,719 | $127.8 萬 | 0.08% | +7,527+25.8% | 加碼 |
| Perkins Coie Trust Co | 36,620 | $127.4 萬 | 0.37% | −8,794−19.4% | 減碼 |
| Integrated Advisors Network LLC | 36,358 | $126.6 萬 | 0.07% | +423+1.2% | 加碼 |
| Camden Capital, LLC | 36,294 | $126.3 萬 | 0.27% | −27,216−42.9% | 減碼 |
| Glovista Investments LLC | 36,135 | $125.1 萬 | 0.35% | −78,725−68.5% | 減碼 |
| Moody National Bank Trust Division | 35,935 | $125.1 萬 | 0.04% | 00.0% | 不變 |
| Pendal Group Limited | 35,819 | $124.7 萬 | 0.01% | −4,532−11.2% | 減碼 |
| Financial Advocates Investment Management | 35,823 | $124.7 萬 | 0.09% | +4,675+15.0% | 加碼 |
| Wedbush Securities Inc | 35,627 | $124.0 萬 | 0.05% | −12,082−25.3% | 減碼 |
| Advisor Resource Council | 35,399 | $123.1 萬 | 0.10% | +35,399 | 新進 |
| Vicus Capital | 35,766 | $123.0 萬 | 0.13% | +2,513+7.6% | 加碼 |
| Aureus Asset Management, LLC | 35,187 | $122.5 萬 | 0.08% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 35,038 | $121.9 萬 | 0.39% | +35,038 | 新進 |
| Banque Pictet & Cie SA | 34,959 | $121.7 萬 | 0.01% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 34,935 | $121.6 萬 | 0.04% | 00.0% | 不變 |
| Intrua Financial, LLC | 34,605 | $120.5 萬 | 0.21% | −13,662−28.3% | 減碼 |
| Arlington Partners LLC | 34,510 | $120.1 萬 | 0.32% | −11,400−24.8% | 減碼 |
| Assetmark, Inc | 34,412 | $119.8 萬 | 0.00% | +17,129+99.1% | 加碼 |
| Clearstead Advisors, LLC | 34,042 | $118.5 萬 | 0.08% | +1,501+4.6% | 加碼 |
| Ameritas Advisory Services, LLC | 33,853 | $117.8 萬 | 0.04% | +33,853 | 新進 |
| PBMares Wealth Management LLC | 33,400 | $116.3 萬 | 0.49% | −3,310−9.0% | 減碼 |
| Connective Portfolio Management, LLC | 33,152 | $115.4 萬 | 2.03% | +33,152 | 新進 |
| Holistic Financial Partners | 33,119 | $115.3 萬 | 0.67% | 00.0% | 不變 |
| HB Wealth Management, LLC | 33,002 | $114.9 萬 | 0.02% | +33,002 | 新進 |
| Bard Financial Services, Inc. | 32,750 | $114.0 萬 | 0.09% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 32,839 | $114.0 萬 | 0.24% | +15,428+88.6% | 加碼 |
| Tru Independence Asset Management 2, LLC | 32,694 | $113.8 萬 | 0.60% | +32,694 | 新進 |
| Harbour Investments, Inc. | 32,234 | $112.2 萬 | 0.07% | −42,858−57.1% | 減碼 |
| Simplex Trading, LLC | 32,027 | $111.4 萬 | 0.04% | +4,808+17.7% | 加碼 |
| Gibson Capital, LLC | 32,113 | $111.1 萬 | 0.26% | 00.0% | 不變 |
| Birchcreek Wealth Management, LLC | 31,777 | $110.6 萬 | 0.96% | −873−2.7% | 減碼 |
| United Community Bank | 31,392 | $109.3 萬 | 1.09% | +31,392 | 新進 |
| Emfo, LLC | 31,305 | $109.0 萬 | 0.96% | 00.0% | 不變 |
| Ballew Advisors, Inc | 30,990 | $107.0 萬 | 0.74% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 30,487 | $106.1 萬 | 0.08% | −124,334−80.3% | 減碼 |
| Baldrige Asset Management LLC | 30,389 | $105.8 萬 | 0.41% | −3,179−9.5% | 減碼 |
| Benchmark Investment Advisors LLC | 30,324 | $105.6 萬 | 0.87% | +30,324 | 新進 |
| Ausdal Financial Partners, Inc. | 30,301 | $105.5 萬 | 0.14% | +535+1.8% | 加碼 |
| Inverness Counsel LLC | – | $104.8 萬 | 0.04% | – | – |
| Carnegie Capital Asset Management, LLC | 29,875 | $104.0 萬 | 0.03% | +29,875 | 新進 |
| Whittier Trust Co | 29,845 | $103.9 萬 | 0.02% | −2,330−7.2% | 減碼 |
| First Hawaiian Bank | 29,831 | $103.8 萬 | 0.03% | −284−0.9% | 減碼 |