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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 29,516 | $102.7 萬 | 0.60% | −5,308−15.2% | 減碼 |
| Modera Wealth Management, LLC | 28,798 | $100.2 萬 | 0.04% | +206+0.7% | 加碼 |
| Parallel Advisors, LLC | 28,350 | $98.7 萬 | 0.04% | −1,319−4.4% | 減碼 |
| S.A. Mason LLC | 28,301 | $98.5 萬 | 0.59% | +1,853+7.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,174 | $98.1 萬 | 0.05% | +1,502+5.6% | 加碼 |
| SevenOneSeven Capital Management | 28,118 | $97.9 萬 | 1.93% | +28,118 | 新進 |
| Courage Capital Management LLC | 28,000 | $97.5 萬 | 0.65% | 00.0% | 不變 |
| Avalon Investment & Advisory | 27,883 | $97.1 萬 | 0.02% | −285−1.0% | 減碼 |
| Kovack Advisors, Inc. | 27,751 | $96.6 萬 | 0.09% | +1,423+5.4% | 加碼 |
| Advanced Research Investment Solutions, LLC | 27,750 | $96.5 萬 | 0.35% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 27,600 | $96.1 萬 | 0.75% | +27,600 | 新進 |
| Nkcfo LLC | 27,450 | $95.6 萬 | 0.31% | −7,300−21.0% | 減碼 |
| Montecito Bank & Trust | 26,983 | $93.9 萬 | 0.17% | −8,128−23.1% | 減碼 |
| Lake Street Financial LLC | 26,527 | $92.3 萬 | 0.16% | +26,527 | 新進 |
| Exencial Wealth Advisors, LLC | 26,344 | $91.7 萬 | 0.04% | +26,344 | 新進 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 26,307 | $91.6 萬 | 0.16% | +8,047+44.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 26,204 | $91.2 萬 | 0.09% | +2,607+11.0% | 加碼 |
| Group One Trading, L.P. | 26,137 | $91.0 萬 | 0.02% | −7,204−21.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 26,152 | $91.0 萬 | 0.23% | −450−1.7% | 減碼 |
| Pettinga Financial Advisors, LLC | 25,998 | $90.5 萬 | 0.22% | −920−3.4% | 減碼 |
| Hamilton Capital, LLC | 25,932 | $90.3 萬 | 0.07% | +75+0.3% | 加碼 |
| Wade G W & Inc | 25,879 | $90.1 萬 | 0.04% | +2,035+8.5% | 加碼 |
| Country Club Trust Company, n.a. | 26,026 | $90.0 萬 | 0.07% | +498+2.0% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,505 | $88.8 萬 | 0.79% | −23,500−48.0% | 減碼 |
| Avaii Wealth Management, LLC | 25,211 | $87.8 萬 | 0.88% | +25,211 | 新進 |
| Regal Investment Advisors LLC | 25,107 | $87.4 萬 | 0.08% | +3,959+18.7% | 加碼 |
| NewEdge Wealth, LLC | 24,882 | $86.6 萬 | 0.04% | −1,130−4.3% | 減碼 |
| HAP Trading, LLC | 24,696 | $86.0 萬 | 0.06% | −3,300−11.8% | 減碼 |
| Prospera Financial Services Inc | 24,664 | $85.8 萬 | 0.04% | −9,522−27.9% | 減碼 |
| Oak Family Advisors, LLC | 24,615 | $85.7 萬 | 0.41% | +1,485+6.4% | 加碼 |
| Forum Financial Management, LP | 24,601 | $85.6 萬 | 0.04% | +24,601 | 新進 |
| Strategic Wealth Advisors Group, LLC | 24,906 | $85.3 萬 | 0.04% | +24,906 | 新進 |
| Prime Capital Investment Advisors, LLC | 24,286 | $84.5 萬 | 0.05% | −420−1.7% | 減碼 |
| Trustmark National Bank Trust Department | 23,707 | $82.5 萬 | 0.06% | −2,313−8.9% | 減碼 |
| Wolverine Trading, LLC | 23,318 | $80.6 萬 | 0.01% | +9,268+66.0% | 加碼 |
| Terra Nova Asset Management LLC | 22,694 | $79.0 萬 | 0.59% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 22,556 | $78.5 萬 | 0.01% | −813−3.5% | 減碼 |
| WealthBridge Capital Management, LLC | 22,344 | $77.8 萬 | 0.29% | 00.0% | 不變 |
| Nations Financial Group Inc, | 22,109 | $77.0 萬 | 0.10% | +1,196+5.7% | 加碼 |
| Cardiff Park Advisors, LLC | 22,041 | $76.7 萬 | 0.10% | +22,041 | 新進 |
| Burns J W & Co Inc | 21,834 | $76.0 萬 | 0.11% | −375−1.7% | 減碼 |
| Private Portfolio Partners LLC | 21,460 | $74.7 萬 | 0.19% | +109+0.5% | 加碼 |
| Port Capital LLC | 21,350 | $74.3 萬 | 0.05% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 21,214 | $73.8 萬 | 0.05% | +3,558+20.2% | 加碼 |
| Integrity Financial Corp | 21,051 | $73.3 萬 | 0.54% | +21,051 | 新進 |
| Strategy Asset Managers LLC | 20,908 | $72.8 萬 | 0.19% | −1,647−7.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 20,858 | $72.6 萬 | 0.05% | +860+4.3% | 加碼 |
| First National Trust Co | 20,731 | $72.2 萬 | 0.04% | +1,611+8.4% | 加碼 |
| H. L. Ormond & Company, LLC | 20,762 | $72.1 萬 | 0.85% | +20,762 | 新進 |
| Apeiron RIA LLC | 20,544 | $71.5 萬 | 0.29% | +20,544 | 新進 |
| Hanson & Doremus Investment Management | 20,393 | $71.0 萬 | 0.15% | +739+3.8% | 加碼 |
| Hilltop Holdings Inc. | 19,918 | $69.3 萬 | 0.07% | +1,950+10.9% | 加碼 |
| TD Private Client Wealth LLC | 19,900 | $69.3 萬 | 0.03% | −1,006−4.8% | 減碼 |
| Mirador Capital Partners LP | 19,881 | $69.2 萬 | 0.15% | −1,630−7.6% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $69.2 萬 | 0.55% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 19,919 | $69.0 萬 | 0.00% | −8,024−28.7% | 減碼 |
| Forefront Analytics, LLC | 19,812 | $68.9 萬 | 0.23% | −5,759−22.5% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 19,693 | $68.6 萬 | 0.20% | +3,418+21.0% | 加碼 |
| Family Management Corp | 19,691 | $68.5 萬 | 0.18% | 00.0% | 不變 |
| Phillips Financial Management, LLC | 19,654 | $68.4 萬 | 0.07% | −1,696−7.9% | 減碼 |
| TownSquare Capital, LLC | 19,349 | $67.4 萬 | 0.02% | −33−0.2% | 減碼 |
| FWL Investment Management, LLC | 19,250 | $67.0 萬 | 0.41% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 19,209 | $66.9 萬 | 0.17% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 19,067 | $66.4 萬 | 0.13% | −16,011−45.6% | 減碼 |
| Norris Perne & French LLP | 18,880 | $65.7 萬 | 0.05% | −227−1.2% | 減碼 |
| Veritable, L.P. | 18,847 | $65.6 萬 | 0.01% | +1,580+9.2% | 加碼 |
| First Pacific Financial | 18,714 | $65.1 萬 | 0.31% | −8,976−32.4% | 減碼 |
| Boston Family Office LLC | 18,275 | $63.6 萬 | 0.04% | −5,000−21.5% | 減碼 |
| Natixis Advisors, L.P. | 18,142 | $63.2 萬 | 0.00% | +1,459+8.7% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 18,120 | $63.1 萬 | 0.02% | −445−2.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 18,139 | $63.1 萬 | 0.08% | −167−0.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 18,109 | $63.0 萬 | 0.23% | −3,834−17.5% | 減碼 |
| Garde Capital, Inc. | 17,901 | $62.3 萬 | 0.06% | −8,327−31.7% | 減碼 |
| Shepherd Financial Partners LLC | 17,908 | $62.1 萬 | 0.11% | −145,128−89.0% | 減碼 |
| Wealthspire Advisors, LLC | 17,798 | $62.0 萬 | 0.01% | −6,320−26.2% | 減碼 |
| Laurel Wealth Advisors, Inc. | 17,777 | $61.9 萬 | 0.05% | +589+3.4% | 加碼 |
| J. W. Coons Advisors, LLC | 17,711 | $61.6 萬 | 0.19% | −135−0.8% | 減碼 |
| Forbes Financial Planning, Inc. | 17,555 | $61.4 萬 | 0.61% | +17,555 | 新進 |
| Interactive Financial Advisors | 17,392 | $60.5 萬 | 0.23% | +3,160+22.2% | 加碼 |
| S&CO Inc | 17,181 | $59.8 萬 | 0.04% | 00.0% | 不變 |
| Toroso Investments, LLC | 17,047 | $59.3 萬 | 0.02% | +740+4.5% | 加碼 |
| Wealth Management Associates, Inc. | 17,022 | $59.3 萬 | 0.32% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 16,932 | $58.9 萬 | 0.07% | −578−3.3% | 減碼 |
| Principle Wealth Partners LLC | 16,927 | $58.9 萬 | 0.06% | 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 |
| Tarbox Family Office, Inc. | 16,322 | $56.8 萬 | 0.10% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| Nwam LLC | 16,041 | $55.8 萬 | 0.04% | +162+1.0% | 加碼 |
| Credit Suisse AG | 15,957 | $55.5 萬 | 0.00% | +2,145+15.5% | 加碼 |
| IPG Investment Advisors LLC | 15,749 | $54.9 萬 | 0.10% | +15,749 | 新進 |
| Vontobel Holding Ltd. | 15,727 | $54.8 萬 | 0.00% | −7,700−32.9% | 減碼 |
| United Asset Strategies, Inc. | 15,579 | $54.2 萬 | 0.06% | +1,321+9.3% | 加碼 |
| Ingalls & Snyder LLC | 15,517 | $54.0 萬 | 0.02% | 00.0% | 不變 |