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。
2022 年第 1 季 13F 持有人
iShares Gold Trust 在 2022/3/31 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
- 966
- 較 2021 年第 4 季 −7 家
- 持有股數
- 4.55 億
- 較 2021 年第 4 季 −1,387 萬 (−3.0%)
- 總市值
- $167.8 億
- 較 2021 年第 4 季 +$4.75 億 (+2.9%)
- 新進機構
- 125
- 另有 359 家加碼
- 清倉機構
- 132
- 另有 290 家減碼
另有 13 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| M. Kulyk & Associates, LLC | 6,821 | $25.1 萬 | 0.07% | 00.0% | 不變 |
| Savant Capital, LLC | 6,804 | $25.1 萬 | 0.01% | +67+1.0% | 加碼 |
| Regentatlantic Capital LLC | 6,843 | $25.2 萬 | 0.01% | −34−0.5% | 減碼 |
| Condor Capital Management | 6,876 | $25.3 萬 | 0.03% | +16+0.2% | 加碼 |
| Banque Cantonale Vaudoise | 6,895 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Brightworth | 6,896 | $25.4 萬 | 0.03% | +6,896 | 新進 |
| Congress Wealth Management LLC | 6,926 | $25.5 萬 | 0.01% | +879+14.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,918 | $25.5 萬 | 0.06% | +1,758+34.1% | 加碼 |
| CoreCap Advisors, LLC | 6,973 | $25.7 萬 | 0.02% | +4,739+212.1% | 加碼 |
| Larson Financial Group LLC | 7,064 | $26.0 萬 | 0.04% | +2,990+73.4% | 加碼 |
| Dopkins Wealth Management, LLC | 7,108 | $26.2 萬 | 0.28% | 00.0% | 不變 |
| Capital Advisors Inc | 7,173 | $26.4 萬 | 0.01% | +7,173 | 新進 |
| Arbor Investment Advisors, LLC | 7,227 | $26.6 萬 | 0.05% | −620−7.9% | 減碼 |
| Tacita Capital Inc | 7,250 | $26.7 萬 | 0.15% | 00.0% | 不變 |
| Smith & Howard Wealth Management, LLC | 7,290 | $26.8 萬 | 0.11% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 7,276 | $26.8 萬 | 0.15% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 7,274 | $26.8 萬 | 0.15% | +246+3.5% | 加碼 |
| Asset Dedication, LLC | 7,326 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Brown Miller Wealth Management, LLC | 7,390 | $27.2 萬 | 0.16% | −200−2.6% | 減碼 |
| MEMBERS Trust Co | 7,373 | $27.2 萬 | 0.01% | +294+4.2% | 加碼 |
| Roosevelt Investment Group LLC | 7,402 | $27.3 萬 | 0.02% | −236−3.1% | 減碼 |
| Schmidt P J Investment Management Inc | 7,585 | $27.3 萬 | 0.06% | +7,585 | 新進 |
| World Equity Group, Inc. | 7,450 | $27.4 萬 | 0.06% | +7,450 | 新進 |
| Appleton Partners Inc | 7,535 | $27.8 萬 | 0.02% | −333−4.2% | 減碼 |
| Sterling Investment Advisors LLC | 7,559 | $27.8 萬 | 0.16% | −78−1.0% | 減碼 |
| Hollencrest Capital Management | 7,612 | $28.0 萬 | 0.02% | −1,800−19.1% | 減碼 |
| Bridgewater Advisors Inc. | 7,609 | $28.0 萬 | 0.07% | −350−4.4% | 減碼 |
| Triad Financial Advisors, Inc. | 7,600 | $28.0 萬 | 0.15% | +965+14.5% | 加碼 |
| Insight 2811, Inc. | 7,620 | $28.1 萬 | 0.17% | −1,375−15.3% | 減碼 |
| First American Bank | 7,634 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 7,648 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 7,856 | $28.9 萬 | 0.02% | −138,952−94.6% | 減碼 |
| Staley Capital Advisers Inc | 7,883 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 7,891 | $29.1 萬 | 0.05% | 00.0% | 不變 |
| Washington Trust Co | 7,900 | $29.2 萬 | 0.01% | +168+2.2% | 加碼 |
| Kaydan Wealth Management, Inc. | 7,942 | $29.3 萬 | 0.13% | −513−6.1% | 減碼 |
| NTB Financial Corp | 7,985 | $29.4 萬 | 0.21% | +7,985 | 新進 |
| Newman & Schimel, LLC | 8,161 | $30.1 萬 | 0.20% | −8,024−49.6% | 減碼 |
| Endowment Wealth Management, Inc. | 8,181 | $30.1 萬 | 0.32% | +8,181 | 新進 |
| Altium Wealth Management LLC | 8,259 | $30.4 萬 | 0.02% | −471−5.4% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 8,271 | $30.5 萬 | 0.05% | −4,258−34.0% | 減碼 |
| Meritage Portfolio Management | 8,280 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Farmers Trust Co | 8,305 | $30.6 萬 | 0.07% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 8,341 | $30.7 萬 | 0.07% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 8,325 | $30.7 萬 | 0.01% | +393+5.0% | 加碼 |
| Inlet Private Wealth, LLC | 8,365 | $30.8 萬 | 0.08% | −4,000−32.3% | 減碼 |
| Essex Savings Bank | 8,402 | $31.0 萬 | 0.10% | −192−2.2% | 減碼 |
| First Nebraska Trust Co | 8,500 | $31.3 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,532 | $31.4 萬 | 0.05% | −92−1.1% | 減碼 |
| Clear Investment Research, LLC | 8,781 | $32.3 萬 | 0.63% | −4,302−32.9% | 減碼 |
| Barclays PLC | 8,761 | $32.3 萬 | 0.00% | +8,761 | 新進 |
| Blossom Wealth Management | 8,786 | $32.4 萬 | 1.46% | −119−1.3% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 9,379 | $32.5 萬 | 0.04% | +9,379 | 新進 |
| Mark Stevens | 8,872 | $32.7 萬 | 0.04% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 8,886 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 8,902 | $32.7 萬 | 0.22% | +8,902 | 新進 |
| Waypoint Capital Advisors, LLC | 8,903 | $32.8 萬 | 0.19% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 8,903 | $32.8 萬 | 0.21% | +1,543+21.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 8,930 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 8,942 | $32.9 萬 | 0.00% | +2,225+33.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,920 | $32.9 萬 | 0.00% | +3,420+62.2% | 加碼 |
| Strategies Wealth Advisors, LLC | 8,965 | $33.0 萬 | 0.09% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 9,067 | $33.4 萬 | 0.02% | +93+1.0% | 加碼 |
| Berkeley Capital Partners, LLC | 9,119 | $33.6 萬 | 0.13% | +9,119 | 新進 |
| Auxano Advisors, LLC | 9,154 | $33.7 萬 | 0.14% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 9,142 | $33.7 萬 | 0.00% | 00.0% | 不變 |
| Integrity Financial Corp | 9,181 | $33.8 萬 | 0.28% | −11,870−56.4% | 減碼 |
| Brandywine Oak Private Wealth LLC | 9,201 | $33.8 萬 | 0.04% | −1,911−17.2% | 減碼 |
| Fisher Asset Management, LLC | 9,269 | $34.1 萬 | 0.00% | −5,649−37.9% | 減碼 |
| Titleist Asset Management, Ltd. | 9,270 | $34.1 萬 | 0.07% | 00.0% | 不變 |
| Dowling & Yahnke LLC | 9,289 | $34.2 萬 | 0.01% | +352+3.9% | 加碼 |
| Mission Creek Capital Partners, Inc. | 9,361 | $34.5 萬 | 0.09% | 00.0% | 不變 |
| 55I, LLC | 9,402 | $34.6 萬 | 0.01% | −212−2.2% | 減碼 |
| First City Capital Management, Inc. | 9,382 | $34.6 萬 | 0.19% | 00.0% | 不變 |
| Merit Financial Group, LLC | 9,437 | $34.8 萬 | 0.02% | −153−1.6% | 減碼 |
| Evolution Wealth Advisors, LLC | 9,450 | $34.8 萬 | 0.07% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 9,523 | $35.1 萬 | 0.14% | −4,524−32.2% | 減碼 |
| Legacy Private Trust Co. | 9,522 | $35.1 萬 | 0.03% | 00.0% | 不變 |
| Choate Investment Advisors | 9,517 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 9,522 | $35.1 萬 | 0.13% | 00.0% | 不變 |
| Advisory Alpha, LLC | 9,520 | $35.1 萬 | 0.02% | +9,520 | 新進 |
| Montis Financial, LLC | 9,641 | $35.5 萬 | 0.28% | +9,641 | 新進 |
| Vance Wealth, Inc. | 9,654 | $35.6 萬 | 0.45% | −13−0.1% | 減碼 |
| Merriman Wealth Management, LLC | 9,728 | $35.8 萬 | 0.03% | +1,920+24.6% | 加碼 |
| Bragg Financial Advisors, Inc | 9,809 | $36.1 萬 | 0.02% | +9,809 | 新進 |
| First Pacific Financial | 9,835 | $36.2 萬 | 0.19% | −8,879−47.4% | 減碼 |
| Garrett Investment Advisors LLC | 9,823 | $36.2 萬 | 0.09% | +356+3.8% | 加碼 |
| MBL Wealth, LLC | 9,900 | $36.5 萬 | 0.09% | +9,900 | 新進 |
| Peapack Gladstone Financial Corp | 9,966 | $36.7 萬 | 0.01% | −226−2.2% | 減碼 |
| Comerica Bank | 9,895 | $36.8 萬 | 0.00% | −612−5.8% | 減碼 |
| Orion Capital Management LLC | 10,000 | $36.8 萬 | 0.22% | 00.0% | 不變 |
| McAdam, LLC | 10,024 | $36.9 萬 | 0.03% | +3,980+65.9% | 加碼 |
| Aberdeen Wealth Management LLC | 10,012 | $36.9 萬 | 0.25% | +10,012 | 新進 |
| Cornerstone Wealth Group, LLC | 10,043 | $37.0 萬 | 0.07% | −50−0.5% | 減碼 |
| Argent Trust Co | 10,059 | $37.1 萬 | 0.02% | +1,065+11.8% | 加碼 |
| Callan Capital, LLC | 10,088 | $37.2 萬 | 0.05% | +2,049+25.5% | 加碼 |
| Phoenix Wealth Advisors | 10,183 | $37.2 萬 | 0.38% | +2,196+27.5% | 加碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,143 | $37.4 萬 | 0.11% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 10,163 | $37.4 萬 | 0.09% | +9,663+1,932.6% | 加碼 |
| Financial Advocates Investment Management | 10,179 | $37.5 萬 | 0.02% | −25,644−71.6% | 減碼 |