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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 38,071 | $140.2 萬 | 0.04% | −5,397−12.4% | 減碼 |
| ETF Store, Inc. | 39,238 | $140.6 萬 | 1.11% | +739+1.9% | 加碼 |
| Wealth Enhancement & Preservation of GA, LLC | 38,535 | $141.9 萬 | 1.09% | +38,535 | 新進 |
| Mutual Advisors, LLC | 38,766 | $142.8 萬 | 0.08% | −1,076−2.7% | 減碼 |
| Whitener Capital Management, Inc. | 39,098 | $143.9 萬 | 0.54% | +402+1.0% | 加碼 |
| Clearstead Advisors, LLC | 39,112 | $144.0 萬 | 0.10% | +5,070+14.9% | 加碼 |
| Camden Capital, LLC | 39,438 | $145.3 萬 | 0.31% | +3,144+8.7% | 加碼 |
| BFT Financial Group, LLC | 39,647 | $146.0 萬 | 0.23% | +39,647 | 新進 |
| Walkner Condon Financial Advisors LLC | 39,870 | $146.8 萬 | 0.42% | −15,880−28.5% | 減碼 |
| Vicus Capital | 39,949 | $147.1 萬 | 0.15% | +4,183+11.7% | 加碼 |
| TAP Consulting, LLC | 40,038 | $147.5 萬 | 0.39% | 00.0% | 不變 |
| Moody National Bank Trust Division | 40,547 | $149.3 萬 | 0.05% | +4,612+12.8% | 加碼 |
| EWG Elevate Inc. | 40,841 | $150.4 萬 | 0.59% | +624+1.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 41,498 | $152.8 萬 | 0.21% | +11,197+37.0% | 加碼 |
| TriaGen Wealth Management LLC | 41,910 | $154.4 萬 | 0.80% | +41,910 | 新進 |
| Grand Central Investment Group | 42,265 | $155.7 萬 | 1.84% | +824+2.0% | 加碼 |
| January Capital Advisors LLC | 45,580 | $156.4 萬 | 1.39% | −1,907−4.0% | 減碼 |
| SignalPoint Asset Management, LLC | 42,897 | $158.0 萬 | 0.50% | −480−1.1% | 減碼 |
| Centric Wealth Management | 43,544 | $160.4 萬 | 0.51% | +43,544 | 新進 |
| New England Asset Management Inc | 43,600 | $160.6 萬 | 0.03% | +2,300+5.6% | 加碼 |
| Arete Wealth Advisors, LLC | 43,660 | $160.8 萬 | 0.13% | +5,930+15.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 42,822 | $161.1 萬 | 0.53% | +857+2.0% | 加碼 |
| Elmwood Wealth Management, Inc. | 43,798 | $161.3 萬 | 0.83% | −3,907−8.2% | 減碼 |
| Summit Global Investments | 43,794 | $161.3 萬 | 0.12% | +37,151+559.3% | 加碼 |
| Bank Ozk | 44,151 | $162.6 萬 | 0.70% | −150.0% | 減碼 |
| Synovus Financial Corp | 44,165 | $162.7 萬 | 0.02% | −3,400−7.1% | 減碼 |
| Hirtle Callaghan & Co LLC | 45,499 | $167.6 萬 | 0.08% | −535−1.2% | 減碼 |
| Paradigm Financial Partners, LLC | 45,920 | $168.0 萬 | 0.37% | +45,920 | 新進 |
| Buckingham Strategic Wealth, LLC | 46,257 | $170.4 萬 | 0.03% | +4,232+10.1% | 加碼 |
| Lakeview Capital Partners, LLC | 46,410 | $170.9 萬 | 0.88% | +16,894+57.2% | 加碼 |
| Northside Capital Management, LLC | 47,097 | $173.5 萬 | 0.46% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 47,128 | $173.6 萬 | 1.10% | +6,840+17.0% | 加碼 |
| Castleview Partners, LLC | 47,404 | $174.5 萬 | 1.09% | −1,653,656−97.2% | 減碼 |
| Firestone Capital Management | 47,901 | $176.4 萬 | 0.58% | 00.0% | 不變 |
| Sageworth Trust Co | 48,165 | $177.4 萬 | 0.14% | 00.0% | 不變 |
| Jordan Park Group LLC | 48,286 | $177.8 萬 | 0.16% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 48,615 | $179.0 萬 | 0.82% | +326+0.7% | 加碼 |
| Financial & Tax Architects, LLC | 48,663 | $179.2 萬 | 0.68% | +48,663 | 新進 |
| Colony Group LLC | 48,786 | $179.7 萬 | 0.03% | −805−1.6% | 減碼 |
| Wealthsource Partners, LLC | 49,305 | $181.6 萬 | 0.12% | +4,562+10.2% | 加碼 |
| Benjamin Edwards Inc | 49,548 | $182.5 萬 | 0.53% | −20,939−29.7% | 減碼 |
| Tikvah Management LLC | 50,250 | $185.1 萬 | 0.59% | 00.0% | 不變 |
| Visionary Wealth Advisors | 50,577 | $186.3 萬 | 0.15% | −11,163−18.1% | 減碼 |
| Evergreen Capital Management LLC | 50,786 | $187.0 萬 | 0.08% | +11,846+30.4% | 加碼 |
| Woodward Diversified Capital, LLC | 51,198 | $188.6 萬 | 1.23% | −2,859−5.3% | 減碼 |
| Well Done, LLC | 51,686 | $190.4 萬 | 0.38% | +8,386+19.4% | 加碼 |
| Sunesis Advisors, LLC | 52,221 | $192.3 萬 | 1.11% | 00.0% | 不變 |
| Nissay Asset Management Corp | 52,673 | $194.0 萬 | 0.02% | −14,097−21.1% | 減碼 |
| NVWM, LLC | 53,046 | $195.4 萬 | 0.62% | +12,208+29.9% | 加碼 |
| SlateStone Wealth, LLC | 53,152 | $195.8 萬 | 0.44% | −523−1.0% | 減碼 |
| Allie Family Office LLC | 53,385 | $196.6 萬 | 1.51% | −19,335−26.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,423 | $196.7 萬 | 0.17% | +3,482+7.0% | 加碼 |
| Mosaic Advisors LLC | 53,588 | $197.4 萬 | 2.23% | −89,383−62.5% | 減碼 |
| Compass Financial Group, Inc. | 53,608 | $197.4 萬 | 1.18% | +99+0.2% | 加碼 |
| WBH Advisory Inc | 54,964 | $198.1 萬 | 0.24% | −7,720−12.3% | 減碼 |
| Boston Research & Management Inc | 53,838 | $198.2 萬 | 0.58% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 54,154 | $199.4 萬 | 0.15% | +54,154 | 新進 |
| Thompson Siegel & Walmsley LLC | 54,249 | $199.8 萬 | 0.03% | 00.0% | 不變 |
| Ieq Capital, LLC | 55,184 | $203.3 萬 | 0.05% | +14,759+36.5% | 加碼 |
| Pinnacle Financial Partners Inc | 55,845 | $205.7 萬 | 0.07% | +18,600+49.9% | 加碼 |
| Fortune 45 LLC | 56,184 | $206.9 萬 | 1.95% | +56,184 | 新進 |
| Focus Financial Network, Inc. | 56,220 | $207.1 萬 | 0.14% | +56,220 | 新進 |
| PBMares Wealth Management LLC | 56,317 | $207.4 萬 | 1.28% | +22,917+68.6% | 加碼 |
| New Century Advisors, LLC | 56,975 | $209.7 萬 | 1.77% | +56,975 | 新進 |
| RGT Wealth Advisors, LLC | 57,000 | $209.9 萬 | 0.33% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 57,230 | $210.8 萬 | 0.73% | +5,085+9.8% | 加碼 |
| Weil Company, Inc. | 57,306 | $211.1 萬 | 1.06% | −23,510−29.1% | 減碼 |
| Winton Group Ltd | 58,250 | $214.5 萬 | 0.11% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 58,359 | $214.9 萬 | 0.01% | −1,066−1.8% | 減碼 |
| Integrated Advisors Network LLC | 58,826 | $216.7 萬 | 0.13% | +22,468+61.8% | 加碼 |
| Cadinha & Co LLC | 59,936 | $220.7 萬 | 0.32% | −1,127−1.8% | 減碼 |
| Austin Private Wealth, LLC | 60,139 | $221.5 萬 | 0.45% | −144−0.2% | 減碼 |
| Dohj, LLC | 60,428 | $222.6 萬 | 1.07% | +3,063+5.3% | 加碼 |
| Liberty Wealth Management LLC | 60,339 | $222.9 萬 | 0.80% | – | – |
| One Capital Management, LLC | 60,720 | $223.4 萬 | 0.12% | −1,691−2.7% | 減碼 |
| Towerpoint Wealth, LLC | 60,874 | $224.2 萬 | 1.11% | −1,943−3.1% | 減碼 |
| Tru Independence Asset Management 2, LLC | 61,232 | $225.5 萬 | 1.30% | +28,538+87.3% | 加碼 |
| Intrepid Capital Management Inc | 62,530 | $230.3 萬 | 1.37% | +1,180+1.9% | 加碼 |
| Raymond James Trust N.A. | 62,753 | $231.1 萬 | 0.07% | −4,361−6.5% | 減碼 |
| Almanack Investment Partners, LLC. | 63,176 | $232.7 萬 | 0.20% | −3,480−5.2% | 減碼 |
| Advisory Services Network, LLC | 63,331 | $233.2 萬 | 0.07% | +3,767+6.3% | 加碼 |
| Cerity Partners LLC | 1,326,085 | $235.5 萬 | 0.04% | −257,220−16.2% | 減碼 |
| Signature Securities Group Corporation | 63,962 | $235.5 萬 | 0.74% | +8,961+16.3% | 加碼 |
| Robinson Value Management, Ltd. | 63,991 | $235.7 萬 | 1.83% | +47,728+293.5% | 加碼 |
| Financial Management Network Inc | 64,598 | $237.3 萬 | 1.21% | +1,645+2.6% | 加碼 |
| Bigelow Investment Advisors, LLC | 64,570 | $237.8 萬 | 1.11% | +7,917+14.0% | 加碼 |
| DFPG Investments, LLC | 65,547 | $242.6 萬 | 0.94% | −617−0.9% | 減碼 |
| HMS Capital Management, LLC | 66,186 | $243.8 萬 | 1.11% | +66,186 | 新進 |
| Motco | 66,513 | $245.0 萬 | 0.16% | +2,523+3.9% | 加碼 |
| Regions Financial Corp | 67,129 | $247.2 萬 | 0.02% | −1,144−1.7% | 減碼 |
| Lazard Asset Management LLC | 67,252 | $247.6 萬 | 0.00% | +67,252 | 新進 |
| TCWP LLC | 67,580 | $248.8 萬 | 0.45% | +801+1.2% | 加碼 |
| Laird Norton Trust Company, LLC | 67,596 | $248.9 萬 | 0.23% | +104+0.2% | 加碼 |
| Relative Value Partners Group, LLC | 67,822 | $249.8 萬 | 0.17% | +11,625+20.7% | 加碼 |
| Boston Financial Mangement LLC | 67,816 | $249.8 萬 | 0.09% | +55,108+433.6% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 68,423 | $252.0 萬 | 0.60% | +12,178+21.7% | 加碼 |
| Lido Advisors, LLC | 68,567 | $252.5 萬 | 0.05% | +17,169+33.4% | 加碼 |
| Interchange Capital Partners, LLC | 68,829 | $253.4 萬 | 2.60% | −10,544−13.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 68,837 | $253.4 萬 | 0.09% | 00.0% | 不變 |
| Altman Advisors, Inc. | 69,238 | $255.0 萬 | 1.32% | +1,066+1.6% | 加碼 |