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 |
|---|---|---|---|---|---|
| First Manhattan Co | 69,612 | $256.3 萬 | 0.01% | −105−0.2% | 減碼 |
| Gradient Investments LLC | 69,807 | $257.1 萬 | 0.07% | +6,806+10.8% | 加碼 |
| Cobblestone Capital Advisors LLC | 70,198 | $258.5 萬 | 0.18% | 00.0% | 不變 |
| Glenmede Trust Co NA | 72,161 | $265.7 萬 | 0.01% | −1,465−2.0% | 減碼 |
| Zhang Financial LLC | 72,415 | $266.7 萬 | 0.45% | −856,860−92.2% | 減碼 |
| Gould Asset Management LLC | 72,572 | $267.3 萬 | 0.77% | −1,482−2.0% | 減碼 |
| AlphaStar Capital Management, LLC | 72,694 | $267.7 萬 | 0.22% | +5,837+8.7% | 加碼 |
| Change Path, LLC | 73,230 | $269.7 萬 | 0.14% | +1,270+1.8% | 加碼 |
| Old Port Advisors | 74,318 | $271.6 萬 | 0.92% | +25,414+52.0% | 加碼 |
| Patriot Investment Management Inc. | 73,776 | $271.7 萬 | 0.24% | +546+0.7% | 加碼 |
| HB Wealth Management, LLC | 74,391 | $274.0 萬 | 0.05% | +41,389+125.4% | 加碼 |
| Madden Advisory Services, Inc. | 74,955 | $276.1 萬 | 1.88% | +773+1.0% | 加碼 |
| Prospera Financial Services Inc | 77,582 | $285.7 萬 | 0.12% | +52,918+214.6% | 加碼 |
| Prudential Financial Inc | 78,138 | $287.9 萬 | 0.00% | +78,138 | 新進 |
| Kestra Private Wealth Services, LLC | 78,385 | $288.7 萬 | 0.14% | +20,869+36.3% | 加碼 |
| Summit Place Financial Advisors, LLC | 80,115 | $295.1 萬 | 1.98% | +80,115 | 新進 |
| J2 Capital Management Inc | 80,593 | $296.8 萬 | 3.25% | −60,654−42.9% | 減碼 |
| Ferris Capital, LLC | 80,709 | $297.3 萬 | 0.68% | −2,746−3.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 84,869 | $301.0 萬 | 0.12% | +831+1.0% | 加碼 |
| China Universal Asset Management Co., Ltd. | 82,000 | $302.0 萬 | 1.07% | −500−0.6% | 減碼 |
| Permit Capital Advisors, LLC | 81,699 | $304.1 萬 | 1.17% | +81,699 | 新進 |
| Crescent Grove Advisors, LLC | 83,122 | $306.1 萬 | 0.30% | −10,691−11.4% | 減碼 |
| Golden State Equity Partners | 84,819 | $312.4 萬 | 1.57% | −2,691−3.1% | 減碼 |
| WMS Partners, LLC | 85,196 | $313.8 萬 | 0.43% | +10,062+13.4% | 加碼 |
| Mengis Capital Management, Inc. | 85,451 | $314.7 萬 | 0.60% | +1,380+1.6% | 加碼 |
| Q3 Asset Management | 85,563 | $315.1 萬 | 1.45% | +85,563 | 新進 |
| Boston Private Wealth LLC | 85,706 | $315.6 萬 | 0.04% | −6,690−7.2% | 減碼 |
| Delta Financial Advisors LLC | 85,939 | $316.5 萬 | 1.35% | −1,000−1.2% | 減碼 |
| Estate Counselors, LLC | 88,165 | $324.7 萬 | 0.42% | 00.0% | 不變 |
| Aspireon Wealth Advisors | 89,526 | $330.1 萬 | 1.24% | +89,526 | 新進 |
| Sage Investment Advisers LLC | 89,680 | $330.3 萬 | 4.38% | +7,000+8.5% | 加碼 |
| Comerica Securities,inc. | 90,368 | $332.8 萬 | 0.22% | +20,637+29.6% | 加碼 |
| Money Concepts Capital Corp | 91,440 | $336.8 萬 | 0.19% | +1,336+1.5% | 加碼 |
| Avantax Advisory Services, Inc. | 92,195 | $340.4 萬 | 0.05% | −892−1.0% | 減碼 |
| New York State Common Retirement Fund | 92,500 | $340.7 萬 | 0.00% | −303,538−76.6% | 減碼 |
| Wellington Management Group LLP | 92,500 | $340.7 萬 | 0.00% | +92,500 | 新進 |
| Wealthspan Partners, LLC | 92,727 | $341.5 萬 | 3.10% | +1,426+1.6% | 加碼 |
| Umb Bank N A | 93,001 | $342.5 萬 | 0.05% | −11,565−11.1% | 減碼 |
| Hamilton Wealth, LLC | 93,462 | $344.2 萬 | 1.50% | −1,052−1.1% | 減碼 |
| CIBC World Markets Inc. | 93,543 | $344.5 萬 | 0.01% | +28,233+43.2% | 加碼 |
| Wealth Alliance | 93,560 | $344.6 萬 | 0.70% | −340.0% | 減碼 |
| Bessemer Group Inc | 93,606 | $344.8 萬 | 0.01% | −59,550−38.9% | 減碼 |
| Allianz Asset Management GmbH | 94,205 | $346.9 萬 | 0.00% | +94,205 | 新進 |
| Fermata Advisors, LLC | 94,404 | $347.7 萬 | 1.30% | +17,499+22.8% | 加碼 |
| Ziegler Capital Management, LLC | 96,690 | $356.1 萬 | 0.15% | 00.0% | 不變 |
| Omnia Family Wealth, LLC | 96,914 | $356.9 萬 | 2.37% | −331−0.3% | 減碼 |
| Cowa, LLC | 97,486 | $359.0 萬 | 1.78% | +2,688+2.8% | 加碼 |
| US Bancorp | 97,658 | $359.8 萬 | 0.01% | +18,057+22.7% | 加碼 |
| Two Sigma Securities, LLC | 97,681 | $359.8 萬 | 0.50% | +97,681 | 新進 |
| Harvest Fund Management Co., Ltd | 97,730 | $359.9 萬 | 0.75% | −4,350−4.3% | 減碼 |
| Atria Investments LLC | 97,761 | $360.1 萬 | 0.06% | +8,032+9.0% | 加碼 |
| Brinker Capital Investments, LLC | 98,214 | $361.7 萬 | 0.06% | −58,746−37.4% | 減碼 |
| Spartan Planning & Wealth Management | 98,810 | $363.9 萬 | 4.55% | +98,810 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 99,246 | $365.5 萬 | 0.01% | −12,847−11.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 99,363 | $365.9 萬 | 0.04% | −873,467−89.8% | 減碼 |
| Cetera Advisors LLC | 99,998 | $368.3 萬 | 0.07% | −81,254−44.8% | 減碼 |
| DCF Advisers, LLC | 100,000 | $368.3 萬 | 2.16% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 100,976 | $369.0 萬 | 2.04% | +100,976 | 新進 |
| Orion Portfolio Solutions, LLC | 101,487 | $373.8 萬 | 0.13% | −5,290−5.0% | 減碼 |
| Wealthstar Advisors, LLC | 101,831 | $374.8 萬 | 1.39% | +101,831 | 新進 |
| Sowell Financial Services LLC | 104,248 | $378.8 萬 | 0.66% | −49,226−32.1% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 103,555 | $381.4 萬 | 1.78% | 00.0% | 不變 |
| Roundview Capital LLC | 104,944 | $386.5 萬 | 0.40% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 106,077 | $390.7 萬 | 2.45% | −1,149−1.1% | 減碼 |
| Pathstone Family Office, LLC | 106,122 | $390.9 萬 | 0.09% | +3,112+3.0% | 加碼 |
| Belpointe Asset Management LLC | 106,299 | $391.6 萬 | 0.24% | −43,200−28.9% | 減碼 |
| AdvisorNet Financial, Inc | 108,310 | $398.9 萬 | 0.25% | −793−0.7% | 減碼 |
| Susquehanna International Group, LLP | 108,325 | $399.0 萬 | 0.01% | −1,076,286−90.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 108,389 | $399.2 萬 | 0.42% | +4,716+4.5% | 加碼 |
| RiverGlades Family Offices LLC | 108,923 | $401.2 萬 | 3.03% | +2,823+2.7% | 加碼 |
| Cypress Capital Group | 109,327 | $402.7 萬 | 0.50% | +15,073+16.0% | 加碼 |
| Alhambra Investment Partners LLC | 109,511 | $403.3 萬 | 2.67% | +1,065+1.0% | 加碼 |
| Ci Investments Inc. | 110,617 | $407.4 萬 | 0.01% | +24,088+27.8% | 加碼 |
| Corrado Advisors, LLC | 110,907 | $408.5 萬 | 2.50% | −83,616−43.0% | 減碼 |
| Patton Fund Management, Inc. | 111,343 | $410.1 萬 | 1.12% | +8,320+8.1% | 加碼 |
| Group One Trading, L.P. | 111,512 | $410.7 萬 | 0.09% | +85,375+326.6% | 加碼 |
| Apollon Wealth Management, LLC | 111,567 | $410.9 萬 | 0.29% | +41,757+59.8% | 加碼 |
| Perigon Wealth Management, LLC | 111,592 | $411.0 萬 | 0.29% | +5,949+5.6% | 加碼 |
| SRS Capital Advisors, Inc. | 112,037 | $412.6 萬 | 0.55% | −6,847−5.8% | 減碼 |
| ICONIQ Capital, LLC | 112,236 | $413.4 萬 | 0.03% | +130+0.1% | 加碼 |
| Assetmark, Inc | 113,345 | $417.4 萬 | 0.02% | +78,933+229.4% | 加碼 |
| MBA Advisors LLC | 113,403 | $417.7 萬 | 2.59% | +7,931+7.5% | 加碼 |
| GWM Advisors LLC | 114,121 | $420.3 萬 | 0.07% | −15,306−11.8% | 減碼 |
| Gateway Advisory, LLC | 114,252 | $420.8 萬 | 1.14% | −973−0.8% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 114,573 | $422.0 萬 | 1.18% | +114,573 | 新進 |
| Stableford Capital II LLC | 115,400 | $423.5 萬 | 1.79% | +307+0.3% | 加碼 |
| AMG National Trust Bank | 115,187 | $423.5 萬 | 0.14% | +11,654+11.3% | 加碼 |
| Inscription Capital, LLC | 117,156 | $431.5 萬 | 1.23% | +232+0.2% | 加碼 |
| TrinityPoint Wealth, LLC | 117,426 | $432.5 萬 | 0.78% | −4,772−3.9% | 減碼 |
| Laidlaw Wealth Management LLC | 117,640 | $433.3 萬 | 0.72% | +2,167+1.9% | 加碼 |
| Kingsview Wealth Management, LLC | 118,152 | $435.2 萬 | 0.19% | +13,428+12.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 118,318 | $435.5 萬 | 0.04% | +118,318 | 新進 |
| Chatham Capital Group, Inc. | 119,810 | $441.3 萬 | 0.85% | −420,521−77.8% | 減碼 |
| Versant Capital Management, Inc | 120,457 | $443.6 萬 | 1.41% | −4,526−3.6% | 減碼 |
| Oppenheimer & Co Inc | 120,722 | $444.6 萬 | 0.08% | +52,873+77.9% | 加碼 |
| Wills Financial Group, Inc. | 123,318 | $454.2 萬 | 1.91% | +975+0.8% | 加碼 |
| Mid-American Wealth Advisory Group, Inc. | 124,736 | $459.4 萬 | 3.59% | +9,455+8.2% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 126,812 | $467.0 萬 | 1.83% | +2,921+2.4% | 加碼 |
| Briaud Financial Planning, Inc | 128,178 | $472.0 萬 | 2.71% | −247−0.2% | 減碼 |
| Whittier Trust Co | 128,730 | $474.0 萬 | 0.08% | +98,885+331.3% | 加碼 |