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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 129,390 | $476.5 萬 | 0.42% | +10,525+8.9% | 加碼 |
| Arkadios Wealth Advisors | 130,533 | $480.8 萬 | 0.63% | +60,983+87.7% | 加碼 |
| Graham Capital Wealth Management, LLC | 130,689 | $481.3 萬 | 4.28% | −79,371−37.8% | 減碼 |
| NewSquare Capital LLC | 132,049 | $486.3 萬 | 0.52% | +4,184+3.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 132,723 | $488.8 萬 | 0.67% | +525+0.4% | 加碼 |
| Ackerman Capital Advisors, LLC | 133,659 | $492.3 萬 | 1.16% | −2,906−2.1% | 減碼 |
| E Fund Management Co., Ltd. | 134,710 | $496.1 萬 | 0.16% | −8,633−6.0% | 減碼 |
| Regency Capital Management Inc. | 135,337 | $498.4 萬 | 3.62% | +22,720+20.2% | 加碼 |
| Verus Capital Partners, LLC | 140,269 | $501.3 萬 | 0.78% | +140,269 | 新進 |
| Credit Suisse AG | 136,373 | $502.3 萬 | 0.00% | +120,416+754.6% | 加碼 |
| Brio Consultants, LLC | 136,663 | $503.3 萬 | 1.07% | +26,679+24.3% | 加碼 |
| Meridian Investment Counsel Inc. | 138,734 | $511.0 萬 | 1.78% | −2,075−1.5% | 減碼 |
| London & Capital Asset Management Ltd | 138,937 | $511.7 萬 | 0.38% | −7,809−5.3% | 減碼 |
| Cetera Investment Advisers | 141,611 | $521.5 萬 | 0.07% | +17,707+14.3% | 加碼 |
| Silicon Hills Wealth Management, LLC | 143,587 | $528.8 萬 | 3.37% | +61,755+75.5% | 加碼 |
| Strategic Capital Advisers, Inc. | 144,227 | $531.2 萬 | 4.05% | −125−0.1% | 減碼 |
| United Services Automobile Association | 146,123 | $538.2 萬 | 0.10% | +12,700+9.5% | 加碼 |
| Hussman Strategic Advisors, Inc. | 146,500 | $539.6 萬 | 1.05% | −20,000−12.0% | 減碼 |
| Evanson Asset Management, LLC | 146,667 | $540.2 萬 | 0.53% | +146,667 | 新進 |
| Commerce Bank | 147,511 | $543.3 萬 | 0.04% | +9,835+7.1% | 加碼 |
| Nottingham Advisors, Inc. | 145,917 | $546.8 萬 | 0.65% | −371,614−71.8% | 減碼 |
| CWM, LLC | 149,745 | $551.5 萬 | 0.04% | +76,447+104.3% | 加碼 |
| Southeast Asset Advisors Inc. | 151,870 | $559.3 萬 | 0.74% | 00.0% | 不變 |
| Allworth Financial LP | 154,623 | $569.5 萬 | 0.07% | +547+0.4% | 加碼 |
| Cranbrook Wealth Management, LLC | 154,668 | $569.7 萬 | 1.24% | −4,661−2.9% | 減碼 |
| Nauset Wealth Management. LLC | 154,786 | $570.1 萬 | 4.53% | −3,984−2.5% | 減碼 |
| Nomura Asset Management Co Ltd | 157,350 | $579.5 萬 | 0.03% | −21,100−11.8% | 減碼 |
| XR Securities LLC | 157,410 | $579.7 萬 | 1.28% | +118,300+302.5% | 加碼 |
| Moulton Wealth Management, Inc | 158,777 | $580.2 萬 | 6.04% | +18,665+13.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 158,380 | $583.3 萬 | 0.36% | +2,838+1.8% | 加碼 |
| Community Bank, N.A. | 160,605 | $591.3 萬 | 0.73% | −20,722−11.4% | 減碼 |
| Ancora Advisors, LLC | 160,544 | $591.3 萬 | 0.14% | −200.0% | 減碼 |
| StrategIQ Financial Group, LLC | 160,988 | $592.9 萬 | 0.64% | −93−0.1% | 減碼 |
| Cape Ann Savings Bank | 161,084 | $593.3 萬 | 3.90% | +3,444+2.2% | 加碼 |
| Employees Retirement System of Texas | 162,000 | $596.6 萬 | 0.07% | +162,000 | 新進 |
| First Horizon Advisors, Inc. | 164,384 | $605.4 萬 | 0.33% | −83,772−33.8% | 減碼 |
| Aveo Capital Partners, LLC | 165,326 | $608.9 萬 | 1.07% | +16,104+10.8% | 加碼 |
| Ballentine Partners, LLC | 169,001 | $622.4 萬 | 0.19% | +1,517+0.9% | 加碼 |
| Parametric Portfolio Associates LLC | 171,683 | $632.3 萬 | 0.00% | +7,326+4.5% | 加碼 |
| Okabena Investment Services Inc | 172,223 | $634.3 萬 | 2.68% | +172,223 | 新進 |
| Foundations Investment Advisors, LLC | 169,914 | $636.7 萬 | 0.25% | +9,809+6.1% | 加碼 |
| Spearhead Capital Advisors, LLC | 174,500 | $642.7 萬 | 0.80% | +103,128+144.5% | 加碼 |
| Cohen & Steers, Inc. | 174,604 | $643.1 萬 | 0.01% | +57,054+48.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 177,850 | $655.0 萬 | 0.06% | −250−0.1% | 減碼 |
| WR Wealth Planners, LLC | 179,723 | $661.9 萬 | 3.94% | +179,723 | 新進 |
| National Asset Management, Inc. | 179,790 | $662.2 萬 | 0.22% | −52,130−22.5% | 減碼 |
| Insight Wealth Partners, LLC | 180,886 | $666.2 萬 | 4.70% | +1,214+0.7% | 加碼 |
| Vivaldi Capital Management, LLC | 195,118 | $671.0 萬 | 1.75% | +78,105+66.7% | 加碼 |
| NTV Asset Management LLC | 182,900 | $673.6 萬 | 1.13% | +1,920+1.1% | 加碼 |
| Axxcess Wealth Management, LLC | 183,280 | $675.0 萬 | 0.54% | −5,968−3.2% | 減碼 |
| Simmons Bank | 186,389 | $686.5 萬 | 0.51% | −47,071−20.2% | 減碼 |
| Elm Partners Management LLC | 189,303 | $697.2 萬 | 0.88% | +102,142+117.2% | 加碼 |
| Evoke Wealth, LLC | 189,383 | $697.5 萬 | 0.23% | −10.0% | 減碼 |
| Fiduciary Trust Co | 192,511 | $709.0 萬 | 0.13% | −5,905−3.0% | 減碼 |
| Independent Financial Group, LLC | 192,899 | $710.4 萬 | 0.58% | +16,730+9.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 193,550 | $712.8 萬 | 0.82% | +23,065+13.5% | 加碼 |
| Sigma Planning Corp | 194,012 | $714.5 萬 | 0.21% | +29,977+18.3% | 加碼 |
| BSW Wealth Partners | 198,674 | $731.7 萬 | 1.85% | +3,000+1.5% | 加碼 |
| Prudential PLC | 200,825 | $739.6 萬 | 0.11% | +127,670+174.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 201,361 | $741.6 萬 | 0.11% | +5,413+2.8% | 加碼 |
| Scotia Capital Inc. | 209,340 | $771.0 萬 | 0.05% | +155,299+287.4% | 加碼 |
| Cambridge Trust Co | 212,820 | $783.8 萬 | 0.27% | −606,218−74.0% | 減碼 |
| Sigma Investment Counselors Inc | 213,334 | $785.7 萬 | 0.56% | +5,316+2.6% | 加碼 |
| Rehmann Capital Advisory Group | 217,457 | $807.9 萬 | 0.77% | +17,013+8.5% | 加碼 |
| AE Wealth Management LLC | 219,837 | $809.7 萬 | 0.06% | −56,316−20.4% | 減碼 |
| Wallington Asset Management, LLC | 229,100 | $813.1 萬 | 1.41% | +36,058+18.7% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 222,130 | $818.1 萬 | 1.26% | +7,756+3.6% | 加碼 |
| Norris Financial Group, LLC | 227,827 | $839.1 萬 | 5.06% | +160,237+237.1% | 加碼 |
| Executive Wealth Management, LLC | 229,811 | $846.3 萬 | 0.92% | +115,445+100.9% | 加碼 |
| CMC Financial Group | 240,989 | $859.6 萬 | 9.58% | +240,989 | 新進 |
| Verger Capital Management LLC | 236,844 | $872.3 萬 | 6.84% | 00.0% | 不變 |
| Manning & Napier Group, LLC | – | $879.6 萬 | 0.08% | – | – |
| Private Harbour Investment Management & Counsel, LLC | 242,018 | $891.4 萬 | 7.46% | −1,927−0.8% | 減碼 |
| White Lighthouse Investment Management Inc. | 245,833 | $905.4 萬 | 2.30% | +1,472+0.6% | 加碼 |
| Sinecera Capital, LLC | 246,561 | $908.1 萬 | 9.08% | +3,977+1.6% | 加碼 |
| Signet Investment Advisory Group, Inc. | 248,577 | $915.5 萬 | 5.50% | −5,566−2.2% | 減碼 |
| TMD Wealth Management, LLC | 257,934 | $950.0 萬 | 3.65% | −12,096−4.5% | 減碼 |
| Chemistry Wealth Management LLC | 259,217 | $954.7 萬 | 3.28% | +259,217 | 新進 |
| Leuthold Group, LLC | 261,272 | $962.3 萬 | 1.23% | −9,961−3.7% | 減碼 |
| LVM Capital Management Ltd | 262,124 | $965.4 萬 | 1.28% | −31,836−10.8% | 減碼 |
| Capital Analysts, LLC | 268,011 | $987.1 萬 | 0.63% | +262,932+5,176.8% | 加碼 |
| Permanens Capital L.P. | 268,049 | $987.2 萬 | 1.53% | +78,007+41.0% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 269,053 | $990.9 萬 | 3.24% | +269,053 | 新進 |
| Sterling Financial Planning, Inc. | 270,026 | $994.5 萬 | 6.26% | +27,983+11.6% | 加碼 |
| New Potomac Partners, LLC | 273,451 | $1,007 萬 | 7.08% | +700+0.3% | 加碼 |
| FineMark National Bank & Trust | 274,300 | $1,010 萬 | 0.40% | +54,442+24.8% | 加碼 |
| Wellspring Financial Advisors, LLC | 279,786 | $1,031 萬 | 3.04% | +35,332+14.5% | 加碼 |
| BCJ Capital Management, LLC | 280,890 | $1,035 萬 | 0.90% | +280,890 | 新進 |
| Howland Capital Management LLC | 281,378 | $1,036 萬 | 0.56% | +4,926+1.8% | 加碼 |
| AMJ Financial Wealth Management | 283,755 | $1,045 萬 | 4.19% | +283,755 | 新進 |
| Kingfisher Capital LLC | 287,073 | $1,057 萬 | 2.73% | +168+0.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 292,192 | $1,076 萬 | 0.18% | +292,192 | 新進 |
| Jane Street Group, LLC | 292,228 | $1,076 萬 | 0.02% | −4,157,058−93.4% | 減碼 |
| Modus Advisors, LLC | 292,950 | $1,079 萬 | 4.73% | −340.0% | 減碼 |
| Ahrens Investment Partners LLC | 296,350 | $1,092 萬 | 3.44% | +245,018+477.3% | 加碼 |
| Bourgeon Capital Management LLC | 298,694 | $1,100 萬 | 2.49% | −346,667−53.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 301,269 | $1,110 萬 | 0.12% | +33,830+12.6% | 加碼 |
| JNBA Financial Advisors | 302,370 | $1,114 萬 | 1.47% | −6,536−2.1% | 減碼 |
| Morton Capital Management LLC | 306,268 | $1,128 萬 | 4.63% | −1,772−0.6% | 減碼 |
| Blueprint Investment Partners LLC | 316,962 | $1,167 萬 | 3.00% | +247,607+357.0% | 加碼 |