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 |
|---|---|---|---|---|---|
| Boyer & Corporon Wealth Management, LLC | 318,130 | $1,172 萬 | 3.50% | −160−0.1% | 減碼 |
| Sentinel Trust Co Lba | 319,498 | $1,177 萬 | 1.41% | +67,968+27.0% | 加碼 |
| Ambassador Advisors, LLC | 319,712 | $1,178 萬 | 2.28% | +18,250+6.1% | 加碼 |
| Valmark Advisers, Inc. | 320,198 | $1,179 萬 | 0.21% | +19,117+6.3% | 加碼 |
| Clarity Financial LLC | 322,256 | $1,187 萬 | 2.40% | +322,256 | 新進 |
| Beacon Pointe Advisors, LLC | 325,311 | $1,198 萬 | 0.16% | +106,797+48.9% | 加碼 |
| National Bank of Canada | 330,387 | $1,217 萬 | 0.05% | −3,584−1.1% | 減碼 |
| American Investment Services, Inc. | 331,990 | $1,223 萬 | 2.69% | −31,845−8.8% | 減碼 |
| Cardinal Point Wealth Management Partners, LLC | 336,647 | $1,240 萬 | 5.53% | +11,249+3.5% | 加碼 |
| Sunbelt Securities, Inc. | 339,377 | $1,248 萬 | 2.28% | +3,400+1.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 343,607 | $1,266 萬 | 0.03% | +30,817+9.9% | 加碼 |
| American Research & Management Co. | 344,589 | $1,269 萬 | 2.80% | −28,931−7.7% | 減碼 |
| Renaissance Technologies LLC | 352,700 | $1,299 萬 | 0.02% | −176,100−33.3% | 減碼 |
| Cetera Advisor Networks LLC | 356,974 | $1,315 萬 | 0.16% | −48,814−12.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 359,558 | $1,324 萬 | 3.05% | −45,658−11.3% | 減碼 |
| Meridian Wealth Advisors, LLC | 360,831 | $1,329 萬 | 3.08% | +37,316+11.5% | 加碼 |
| Vision Capital Management, Inc. | 364,123 | $1,341 萬 | 2.20% | +7,692+2.2% | 加碼 |
| Integrated Investment Consultants, LLC | 365,432 | $1,346 萬 | 3.77% | +42,853+13.3% | 加碼 |
| Bokf, NA | 366,697 | $1,351 萬 | 0.22% | −18,724−4.9% | 減碼 |
| Lake Point Wealth Management | 369,446 | $1,361 萬 | 6.30% | −49,077−11.7% | 減碼 |
| American Portfolios Advisors | 371,584 | $1,369 萬 | 0.47% | +7,725+2.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 373,911 | $1,377 萬 | 0.20% | +617+0.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 374,132 | $1,378 萬 | 1.02% | +8,185+2.2% | 加碼 |
| Kestra Advisory Services, LLC | 376,955 | $1,388 萬 | 0.14% | +18,605+5.2% | 加碼 |
| Independent Family Office, LLC | 377,123 | $1,389 萬 | 4.54% | +5,253+1.4% | 加碼 |
| Massmutual Trust Co FSB | 378,002 | $1,392 萬 | 0.53% | −100,527−21.0% | 減碼 |
| Financial Partners Capital Management LLC | 380,772 | $1,402 萬 | 2.60% | −5,662−1.5% | 減碼 |
| Huntington National Bank | – | $1,452 萬 | 0.13% | – | – |
| Quest Investment Management LLC | 396,021 | $1,459 萬 | 1.39% | +116,441+41.6% | 加碼 |
| Systelligence, LLC | 396,355 | $1,460 萬 | 3.15% | −36,590−8.5% | 減碼 |
| Brave Asset Management Inc | 402,014 | $1,481 萬 | 5.10% | +402,014 | 新進 |
| Sage Rhino Capital LLC | 412,495 | $1,519 萬 | 4.61% | −4,066−1.0% | 減碼 |
| Mercer Global Advisors Inc | 417,281 | $1,537 萬 | 0.09% | −87,288−17.3% | 減碼 |
| Resonant Capital Advisors, LLC | 420,723 | $1,537 萬 | 2.28% | +19,210+4.8% | 加碼 |
| IndexIQ Advisors LLC | 419,703 | $1,546 萬 | 0.55% | −384,704−47.8% | 減碼 |
| Goldman Sachs Group Inc | 427,971 | $1,576 萬 | 0.00% | −2,558−0.6% | 減碼 |
| D.A. Davidson & Co. | 436,063 | $1,606 萬 | 0.17% | +25,783+6.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 446,215 | $1,643 萬 | 0.03% | +223,034+99.9% | 加碼 |
| Lowe Wealth Advisors, LLC | 448,544 | $1,652 萬 | 7.47% | +7,383+1.7% | 加碼 |
| Blair William & Co | 467,274 | $1,721 萬 | 0.06% | +47,303+11.3% | 加碼 |
| BFSG, LLC | 467,509 | $1,722 萬 | 2.73% | −2040.0% | 減碼 |
| Timber Creek Capital Management LLC | 470,181 | $1,732 萬 | 5.25% | −320−0.1% | 減碼 |
| Reuter James Wealth Management, LLC | 470,638 | $1,733 萬 | 6.91% | +142,391+43.4% | 加碼 |
| First American Trust, FSB | 474,420 | $1,747 萬 | 2.41% | +41,550+9.6% | 加碼 |
| Confluence Investment Management LLC | 476,565 | $1,755 萬 | 0.25% | −186,459−28.1% | 減碼 |
| Twin Focus Capital Partners, LLC | 481,231 | $1,772 萬 | 3.44% | −17,255−3.5% | 減碼 |
| Allstate Corp | 483,000 | $1,779 萬 | 0.48% | +483,000 | 新進 |
| Advisor Group Holdings, Inc. | 484,885 | $1,786 萬 | 0.04% | −689,935−58.7% | 減碼 |
| TD Waterhouse Canada Inc. | 432,246 | $1,862 萬 | 0.18% | +330+0.1% | 加碼 |
| FDx Advisors, Inc. | 505,704 | $1,863 萬 | 0.63% | +14,052+2.9% | 加碼 |
| KB Financial Partners, LLC | 507,385 | $1,869 萬 | 5.16% | +30,012+6.3% | 加碼 |
| MainStreet Investment Advisors LLC | 512,008 | $1,886 萬 | 1.76% | −88,472−14.7% | 減碼 |
| Quent Capital, LLC | 519,638 | $1,914 萬 | 3.55% | +120,896+30.3% | 加碼 |
| GenWealth Group, Inc. | 523,786 | $1,929 萬 | 5.35% | +2,308+0.4% | 加碼 |
| Sowa Financial Group, Inc. | 529,767 | $1,951 萬 | 11.70% | −2,388−0.4% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $1,988 萬 | 1.07% | 00.0% | 不變 |
| Goldstein Munger & Associates | 547,738 | $2,017 萬 | 5.23% | +1,120+0.2% | 加碼 |
| Gamble Jones Investment Counsel | 549,383 | $2,023 萬 | 1.26% | −47,097−7.9% | 減碼 |
| Cambridge Associates LLC | 556,551 | $2,050 萬 | 1.36% | +235,503+73.4% | 加碼 |
| Naviter Wealth, LLC | 564,201 | $2,078 萬 | 6.93% | −270,752−32.4% | 減碼 |
| EPIQ Capital Group, LLC | 571,484 | $2,105 萬 | 5.75% | −32,921−5.4% | 減碼 |
| Spinnaker Trust | 584,062 | $2,151 萬 | 1.45% | +5,506+1.0% | 加碼 |
| Legend Financial Advisors, Inc. | 651,598 | $2,177 萬 | 13.83% | +352,629+117.9% | 加碼 |
| IFP Advisors, Inc | 623,685 | $2,248 萬 | 0.29% | +523,031+519.6% | 加碼 |
| Equitable Holdings, Inc. | 619,316 | $2,281 萬 | 0.37% | +52,480+9.3% | 加碼 |
| MML Investors Services, LLC | 619,660 | $2,282 萬 | 0.16% | +34,173+5.8% | 加碼 |
| Covington Capital Management | 626,060 | $2,306 萬 | 0.83% | +1,711+0.3% | 加碼 |
| Strategic Point Investment Advisors, LLC | 634,396 | $2,337 萬 | 5.34% | −5,314−0.8% | 減碼 |
| Pictet Asset Management SA | 636,110 | $2,343 萬 | 0.03% | +204,445+47.4% | 加碼 |
| Parkside Investments, LLC | 637,819 | $2,349 萬 | 4.60% | −88,838−12.2% | 減碼 |
| Carl Stuart Investment Advisor, Inc | 654,902 | $2,412 萬 | 17.53% | +23,708+3.8% | 加碼 |
| Narwhal Capital Management | 659,518 | $2,429 萬 | 2.84% | −4,342−0.7% | 減碼 |
| Evercore Wealth Management, LLC | 692,365 | $2,550 萬 | 0.45% | +12,304+1.8% | 加碼 |
| Kore Private Wealth LLC | 692,669 | $2,551 萬 | 3.20% | −270.0% | 減碼 |
| Stephens Inc | 698,192 | $2,571 萬 | 0.42% | −195,310−21.9% | 減碼 |
| Highland Private Wealth Management | 715,650 | $2,636 萬 | 3.52% | −10,564−1.5% | 減碼 |
| Gladius Capital Management LP | 753,449 | $2,775 萬 | 9.55% | −392,788−34.3% | 減碼 |
| Marks Group Wealth Management, Inc | 758,158 | $2,792 萬 | 3.51% | +54,133+7.7% | 加碼 |
| Biltmore Family Office, LLC | 764,805 | $2,817 萬 | 6.03% | +60,663+8.6% | 加碼 |
| EFG Asset Management (Americas) Corp. | 764,672 | $2,845 萬 | 5.27% | +35,411+4.9% | 加碼 |
| Vigilant Capital Management, LLC | 774,034 | $2,851 萬 | 2.18% | +20,407+2.7% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 779,114 | $2,870 萬 | 15.57% | +11,107+1.4% | 加碼 |
| MUFG Americas Holdings Corp | 791,907 | $2,917 萬 | 0.57% | −21,207−2.6% | 減碼 |
| Tiaa, FSB | 799,059 | $2,943 萬 | 0.10% | +4,377+0.6% | 加碼 |
| VCU Investment Management Co | 799,331 | $2,944 萬 | 41.04% | −211,752−20.9% | 減碼 |
| 1832 Asset Management L.P. | 820,882 | $2,982 萬 | 0.05% | +813,807+11,502.6% | 加碼 |
| Deutsche Bank AG | 816,457 | $3,007 萬 | 0.01% | −38,854−4.5% | 減碼 |
| First Command Financial Services, Inc. | 827,100 | $3,046 萬 | 4.18% | +47,789+6.1% | 加碼 |
| First Command Bank | 827,100 | $3,046 萬 | 4.18% | +107,668+15.0% | 加碼 |
| Lake Street Advisors Group, LLC | 851,947 | $3,138 萬 | 2.00% | 00.0% | 不變 |
| HRT Financial LP | 855,986 | $3,153 萬 | 0.22% | −258,228−23.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 890,101 | $3,278 萬 | 1.46% | −295,481−24.9% | 減碼 |
| People's United Financial, Inc. | 900,723 | $3,317 萬 | 0.94% | −172,763−16.1% | 減碼 |
| Amplius Wealth Advisors, LLC | 908,514 | $3,346 萬 | 5.15% | −60,649−6.3% | 減碼 |
| VPR Management LLC | 951,375 | $3,400 萬 | 6.89% | −5,100−0.5% | 減碼 |
| Truist Financial Corp | 928,517 | $3,420 萬 | 0.05% | +24,230+2.7% | 加碼 |
| Mackay Shields LLC | 929,500 | $3,423 萬 | 0.30% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 950,951 | $3,502 萬 | 3.52% | +11,816+1.3% | 加碼 |
| Partners Capital Investment Group, LLP | 973,352 | $3,585 萬 | 1.76% | −284,884−22.6% | 減碼 |
| Rockefeller Capital Management L.P. | 982,423 | $3,618 萬 | 0.17% | +139,315+16.5% | 加碼 |