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 |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 106,077 | $390.7 萬 | 2.45% | −1,149−1.1% | 減碼 |
| Roundview Capital LLC | 104,944 | $386.5 萬 | 0.40% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 103,555 | $381.4 萬 | 1.78% | 00.0% | 不變 |
| Sowell Financial Services LLC | 104,248 | $378.8 萬 | 0.66% | −49,226−32.1% | 減碼 |
| Wealthstar Advisors, LLC | 101,831 | $374.8 萬 | 1.39% | +101,831 | 新進 |
| Orion Portfolio Solutions, LLC | 101,487 | $373.8 萬 | 0.13% | −5,290−5.0% | 減碼 |
| Deane Retirement Strategies, Inc. | 100,976 | $369.0 萬 | 2.04% | +100,976 | 新進 |
| 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 |
| Federation des caisses Desjardins du Quebec | 99,363 | $365.9 萬 | 0.04% | −873,467−89.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 99,246 | $365.5 萬 | 0.01% | −12,847−11.5% | 減碼 |
| Spartan Planning & Wealth Management | 98,810 | $363.9 萬 | 4.55% | +98,810 | 新進 |
| Brinker Capital Investments, LLC | 98,214 | $361.7 萬 | 0.06% | −58,746−37.4% | 減碼 |
| Atria Investments LLC | 97,761 | $360.1 萬 | 0.06% | +8,032+9.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 97,730 | $359.9 萬 | 0.75% | −4,350−4.3% | 減碼 |
| 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 |
| Cowa, LLC | 97,486 | $359.0 萬 | 1.78% | +2,688+2.8% | 加碼 |
| Omnia Family Wealth, LLC | 96,914 | $356.9 萬 | 2.37% | −331−0.3% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $356.1 萬 | 0.15% | 00.0% | 不變 |
| Fermata Advisors, LLC | 94,404 | $347.7 萬 | 1.30% | +17,499+22.8% | 加碼 |
| Allianz Asset Management GmbH | 94,205 | $346.9 萬 | 0.00% | +94,205 | 新進 |
| Bessemer Group Inc | 93,606 | $344.8 萬 | 0.01% | −59,550−38.9% | 減碼 |
| Wealth Alliance | 93,560 | $344.6 萬 | 0.70% | −340.0% | 減碼 |
| CIBC World Markets Inc. | 93,543 | $344.5 萬 | 0.01% | +28,233+43.2% | 加碼 |
| Hamilton Wealth, LLC | 93,462 | $344.2 萬 | 1.50% | −1,052−1.1% | 減碼 |
| Umb Bank N A | 93,001 | $342.5 萬 | 0.05% | −11,565−11.1% | 減碼 |
| Wealthspan Partners, LLC | 92,727 | $341.5 萬 | 3.10% | +1,426+1.6% | 加碼 |
| 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 |
| Avantax Advisory Services, Inc. | 92,195 | $340.4 萬 | 0.05% | −892−1.0% | 減碼 |
| Money Concepts Capital Corp | 91,440 | $336.8 萬 | 0.19% | +1,336+1.5% | 加碼 |
| Comerica Securities,inc. | 90,368 | $332.8 萬 | 0.22% | +20,637+29.6% | 加碼 |
| Sage Investment Advisers LLC | 89,680 | $330.3 萬 | 4.38% | +7,000+8.5% | 加碼 |
| Aspireon Wealth Advisors | 89,526 | $330.1 萬 | 1.24% | +89,526 | 新進 |
| Estate Counselors, LLC | 88,165 | $324.7 萬 | 0.42% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 85,939 | $316.5 萬 | 1.35% | −1,000−1.2% | 減碼 |
| Boston Private Wealth LLC | 85,706 | $315.6 萬 | 0.04% | −6,690−7.2% | 減碼 |
| Q3 Asset Management | 85,563 | $315.1 萬 | 1.45% | +85,563 | 新進 |
| Mengis Capital Management, Inc. | 85,451 | $314.7 萬 | 0.60% | +1,380+1.6% | 加碼 |
| WMS Partners, LLC | 85,196 | $313.8 萬 | 0.43% | +10,062+13.4% | 加碼 |
| Golden State Equity Partners | 84,819 | $312.4 萬 | 1.57% | −2,691−3.1% | 減碼 |
| Crescent Grove Advisors, LLC | 83,122 | $306.1 萬 | 0.30% | −10,691−11.4% | 減碼 |
| Permit Capital Advisors, LLC | 81,699 | $304.1 萬 | 1.17% | +81,699 | 新進 |
| China Universal Asset Management Co., Ltd. | 82,000 | $302.0 萬 | 1.07% | −500−0.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 84,869 | $301.0 萬 | 0.12% | +831+1.0% | 加碼 |
| Ferris Capital, LLC | 80,709 | $297.3 萬 | 0.68% | −2,746−3.3% | 減碼 |
| J2 Capital Management Inc | 80,593 | $296.8 萬 | 3.25% | −60,654−42.9% | 減碼 |
| Summit Place Financial Advisors, LLC | 80,115 | $295.1 萬 | 1.98% | +80,115 | 新進 |
| Kestra Private Wealth Services, LLC | 78,385 | $288.7 萬 | 0.14% | +20,869+36.3% | 加碼 |
| Prudential Financial Inc | 78,138 | $287.9 萬 | 0.00% | +78,138 | 新進 |
| Prospera Financial Services Inc | 77,582 | $285.7 萬 | 0.12% | +52,918+214.6% | 加碼 |
| Madden Advisory Services, Inc. | 74,955 | $276.1 萬 | 1.88% | +773+1.0% | 加碼 |
| HB Wealth Management, LLC | 74,391 | $274.0 萬 | 0.05% | +41,389+125.4% | 加碼 |
| Patriot Investment Management Inc. | 73,776 | $271.7 萬 | 0.24% | +546+0.7% | 加碼 |
| Old Port Advisors | 74,318 | $271.6 萬 | 0.92% | +25,414+52.0% | 加碼 |
| Change Path, LLC | 73,230 | $269.7 萬 | 0.14% | +1,270+1.8% | 加碼 |
| AlphaStar Capital Management, LLC | 72,694 | $267.7 萬 | 0.22% | +5,837+8.7% | 加碼 |
| Gould Asset Management LLC | 72,572 | $267.3 萬 | 0.77% | −1,482−2.0% | 減碼 |
| Zhang Financial LLC | 72,415 | $266.7 萬 | 0.45% | −856,860−92.2% | 減碼 |
| Glenmede Trust Co NA | 72,161 | $265.7 萬 | 0.01% | −1,465−2.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 70,198 | $258.5 萬 | 0.18% | 00.0% | 不變 |
| Gradient Investments LLC | 69,807 | $257.1 萬 | 0.07% | +6,806+10.8% | 加碼 |
| First Manhattan Co | 69,612 | $256.3 萬 | 0.01% | −105−0.2% | 減碼 |
| Altman Advisors, Inc. | 69,238 | $255.0 萬 | 1.32% | +1,066+1.6% | 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 |
| Lido Advisors, LLC | 68,567 | $252.5 萬 | 0.05% | +17,169+33.4% | 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 |
| 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 |
| Laird Norton Trust Company, LLC | 67,596 | $248.9 萬 | 0.23% | +104+0.2% | 加碼 |
| TCWP LLC | 67,580 | $248.8 萬 | 0.45% | +801+1.2% | 加碼 |
| Lazard Asset Management LLC | 67,252 | $247.6 萬 | 0.00% | +67,252 | 新進 |
| Regions Financial Corp | 67,129 | $247.2 萬 | 0.02% | −1,144−1.7% | 減碼 |
| Motco | 66,513 | $245.0 萬 | 0.16% | +2,523+3.9% | 加碼 |
| HMS Capital Management, LLC | 66,186 | $243.8 萬 | 1.11% | +66,186 | 新進 |
| DFPG Investments, LLC | 65,547 | $242.6 萬 | 0.94% | −617−0.9% | 減碼 |
| Bigelow Investment Advisors, LLC | 64,570 | $237.8 萬 | 1.11% | +7,917+14.0% | 加碼 |
| Financial Management Network Inc | 64,598 | $237.3 萬 | 1.21% | +1,645+2.6% | 加碼 |
| Robinson Value Management, Ltd. | 63,991 | $235.7 萬 | 1.83% | +47,728+293.5% | 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 |
| Advisory Services Network, LLC | 63,331 | $233.2 萬 | 0.07% | +3,767+6.3% | 加碼 |
| Almanack Investment Partners, LLC. | 63,176 | $232.7 萬 | 0.20% | −3,480−5.2% | 減碼 |
| Raymond James Trust N.A. | 62,753 | $231.1 萬 | 0.07% | −4,361−6.5% | 減碼 |
| Intrepid Capital Management Inc | 62,530 | $230.3 萬 | 1.37% | +1,180+1.9% | 加碼 |
| Tru Independence Asset Management 2, LLC | 61,232 | $225.5 萬 | 1.30% | +28,538+87.3% | 加碼 |
| Towerpoint Wealth, LLC | 60,874 | $224.2 萬 | 1.11% | −1,943−3.1% | 減碼 |
| One Capital Management, LLC | 60,720 | $223.4 萬 | 0.12% | −1,691−2.7% | 減碼 |
| Liberty Wealth Management LLC | 60,339 | $222.9 萬 | 0.80% | – | – |
| Dohj, LLC | 60,428 | $222.6 萬 | 1.07% | +3,063+5.3% | 加碼 |
| Austin Private Wealth, LLC | 60,139 | $221.5 萬 | 0.45% | −144−0.2% | 減碼 |
| Cadinha & Co LLC | 59,936 | $220.7 萬 | 0.32% | −1,127−1.8% | 減碼 |
| Integrated Advisors Network LLC | 58,826 | $216.7 萬 | 0.13% | +22,468+61.8% | 加碼 |
| United Capital Financial Advisers, LLC | 58,359 | $214.9 萬 | 0.01% | −1,066−1.8% | 減碼 |
| Winton Group Ltd | 58,250 | $214.5 萬 | 0.11% | 00.0% | 不變 |
| Weil Company, Inc. | 57,306 | $211.1 萬 | 1.06% | −23,510−29.1% | 減碼 |
| Winch Advisory Services, LLC | 57,230 | $210.8 萬 | 0.73% | +5,085+9.8% | 加碼 |
| RGT Wealth Advisors, LLC | 57,000 | $209.9 萬 | 0.33% | 00.0% | 不變 |