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 |
|---|---|---|---|---|---|
| New Century Advisors, LLC | 56,975 | $209.7 萬 | 1.77% | +56,975 | 新進 |
| PBMares Wealth Management LLC | 56,317 | $207.4 萬 | 1.28% | +22,917+68.6% | 加碼 |
| Focus Financial Network, Inc. | 56,220 | $207.1 萬 | 0.14% | +56,220 | 新進 |
| Fortune 45 LLC | 56,184 | $206.9 萬 | 1.95% | +56,184 | 新進 |
| Pinnacle Financial Partners Inc | 55,845 | $205.7 萬 | 0.07% | +18,600+49.9% | 加碼 |
| Ieq Capital, LLC | 55,184 | $203.3 萬 | 0.05% | +14,759+36.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,249 | $199.8 萬 | 0.03% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 54,154 | $199.4 萬 | 0.15% | +54,154 | 新進 |
| Boston Research & Management Inc | 53,838 | $198.2 萬 | 0.58% | 00.0% | 不變 |
| WBH Advisory Inc | 54,964 | $198.1 萬 | 0.24% | −7,720−12.3% | 減碼 |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,423 | $196.7 萬 | 0.17% | +3,482+7.0% | 加碼 |
| Allie Family Office LLC | 53,385 | $196.6 萬 | 1.51% | −19,335−26.6% | 減碼 |
| SlateStone Wealth, LLC | 53,152 | $195.8 萬 | 0.44% | −523−1.0% | 減碼 |
| NVWM, LLC | 53,046 | $195.4 萬 | 0.62% | +12,208+29.9% | 加碼 |
| Nissay Asset Management Corp | 52,673 | $194.0 萬 | 0.02% | −14,097−21.1% | 減碼 |
| Sunesis Advisors, LLC | 52,221 | $192.3 萬 | 1.11% | 00.0% | 不變 |
| Well Done, LLC | 51,686 | $190.4 萬 | 0.38% | +8,386+19.4% | 加碼 |
| Woodward Diversified Capital, LLC | 51,198 | $188.6 萬 | 1.23% | −2,859−5.3% | 減碼 |
| Evergreen Capital Management LLC | 50,786 | $187.0 萬 | 0.08% | +11,846+30.4% | 加碼 |
| Visionary Wealth Advisors | 50,577 | $186.3 萬 | 0.15% | −11,163−18.1% | 減碼 |
| Tikvah Management LLC | 50,250 | $185.1 萬 | 0.59% | 00.0% | 不變 |
| Benjamin Edwards Inc | 49,548 | $182.5 萬 | 0.53% | −20,939−29.7% | 減碼 |
| Wealthsource Partners, LLC | 49,305 | $181.6 萬 | 0.12% | +4,562+10.2% | 加碼 |
| Colony Group LLC | 48,786 | $179.7 萬 | 0.03% | −805−1.6% | 減碼 |
| Financial & Tax Architects, LLC | 48,663 | $179.2 萬 | 0.68% | +48,663 | 新進 |
| Cadent Capital Advisors, LLC | 48,615 | $179.0 萬 | 0.82% | +326+0.7% | 加碼 |
| Jordan Park Group LLC | 48,286 | $177.8 萬 | 0.16% | 00.0% | 不變 |
| Sageworth Trust Co | 48,165 | $177.4 萬 | 0.14% | 00.0% | 不變 |
| Firestone Capital Management | 47,901 | $176.4 萬 | 0.58% | 00.0% | 不變 |
| Castleview Partners, LLC | 47,404 | $174.5 萬 | 1.09% | −1,653,656−97.2% | 減碼 |
| Verity Asset Management, Inc. | 47,128 | $173.6 萬 | 1.10% | +6,840+17.0% | 加碼 |
| Northside Capital Management, LLC | 47,097 | $173.5 萬 | 0.46% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 46,410 | $170.9 萬 | 0.88% | +16,894+57.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 46,257 | $170.4 萬 | 0.03% | +4,232+10.1% | 加碼 |
| Paradigm Financial Partners, LLC | 45,920 | $168.0 萬 | 0.37% | +45,920 | 新進 |
| Hirtle Callaghan & Co LLC | 45,499 | $167.6 萬 | 0.08% | −535−1.2% | 減碼 |
| Synovus Financial Corp | 44,165 | $162.7 萬 | 0.02% | −3,400−7.1% | 減碼 |
| Bank Ozk | 44,151 | $162.6 萬 | 0.70% | −150.0% | 減碼 |
| 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 |
| Relyea Zuckerberg Hanson LLC | 42,822 | $161.1 萬 | 0.53% | +857+2.0% | 加碼 |
| Arete Wealth Advisors, LLC | 43,660 | $160.8 萬 | 0.13% | +5,930+15.7% | 加碼 |
| New England Asset Management Inc | 43,600 | $160.6 萬 | 0.03% | +2,300+5.6% | 加碼 |
| Centric Wealth Management | 43,544 | $160.4 萬 | 0.51% | +43,544 | 新進 |
| SignalPoint Asset Management, LLC | 42,897 | $158.0 萬 | 0.50% | −480−1.1% | 減碼 |
| January Capital Advisors LLC | 45,580 | $156.4 萬 | 1.39% | −1,907−4.0% | 減碼 |
| Grand Central Investment Group | 42,265 | $155.7 萬 | 1.84% | +824+2.0% | 加碼 |
| TriaGen Wealth Management LLC | 41,910 | $154.4 萬 | 0.80% | +41,910 | 新進 |
| Ausdal Financial Partners, Inc. | 41,498 | $152.8 萬 | 0.21% | +11,197+37.0% | 加碼 |
| EWG Elevate Inc. | 40,841 | $150.4 萬 | 0.59% | +624+1.6% | 加碼 |
| Moody National Bank Trust Division | 40,547 | $149.3 萬 | 0.05% | +4,612+12.8% | 加碼 |
| TAP Consulting, LLC | 40,038 | $147.5 萬 | 0.39% | 00.0% | 不變 |
| Vicus Capital | 39,949 | $147.1 萬 | 0.15% | +4,183+11.7% | 加碼 |
| Walkner Condon Financial Advisors LLC | 39,870 | $146.8 萬 | 0.42% | −15,880−28.5% | 減碼 |
| BFT Financial Group, LLC | 39,647 | $146.0 萬 | 0.23% | +39,647 | 新進 |
| Camden Capital, LLC | 39,438 | $145.3 萬 | 0.31% | +3,144+8.7% | 加碼 |
| Clearstead Advisors, LLC | 39,112 | $144.0 萬 | 0.10% | +5,070+14.9% | 加碼 |
| Whitener Capital Management, Inc. | 39,098 | $143.9 萬 | 0.54% | +402+1.0% | 加碼 |
| Mutual Advisors, LLC | 38,766 | $142.8 萬 | 0.08% | −1,076−2.7% | 減碼 |
| Wealth Enhancement & Preservation of GA, LLC | 38,535 | $141.9 萬 | 1.09% | +38,535 | 新進 |
| ETF Store, Inc. | 39,238 | $140.6 萬 | 1.11% | +739+1.9% | 加碼 |
| Signaturefd, LLC | 38,071 | $140.2 萬 | 0.04% | −5,397−12.4% | 減碼 |
| Vanguard Capital Wealth Advisors | 38,015 | $140.0 萬 | 1.00% | −14,385−27.5% | 減碼 |
| Wade G W & Inc | 37,922 | $139.7 萬 | 0.06% | +12,043+46.5% | 加碼 |
| Snowden Capital Advisors LLC | 37,902 | $139.5 萬 | 0.06% | +28,484+302.4% | 加碼 |
| Palladium Partners LLC | 37,582 | $138.4 萬 | 0.06% | +248+0.7% | 加碼 |
| Veritable, L.P. | 37,279 | $137.3 萬 | 0.02% | +18,432+97.8% | 加碼 |
| Pensionmark Financial Group, LLC | 37,169 | $136.9 萬 | 0.28% | +4,330+13.2% | 加碼 |
| All Season Financial Advisors, Inc. | 36,702 | $135.2 萬 | 0.96% | −38,544−51.2% | 減碼 |
| Baker Avenue Asset Management, LP | 36,590 | $134.8 萬 | 0.07% | +27,098+285.5% | 加碼 |
| Satovsky Asset Management LLC | 36,387 | $134.0 萬 | 0.90% | −1,962−5.1% | 減碼 |
| Pendal Group Limited | 36,376 | $134.0 萬 | 0.01% | +557+1.6% | 加碼 |
| Bristlecone Advisors, LLC | 36,145 | $133.1 萬 | 0.16% | −588−1.6% | 減碼 |
| Citadel Advisors LLC | 36,017 | $132.7 萬 | 0.00% | −68,697−65.6% | 減碼 |
| Ameritas Advisory Services, LLC | 35,287 | $130.0 萬 | 0.05% | +1,434+4.2% | 加碼 |
| Aureus Asset Management, LLC | 35,187 | $129.6 萬 | 0.09% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 35,040 | $129.0 萬 | 0.47% | +20.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,000 | $128.9 萬 | 0.03% | +20,000+133.3% | 加碼 |
| Banque Pictet & Cie SA | 34,959 | $128.8 萬 | 0.01% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 34,935 | $128.7 萬 | 0.05% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 34,889 | $128.5 萬 | 0.06% | +6,091+21.2% | 加碼 |
| USA Financial Portformulas Corp | 34,422 | $126.8 萬 | 1.36% | +34,027+8,614.4% | 加碼 |
| Farmers & Merchants Investments Inc | 33,749 | $124.3 萬 | 0.05% | −6,797−16.8% | 減碼 |
| Americana Partners, LLC | 33,787 | $123.9 萬 | 0.38% | −25,752−43.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 33,540 | $123.5 萬 | 0.05% | +3,665+12.3% | 加碼 |
| Gibson Capital, LLC | 33,723 | $123.4 萬 | 0.31% | +1,610+5.0% | 加碼 |
| Intrua Financial, LLC | 33,295 | $122.6 萬 | 0.22% | −1,310−3.8% | 減碼 |
| Connective Portfolio Management, LLC | 33,152 | $122.1 萬 | 2.69% | 00.0% | 不變 |
| Holistic Financial Partners | 33,119 | $122.0 萬 | 0.78% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 33,107 | $121.9 萬 | 0.04% | +33,107 | 新進 |
| Bard Financial Services, Inc. | 32,750 | $120.6 萬 | 0.10% | 00.0% | 不變 |
| Perkins Coie Trust Co | 32,637 | $120.2 萬 | 0.37% | −3,983−10.9% | 減碼 |
| Regatta Capital Group, LLC | 32,450 | $119.5 萬 | 0.41% | −4,442−12.0% | 減碼 |
| Ifrah Financial Services, Inc. | 32,118 | $118.3 萬 | 0.33% | +32,118 | 新進 |
| Fort Point Capital Partners LLC | 31,817 | $117.2 萬 | 0.18% | −117,521−78.7% | 減碼 |
| Ballew Advisors, Inc | 30,979 | $116.5 萬 | 0.89% | −110.0% | 減碼 |
| United Community Bank | 31,392 | $115.6 萬 | 1.16% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 31,377 | $115.6 萬 | 0.08% | +10,519+50.4% | 加碼 |