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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Emfo, LLC | 31,020 | $114.2 萬 | 1.04% | −285−0.9% | 減碼 |
| Mirador Capital Partners LP | 30,959 | $114.0 萬 | 0.23% | +11,078+55.7% | 加碼 |
| Benchmark Investment Advisors LLC | 29,908 | $110.2 萬 | 0.83% | −416−1.4% | 減碼 |
| Baldrige Asset Management LLC | 29,885 | $110.1 萬 | 0.45% | −504−1.7% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 29,860 | $110.0 萬 | 0.29% | +21,716+266.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 29,430 | $108.4 萬 | 0.02% | +6,874+30.5% | 加碼 |
| First Hawaiian Bank | 29,306 | $107.9 萬 | 0.03% | −525−1.8% | 減碼 |
| Global Retirement Partners, LLC | 30,060 | $106.7 萬 | 0.08% | +30,060 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,805 | $106.1 萬 | 0.05% | +631+2.2% | 加碼 |
| Strategy Asset Managers LLC | 28,606 | $105.4 萬 | 0.23% | +7,698+36.8% | 加碼 |
| SevenOneSeven Capital Management | 28,465 | $104.8 萬 | 2.17% | +347+1.2% | 加碼 |
| Kovack Advisors, Inc. | 28,402 | $104.6 萬 | 0.11% | +651+2.3% | 加碼 |
| S.A. Mason LLC | 28,189 | $103.8 萬 | 0.65% | −112−0.4% | 減碼 |
| Parallel Advisors, LLC | 28,101 | $103.3 萬 | 0.04% | −249−0.9% | 減碼 |
| Courage Capital Management LLC | 28,000 | $103.1 萬 | 0.98% | 00.0% | 不變 |
| Avalon Investment & Advisory | 27,878 | $102.7 萬 | 0.02% | −50.0% | 減碼 |
| Advanced Research Investment Solutions, LLC | 27,850 | $102.6 萬 | 0.43% | +100+0.4% | 加碼 |
| Nkcfo LLC | 27,450 | $101.1 萬 | 0.31% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 27,111 | $99.8 萬 | 0.29% | +7,418+37.7% | 加碼 |
| Lake Street Financial LLC | 26,733 | $98.5 萬 | 0.18% | +206+0.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 26,423 | $97.3 萬 | 0.07% | −4,064−13.3% | 減碼 |
| Integrated Wealth Concepts LLC | 26,102 | $96.1 萬 | 0.03% | −44,871−63.2% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 25,863 | $95.3 萬 | 0.23% | −289−1.1% | 減碼 |
| Hamilton Capital, LLC | 25,857 | $95.2 萬 | 0.06% | −75−0.3% | 減碼 |
| Country Club Bank | 25,696 | $94.4 萬 | 0.08% | +25,696 | 新進 |
| Greenhouse Wealth Management, LLC | 25,505 | $93.9 萬 | 0.88% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 25,071 | $92.3 萬 | 0.23% | −927−3.6% | 減碼 |
| Forum Financial Management, LP | 24,607 | $90.6 萬 | 0.04% | +60.0% | 加碼 |
| United Asset Strategies, Inc. | 24,571 | $90.5 萬 | 0.12% | +8,992+57.7% | 加碼 |
| Avaii Wealth Management, LLC | 24,278 | $89.4 萬 | 0.83% | −933−3.7% | 減碼 |
| Alesco Advisors LLC | 24,229 | $89.2 萬 | 0.03% | +16,240+203.3% | 加碼 |
| Cardiff Park Advisors, LLC | 24,177 | $89.0 萬 | 0.13% | +2,136+9.7% | 加碼 |
| Burns J W & Co Inc | 23,584 | $86.9 萬 | 0.14% | +1,750+8.0% | 加碼 |
| Oak Family Advisors, LLC | 23,575 | $86.8 萬 | 0.44% | −1,040−4.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 24,286 | $84.5 萬 | 0.05% | 00.0% | 不變 |
| Nations Financial Group Inc, | 22,855 | $84.2 萬 | 0.10% | +746+3.4% | 加碼 |
| Coldstream Capital Management Inc | 22,865 | $84.2 萬 | 0.03% | +22,865 | 新進 |
| J. W. Coons Advisors, LLC | 22,536 | $83.3 萬 | 0.25% | +4,825+27.2% | 加碼 |
| Millennium Management LLC | 22,584 | $83.2 萬 | 0.00% | −31,524−58.3% | 減碼 |
| TD Private Client Wealth LLC | 22,572 | $83.1 萬 | 0.04% | +2,672+13.4% | 加碼 |
| Private Portfolio Partners LLC | 22,333 | $82.3 萬 | 0.20% | +873+4.1% | 加碼 |
| WealthBridge Capital Management, LLC | 22,212 | $81.8 萬 | 0.31% | −132−0.6% | 減碼 |
| Geneva Partners, LLC | 22,205 | $81.8 萬 | 0.51% | +22,205 | 新進 |
| Bank of Nova Scotia | 22,020 | $81.1 萬 | 0.00% | −216,261−90.8% | 減碼 |
| Montecito Bank & Trust | 21,735 | $80.1 萬 | 0.15% | −5,248−19.4% | 減碼 |
| ICA Group Wealth Management, LLC | 22,566 | $78.9 萬 | 0.15% | +22,566 | 新進 |
| TownSquare Capital, LLC | 21,304 | $78.5 萬 | 0.02% | +1,955+10.1% | 加碼 |
| Regal Investment Advisors LLC | 21,242 | $78.2 萬 | 0.07% | −3,865−15.4% | 減碼 |
| Hilltop Holdings Inc. | 21,047 | $77.5 萬 | 0.09% | +1,129+5.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 20,826 | $76.7 萬 | 0.04% | −5,518−20.9% | 減碼 |
| H. L. Ormond & Company, LLC | 20,671 | $76.1 萬 | 0.93% | −91−0.4% | 減碼 |
| Hanson & Doremus Investment Management | 20,343 | $74.9 萬 | 0.16% | −50−0.2% | 減碼 |
| jvl associates llc | 20,300 | $74.8 萬 | 0.46% | −25,801−56.0% | 減碼 |
| First National Trust Co | 20,000 | $73.7 萬 | 0.04% | −731−3.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 19,919 | $73.5 萬 | 0.00% | 00.0% | 不變 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $73.2 萬 | 0.63% | 00.0% | 不變 |
| Forefront Analytics, LLC | 19,812 | $73.0 萬 | 0.27% | 00.0% | 不變 |
| Family Management Corp | 19,691 | $72.5 萬 | 0.20% | 00.0% | 不變 |
| Phillips Financial Management, LLC | 19,654 | $72.4 萬 | 0.07% | 00.0% | 不變 |
| MONECO Advisors, LLC | 19,513 | $71.9 萬 | 0.26% | +4,369+28.8% | 加碼 |
| FWL Investment Management, LLC | 19,250 | $70.9 萬 | 0.44% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 19,209 | $70.7 萬 | 0.19% | 00.0% | 不變 |
| Macroview Investment Management LLC | 19,132 | $70.5 萬 | 1.01% | −32,829−63.2% | 減碼 |
| Norris Perne & French LLP | 19,141 | $70.5 萬 | 0.06% | +261+1.4% | 加碼 |
| Interactive Financial Advisors | 18,802 | $69.2 萬 | 0.32% | +1,410+8.1% | 加碼 |
| Natixis Advisors, L.P. | 18,628 | $68.6 萬 | 0.00% | +486+2.7% | 加碼 |
| Boston Family Office LLC | 18,275 | $67.3 萬 | 0.05% | 00.0% | 不變 |
| Nwam LLC | 18,172 | $66.9 萬 | 0.05% | +2,131+13.3% | 加碼 |
| Trustmark National Bank Trust Department | 18,050 | $66.5 萬 | 0.05% | −5,657−23.9% | 減碼 |
| American Trust | 17,969 | $66.2 萬 | 0.04% | +17,969 | 新進 |
| Garde Capital, Inc. | 17,901 | $65.9 萬 | 0.07% | 00.0% | 不變 |
| S.C. Financial Services, Inc. | 17,699 | $65.2 萬 | 0.84% | +2,687+17.9% | 加碼 |
| HAP Trading, LLC | 17,596 | $64.8 萬 | 0.07% | −7,100−28.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,415 | $64.1 萬 | 0.09% | −724−4.0% | 減碼 |
| Old National Bancorp | 17,353 | $63.9 萬 | 0.02% | +6,061+53.7% | 加碼 |
| Toroso Investments, LLC | 17,326 | $63.8 萬 | 0.02% | +279+1.6% | 加碼 |
| Keebeck Wealth Management, LLC | 17,265 | $63.6 萬 | 0.11% | +5,715+49.5% | 加碼 |
| Laurel Wealth Advisors, Inc. | 17,183 | $63.3 萬 | 0.05% | −594−3.3% | 減碼 |
| S&CO Inc | 17,181 | $63.2 萬 | 0.04% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 17,165 | $63.0 萬 | 0.01% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 17,072 | $62.9 萬 | 0.36% | +50+0.3% | 加碼 |
| Principle Wealth Partners LLC | 16,927 | $62.3 萬 | 0.07% | 00.0% | 不變 |
| Claraphi Advisory Network, LLC | 16,780 | $61.8 萬 | 0.18% | +9,042+116.9% | 加碼 |
| Kornitzer Capital Management Inc | 16,719 | $61.6 萬 | 0.01% | +550+3.4% | 加碼 |
| Wealthspire Advisors, LLC | 16,644 | $61.3 萬 | 0.01% | −1,154−6.5% | 減碼 |
| Bradley Foster & Sargent Inc | 16,538 | $60.9 萬 | 0.01% | +16,538 | 新進 |
| Tarbox Family Office, Inc. | 16,322 | $60.1 萬 | 0.12% | 00.0% | 不變 |
| Walleye Trading LLC | 16,330 | $60.1 萬 | 0.01% | +10,312+171.4% | 加碼 |
| Mill Capital Management, LLC | 16,250 | $59.8 萬 | 0.06% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 16,225 | $59.8 萬 | 0.17% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 16,217 | $59.7 萬 | 0.08% | −715−4.2% | 減碼 |
| StoneX Group Inc. | 16,161 | $59.5 萬 | 0.05% | +4,658+40.5% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,165 | $59.5 萬 | 0.02% | −1,955−10.8% | 減碼 |
| Tradition Wealth Management, LLC | 15,794 | $58.2 萬 | 0.07% | −383−2.4% | 減碼 |
| Ingalls & Snyder LLC | 15,797 | $58.2 萬 | 0.03% | +280+1.8% | 加碼 |
| Vontobel Holding Ltd. | 15,727 | $58.0 萬 | 0.01% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 15,717 | $57.9 萬 | 0.11% | +6,926+78.8% | 加碼 |
| Vident Investment Advisory, LLC | 15,479 | $57.3 萬 | 0.01% | +15,479 | 新進 |
| FinTrust Capital Advisors, LLC | 15,542 | $57.2 萬 | 0.13% | +8,941+135.4% | 加碼 |
| Moors & Cabot, Inc. | 15,156 | $55.8 萬 | 0.03% | +1,380+10.0% | 加碼 |