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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 15,149 | $55.7 萬 | 0.02% | −8,169−35.0% | 減碼 |
| Horan Capital Advisors, LLC. | 15,085 | $55.6 萬 | 0.22% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 14,938 | $55.0 萬 | 0.18% | −1,951−11.6% | 減碼 |
| BDO Wealth Advisors, LLC | 14,807 | $54.5 萬 | 0.06% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 14,730 | $54.3 萬 | 0.18% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 14,638 | $53.9 萬 | 0.05% | −1,594−9.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 14,578 | $53.7 萬 | 0.05% | +2,672+22.4% | 加碼 |
| DDD Partners, LLC | 14,457 | $53.2 萬 | 0.07% | +1,130+8.5% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 14,292 | $52.6 萬 | 0.19% | −12,015−45.7% | 減碼 |
| Valeo Financial Advisors, LLC | 14,217 | $52.4 萬 | 0.03% | +280+2.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 14,189 | $52.3 萬 | 0.10% | −4,878−25.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,100 | $51.9 萬 | 0.04% | 00.0% | 不變 |
| Mather Group, LLC. | 14,052 | $51.8 萬 | 0.01% | +14,052 | 新進 |
| Bridgeworth, LLC | 14,029 | $51.7 萬 | 0.12% | −291−2.0% | 減碼 |
| NewEdge Wealth, LLC | 14,000 | $51.6 萬 | 0.02% | −10,882−43.7% | 減碼 |
| Hengehold Capital Management LLC | 14,000 | $51.6 萬 | 0.07% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 13,969 | $51.4 萬 | 0.02% | +5,915+73.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $50.9 萬 | 0.13% | 00.0% | 不變 |
| Lincoln National Corp | 13,688 | $50.4 萬 | 0.01% | −930−6.4% | 減碼 |
| Pinnacle Associates Ltd | 13,676 | $50.4 萬 | 0.01% | +109+0.8% | 加碼 |
| C M Bidwell & Associates Ltd | 13,662 | $50.3 萬 | 0.33% | +2,230+19.5% | 加碼 |
| True North Advisors, LLC | 13,599 | $50.0 萬 | 0.13% | 00.0% | 不變 |
| Wescott Financial Advisory Group, LLC | 13,541 | $49.9 萬 | 0.13% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 13,500 | $49.7 萬 | 0.01% | +13,500 | 新進 |
| Solidarilty Wealth, LLC | 13,320 | $49.3 萬 | 0.28% | +13,320 | 新進 |
| BerganKDV Wealth Management, LLC | 13,349 | $49.2 萬 | 0.05% | −1,073−7.4% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 13,272 | $48.6 萬 | 0.02% | −11,634−46.7% | 減碼 |
| Davis R M Inc | 13,196 | $48.6 萬 | 0.01% | +13,196 | 新進 |
| Ellis Investment Partners, LLC | 13,188 | $48.5 萬 | 0.11% | +28+0.2% | 加碼 |
| Silverleafe Capital Partners, LLC | 13,050 | $48.1 萬 | 0.22% | −5,059−27.9% | 減碼 |
| Capital Planning Advisors, LLC | 13,007 | $47.9 萬 | 0.10% | +300+2.4% | 加碼 |
| Brown Advisory Inc | 12,984 | $47.8 萬 | 0.00% | +12,984 | 新進 |
| Proequities, Inc. | 12,959 | $47.7 萬 | 0.04% | −641−4.7% | 減碼 |
| 3EDGE Asset Management, LP | 12,655 | $46.6 萬 | 0.03% | +1,430+12.7% | 加碼 |
| Inverness Counsel LLC | – | $46.4 萬 | 0.02% | – | – |
| Alterna Wealth Management, Inc | 12,444 | $45.8 萬 | 0.39% | 00.0% | 不變 |
| Buckingham Strategic Partners | 12,411 | $45.8 萬 | 0.05% | +12,411 | 新進 |
| West Paces Advisors Inc. | 12,350 | $45.5 萬 | 0.14% | 00.0% | 不變 |
| Wealthgate Family Office, LLC | 12,312 | $45.3 萬 | 0.91% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 11,914 | $43.9 萬 | 0.14% | 00.0% | 不變 |
| Bell Rock Capital LLC | 11,705 | $43.8 萬 | 0.41% | +1,749+17.6% | 加碼 |
| Kellett Schaffner Wealth Advisors LLC | 11,750 | $43.3 萬 | 0.34% | −85,130−87.9% | 減碼 |
| PDS Planning, Inc | 11,733 | $43.2 萬 | 0.08% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 11,702 | $43.1 萬 | 0.02% | +4,379+59.8% | 加碼 |
| Iron Financial, LLC | 11,507 | $42.4 萬 | 0.20% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 11,487 | $42.3 萬 | 0.12% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 11,479 | $42.3 萬 | 0.11% | −15−0.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,382 | $41.9 萬 | 0.03% | −1,485−11.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 11,388 | $41.9 萬 | 0.03% | +11,388 | 新進 |
| Strengthening Families & Communities, LLC | 11,237 | $41.4 萬 | 0.26% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 11,204 | $41.3 萬 | 0.01% | −1,879−14.4% | 減碼 |
| NEIRG Wealth Management, LLC | 11,081 | $40.8 萬 | 0.08% | +1,392+14.4% | 加碼 |
| EPG Wealth Management LLC | 11,004 | $40.5 萬 | 0.14% | +11,004 | 新進 |
| Horizon Kinetics Asset Management LLC | 10,916 | $40.2 萬 | 0.01% | −18−0.2% | 減碼 |
| Viewpoint Capital Management LLC | 10,839 | $39.9 萬 | 0.31% | +128+1.2% | 加碼 |
| R.P. Boggs & Co. | 10,794 | $39.8 萬 | 0.26% | −235−2.1% | 減碼 |
| Signature Estate & Investment Advisors LLC | 10,777 | $39.6 萬 | 0.02% | −301−2.7% | 減碼 |
| Brooks, Moore & Associates, Inc. | 10,750 | $39.6 萬 | 0.24% | +600+5.9% | 加碼 |
| Hancock Whitney Corp | 10,650 | $39.2 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 10,634 | $39.2 萬 | 0.04% | +388+3.8% | 加碼 |
| Jump Financial, LLC | 10,522 | $38.8 萬 | 0.02% | +10,522 | 新進 |
| Stock Yards Bank & Trust Co | 10,421 | $38.3 萬 | 0.02% | −290−2.7% | 減碼 |
| Charles Schwab Trust Co | 10,407 | $38.3 萬 | 0.07% | +71+0.7% | 加碼 |
| KCM Investment Advisors LLC | 10,203 | $37.6 萬 | 0.01% | −1,498−12.8% | 減碼 |
| Financial Advocates Investment Management | 10,179 | $37.5 萬 | 0.02% | −25,644−71.6% | 減碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 10,143 | $37.4 萬 | 0.11% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 10,163 | $37.4 萬 | 0.09% | +9,663+1,932.6% | 加碼 |
| Callan Capital, LLC | 10,088 | $37.2 萬 | 0.05% | +2,049+25.5% | 加碼 |
| Phoenix Wealth Advisors | 10,183 | $37.2 萬 | 0.38% | +2,196+27.5% | 加碼 |
| Argent Trust Co | 10,059 | $37.1 萬 | 0.02% | +1,065+11.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 10,043 | $37.0 萬 | 0.07% | −50−0.5% | 減碼 |
| McAdam, LLC | 10,024 | $36.9 萬 | 0.03% | +3,980+65.9% | 加碼 |
| Aberdeen Wealth Management LLC | 10,012 | $36.9 萬 | 0.25% | +10,012 | 新進 |
| Comerica Bank | 9,895 | $36.8 萬 | 0.00% | −612−5.8% | 減碼 |
| Orion Capital Management LLC | 10,000 | $36.8 萬 | 0.22% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 9,966 | $36.7 萬 | 0.01% | −226−2.2% | 減碼 |
| MBL Wealth, LLC | 9,900 | $36.5 萬 | 0.09% | +9,900 | 新進 |
| First Pacific Financial | 9,835 | $36.2 萬 | 0.19% | −8,879−47.4% | 減碼 |
| Garrett Investment Advisors LLC | 9,823 | $36.2 萬 | 0.09% | +356+3.8% | 加碼 |
| Bragg Financial Advisors, Inc | 9,809 | $36.1 萬 | 0.02% | +9,809 | 新進 |
| Merriman Wealth Management, LLC | 9,728 | $35.8 萬 | 0.03% | +1,920+24.6% | 加碼 |
| Vance Wealth, Inc. | 9,654 | $35.6 萬 | 0.45% | −13−0.1% | 減碼 |
| Montis Financial, LLC | 9,641 | $35.5 萬 | 0.28% | +9,641 | 新進 |
| Oarsman Capital, Inc. | 9,523 | $35.1 萬 | 0.14% | −4,524−32.2% | 減碼 |
| Legacy Private Trust Co. | 9,522 | $35.1 萬 | 0.03% | 00.0% | 不變 |
| Choate Investment Advisors | 9,517 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 9,522 | $35.1 萬 | 0.13% | 00.0% | 不變 |
| Advisory Alpha, LLC | 9,520 | $35.1 萬 | 0.02% | +9,520 | 新進 |
| Merit Financial Group, LLC | 9,437 | $34.8 萬 | 0.02% | −153−1.6% | 減碼 |
| Evolution Wealth Advisors, LLC | 9,450 | $34.8 萬 | 0.07% | 00.0% | 不變 |
| 55I, LLC | 9,402 | $34.6 萬 | 0.01% | −212−2.2% | 減碼 |
| First City Capital Management, Inc. | 9,382 | $34.6 萬 | 0.19% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 9,361 | $34.5 萬 | 0.09% | 00.0% | 不變 |
| Dowling & Yahnke LLC | 9,289 | $34.2 萬 | 0.01% | +352+3.9% | 加碼 |
| Fisher Asset Management, LLC | 9,269 | $34.1 萬 | 0.00% | −5,649−37.9% | 減碼 |
| Titleist Asset Management, Ltd. | 9,270 | $34.1 萬 | 0.07% | 00.0% | 不變 |
| Integrity Financial Corp | 9,181 | $33.8 萬 | 0.28% | −11,870−56.4% | 減碼 |
| Brandywine Oak Private Wealth LLC | 9,201 | $33.8 萬 | 0.04% | −1,911−17.2% | 減碼 |
| Auxano Advisors, LLC | 9,154 | $33.7 萬 | 0.14% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 9,142 | $33.7 萬 | 0.00% | 00.0% | 不變 |