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 2 季 13F 持有人
iShares Gold Trust 在 2022/6/30 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
- 1,011
- 較 2022 年第 1 季 +61 家
- 持有股數
- 4.99 億
- 較 2022 年第 1 季 +4,585 萬 (+10.1%)
- 總市值
- $170.6 億
- 較 2022 年第 1 季 +$3.58 億 (+2.1%)
- 新進機構
- 127
- 另有 336 家加碼
- 清倉機構
- 66
- 另有 343 家減碼
另有 16 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 43,271,074 | $14.8 億 | 2.55% | +1,371,115+3.3% | 加碼 |
| FMR LLC | 40,640,213 | $13.9 億 | 0.14% | −925,225−2.2% | 減碼 |
| Bank of America Corp | 38,571,363 | $13.2 億 | 0.16% | −726,638−1.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 29,062,324 | $9.97 億 | 0.77% | +29,062,324 | 新進 |
| Morgan Stanley | 24,456,348 | $8.39 億 | 0.11% | −353,196−1.4% | 減碼 |
| Charles Schwab Investment Advisory, Inc. | 20,920,601 | $7.18 億 | 1.25% | −245,234−1.2% | 減碼 |
| Wells Fargo & Company | 14,550,615 | $4.99 億 | 0.16% | +830,345+6.1% | 加碼 |
| Personal Capital Advisors Corp | 13,684,606 | $4.70 億 | 2.46% | +128,975+1.0% | 加碼 |
| Alliancebernstein L.P. | 11,144,532 | $3.82 億 | 0.17% | +862,757+8.4% | 加碼 |
| UBS Group AG | 8,024,981 | $2.75 億 | 0.14% | −1,326,020−14.2% | 減碼 |
| Citigroup Inc | 7,551,626 | $2.59 億 | 0.35% | +591,816+8.5% | 加碼 |
| Temasek Holdings (Private) Ltd | 7,258,187 | $2.49 億 | 1.36% | 00.0% | 不變 |
| LPL Financial LLC | 6,376,123 | $2.19 億 | 0.21% | +6,376,123 | 新進 |
| Ameriprise Financial Inc | 5,299,227 | $1.82 億 | 0.06% | +100,353+1.9% | 加碼 |
| Cresset Asset Management, LLC | 5,514,699 | $1.77 億 | 2.17% | +586,916+11.9% | 加碼 |
| Envestnet Asset Management Inc | 4,817,878 | $1.65 億 | 0.09% | −33,963−0.7% | 減碼 |
| Packer & Co Ltd | 4,685,100 | $1.61 億 | 68.29% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 4,130,730 | $1.42 億 | 0.05% | −3,266,678−44.2% | 減碼 |
| JPMorgan Chase & Co | 4,119,601 | $1.41 億 | 0.02% | −2,140,925−34.2% | 減碼 |
| Ronald Blue Trust, Inc. | 3,793,741 | $1.40 億 | 2.17% | +3,793,741 | 新進 |
| Royal Bank of Canada | 4,056,721 | $1.39 億 | 0.04% | −226,924−5.3% | 減碼 |
| Bank of New York Mellon Corp | 3,987,967 | $1.37 億 | 0.03% | +207,837+5.5% | 加碼 |
| HighTower Advisors, LLC | 3,854,103 | $1.32 億 | 0.34% | +1,3720.0% | 加碼 |
| Raymond James & Associates | 3,792,013 | $1.30 億 | 0.13% | −37,380−1.0% | 減碼 |
| Keybank National Association | 3,439,148 | $1.18 億 | 0.58% | +317,551+10.2% | 加碼 |
| Stifel Financial Corp | 3,256,656 | $1.12 億 | 0.17% | +79,746+2.5% | 加碼 |
| BlackRock Inc. | 3,193,412 | $1.10 億 | 0.00% | +131,942+4.3% | 加碼 |
| Asset Management One Co.,Ltd. | 3,055,596 | $1.05 億 | 0.49% | +607,315+24.8% | 加碼 |
| Commonwealth Equity Services, LLC | 2,718,595 | $9,328 萬 | 0.24% | −841,589−23.6% | 減碼 |
| First Foundation Advisors | 2,568,860 | $8,814 萬 | 3.89% | −45,868−1.8% | 減碼 |
| Proficio Capital Partners LLC | 5,167,570 | $8,802 萬 | 16.51% | +2,718,337+111.0% | 加碼 |
| Bank of Montreal | 2,365,689 | $8,237 萬 | 0.06% | −48,603−2.0% | 減碼 |
| Bridgewater Associates, LP | 2,369,514 | $8,130 萬 | 0.34% | −983,505−29.3% | 減碼 |
| Tocqueville Asset Management L.P. | 2,326,298 | $7,982 萬 | 1.46% | +451,241+24.1% | 加碼 |
| PFG Advisors | 901,553 | $7,244 萬 | 8.19% | −19,747−2.1% | 減碼 |
| Mizuho Bank, Ltd. | 2,000,000 | $6,862 萬 | 10.49% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 1,956,734 | $6,714 萬 | 5.06% | +140,157+7.7% | 加碼 |
| Flputnam Investment Management Co | 1,921,166 | $6,592 萬 | 2.42% | +50,300+2.7% | 加碼 |
| Captrust Financial Advisors | 1,911,427 | $6,558 萬 | 0.42% | +293,328+18.1% | 加碼 |
| Money Design Co.,Ltd. | 1,899,129 | $6,516 萬 | 4.88% | −234,702−11.0% | 減碼 |
| Central Trust Co | 1,862,100 | $6,389 萬 | 2.11% | −55,322−2.9% | 減碼 |
| Arnhold LLC | 1,807,254 | $6,201 萬 | 7.40% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,791,568 | $6,147 萬 | 11.31% | +12,178+0.7% | 加碼 |
| Baird Financial Group, Inc. | 1,713,416 | $5,879 萬 | 0.16% | −74,046−4.1% | 減碼 |
| Cerity Partners LLC | 1,688,995 | $5,795 萬 | 0.68% | +362,910+27.4% | 加碼 |
| Franklin Resources Inc | 1,665,835 | $5,716 萬 | 0.03% | −130,701−7.3% | 減碼 |
| HRT Financial LP | 1,637,264 | $5,636 萬 | 0.62% | +781,278+91.3% | 加碼 |
| Northern Trust Corp | 1,624,764 | $5,575 萬 | 0.01% | +173,751+12.0% | 加碼 |
| Moon Capital Management LP | 1,557,487 | $5,344 萬 | 61.90% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,545,410 | $5,302 萬 | 0.05% | +51,732+3.5% | 加碼 |
| GM Advisory Group, Inc. | 1,507,599 | $5,173 萬 | 8.07% | −979,307−39.4% | 減碼 |
| Forbes J M & Co LLP | 1,436,601 | $4,929 萬 | 7.25% | −10,953−0.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,429,390 | $4,904 萬 | 0.20% | +66,703+4.9% | 加碼 |
| Creative Planning | 1,426,360 | $4,894 萬 | 0.08% | +43,286+3.1% | 加碼 |
| Equitable Trust Co | 1,335,400 | $4,582 萬 | 3.41% | −55,008−4.0% | 減碼 |
| Advisor Group Holdings, Inc. | 1,333,872 | $4,576 萬 | 0.10% | +848,987+175.1% | 加碼 |
| BOK Financial Private Wealth, Inc. | 1,328,039 | $4,557 萬 | 4.05% | +188,746+16.6% | 加碼 |
| Capital Asset Advisory Services LLC | 1,256,187 | $4,310 萬 | 4.75% | −5,080−0.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,246,589 | $4,277 萬 | 0.09% | −131,062−9.5% | 減碼 |
| Mariner, LLC | 1,193,316 | $4,094 萬 | 0.17% | +101,152+9.3% | 加碼 |
| TRUE Private Wealth Advisors | 1,167,469 | $4,006 萬 | 5.83% | +38,323+3.4% | 加碼 |
| Neuberger Berman Group LLC | 1,125,024 | $3,862 萬 | 0.04% | +56,773+5.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,112,933 | $3,819 萬 | 0.96% | +28,583+2.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 1,099,970 | $3,774 萬 | 1.97% | −15,910−1.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,079,853 | $3,705 萬 | 0.20% | −11,500−1.1% | 減碼 |
| Parcion Private Wealth LLC | 1,120,968 | $3,671 萬 | 3.67% | −153,299−12.0% | 減碼 |
| Truist Financial Corp | 1,062,388 | $3,645 萬 | 0.07% | +133,871+14.4% | 加碼 |
| Greenline Partners, LLC | 1,048,892 | $3,599 萬 | 7.77% | −23,210−2.2% | 減碼 |
| Partners Capital Investment Group, LLP | 1,015,440 | $3,484 萬 | 2.35% | +42,088+4.3% | 加碼 |
| Tanglewood Wealth Management, Inc. | 1,012,058 | $3,472 萬 | 4.68% | −30,348−2.9% | 減碼 |
| Rockefeller Capital Management L.P. | 1,008,088 | $3,459 萬 | 0.18% | +25,665+2.6% | 加碼 |
| Mercer Global Advisors Inc | 993,185 | $3,408 萬 | 0.21% | +575,904+138.0% | 加碼 |
| Oxbow Advisors, LLC | 951,530 | $3,265 萬 | 4.64% | +579+0.1% | 加碼 |
| VPR Management LLC | 951,375 | $3,264 萬 | 7.13% | 00.0% | 不變 |
| Mackay Shields LLC | 929,500 | $3,189 萬 | 0.77% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 907,029 | $3,112 萬 | 0.22% | +907,029 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 900,998 | $3,091 萬 | 1.49% | +10,897+1.2% | 加碼 |
| Lake Street Advisors Group, LLC | 872,342 | $2,993 萬 | 2.13% | +20,395+2.4% | 加碼 |
| Zhang Financial LLC | 864,893 | $2,967 萬 | 4.76% | +792,478+1,094.4% | 加碼 |
| Brookstone Capital Management | 889,284 | $2,943 萬 | 0.65% | +889,284 | 新進 |
| Stephens Inc | 849,154 | $2,913 萬 | 0.59% | +150,962+21.6% | 加碼 |
| First Command Bank | 842,283 | $2,890 萬 | 4.21% | +15,183+1.8% | 加碼 |
| First Command Financial Services, Inc. | 842,283 | $2,890 萬 | 4.21% | +15,183+1.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 836,224 | $2,868 萬 | 0.43% | −373,301−30.9% | 減碼 |
| Pictet Asset Management SA | 827,710 | $2,840 萬 | 0.04% | +191,600+30.1% | 加碼 |
| GenWealth Group, Inc. | 817,390 | $2,805 萬 | 8.97% | +293,604+56.1% | 加碼 |
| 1832 Asset Management L.P. | 805,441 | $2,764 萬 | 0.06% | −15,441−1.9% | 減碼 |
| Deutsche Bank AG | 803,718 | $2,758 萬 | 0.02% | −12,739−1.6% | 減碼 |
| MUFG Americas Holdings Corp | 803,505 | $2,757 萬 | 0.63% | +11,598+1.5% | 加碼 |
| Tradewinds Capital Management, LLC | 803,128 | $2,756 萬 | 10.30% | +802,965+492,616.6% | 加碼 |
| VCU Investment Management Co | 792,658 | $2,720 萬 | 100.00% | −6,673−0.8% | 減碼 |
| Russell Investments Group, Ltd. | 772,900 | $2,652 萬 | 0.05% | +772,900 | 新進 |
| Vigilant Capital Management, LLC | 770,797 | $2,645 萬 | 2.28% | −3,237−0.4% | 減碼 |
| Biltmore Family Office, LLC | 767,915 | $2,635 萬 | 6.58% | +3,110+0.4% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 767,513 | $2,633 萬 | 15.73% | −11,601−1.5% | 減碼 |
| Gladius Capital Management LP | 753,449 | $2,585 萬 | 5.66% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 743,395 | $2,551 萬 | 3.68% | −14,763−1.9% | 減碼 |
| Clarity Financial LLC | 707,002 | $2,426 萬 | 5.26% | +384,746+119.4% | 加碼 |
| Evercore Wealth Management, LLC | 692,977 | $2,378 萬 | 0.50% | +612+0.1% | 加碼 |
| Kore Private Wealth LLC | 692,669 | $2,377 萬 | 3.66% | 00.0% | 不變 |