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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 季與 2022 年第 1 季比較

持有 iShares Gold Trust 的機構從 2022 年第 1 季到 2022 年第 2 季的變化。

2022 年第 2 季全部持有人2022 年第 1 季全部持有人

IAU 的 13F 持有人:2022 年第 1 季與 2022 年第 2 季比較
項目2022 年第 1 季其中尚未申報 2022 年第 2 季2022 年第 2 季變化
持有家數966161,011+61
股數4.55 億214.7 萬4.99 億+4,585 萬 (+10.1%)
市值$167.8 億$7,910 萬$170.6 億+$3.58 億 (+2.1%)

16 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(127 家)

2022 年第 2 季季末持有 iShares Gold Trust、2022 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 127 家。

2022 年第 2 季新進 IAU 的機構
機構股數市值佔組合 %
Sumitomo Mitsui Trust Holdings, Inc.29,062,324$9.97 億0.77%
LPL Financial LLC6,376,123$2.19 億0.21%
Ronald Blue Trust, Inc.3,793,741$1.40 億2.17%
Bank Julius Baer & Co. Ltd, Zurich907,029$3,112 萬0.22%
Brookstone Capital Management889,284$2,943 萬0.65%
Russell Investments Group, Ltd.772,900$2,652 萬0.05%
Exchange Traded Concepts, LLC607,596$2,085 萬0.61%
New York Life Investment Management LLC556,519$1,910 萬0.22%
Farmer Steven Patrick495,243$1,699 萬0.26%
NorthCrest Asset Manangement, LLC462,699$1,588 萬0.81%
Sagil Capital LLP380,000$1,304 萬11.90%
Fifth Third Securities, Inc.324,592$1,114 萬1.53%
Summit Trail Advisors, LLC320,948$1,101 萬0.68%
Janney Montgomery Scott LLC298,625$1,032 萬0.05%
Toronto Dominion Bank300,000$1,029 萬0.02%
Next Level Private LLC270,384$927.7 萬3.56%
Financial Sense Advisors, Inc.266,084$912.9 萬3.38%
Private Advisor Group, LLC234,566$804.9 萬0.07%
Highland Financial Advisors, LLC227,043$779.0 萬5.34%
Upper Left Wealth Management, LLC226,023$775.5 萬9.29%
AllGen Financial Advisors, Inc.212,570$686.5 萬5.76%
Leavell Investment Management, Inc.196,598$674.5 萬0.52%
Scissortail Wealth Management, LLC184,485$642.1 萬2.48%
Wealth Management Partners, LLC178,000$612.1 萬5.36%
GFS Advisors, LLC165,574$568.1 萬1.27%
Wealth Quarterback LLC159,773$548.2 萬4.27%
M&T Bank Corp969,763$529.0 萬0.02%
Maltin Wealth Management, Inc.135,339$464.3 萬3.36%
MMBG Investment Advisors Co.133,500$458.0 萬0.57%
Glovista Investments LLC107,564$371.3 萬1.53%
HSBC Holdings PLC103,850$356.3 萬0.01%
Welch & Forbes LLC96,381$330.7 萬0.06%
Wealthcare Advisory Partners LLC85,778$294.3 萬0.18%
Bank of the West85,604$293.7 萬0.37%
Twelve Points Wealth Management LLC83,909$287.9 萬2.22%
Edmond de Rothschild Holding S.A.68,950$236.6 萬0.06%
Great Valley Advisor Group, Inc.62,646$214.9 萬0.12%
Bull Oak Capital, LLC62,103$213.1 萬1.97%
Fullerton Fund Management Co Ltd.58,317$200.1 萬0.13%
Plan Group Financial, LLC57,649$197.7 萬3.40%
Transamerica Financial Advisors, Inc.54,163$185.9 萬0.26%
Eqis Capital Management, Inc.52,737$180.9 萬0.19%
Perennial Investment Advisors, LLC47,640$163.3 萬0.64%
Resolute Financial, LLC47,600$163.3 萬1.42%
CX Institutional44,134$151.5 萬0.11%
Birchcreek Wealth Management, LLC40,882$140.3 萬1.26%
Advisor Resource Council40,062$137.5 萬0.13%
Baldwin Brothers Inc37,780$129.6 萬0.17%
Independent Advisor Alliance36,836$126.4 萬0.07%
Wedbush Securities Inc36,083$123.8 萬0.07%
Western Wealth Management, LLC34,856$120.0 萬0.07%
Arlington Partners LLC34,510$118.4 萬0.39%
Beck Capital Management, LLC33,706$115.6 萬0.52%
Harbour Investments, Inc.32,263$110.7 萬0.07%
Red Door Wealth Management, LLC28,454$97.6 萬0.36%
Ford Financial Group, LLC26,880$92.2 萬0.38%
IHT Wealth Management, LLC26,740$91.7 萬0.08%
Atlas Capital Advisors LLC25,000$85.8 萬0.15%
Flagship Harbor Advisors, LLC24,828$85.2 萬0.10%
Terra Nova Asset Management LLC22,694$77.9 萬0.87%
Private Trust Co NA22,256$76.4 萬0.12%
Citizens National Bank Trust Department21,522$73.8 萬0.21%
Port Capital LLC21,350$73.3 萬0.06%
Spire Wealth Management21,187$72.7 萬0.03%
IFG Advisory, LLC16,770$57.5 萬0.06%
WCG Wealth Advisors LLC15,944$54.7 萬0.08%
Main Street Financial Solutions, LLC15,052$51.6 萬0.07%
Shepherd Financial Partners LLC14,757$50.6 萬0.10%
Jacobi Capital Management LLC14,619$50.2 萬0.07%
BKD Wealth Advisors, LLC14,611$50.1 萬0.02%
Silver Oak Securities, Inc14,605$47.8 萬0.11%
Apeiron RIA LLC24,274$46.9 萬0.94%
Meridian Wealth Management, LLC13,182$45.2 萬0.04%
Riverpoint Wealth Management Holdings, LLC13,073$44.9 萬0.18%
Grove Bank & Trust11,953$41.0 萬0.10%
V Wealth Advisors LLC11,795$40.5 萬0.08%
Coastal Investment Advisors, Inc.10,805$37.1 萬0.09%
Alpha Cubed Investments, LLC10,596$36.4 萬0.03%
Trexquant Investment LP10,365$35.6 萬0.02%
JGP Wealth Management, LLC10,056$33.2 萬0.07%
Simplify Asset Management Inc.9,625$33.0 萬0.04%
Patten & Patten Inc8,991$30.8 萬0.03%
First PREMIER Bank8,188$28.1 萬0.08%
RFG Advisory, LLC8,157$27.5 萬0.02%
Tyler-Stone Wealth Management8,007$27.5 萬0.18%
Hillcrest Wealth Advisors - NY, LLC7,275$25.0 萬0.15%
Clay Northam Wealth Management, LLC7,131$24.5 萬0.31%
Diversified Portfolios, Inc.6,830$23.4 萬0.07%
Maryland Capital Management6,689$22.9 萬0.02%
B. Riley Wealth Management, Inc.6,663$22.9 萬0.02%
Inspirion Wealth Advisors, LLC6,275$21.5 萬0.05%
Facet Wealth, Inc.6,146$21.1 萬0.02%
Regent Peak Wealth Advisors LLC5,896$20.2 萬0.07%
InterOcean Capital Group, LLC5,850$20.1 萬0.01%
Rosenberg Matthew Hamilton5,250$18.0 萬0.07%
WFA of San Diego, LLC5,066$17.4 萬0.15%
Joseph P. Lucia & Associates, LLC4,971$17.1 萬0.12%
First Eagle Investment Management, LLC3,926$13.5 萬0.00%
Mechanics Financial Corp3,824$13.1 萬0.08%
Horizons Wealth Management3,598$12.0 萬0.10%

清倉機構(66 家)

2022 年第 1 季季末持有 iShares Gold Trust、2022 年第 2 季有申報但已經沒有持有的機構。

2022 年第 2 季清倉 IAU 的機構
機構2022 年第 1 季股數2022 年第 1 季市值
Jane Street Group, LLC292,228$1,076 萬
AMJ Financial Wealth Management283,755$1,045 萬
CMC Financial Group240,989$859.6 萬
XR Securities LLC157,410$579.7 萬
Evanson Asset Management, LLC146,667$540.2 萬
Two Sigma Securities, LLC97,681$359.8 萬
Q3 Asset Management85,563$315.1 萬
Lazard Asset Management LLC67,252$247.6 萬
HMS Capital Management, LLC66,186$243.8 萬
New Century Advisors, LLC56,975$209.7 萬
Paradigm Financial Partners, LLC45,920$168.0 萬
Wealth Enhancement & Preservation of GA, LLC38,535$141.9 萬
All Season Financial Advisors, Inc.36,702$135.2 萬
HAP Trading, LLC17,596$64.8 萬
Wolverine Trading, LLC15,149$55.7 萬
NewEdge Wealth, LLC14,000$51.6 萬
Bell Rock Capital LLC11,705$43.8 萬
Bragg Financial Advisors, Inc9,809$36.1 萬
55I, LLC9,402$34.6 萬
Inlet Private Wealth, LLC8,365$30.8 萬
Asset Dedication, LLC7,326$27.0 萬
Twin Lakes Capital Management, LLC7,276$26.8 萬
Capital Advisors Inc7,173$26.4 萬
Regentatlantic Capital LLC6,843$25.2 萬
Eaton Vance Management6,793$25.0 萬
Diversified Trust Co6,650$24.5 萬
WealthCare Investment Partners, LLC6,490$24.4 萬
Lehman & Derafelo Financial Resources LLC6,550$24.1 萬
Accurate Wealth Management, LLC6,454$23.8 萬
Nixon Peabody Trust Co6,408$23.6 萬
Financial Architects, Inc6,213$22.9 萬
Spinnaker Investment Group, LLC6,204$22.6 萬
Davenport & Co LLC5,905$21.7 萬
Verus Financial Partners, Inc.5,786$21.7 萬
Dakota Wealth Management5,772$21.3 萬
First Heartland Consultants, Inc.5,780$21.2 萬
blooom, inc.5,732$21.0 萬
Kanawha Capital Management LLC5,667$20.9 萬
RVW Wealth, LLC5,673$20.9 萬
Financial Advisory Group5,660$20.8 萬
Market Street Wealth Management Advisors LLC5,598$20.6 萬
Arkansas Financial Group, Inc.5,560$20.5 萬
Summit Wealth Partners, LLC5,515$20.3 萬
Galvin, Gaustad & Stein, LLC5,525$20.3 萬
Sanders Morris Harris LLC5,498$20.2 萬
Colony Family Offices, LLC5,496$20.2 萬
Howard Financial Services, Ltd.5,464$20.1 萬
N.E.W. Advisory Services LLC12,189$19.9 萬
Private Capital Group, LLC1,803$6.60 萬
Sandy Cove Advisors, LLC1,295$4.80 萬
Jones Financial Companies LLLP1,163$4.30 萬
Bedel Financial Consulting, Inc.1,072$3.90 萬
Commons Capital, LLC1,050$3.90 萬
HC Financial Advisors Inc892$3.30 萬
Simon Quick Advisors, LLC852$3.10 萬
Alaethes Wealth LLC750$2.80 萬
Harel Insurance Investments & Financial Services Ltd.650$2.40 萬
Fortitude Advisory Group L.L.C.430$1.60 萬
Lansing Street Advisors305$1.10 萬
Bay Harbor Wealth Management, LLC233$9,000
Freedman Financial Associates, Inc.145$5,000
Addison Advisors LLC18$1,000
CFS Investment Advisory Services, LLC48,689$1,000
FourThought Financial, LLC27$1,000
Brown, Lisle/Cummings, Inc.25$921
Tucker Asset Management LLC18$663

尚未申報 2022 年第 2 季的機構(16 家)

2022 年第 1 季季末持有 iShares Gold Trust、還沒有申報 2022 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 1 季持有 IAU、尚未申報 2022 年第 2 季的機構
機構2022 年第 1 季股數2022 年第 1 季市值
People's United Financial, Inc.900,723$3,317 萬
IndexIQ Advisors LLC419,703$1,546 萬
Parametric Portfolio Associates LLC171,683$632.3 萬
Nauset Wealth Management. LLC154,786$570.1 萬
Mid-American Wealth Advisory Group, Inc.124,736$459.4 萬
Golden State Equity Partners84,819$312.4 萬
Permit Capital Advisors, LLC81,699$304.1 萬
Ferris Capital, LLC80,709$297.3 萬
Verity Asset Management, Inc.47,128$173.6 萬
Palladium Partners LLC37,582$138.4 萬
Livingston Group Asset Management CO (operating as Southport Capital Management)14,292$52.6 萬
Dixon Hughes Goodman Wealth Advisors LLC10,143$37.4 萬
Lenox Wealth Advisors, LLC6,306$23.3 萬
Karn, Couzens & Associates, Inc.6,162$22.7 萬
Barrett Asset Management, LLC5,623$20.7 萬
SJS Investment Consulting Inc.712$2.60 萬