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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 19,409 | $66.6 萬 | 0.02% | +2,871+17.4% | 加碼 |
| Cardiff Park Advisors, LLC | 19,439 | $66.7 萬 | 0.10% | −4,738−19.6% | 減碼 |
| Phillips Financial Management, LLC | 19,654 | $67.4 萬 | 0.07% | 00.0% | 不變 |
| Family Management Corp | 19,691 | $67.6 萬 | 0.19% | 00.0% | 不變 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $68.2 萬 | 0.75% | 00.0% | 不變 |
| Norris Perne & French LLP | 19,917 | $68.3 萬 | 0.07% | +776+4.1% | 加碼 |
| First National Trust Co | 20,000 | $68.6 萬 | 0.04% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 19,919 | $68.7 萬 | 0.00% | 00.0% | 不變 |
| jvl associates llc | 20,300 | $69.6 萬 | 0.48% | 00.0% | 不變 |
| Macroview Investment Management LLC | 20,806 | $71.4 萬 | 1.19% | +1,674+8.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 20,826 | $71.5 萬 | 0.04% | 00.0% | 不變 |
| Spartan Planning & Wealth Management | 20,878 | $71.6 萬 | 0.96% | −77,932−78.9% | 減碼 |
| Interactive Financial Advisors | 20,927 | $71.8 萬 | 0.36% | +2,125+11.3% | 加碼 |
| Alesco Advisors LLC | 20,947 | $71.9 萬 | 0.03% | −3,282−13.5% | 減碼 |
| H. L. Ormond & Company, LLC | 20,955 | $71.9 萬 | 1.16% | +284+1.4% | 加碼 |
| Stock Yards Bank & Trust Co | 21,009 | $72.1 萬 | 0.03% | +10,588+101.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 22,166 | $72.6 萬 | 0.18% | +6,624+42.6% | 加碼 |
| Spire Wealth Management | 21,187 | $72.7 萬 | 0.03% | +21,187 | 新進 |
| Port Capital LLC | 21,350 | $73.3 萬 | 0.06% | +21,350 | 新進 |
| Wealthspire Advisors, LLC | 21,510 | $73.8 萬 | 0.02% | +4,866+29.2% | 加碼 |
| Citizens National Bank Trust Department | 21,522 | $73.8 萬 | 0.21% | +21,522 | 新進 |
| TownSquare Capital, LLC | 21,606 | $74.1 萬 | 0.02% | +302+1.4% | 加碼 |
| Geneva Partners, LLC | 21,855 | $75.0 萬 | 0.74% | −350−1.6% | 減碼 |
| Hanson & Doremus Investment Management | 22,013 | $75.5 萬 | 0.18% | +1,670+8.2% | 加碼 |
| Private Trust Co NA | 22,256 | $76.4 萬 | 0.12% | +22,256 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 23,270 | $77.0 萬 | 0.01% | +6,105+35.6% | 加碼 |
| Private Portfolio Partners LLC | 22,449 | $77.0 萬 | 0.21% | +116+0.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 22,571 | $77.4 萬 | 0.44% | −21,227−48.5% | 減碼 |
| Terra Nova Asset Management LLC | 22,694 | $77.9 萬 | 0.87% | +22,694 | 新進 |
| Nwam LLC | 23,298 | $78.2 萬 | 0.07% | +5,126+28.2% | 加碼 |
| Coldstream Capital Management Inc | 22,917 | $78.6 萬 | 0.03% | +52+0.2% | 加碼 |
| WealthBridge Capital Management, LLC | 23,012 | $79.0 萬 | 0.34% | +800+3.6% | 加碼 |
| Pettinga Financial Advisors, LLC | 23,121 | $79.3 萬 | 0.24% | −1,950−7.8% | 減碼 |
| Nations Financial Group Inc, | 23,417 | $80.3 萬 | 0.11% | +562+2.5% | 加碼 |
| J. W. Coons Advisors, LLC | 23,621 | $80.8 萬 | 0.29% | +1,085+4.8% | 加碼 |
| Hilltop Holdings Inc. | 23,628 | $81.0 萬 | 0.11% | +2,581+12.3% | 加碼 |
| TD Private Client Wealth LLC | 23,757 | $81.5 萬 | 0.04% | +1,185+5.2% | 加碼 |
| Intrua Financial, LLC | 24,270 | $83.3 萬 | 0.18% | −9,025−27.1% | 減碼 |
| Oak Family Advisors, LLC | 24,313 | $83.4 萬 | 0.49% | +738+3.1% | 加碼 |
| Avaii Wealth Management, LLC | 24,390 | $83.7 萬 | 0.90% | +112+0.5% | 加碼 |
| Burns J W & Co Inc | 24,392 | $83.7 萬 | 0.16% | +808+3.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 24,828 | $85.2 萬 | 0.10% | +24,828 | 新進 |
| United Asset Strategies, Inc. | 24,980 | $85.7 萬 | 0.12% | +409+1.7% | 加碼 |
| Atlas Capital Advisors LLC | 25,000 | $85.8 萬 | 0.15% | +25,000 | 新進 |
| Forum Financial Management, LP | 25,649 | $88.0 萬 | 0.04% | +1,042+4.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 25,863 | $88.7 萬 | 0.23% | 00.0% | 不變 |
| Hamilton Capital, LLC | 25,857 | $88.7 萬 | 0.06% | 00.0% | 不變 |
| Greenhouse Wealth Management, LLC | 25,971 | $89.1 萬 | 0.96% | +466+1.8% | 加碼 |
| Silicon Hills Wealth Management, LLC | 25,990 | $89.2 萬 | 0.65% | −117,597−81.9% | 減碼 |
| Country Club Bank | 25,836 | $89.2 萬 | 0.08% | +140+0.5% | 加碼 |
| Lake Street Financial LLC | 26,273 | $90.1 萬 | 0.19% | −460−1.7% | 減碼 |
| IHT Wealth Management, LLC | 26,740 | $91.7 萬 | 0.08% | +26,740 | 新進 |
| Ford Financial Group, LLC | 26,880 | $92.2 萬 | 0.38% | +26,880 | 新進 |
| Nkcfo LLC | 27,450 | $94.2 萬 | 0.33% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 27,472 | $94.3 萬 | 0.12% | −930−3.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,695 | $95.0 萬 | 0.05% | −1,110−3.9% | 減碼 |
| Advanced Research Investment Solutions, LLC | 27,750 | $95.2 萬 | 0.53% | −100−0.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 27,798 | $95.4 萬 | 0.07% | +1,375+5.2% | 加碼 |
| Avalon Investment & Advisory | 27,878 | $95.6 萬 | 0.03% | 00.0% | 不變 |
| Courage Capital Management LLC | 28,000 | $96.1 萬 | 1.58% | 00.0% | 不變 |
| Montecito Bank & Trust | 28,113 | $96.5 萬 | 0.23% | +6,378+29.3% | 加碼 |
| S.A. Mason LLC | 28,294 | $97.1 萬 | 0.71% | +105+0.4% | 加碼 |
| Red Door Wealth Management, LLC | 28,454 | $97.6 萬 | 0.36% | +28,454 | 新進 |
| Williams Jones Wealth Management, LLC. | 28,475 | $97.7 萬 | 0.02% | −955−3.2% | 減碼 |
| Baldrige Asset Management LLC | 28,669 | $98.4 萬 | 0.45% | −1,216−4.1% | 減碼 |
| Vontobel Holding Ltd. | 28,767 | $98.7 萬 | 0.01% | +13,040+82.9% | 加碼 |
| Regatta Capital Group, LLC | 28,893 | $99.1 萬 | 0.47% | −3,557−11.0% | 減碼 |
| SevenOneSeven Capital Management | 28,904 | $99.2 萬 | 2.31% | +439+1.5% | 加碼 |
| Ballew Advisors, Inc | 30,902 | $100.3 萬 | 0.92% | −77−0.2% | 減碼 |
| Mather Group, LLC. | 29,276 | $100.4 萬 | 0.02% | +15,224+108.3% | 加碼 |
| First Hawaiian Bank | 29,306 | $100.6 萬 | 0.04% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 30,405 | $104.3 萬 | 0.06% | −4,530−13.0% | 減碼 |
| Global Retirement Partners, LLC | 30,452 | $104.5 萬 | 0.08% | +392+1.3% | 加碼 |
| Fort Point Capital Partners LLC | 30,872 | $105.9 萬 | 0.19% | −945−3.0% | 減碼 |
| Emfo, LLC | 31,020 | $106.4 萬 | 1.08% | 00.0% | 不變 |
| Forefront Analytics, LLC | 31,321 | $107.4 萬 | 0.52% | +11,509+58.1% | 加碼 |
| Benchmark Investment Advisors LLC | 31,333 | $107.5 萬 | 1.12% | +1,425+4.8% | 加碼 |
| United Community Bank | 31,392 | $107.7 萬 | 1.16% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 31,730 | $108.9 萬 | 0.35% | −388−1.2% | 減碼 |
| USA Financial Portformulas Corp | 31,875 | $109.4 萬 | 1.37% | −2,547−7.4% | 減碼 |
| BFT Financial Group, LLC | 31,912 | $109.5 萬 | 0.29% | −7,735−19.5% | 減碼 |
| Strategy Asset Managers LLC | 32,008 | $109.8 萬 | 0.34% | +3,402+11.9% | 加碼 |
| Perkins Coie Trust Co | 32,036 | $109.9 萬 | 0.40% | −601−1.8% | 減碼 |
| Harbour Investments, Inc. | 32,263 | $110.7 萬 | 0.07% | +32,263 | 新進 |
| Woodward Diversified Capital, LLC | 32,306 | $110.8 萬 | 0.85% | −18,892−36.9% | 減碼 |
| Farmers & Merchants Investments Inc | 32,500 | $111.5 萬 | 0.05% | −1,249−3.7% | 減碼 |
| Bard Financial Services, Inc. | 32,750 | $112.4 萬 | 0.10% | 00.0% | 不變 |
| Holistic Financial Partners | 33,119 | $113.6 萬 | 1.07% | 00.0% | 不變 |
| Gibson Capital, LLC | 33,497 | $114.6 萬 | 0.34% | −226−0.7% | 減碼 |
| Beck Capital Management, LLC | 33,706 | $115.6 萬 | 0.52% | +33,706 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 33,713 | $115.7 萬 | 0.05% | +606+1.8% | 加碼 |
| Bristlecone Advisors, LLC | 34,142 | $117.1 萬 | 0.14% | −2,003−5.5% | 減碼 |
| Arlington Partners LLC | 34,510 | $118.4 萬 | 0.39% | +34,510 | 新進 |
| Parallel Advisors, LLC | 34,857 | $119.6 萬 | 0.05% | +6,756+24.0% | 加碼 |
| Banque Pictet & Cie SA | 34,959 | $119.9 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 34,856 | $120.0 萬 | 0.07% | +34,856 | 新進 |
| Aureus Asset Management, LLC | 35,187 | $120.7 萬 | 0.10% | 00.0% | 不變 |
| Pendal Group Limited | 35,292 | $121.1 萬 | 0.01% | −1,084−3.0% | 減碼 |
| Americana Partners, LLC | 36,072 | $121.2 萬 | 0.22% | +2,285+6.8% | 加碼 |
| Mutual Advisors, LLC | 35,445 | $121.6 萬 | 0.08% | −3,321−8.6% | 減碼 |