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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 64,351 | $220.8 萬 | 0.15% | +27,761+75.9% | 加碼 |
| Laird Norton Trust Company, LLC | 64,665 | $221.8 萬 | 0.28% | −2,931−4.3% | 減碼 |
| Regions Financial Corp | 64,962 | $222.9 萬 | 0.02% | −2,167−3.2% | 減碼 |
| Financial Management Network Inc | 65,509 | $224.7 萬 | 1.19% | +911+1.4% | 加碼 |
| Connective Portfolio Management, LLC | 66,304 | $227.5 萬 | 3.90% | +33,152+100.0% | 加碼 |
| Interchange Capital Partners, LLC | 66,469 | $228.0 萬 | 2.56% | −2,360−3.4% | 減碼 |
| Advisory Services Network, LLC | 66,477 | $228.1 萬 | 0.08% | +3,146+5.0% | 加碼 |
| Signature Securities Group Corporation | 66,637 | $228.5 萬 | 0.84% | +2,675+4.2% | 加碼 |
| Motco | 66,673 | $228.7 萬 | 0.17% | +160+0.2% | 加碼 |
| Bigelow Investment Advisors, LLC | 67,837 | $232.7 萬 | 1.28% | +3,267+5.1% | 加碼 |
| Gould Asset Management LLC | 67,929 | $233.1 萬 | 0.75% | −4,643−6.4% | 減碼 |
| Lakeview Capital Partners, LLC | 68,145 | $233.8 萬 | 1.34% | +21,735+46.8% | 加碼 |
| Prudential PLC | 68,180 | $233.9 萬 | 0.04% | −132,645−66.1% | 減碼 |
| TCWP LLC | 68,245 | $234.1 萬 | 0.50% | +665+1.0% | 加碼 |
| Cadent Capital Advisors, LLC | 68,716 | $235.8 萬 | 1.38% | +20,101+41.3% | 加碼 |
| Relative Value Partners Group, LLC | 70,097 | $236.1 萬 | 0.18% | +2,275+3.4% | 加碼 |
| Patriot Investment Management Inc. | 68,865 | $236.2 萬 | 0.23% | −4,911−6.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 68,950 | $236.6 萬 | 0.06% | +68,950 | 新進 |
| Kestra Private Wealth Services, LLC | 68,995 | $236.7 萬 | 0.14% | −9,390−12.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 69,847 | $239.6 萬 | 0.18% | −351−0.5% | 減碼 |
| First Manhattan Co | 71,096 | $243.9 萬 | 0.01% | +1,484+2.1% | 加碼 |
| Money Concepts Capital Corp | 71,317 | $244.6 萬 | 0.22% | −20,123−22.0% | 減碼 |
| Change Path, LLC | 71,857 | $246.6 萬 | 0.13% | −1,373−1.9% | 減碼 |
| Integrated Advisors Network LLC | 72,001 | $247.0 萬 | 0.16% | +13,175+22.4% | 加碼 |
| Weil Company, Inc. | 71,980 | $247.0 萬 | 1.39% | +14,674+25.6% | 加碼 |
| Glenmede Trust Co NA | 72,109 | $247.3 萬 | 0.01% | −52−0.1% | 減碼 |
| WMS Partners, LLC | 72,196 | $247.7 萬 | 0.39% | −13,000−15.3% | 減碼 |
| NVWM, LLC | 73,280 | $251.4 萬 | 0.98% | +20,234+38.1% | 加碼 |
| AlphaStar Capital Management, LLC | 74,034 | $254.0 萬 | 0.23% | +1,340+1.8% | 加碼 |
| HB Wealth Management, LLC | 74,766 | $256.5 萬 | 0.05% | +375+0.5% | 加碼 |
| Gradient Investments LLC | 74,795 | $256.6 萬 | 0.07% | +4,988+7.1% | 加碼 |
| Oppenheimer & Co Inc | 75,246 | $258.1 萬 | 0.06% | −45,476−37.7% | 減碼 |
| Benjamin Edwards Inc | 75,571 | $259.3 萬 | 0.76% | +26,023+52.5% | 加碼 |
| Vident Investment Advisory, LLC | 75,736 | $259.8 萬 | 0.08% | +60,257+389.3% | 加碼 |
| Prospera Financial Services Inc | 75,811 | $260.1 萬 | 0.13% | −1,771−2.3% | 減碼 |
| Brinker Capital Investments, LLC | 76,384 | $262.1 萬 | 0.05% | −21,830−22.2% | 減碼 |
| Old Port Advisors | 79,044 | $265.4 萬 | 1.03% | +4,726+6.4% | 加碼 |
| Crescent Grove Advisors, LLC | 78,135 | $268.1 萬 | 0.28% | −4,987−6.0% | 減碼 |
| Summit Place Financial Advisors, LLC | 78,215 | $268.4 萬 | 2.25% | −1,900−2.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 78,867 | $270.6 萬 | 0.11% | +10,030+14.6% | 加碼 |
| China Universal Asset Management Co., Ltd. | 79,000 | $271.0 萬 | 1.14% | −3,000−3.7% | 減碼 |
| Madden Advisory Services, Inc. | 79,438 | $272.6 萬 | 2.06% | +4,483+6.0% | 加碼 |
| Nomura Asset Management Co Ltd | 79,950 | $274.3 萬 | 0.02% | −77,400−49.2% | 減碼 |
| Graham Capital Wealth Management, LLC | 81,852 | $280.8 萬 | 2.46% | −48,837−37.4% | 減碼 |
| Tikvah Management LLC | 82,230 | $282.1 萬 | 1.22% | +31,980+63.6% | 加碼 |
| Brio Consultants, LLC | 86,283 | $284.2 萬 | 0.65% | −50,380−36.9% | 減碼 |
| Twelve Points Wealth Management LLC | 83,909 | $287.9 萬 | 2.22% | +83,909 | 新進 |
| Altman Advisors, Inc. | 86,841 | $290.2 萬 | 1.65% | +17,603+25.4% | 加碼 |
| Blueprint Investment Partners LLC | 84,605 | $290.3 萬 | 0.78% | −232,357−73.3% | 減碼 |
| Bank of the West | 85,604 | $293.7 萬 | 0.37% | +85,604 | 新進 |
| Wealthcare Advisory Partners LLC | 85,778 | $294.3 萬 | 0.18% | +85,778 | 新進 |
| Delta Financial Advisors LLC | 85,889 | $294.7 萬 | 1.47% | −50−0.1% | 減碼 |
| New York State Common Retirement Fund | 86,000 | $295.1 萬 | 0.00% | −6,500−7.0% | 減碼 |
| Wellington Management Group LLP | 86,000 | $295.1 萬 | 0.00% | −6,500−7.0% | 減碼 |
| Mengis Capital Management, Inc. | 86,091 | $295.3 萬 | 0.65% | +640+0.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 86,430 | $296.5 萬 | 0.82% | −11,300−11.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87,549 | $300.4 萬 | 0.01% | −11,697−11.8% | 減碼 |
| Comerica Securities,inc. | 87,826 | $301.3 萬 | 0.23% | −2,542−2.8% | 減碼 |
| Sage Investment Advisers LLC | 88,180 | $302.5 萬 | 4.74% | −1,500−1.7% | 減碼 |
| Boston Private Wealth LLC | 88,199 | $302.6 萬 | 0.05% | +2,493+2.9% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 88,686 | $304.3 萬 | 0.84% | +61,575+227.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 89,709 | $307.8 萬 | 0.12% | −11,778−11.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 90,211 | $309.5 萬 | 0.13% | +5,342+6.3% | 加碼 |
| Avantax Advisory Services, Inc. | 91,220 | $313.0 萬 | 0.05% | −975−1.1% | 減碼 |
| Estate Counselors, LLC | 91,965 | $315.5 萬 | 0.47% | +3,800+4.3% | 加碼 |
| Wealth Alliance | 93,721 | $321.5 萬 | 0.62% | +161+0.2% | 加碼 |
| Verus Capital Partners, LLC | 63,453 | $321.7 萬 | 0.63% | −76,816−54.8% | 減碼 |
| Umb Bank N A | 95,491 | $327.6 萬 | 0.05% | +2,490+2.7% | 加碼 |
| Omnia Family Wealth, LLC | 95,523 | $327.7 萬 | 2.41% | −1,391−1.4% | 減碼 |
| Belpointe Asset Management LLC | 96,127 | $329.8 萬 | 0.22% | −10,172−9.6% | 減碼 |
| Welch & Forbes LLC | 96,381 | $330.7 萬 | 0.06% | +96,381 | 新進 |
| Ci Investments Inc. | 96,617 | $331.5 萬 | 0.02% | −14,000−12.7% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $331.7 萬 | 0.14% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 96,673 | $331.8 萬 | 0.04% | −2,690−2.7% | 減碼 |
| Wealthspan Partners, LLC | 97,388 | $334.1 萬 | 3.45% | +4,661+5.0% | 加碼 |
| Jordan Park Group LLC | 97,626 | $335.0 萬 | 0.33% | +49,340+102.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 97,940 | $336.0 萬 | 0.08% | +62,940+179.8% | 加碼 |
| Apollon Wealth Management, LLC | 98,285 | $337.2 萬 | 0.28% | −13,282−11.9% | 減碼 |
| Boston Financial Mangement LLC | 99,148 | $340.2 萬 | 0.15% | +31,332+46.2% | 加碼 |
| Deane Retirement Strategies, Inc. | 99,910 | $342.7 萬 | 2.13% | −1,066−1.1% | 減碼 |
| DCF Advisers, LLC | 100,000 | $343.1 萬 | 2.30% | 00.0% | 不變 |
| Hamilton Wealth, LLC | 101,430 | $348.0 萬 | 1.36% | +7,968+8.5% | 加碼 |
| Dohj, LLC | 101,430 | $348.0 萬 | 1.98% | +41,002+67.9% | 加碼 |
| Cowa, LLC | 102,321 | $351.1 萬 | 2.02% | +4,835+5.0% | 加碼 |
| Fortune 45 LLC | 103,541 | $355.2 萬 | 4.08% | +47,357+84.3% | 加碼 |
| HSBC Holdings PLC | 103,850 | $356.3 萬 | 0.01% | +103,850 | 新進 |
| Palisades Hudson Asset Management, L.P. | 104,399 | $358.2 萬 | 2.01% | +844+0.8% | 加碼 |
| Accretive Wealth Partners, LLC | 104,769 | $359.5 萬 | 2.61% | −1,308−1.2% | 減碼 |
| Roundview Capital LLC | 104,992 | $360.2 萬 | 0.43% | +480.0% | 加碼 |
| Atria Investments LLC | 105,223 | $361.0 萬 | 0.08% | +7,462+7.6% | 加碼 |
| Elm Partners Management LLC | 105,552 | $362.1 萬 | 0.47% | −83,751−44.2% | 減碼 |
| Assetmark, Inc | 105,953 | $363.5 萬 | 0.02% | −7,392−6.5% | 減碼 |
| Whittier Trust Co | 106,667 | $365.9 萬 | 0.07% | −22,063−17.1% | 減碼 |
| Pathstone Family Office, LLC | 107,302 | $368.2 萬 | 0.08% | +1,180+1.1% | 加碼 |
| Cypress Capital Group | 107,533 | $368.9 萬 | 0.56% | −1,794−1.6% | 減碼 |
| Glovista Investments LLC | 107,564 | $371.3 萬 | 1.53% | +107,564 | 新進 |
| RiverGlades Family Offices LLC | 108,348 | $371.7 萬 | 3.45% | −575−0.5% | 減碼 |
| Corrado Advisors, LLC | 109,233 | $374.8 萬 | 2.66% | −1,674−1.5% | 減碼 |
| Cetera Advisors LLC | 109,601 | $376.0 萬 | 0.09% | +9,603+9.6% | 加碼 |
| Alhambra Investment Partners LLC | 109,692 | $376.4 萬 | 2.72% | +181+0.2% | 加碼 |