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 |
|---|---|---|---|---|---|
| Summit Global Investments | 110,385 | $378.7 萬 | 0.33% | +66,591+152.1% | 加碼 |
| Wealthstar Advisors, LLC | 110,880 | $380.8 萬 | 1.62% | +9,049+8.9% | 加碼 |
| Inscription Capital, LLC | 111,646 | $383.1 萬 | 0.69% | −5,510−4.7% | 減碼 |
| Stableford Capital II LLC | 114,347 | $385.1 萬 | 1.78% | −1,053−0.9% | 減碼 |
| AdvisorNet Financial, Inc | 112,605 | $386.3 萬 | 0.38% | +4,295+4.0% | 加碼 |
| Perigon Wealth Management, LLC | 112,841 | $387.2 萬 | 0.32% | +1,249+1.1% | 加碼 |
| Bessemer Group Inc | 113,601 | $389.7 萬 | 0.01% | +19,995+21.4% | 加碼 |
| Laidlaw Wealth Management LLC | 113,796 | $390.4 萬 | 0.80% | −3,844−3.3% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 113,987 | $391.1 萬 | 1.92% | −586−0.5% | 減碼 |
| Jump Financial, LLC | 115,847 | $397.5 萬 | 0.17% | +105,325+1,001.0% | 加碼 |
| Versant Capital Management, Inc | 115,909 | $397.7 萬 | 1.46% | −4,548−3.8% | 減碼 |
| SRS Capital Advisors, Inc. | 115,904 | $397.7 萬 | 0.60% | +3,867+3.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 116,294 | $399.0 萬 | 0.48% | +7,905+7.3% | 加碼 |
| Gateway Advisory, LLC | 116,442 | $399.5 萬 | 1.70% | +2,190+1.9% | 加碼 |
| Fermata Advisors, LLC | 116,662 | $400.3 萬 | 1.40% | +22,258+23.6% | 加碼 |
| TrinityPoint Wealth, LLC | 117,354 | $402.6 萬 | 0.89% | −72−0.1% | 減碼 |
| E Fund Management Co., Ltd. | 117,596 | $403.5 萬 | 0.37% | −17,114−12.7% | 減碼 |
| Segall Bryant & Hamill, LLC | 118,618 | $407.0 萬 | 0.05% | +300+0.3% | 加碼 |
| Chatham Capital Group, Inc. | 120,610 | $413.8 萬 | 0.94% | +800+0.7% | 加碼 |
| MBA Advisors LLC | 120,819 | $414.5 萬 | 2.85% | +7,416+6.5% | 加碼 |
| Wills Financial Group, Inc. | 123,098 | $422.3 萬 | 2.08% | −220−0.2% | 減碼 |
| Patton Fund Management, Inc. | 123,674 | $424.4 萬 | 1.59% | +12,331+11.1% | 加碼 |
| Kingsview Wealth Management, LLC | 123,726 | $424.5 萬 | 0.20% | +5,574+4.7% | 加碼 |
| NewSquare Capital LLC | 127,206 | $436.4 萬 | 0.56% | −4,843−3.7% | 減碼 |
| Briaud Financial Planning, Inc | 128,178 | $439.7 萬 | 2.88% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 128,323 | $440.3 萬 | 0.69% | −4,400−3.3% | 減碼 |
| Ballentine Partners, LLC | 129,789 | $445.3 萬 | 0.16% | −39,212−23.2% | 減碼 |
| United Services Automobile Association | 131,568 | $451.4 萬 | 0.12% | −14,555−10.0% | 減碼 |
| GWM Advisors LLC | 131,565 | $451.5 萬 | 0.08% | +17,444+15.3% | 加碼 |
| CIBC World Markets Inc. | 132,950 | $456.2 萬 | 0.02% | +39,407+42.1% | 加碼 |
| MMBG Investment Advisors Co. | 133,500 | $458.0 萬 | 0.57% | +133,500 | 新進 |
| Ackerman Capital Advisors, LLC | 134,549 | $461.6 萬 | 1.24% | +890+0.7% | 加碼 |
| Ahrens Investment Partners LLC | 134,998 | $463.2 萬 | 2.05% | −161,352−54.4% | 減碼 |
| Maltin Wealth Management, Inc. | 135,339 | $464.3 萬 | 3.36% | +135,339 | 新進 |
| CWM, LLC | 135,849 | $466.1 萬 | 0.04% | −13,896−9.3% | 減碼 |
| Cetera Investment Advisers | 136,086 | $466.9 萬 | 0.07% | −5,525−3.9% | 減碼 |
| Arkadios Wealth Advisors | 136,077 | $466.9 萬 | 0.70% | +5,544+4.2% | 加碼 |
| Meridian Investment Counsel Inc. | 137,785 | $472.7 萬 | 1.94% | −949−0.7% | 減碼 |
| Regency Capital Management Inc. | 139,690 | $479.3 萬 | 5.15% | +4,353+3.2% | 加碼 |
| London & Capital Asset Management Ltd | 140,671 | $482.6 萬 | 0.38% | +1,734+1.2% | 加碼 |
| Sepio Capital, LP | 142,237 | $488.0 萬 | 0.49% | +12,847+9.9% | 加碼 |
| Commerce Bank | 144,561 | $495.9 萬 | 0.04% | −2,950−2.0% | 減碼 |
| Cambridge Trust Co | 145,175 | $498.1 萬 | 0.22% | −67,645−31.8% | 減碼 |
| US Bancorp | 145,674 | $499.8 萬 | 0.01% | +48,016+49.2% | 加碼 |
| Community Bank, N.A. | 150,535 | $516.3 萬 | 0.74% | −10,070−6.3% | 減碼 |
| Aspireon Wealth Advisors | 151,277 | $519.8 萬 | 2.34% | +61,751+69.0% | 加碼 |
| Southeast Asset Advisors Inc. | 151,870 | $521.1 萬 | 0.82% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 151,941 | $521.3 萬 | 1.30% | −2,727−1.8% | 減碼 |
| Citadel Advisors LLC | 153,991 | $528.3 萬 | 0.01% | +117,974+327.6% | 加碼 |
| M&T Bank Corp | 969,763 | $529.0 萬 | 0.02% | +969,763 | 新進 |
| Allworth Financial LP | 155,027 | $531.9 萬 | 0.07% | +404+0.3% | 加碼 |
| Wealth Quarterback LLC | 159,773 | $548.2 萬 | 4.27% | +159,773 | 新進 |
| Fairview Capital Investment Management, LLC | 160,193 | $549.6 萬 | 0.38% | +1,813+1.1% | 加碼 |
| Ancora Advisors, LLC | 160,952 | $552.2 萬 | 0.16% | +408+0.3% | 加碼 |
| StrategIQ Financial Group, LLC | 160,988 | $552.3 萬 | 0.67% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 161,779 | $555.0 萬 | 0.53% | +153,923+1,959.3% | 加碼 |
| Executive Wealth Management, LLC | 163,075 | $559.5 萬 | 0.75% | −66,736−29.0% | 減碼 |
| GFS Advisors, LLC | 165,574 | $568.1 萬 | 1.27% | +165,574 | 新進 |
| Cape Ann Savings Bank | 168,438 | $577.9 萬 | 4.44% | +7,354+4.6% | 加碼 |
| Moulton Wealth Management, Inc | 158,777 | $580.2 萬 | 6.04% | 00.0% | 不變 |
| Strategic Capital Advisers, Inc. | 169,212 | $580.6 萬 | 4.79% | +24,985+17.3% | 加碼 |
| National Asset Management, Inc. | 170,208 | $584.0 萬 | 0.25% | −9,582−5.3% | 減碼 |
| Sowell Financial Services LLC | 170,463 | $584.9 萬 | 0.54% | +66,215+63.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 171,577 | $589.4 萬 | 0.12% | −153,734−47.3% | 減碼 |
| Okabena Investment Services Inc | 172,223 | $590.9 萬 | 3.04% | 00.0% | 不變 |
| AMG National Trust Bank | 174,526 | $595.2 萬 | 0.22% | +59,339+51.5% | 加碼 |
| Spearhead Capital Advisors, LLC | 174,500 | $598.7 萬 | 0.89% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 176,646 | $606.1 萬 | 0.81% | −16,904−8.7% | 減碼 |
| First Horizon Advisors, Inc. | 177,177 | $607.9 萬 | 0.22% | +12,793+7.8% | 加碼 |
| Axxcess Wealth Management, LLC | 177,549 | $609.2 萬 | 0.60% | −5,731−3.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 177,600 | $609.3 萬 | 0.07% | −250−0.1% | 減碼 |
| Wealth Management Partners, LLC | 178,000 | $612.1 萬 | 5.36% | +178,000 | 新進 |
| Vivaldi Capital Management, LLC | 179,247 | $615.0 萬 | 1.60% | −15,871−8.1% | 減碼 |
| BSW Wealth Partners | 179,308 | $615.2 萬 | 1.47% | −19,366−9.7% | 減碼 |
| Sigma Planning Corp | 180,814 | $620.4 萬 | 0.23% | −13,198−6.8% | 減碼 |
| NTV Asset Management LLC | 182,000 | $624.4 萬 | 1.22% | −900−0.5% | 減碼 |
| Insight Wealth Partners, LLC | 182,223 | $625.2 萬 | 4.92% | +1,337+0.7% | 加碼 |
| WR Wealth Planners, LLC | 183,648 | $630.1 萬 | 4.15% | +3,925+2.2% | 加碼 |
| Fiduciary Trust Co | 184,722 | $633.8 萬 | 0.13% | −7,789−4.0% | 減碼 |
| Scissortail Wealth Management, LLC | 184,485 | $642.1 萬 | 2.48% | +184,485 | 新進 |
| Evoke Wealth, LLC | 189,429 | $649.9 萬 | 0.24% | +460.0% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 189,888 | $651.5 萬 | 3.22% | +63,076+49.7% | 加碼 |
| Aveo Capital Partners, LLC | 193,275 | $663.1 萬 | 1.09% | +27,949+16.9% | 加碼 |
| AE Wealth Management LLC | 194,955 | $668.9 萬 | 0.05% | −24,882−11.3% | 減碼 |
| Leavell Investment Management, Inc. | 196,598 | $674.5 萬 | 0.52% | +196,598 | 新進 |
| AllGen Financial Advisors, Inc. | 212,570 | $686.5 萬 | 5.76% | +212,570 | 新進 |
| Independent Financial Group, LLC | 200,199 | $686.9 萬 | 0.73% | +7,300+3.8% | 加碼 |
| Employees Retirement System of Texas | 203,000 | $696.5 萬 | 0.10% | +41,000+25.3% | 加碼 |
| Wallington Asset Management, LLC | 203,077 | $696.6 萬 | 1.41% | −26,023−11.4% | 減碼 |
| Wellspring Financial Advisors, LLC | 203,498 | $698.2 萬 | 2.43% | −76,288−27.3% | 減碼 |
| Foundations Investment Advisors, LLC | 214,423 | $708.7 萬 | 0.30% | +44,509+26.2% | 加碼 |
| First American Trust, FSB | 207,638 | $712.4 萬 | 1.13% | −266,782−56.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 208,948 | $716.9 萬 | 0.13% | +7,587+3.8% | 加碼 |
| Sigma Investment Counselors Inc | 213,374 | $732.1 萬 | 0.60% | +400.0% | 加碼 |
| Scotia Capital Inc. | 215,647 | $739.9 萬 | 0.06% | +6,307+3.0% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 216,791 | $743.8 萬 | 2.54% | −101,339−31.9% | 減碼 |
| Rehmann Capital Advisory Group | 218,275 | $748.9 萬 | 0.82% | +818+0.4% | 加碼 |
| Norris Financial Group, LLC | 219,981 | $754.8 萬 | 6.07% | −7,846−3.4% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 220,406 | $756.2 萬 | 1.38% | −1,724−0.8% | 減碼 |
| Thrivent Financial for Lutherans | 221,221 | $759.0 萬 | 0.02% | −3,646,053−94.3% | 減碼 |