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 |
|---|---|---|---|---|---|
| Highland Private Wealth Management | 680,558 | $2,335 萬 | 3.59% | −35,092−4.9% | 減碼 |
| Narwhal Capital Management | 676,619 | $2,322 萬 | 3.18% | +17,101+2.6% | 加碼 |
| Amplius Wealth Advisors, LLC | 672,507 | $2,307 萬 | 3.73% | −236,007−26.0% | 減碼 |
| MML Investors Services, LLC | 670,931 | $2,302 萬 | 0.17% | +51,271+8.3% | 加碼 |
| Equitable Holdings, Inc. | 655,487 | $2,249 萬 | 0.43% | +36,171+5.8% | 加碼 |
| Strategic Point Investment Advisors, LLC | 638,380 | $2,190 萬 | 6.09% | +3,984+0.6% | 加碼 |
| Goldstein Munger & Associates | 636,098 | $2,183 萬 | 6.57% | +88,360+16.1% | 加碼 |
| Carl Stuart Investment Advisor, Inc | 655,062 | $2,166 萬 | 18.84% | +1600.0% | 加碼 |
| Covington Capital Management | 630,249 | $2,162 萬 | 0.88% | +4,189+0.7% | 加碼 |
| Permanens Capital L.P. | 617,564 | $2,119 萬 | 4.26% | +349,515+130.4% | 加碼 |
| Exchange Traded Concepts, LLC | 607,596 | $2,085 萬 | 0.61% | +607,596 | 新進 |
| Cambridge Associates LLC | 576,350 | $1,978 萬 | 1.58% | +19,799+3.6% | 加碼 |
| Vicus Capital | 575,823 | $1,976 萬 | 2.23% | +535,874+1,341.4% | 加碼 |
| Blair William & Co | 574,008 | $1,969 萬 | 0.09% | +106,734+22.8% | 加碼 |
| Spinnaker Trust | 567,031 | $1,946 萬 | 1.50% | −17,031−2.9% | 減碼 |
| EPIQ Capital Group, LLC | 562,789 | $1,931 萬 | 8.04% | −8,695−1.5% | 減碼 |
| New York Life Investment Management LLC | 556,519 | $1,910 萬 | 0.22% | +556,519 | 新進 |
| Gamble Jones Investment Counsel | 548,548 | $1,882 萬 | 1.39% | −835−0.2% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $1,852 萬 | 1.28% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 443,823 | $1,838 萬 | 0.21% | +11,577+2.7% | 加碼 |
| Sowa Financial Group, Inc. | 531,454 | $1,823 萬 | 13.90% | +1,687+0.3% | 加碼 |
| Naviter Wealth, LLC | 517,165 | $1,774 萬 | 7.28% | −47,036−8.3% | 減碼 |
| Parkside Investments, LLC | 502,995 | $1,726 萬 | 3.63% | −134,824−21.1% | 減碼 |
| KB Financial Partners, LLC | 497,533 | $1,707 萬 | 5.90% | −9,852−1.9% | 減碼 |
| Confluence Investment Management LLC | 495,243 | $1,699 萬 | 0.26% | +18,678+3.9% | 加碼 |
| Farmer Steven Patrick | 495,243 | $1,699 萬 | 0.26% | +495,243 | 新進 |
| Tiaa, FSB | 494,561 | $1,697 萬 | 0.07% | −304,498−38.1% | 減碼 |
| Quent Capital, LLC | 491,586 | $1,687 萬 | 3.60% | −28,052−5.4% | 減碼 |
| Allstate Corp | 483,000 | $1,657 萬 | 0.51% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 481,915 | $1,654 萬 | 0.04% | +35,700+8.0% | 加碼 |
| Cetera Advisor Networks LLC | 481,033 | $1,650 萬 | 0.21% | +124,059+34.8% | 加碼 |
| Twin Focus Capital Partners, LLC | 475,322 | $1,631 萬 | 3.66% | −5,909−1.2% | 減碼 |
| Timber Creek Capital Management LLC | 469,324 | $1,610 萬 | 5.32% | −857−0.2% | 減碼 |
| Nottingham Advisors, Inc. | 470,545 | $1,602 萬 | 2.17% | +324,628+222.5% | 加碼 |
| Reuter James Wealth Management, LLC | 463,626 | $1,591 萬 | 9.89% | −7,012−1.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 462,699 | $1,588 萬 | 0.81% | +462,699 | 新進 |
| D.A. Davidson & Co. | 458,463 | $1,573 萬 | 0.20% | +22,400+5.1% | 加碼 |
| Goldman Sachs Group Inc | 450,895 | $1,547 萬 | 0.00% | +22,924+5.4% | 加碼 |
| FDx Advisors, Inc. | 449,822 | $1,543 萬 | 0.58% | −55,882−11.1% | 減碼 |
| Lowe Wealth Advisors, LLC | 446,968 | $1,534 萬 | 8.37% | −1,576−0.4% | 減碼 |
| Prudential Financial Inc | 434,538 | $1,501 萬 | 0.02% | +356,400+456.1% | 加碼 |
| Sage Rhino Capital LLC | 410,637 | $1,409 萬 | 5.39% | −1,858−0.5% | 減碼 |
| American Portfolios Advisors | 400,701 | $1,375 萬 | 0.57% | +29,117+7.8% | 加碼 |
| Resonant Capital Advisors, LLC | 397,431 | $1,364 萬 | 2.13% | −23,292−5.5% | 減碼 |
| Quest Investment Management LLC | 396,021 | $1,359 萬 | 1.60% | 00.0% | 不變 |
| Independent Family Office, LLC | 394,824 | $1,355 萬 | 12.37% | +17,701+4.7% | 加碼 |
| MainStreet Investment Advisors LLC | 387,540 | $1,330 萬 | 1.53% | −124,468−24.3% | 減碼 |
| Sunbelt Securities, Inc. | 386,794 | $1,327 萬 | 2.81% | +47,417+14.0% | 加碼 |
| Kestra Advisory Services, LLC | 385,596 | $1,323 萬 | 0.14% | +8,641+2.3% | 加碼 |
| IFP Advisors, Inc | 365,691 | $1,318 萬 | 0.44% | −257,994−41.4% | 減碼 |
| Sagil Capital LLP | 380,000 | $1,304 萬 | 11.90% | +380,000 | 新進 |
| Systelligence, LLC | 376,444 | $1,292 萬 | 3.75% | −19,911−5.0% | 減碼 |
| Bokf, NA | 375,000 | $1,287 萬 | 0.25% | +8,303+2.3% | 加碼 |
| Meridian Wealth Advisors, LLC | 372,675 | $1,279 萬 | 3.40% | +11,844+3.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 369,023 | $1,266 萬 | 0.21% | −4,888−1.3% | 減碼 |
| Vision Capital Management, Inc. | 367,848 | $1,262 萬 | 2.38% | +3,725+1.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 364,545 | $1,251 萬 | 0.25% | +72,353+24.8% | 加碼 |
| Osborne Partners Capital Management, LLC | 358,253 | $1,229 萬 | 0.94% | −15,879−4.2% | 減碼 |
| Comerica Bank | 368,482 | $1,198 萬 | 0.10% | +358,587+3,623.9% | 加碼 |
| Lake Point Wealth Management | 343,729 | $1,179 萬 | 6.70% | −25,717−7.0% | 減碼 |
| American Research & Management Co. | 337,152 | $1,157 萬 | 2.97% | −7,437−2.2% | 減碼 |
| Legend Financial Advisors, Inc. | 334,343 | $1,147 萬 | 11.85% | −317,255−48.7% | 減碼 |
| National Bank of Canada | 328,831 | $1,128 萬 | 0.06% | −1,556−0.5% | 減碼 |
| Cardinal Point Wealth Management Partners, LLC | 328,473 | $1,127 萬 | 5.40% | −8,174−2.4% | 減碼 |
| Cohen & Steers, Inc. | 325,758 | $1,118 萬 | 0.02% | +151,154+86.6% | 加碼 |
| Fifth Third Securities, Inc. | 324,592 | $1,114 萬 | 1.53% | +324,592 | 新進 |
| American Investment Services, Inc. | 324,242 | $1,113 萬 | 2.54% | −7,748−2.3% | 減碼 |
| Bank of Nova Scotia | 321,381 | $1,103 萬 | 0.03% | +299,361+1,359.5% | 加碼 |
| Summit Trail Advisors, LLC | 320,948 | $1,101 萬 | 0.68% | +320,948 | 新進 |
| Huntington National Bank | – | $1,097 萬 | 0.12% | – | – |
| Sentinel Trust Co Lba | 318,590 | $1,093 萬 | 1.68% | −908−0.3% | 減碼 |
| Ambassador Advisors, LLC | 317,893 | $1,091 萬 | 2.45% | −1,819−0.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 316,962 | $1,087 萬 | 0.03% | −26,645−7.8% | 減碼 |
| Integrated Investment Consultants, LLC | 315,501 | $1,083 萬 | 3.92% | −49,931−13.7% | 減碼 |
| BFSG, LLC | 311,404 | $1,068 萬 | 1.93% | −156,105−33.4% | 減碼 |
| Capital Group Private Client Services, Inc. | 303,599 | $1,042 萬 | 0.13% | +2,330+0.8% | 加碼 |
| Morton Capital Management LLC | 303,431 | $1,041 萬 | 4.53% | −2,837−0.9% | 減碼 |
| Janney Montgomery Scott LLC | 298,625 | $1,032 萬 | 0.05% | +298,625 | 新進 |
| Toronto Dominion Bank | 300,000 | $1,029 萬 | 0.02% | +300,000 | 新進 |
| FineMark National Bank & Trust | 299,150 | $1,026 萬 | 0.47% | +24,850+9.1% | 加碼 |
| Howland Capital Management LLC | 294,173 | $1,009 萬 | 0.62% | +12,795+4.5% | 加碼 |
| Kingfisher Capital LLC | 293,034 | $1,005 萬 | 2.87% | +5,961+2.1% | 加碼 |
| Modus Advisors, LLC | 290,881 | $998.0 萬 | 5.05% | −2,069−0.7% | 減碼 |
| New Potomac Partners, LLC | 275,961 | $946.8 萬 | 7.60% | +2,510+0.9% | 加碼 |
| Capital Analysts, LLC | 273,325 | $937.8 萬 | 0.65% | +5,314+2.0% | 加碼 |
| LVM Capital Management Ltd | 273,296 | $937.7 萬 | 1.36% | +11,172+4.3% | 加碼 |
| Sterling Financial Planning, Inc. | 272,616 | $935.3 萬 | 6.57% | +2,590+1.0% | 加碼 |
| Chemistry Wealth Management LLC | 270,384 | $927.7 萬 | 3.56% | +11,167+4.3% | 加碼 |
| Next Level Private LLC | 270,384 | $927.7 萬 | 3.56% | +270,384 | 新進 |
| Beacon Harbor Wealth Advisors, Inc. | 270,251 | $927.2 萬 | 3.27% | +1,198+0.4% | 加碼 |
| Financial Sense Advisors, Inc. | 266,084 | $912.9 萬 | 3.38% | +266,084 | 新進 |
| Massmutual Trust Co FSB | 265,383 | $910.5 萬 | 0.39% | −112,619−29.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 264,683 | $908.1 萬 | 2.79% | −94,875−26.4% | 減碼 |
| Manning & Napier Group, LLC | – | $906.1 萬 | 0.10% | – | – |
| BCJ Capital Management, LLC | 260,219 | $892.8 萬 | 0.91% | −20,671−7.4% | 減碼 |
| Leuthold Group, LLC | 260,166 | $892.6 萬 | 1.27% | −1,106−0.4% | 減碼 |
| JNBA Financial Advisors | 255,227 | $875.7 萬 | 1.33% | −47,143−15.6% | 減碼 |
| Financial Partners Capital Management LLC | 253,976 | $871.4 萬 | 1.87% | −126,796−33.3% | 減碼 |
| Silverleafe Capital Partners, LLC | 248,400 | $852.3 萬 | 5.09% | +235,350+1,803.4% | 加碼 |
| Signet Investment Advisory Group, Inc. | 246,366 | $845.3 萬 | 5.86% | −2,211−0.9% | 減碼 |