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 3 季 13F 持有人
iShares Gold Trust 在 2022/9/30 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
- 962
- 較 2022 年第 2 季 −31 家
- 持有股數
- 4.80 億
- 較 2022 年第 2 季 −1,743 萬 (−3.5%)
- 總市值
- $151.8 億
- 較 2022 年第 2 季 −$18.3 億 (−10.7%)
- 新進機構
- 59
- 另有 269 家加碼
- 清倉機構
- 90
- 另有 429 家減碼
另有 18 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 11,388 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 11,293 | $35.9 萬 | 0.21% | −389−3.3% | 減碼 |
| V Wealth Advisors LLC | 11,495 | $36.2 萬 | 0.07% | −300−2.5% | 減碼 |
| GSB Wealth Management, LLC | 11,487 | $36.2 萬 | 0.13% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 11,479 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Bell Rock Capital LLC | 11,501 | $36.3 萬 | 0.45% | +11,501 | 新進 |
| Keebeck Wealth Management, LLC | 11,540 | $36.4 萬 | 0.07% | −5,725−33.2% | 減碼 |
| Capital Investment Advisors, LLC | 11,591 | $36.5 萬 | 0.01% | +161+1.4% | 加碼 |
| Capital Planning Advisors, LLC | 11,707 | $36.9 萬 | 0.10% | −1,300−10.0% | 減碼 |
| Kanawha Capital Management LLC | 11,812 | $37.2 萬 | 0.04% | +11,812 | 新進 |
| American Trust | 11,894 | $37.5 萬 | 0.03% | +390+3.4% | 加碼 |
| Black Diamond Financial, LLC | 12,064 | $38.0 萬 | 0.15% | −14−0.1% | 減碼 |
| Integrated Investment Consultants, LLC | 12,111 | $38.2 萬 | 0.15% | −303,390−96.2% | 減碼 |
| PDS Planning, Inc | 12,219 | $38.5 萬 | 0.07% | +10+0.1% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $38.8 萬 | 1.03% | 00.0% | 不變 |
| West Paces Advisors Inc. | 12,350 | $38.9 萬 | 0.14% | 00.0% | 不變 |
| Alesco Advisors LLC | 12,387 | $39.1 萬 | 0.02% | −8,560−40.9% | 減碼 |
| BKD Wealth Advisors, LLC | 12,447 | $39.2 萬 | 0.02% | −2,164−14.8% | 減碼 |
| Proequities, Inc. | 12,496 | $39.4 萬 | 0.04% | +371+3.1% | 加碼 |
| HAP Trading, LLC | 12,496 | $39.4 萬 | 0.05% | +12,496 | 新進 |
| Buckingham Strategic Partners | 12,571 | $39.6 萬 | 0.02% | −727−5.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,552 | $39.6 萬 | 0.01% | +4,857+63.1% | 加碼 |
| Inverness Counsel LLC | – | $39.7 萬 | 0.02% | – | – |
| Valeo Financial Advisors, LLC | 12,614 | $39.8 萬 | 0.03% | −1,527−10.8% | 減碼 |
| Tradition Wealth Management, LLC | 12,685 | $40.0 萬 | 0.06% | −2,759−17.9% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 12,925 | $40.8 萬 | 0.26% | +5,650+77.7% | 加碼 |
| H. L. Ormond & Company, LLC | 12,996 | $41.0 萬 | 0.66% | −7,959−38.0% | 減碼 |
| Pinnacle Associates Ltd | 12,998 | $41.0 萬 | 0.01% | −476−3.5% | 減碼 |
| Sterling Investment Advisors LLC | 13,043 | $41.1 萬 | 0.31% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $41.2 萬 | 0.18% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,134 | $41.4 萬 | 0.00% | −893,895−98.6% | 減碼 |
| BerganKDV Wealth Management, LLC | 13,349 | $42.1 萬 | 0.05% | 00.0% | 不變 |
| CX Institutional | 13,418 | $42.3 萬 | 0.03% | −30,716−69.6% | 減碼 |
| Ellis Investment Partners, LLC | 13,572 | $42.7 萬 | 0.12% | −324−2.3% | 減碼 |
| True North Advisors, LLC | 13,599 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 13,825 | $43.6 萬 | 0.17% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 14,028 | $44.2 萬 | 0.07% | −1,024−6.8% | 減碼 |
| Brown Brothers Harriman & Co | 14,003 | $44.2 萬 | 0.00% | +4,861+53.2% | 加碼 |
| Davis R M Inc | 14,246 | $44.9 萬 | 0.01% | +1,050+8.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 14,390 | $45.4 萬 | 0.18% | −340−2.3% | 減碼 |
| BDO Wealth Advisors, LLC | 14,807 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 14,799 | $46.7 萬 | 0.01% | +2,679+22.1% | 加碼 |
| Kornitzer Capital Management Inc | 15,029 | $47.4 萬 | 0.01% | −1,690−10.1% | 減碼 |
| Horan Capital Advisors, LLC. | 15,085 | $47.6 萬 | 0.23% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 15,512 | $48.9 萬 | 0.43% | +5,100+49.0% | 加碼 |
| Ingalls & Snyder LLC | 15,594 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 15,762 | $49.7 萬 | 0.07% | +1,143+7.8% | 加碼 |
| Moors & Cabot, Inc. | 15,930 | $50.2 萬 | 0.04% | +525+3.4% | 加碼 |
| Principle Wealth Partners LLC | 16,121 | $50.8 萬 | 0.07% | −806−4.8% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $51.2 萬 | 0.06% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 16,249 | $51.2 萬 | 0.07% | +305+1.9% | 加碼 |
| Boston Family Office LLC | 16,275 | $51.4 萬 | 0.05% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 16,497 | $52.0 萬 | 0.05% | −24,396−59.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 16,608 | $52.4 萬 | 0.06% | −784−4.5% | 減碼 |
| ICA Group Wealth Management, LLC | 16,665 | $52.5 萬 | 0.11% | −213−1.3% | 減碼 |
| IFG Advisory, LLC | 16,826 | $53.0 萬 | 0.05% | +56+0.3% | 加碼 |
| PFG Advisors | 16,996 | $53.6 萬 | 0.06% | −884,557−98.1% | 減碼 |
| Spire Wealth Management | 16,992 | $53.6 萬 | 0.03% | −4,195−19.8% | 減碼 |
| S&CO Inc | 17,174 | $54.1 萬 | 0.05% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 17,183 | $54.2 萬 | 0.06% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 17,222 | $54.3 萬 | 0.38% | 00.0% | 不變 |
| Wescott Financial Advisory Group, LLC | 17,481 | $55.1 萬 | 0.15% | +3,940+29.1% | 加碼 |
| Independent Advisor Alliance | 17,561 | $55.4 萬 | 0.03% | −19,275−52.3% | 減碼 |
| Silicon Hills Wealth Management, LLC | 17,666 | $55.7 萬 | 0.44% | −8,324−32.0% | 減碼 |
| S.C. Financial Services, Inc. | 17,699 | $55.8 萬 | 0.89% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 17,722 | $55.9 萬 | 0.09% | −1,717−8.8% | 減碼 |
| StoneX Group Inc. | 17,732 | $55.9 萬 | 0.08% | +5,580+45.9% | 加碼 |
| Tarbox Family Office, Inc. | 16,322 | $56.0 萬 | 0.13% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 17,812 | $56.2 萬 | 0.09% | −7,168−28.7% | 減碼 |
| Natixis Advisors, L.P. | 18,020 | $56.8 萬 | 0.00% | +409+2.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 18,053 | $56.9 萬 | 0.07% | −234−1.3% | 減碼 |
| Valicenti Advisory Services Inc | 18,075 | $57.0 萬 | 0.21% | −1,134−5.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 18,170 | $57.3 萬 | 0.09% | +755+4.3% | 加碼 |
| Citizens National Bank Trust Department | 18,191 | $57.4 萬 | 0.18% | −3,331−15.5% | 減碼 |
| Intrua Financial, LLC | 18,376 | $57.9 萬 | 0.15% | −5,894−24.3% | 減碼 |
| Norris Perne & French LLP | 18,370 | $57.9 萬 | 0.06% | −1,547−7.8% | 減碼 |
| Phillips Financial Management, LLC | 18,879 | $59.5 萬 | 0.07% | −775−3.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 18,972 | $59.8 萬 | 0.03% | −372−1.9% | 減碼 |
| Trustmark National Bank Trust Department | 19,091 | $60.2 萬 | 0.06% | −300−1.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 19,002 | $60.3 萬 | 0.00% | −917−4.6% | 減碼 |
| MONECO Advisors, LLC | 19,133 | $60.3 萬 | 0.24% | −13−0.1% | 減碼 |
| Nomura Asset Management Co Ltd | 19,250 | $60.7 萬 | 0.00% | −60,700−75.9% | 減碼 |
| FWL Investment Management, LLC | 19,250 | $60.7 萬 | 0.54% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 19,388 | $61.1 萬 | 0.02% | −21−0.1% | 減碼 |
| Family Management Corp | 19,691 | $62.1 萬 | 0.17% | 00.0% | 不變 |
| Mirador Capital Partners LP | 19,742 | $62.2 萬 | 0.15% | −16,597−45.7% | 減碼 |
| TownSquare Capital, LLC | 19,723 | $62.2 萬 | 0.02% | −1,883−8.7% | 減碼 |
| EWG Elevate Inc. | 19,753 | $62.3 萬 | 0.35% | +481+2.5% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $62.7 萬 | 0.75% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 20,035 | $63.2 萬 | 0.22% | +4,000+24.9% | 加碼 |
| Mather Group, LLC. | 20,198 | $63.7 萬 | 0.01% | −9,078−31.0% | 減碼 |
| Macroview Investment Management LLC | 20,232 | $63.8 萬 | 1.16% | −574−2.8% | 減碼 |
| jvl associates llc | 20,300 | $64.0 萬 | 0.39% | 00.0% | 不變 |
| First National Trust Co | 20,319 | $64.1 萬 | 0.04% | +319+1.6% | 加碼 |
| Hanson & Doremus Investment Management | 20,471 | $64.5 萬 | 0.17% | −1,542−7.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 20,826 | $65.7 萬 | 0.04% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 21,009 | $66.3 萬 | 0.03% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 21,251 | $67.0 萬 | 0.33% | −1,320−5.8% | 減碼 |
| Port Capital LLC | 21,350 | $67.3 萬 | 0.05% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 21,667 | $68.3 萬 | 0.04% | +4,533+26.5% | 加碼 |