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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 21,937 | $69.2 萬 | 0.06% | −13,250−37.7% | 減碼 |
| Interactive Financial Advisors | 22,006 | $69.4 萬 | 0.40% | +1,079+5.2% | 加碼 |
| Kingfisher Capital LLC | 22,028 | $69.5 萬 | 0.19% | −271,006−92.5% | 減碼 |
| Pettinga Financial Advisors, LLC | 22,200 | $70.0 萬 | 0.24% | −921−4.0% | 減碼 |
| Avaii Wealth Management, LLC | 22,353 | $70.5 萬 | 0.73% | −2,037−8.4% | 減碼 |
| Private Portfolio Partners LLC | 22,374 | $70.5 萬 | 0.20% | −75−0.3% | 減碼 |
| Terra Nova Asset Management LLC | 22,694 | $71.6 萬 | 0.78% | 00.0% | 不變 |
| Lake Street Financial LLC | 22,850 | $72.0 萬 | 0.17% | −3,423−13.0% | 減碼 |
| Garde Capital, Inc. | 22,820 | $72.0 萬 | 0.09% | +6,119+36.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 22,978 | $72.4 萬 | 0.04% | −62,800−73.2% | 減碼 |
| TD Private Client Wealth LLC | 22,997 | $72.5 萬 | 0.04% | −760−3.2% | 減碼 |
| Spartan Planning & Wealth Management | 23,052 | $72.7 萬 | 0.95% | +2,174+10.4% | 加碼 |
| Hilltop Holdings Inc. | 23,073 | $72.8 萬 | 0.10% | −555−2.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 23,147 | $73.0 萬 | 0.08% | −1,681−6.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,221 | $73.2 萬 | 0.06% | −4,577−16.5% | 減碼 |
| Nations Financial Group Inc, | 23,214 | $73.2 萬 | 0.11% | −203−0.9% | 減碼 |
| Nwam LLC | 23,263 | $73.3 萬 | 0.07% | −35−0.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 23,270 | $74.9 萬 | 0.01% | 00.0% | 不變 |
| Change Path, LLC | 24,059 | $75.9 萬 | 0.05% | −47,798−66.5% | 減碼 |
| Montecito Bank & Trust | 24,278 | $76.6 萬 | 0.20% | −3,835−13.6% | 減碼 |
| Silver Oak Securities, Inc | 21,948 | $76.8 萬 | 0.17% | +7,343+50.3% | 加碼 |
| Burns J W & Co Inc | 24,392 | $76.9 萬 | 0.15% | 00.0% | 不變 |
| Montis Financial, LLC | 24,441 | $77.1 萬 | 0.74% | +6,583+36.9% | 加碼 |
| Atlas Capital Advisors LLC | 25,000 | $78.8 萬 | 0.14% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 23,012 | $79.0 萬 | 0.34% | 00.0% | 不變 |
| Forum Financial Management, LP | 25,232 | $79.6 萬 | 0.04% | −417−1.6% | 減碼 |
| Wealthspire Advisors, LLC | 25,244 | $79.6 萬 | 0.02% | +3,734+17.4% | 加碼 |
| Oak Family Advisors, LLC | 25,398 | $80.1 萬 | 0.52% | +1,085+4.5% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,475 | $80.3 萬 | 0.89% | −496−1.9% | 減碼 |
| Country Club Bank | 25,611 | $80.8 萬 | 0.08% | −225−0.9% | 減碼 |
| Bank of Nova Scotia | 23,481 | $81.1 萬 | 0.00% | −297,900−92.7% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 25,863 | $81.5 萬 | 0.22% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 25,996 | $82.0 萬 | 0.31% | +2,375+10.1% | 加碼 |
| Coronation Fund Managers Ltd. | 26,243 | $82.7 萬 | 0.04% | −4,162−13.7% | 減碼 |
| Kovack Advisors, Inc. | 26,295 | $82.9 萬 | 0.12% | −1,177−4.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,511 | $83.6 萬 | 0.04% | −1,184−4.3% | 減碼 |
| Highline Wealth Partners LLC | 26,555 | $83.7 萬 | 0.68% | +26,555 | 新進 |
| Dohj, LLC | 26,691 | $84.2 萬 | 0.57% | −74,739−73.7% | 減碼 |
| Red Door Wealth Management, LLC | 26,823 | $84.5 萬 | 0.32% | −1,631−5.7% | 減碼 |
| FinTrust Capital Advisors, LLC | 27,120 | $85.0 萬 | 0.22% | +4,954+22.3% | 加碼 |
| Baldrige Asset Management LLC | 27,153 | $85.6 萬 | 0.41% | −1,516−5.3% | 減碼 |
| Fort Point Capital Partners LLC | 27,301 | $86.1 萬 | 0.16% | −3,571−11.6% | 減碼 |
| Atlantic Trust, LLC | 27,415 | $86.4 萬 | 0.30% | +27,127+9,419.1% | 加碼 |
| Nkcfo LLC | 27,450 | $86.5 萬 | 0.40% | 00.0% | 不變 |
| Apeiron RIA LLC | 27,470 | $86.8 萬 | 0.40% | +3,196+13.2% | 加碼 |
| Woodward Diversified Capital, LLC | 27,556 | $86.9 萬 | 0.72% | −4,750−14.7% | 減碼 |
| Financial Insights, Inc. | 27,552 | $86.9 萬 | 0.58% | +27,552 | 新進 |
| Advanced Research Investment Solutions, LLC | 27,750 | $87.5 萬 | 0.54% | 00.0% | 不變 |
| Avalon Investment & Advisory | 27,878 | $87.9 萬 | 0.03% | 00.0% | 不變 |
| Courage Capital Management LLC | 28,000 | $88.3 萬 | 1.91% | 00.0% | 不變 |
| S.A. Mason LLC | 28,354 | $89.4 萬 | 0.71% | +60+0.2% | 加碼 |
| Hamilton Capital, LLC | 28,490 | $89.8 萬 | 0.06% | +2,633+10.2% | 加碼 |
| First Hawaiian Bank | 28,752 | $90.7 萬 | 0.04% | −554−1.9% | 減碼 |
| Castleview Partners, LLC | 28,891 | $91.1 萬 | 0.87% | +28,731+17,956.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 28,993 | $91.4 萬 | 0.02% | +518+1.8% | 加碼 |
| Signaturefd, LLC | 29,919 | $94.3 萬 | 0.03% | −8,142−21.4% | 減碼 |
| Bard Financial Services, Inc. | 30,250 | $95.4 萬 | 0.09% | −2,500−7.6% | 減碼 |
| Grove Bank & Trust | 30,510 | $96.2 萬 | 0.24% | +18,557+155.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 30,772 | $97.0 萬 | 0.35% | −12,050−28.1% | 減碼 |
| Ifrah Financial Services, Inc. | 30,851 | $97.3 萬 | 0.33% | −879−2.8% | 減碼 |
| Emfo, LLC | 31,020 | $97.8 萬 | 0.93% | 00.0% | 不變 |
| Ballew Advisors, Inc | 30,850 | $97.8 萬 | 0.88% | −52−0.2% | 減碼 |
| Forefront Analytics, LLC | 31,321 | $98.7 萬 | 0.53% | 00.0% | 不變 |
| Simplify Asset Management Inc. | 31,324 | $98.8 萬 | 0.14% | +21,699+225.4% | 加碼 |
| United Community Bank | 31,392 | $99.0 萬 | 1.03% | 00.0% | 不變 |
| Visionary Wealth Advisors | 31,516 | $99.4 萬 | 0.10% | −11,768−27.2% | 減碼 |
| Bristlecone Advisors, LLC | 31,634 | $99.7 萬 | 0.13% | −2,508−7.3% | 減碼 |
| Strategy Asset Managers LLC | 31,703 | $100.0 萬 | 0.27% | −305−1.0% | 減碼 |
| PBMares Wealth Management LLC | 32,306 | $101.9 萬 | 0.44% | −23,950−42.6% | 減碼 |
| Perkins Coie Trust Co | 32,361 | $102.0 萬 | 0.39% | +325+1.0% | 加碼 |
| Farmers & Merchants Investments Inc | 32,500 | $102.5 萬 | 0.05% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 32,927 | $103.8 萬 | 1.07% | +32,927 | 新進 |
| Global Retirement Partners, LLC | 33,577 | $104.0 萬 | 0.08% | +3,125+10.3% | 加碼 |
| Holistic Financial Partners | 33,119 | $104.4 萬 | 1.03% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 33,152 | $104.5 萬 | 3.37% | −33,152−50.0% | 減碼 |
| Gibson Capital, LLC | 33,620 | $106.1 萬 | 0.34% | +123+0.4% | 加碼 |
| USA Financial Portformulas Corp | 33,698 | $106.2 萬 | 1.67% | +1,823+5.7% | 加碼 |
| SevenOneSeven Capital Management | 34,061 | $107.4 萬 | 2.51% | +5,157+17.8% | 加碼 |
| Credit Suisse AG | 34,147 | $107.7 萬 | 0.00% | −6,434−15.9% | 減碼 |
| CWM, LLC | 34,284 | $108.1 萬 | 0.01% | −101,565−74.8% | 減碼 |
| Arlington Partners LLC | 34,410 | $108.5 萬 | 0.44% | −100−0.3% | 減碼 |
| Banque Pictet & Cie SA | 34,959 | $110.2 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 32,263 | $110.7 萬 | 0.07% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 35,509 | $112.0 萬 | 0.09% | −5,971−14.4% | 減碼 |
| Americana Partners, LLC | 35,585 | $112.1 萬 | 0.20% | −487−1.4% | 減碼 |
| Regatta Capital Group, LLC | 32,900 | $112.9 萬 | 0.46% | +4,007+13.9% | 加碼 |
| J2 Capital Management Inc | 36,109 | $113.9 萬 | 2.16% | −20,286−36.0% | 減碼 |
| Pendal Group Limited | 36,211 | $114.2 萬 | 0.01% | +919+2.6% | 加碼 |
| ETF Store, Inc. | 36,288 | $114.4 萬 | 1.00% | −2,261−5.9% | 減碼 |
| Satovsky Asset Management LLC | 36,387 | $114.7 萬 | 0.66% | 00.0% | 不變 |
| Wedbush Securities Inc | 36,468 | $115.0 萬 | 0.06% | +385+1.1% | 加碼 |
| Well Done, LLC | 36,704 | $115.7 萬 | 0.28% | −16,364−30.8% | 減碼 |
| Roundview Capital LLC | 37,023 | $116.7 萬 | 0.15% | −67,969−64.7% | 減碼 |
| Modera Wealth Management, LLC | 37,685 | $118.8 萬 | 0.06% | +1,875+5.2% | 加碼 |
| Grand Central Investment Group | 37,702 | $118.9 萬 | 1.66% | −3,233−7.9% | 減碼 |
| Baldwin Brothers Inc | 37,780 | $119.1 萬 | 0.16% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 37,874 | $119.4 萬 | 0.05% | −28−0.1% | 減碼 |
| Financial Advocates Investment Management | 38,066 | $120.1 萬 | 0.11% | −15,243−28.6% | 減碼 |
| Benchmark Investment Advisors LLC | 38,853 | $122.5 萬 | 1.32% | +7,520+24.0% | 加碼 |
| Mosaic Advisors LLC | 39,275 | $123.8 萬 | 0.99% | −6,100−13.4% | 減碼 |