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 |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 70,852 | $223.4 萬 | 0.17% | −26,774−27.4% | 減碼 |
| First Manhattan Co | 71,034 | $223.9 萬 | 0.01% | −62−0.1% | 減碼 |
| Cobblestone Capital Advisors LLC | 71,341 | $224.9 萬 | 0.19% | +1,494+2.1% | 加碼 |
| NVWM, LLC | 71,501 | $225.5 萬 | 0.89% | −1,779−2.4% | 減碼 |
| HB Wealth Management, LLC | 74,373 | $234.5 萬 | 0.05% | −393−0.5% | 減碼 |
| China Universal Asset Management Co., Ltd. | 75,000 | $236.5 萬 | 1.00% | −4,000−5.1% | 減碼 |
| Prospera Financial Services Inc | 75,093 | $236.8 萬 | 0.12% | −718−0.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 75,658 | $238.5 萬 | 0.14% | +6,663+9.7% | 加碼 |
| Beaumont Capital Management, LLC | 76,181 | $240.2 萬 | 2.38% | +76,181 | 新進 |
| Gradient Investments LLC | 76,722 | $241.9 萬 | 0.07% | +1,927+2.6% | 加碼 |
| WMS Partners, LLC | 77,714 | $245.0 萬 | 0.33% | +5,518+7.6% | 加碼 |
| Summit Place Financial Advisors, LLC | 78,565 | $247.7 萬 | 2.30% | +350+0.4% | 加碼 |
| Madden Advisory Services, Inc. | 78,656 | $248.0 萬 | 1.98% | −782−1.0% | 減碼 |
| Crescent Grove Advisors, LLC | 79,329 | $250.1 萬 | 0.29% | +1,194+1.5% | 加碼 |
| Cowa, LLC | 79,852 | $251.8 萬 | 1.66% | −22,469−22.0% | 減碼 |
| Rehmann Capital Advisory Group | 80,445 | $253.6 萬 | 0.28% | −137,830−63.1% | 減碼 |
| Virtus Family Office LLC | 81,439 | $256.8 萬 | 6.56% | +81,439 | 新進 |
| Altman Advisors, Inc. | 81,887 | $258.2 萬 | 1.63% | −4,954−5.7% | 減碼 |
| Relative Value Partners Group, LLC | 82,012 | $258.6 萬 | 0.21% | +11,915+17.0% | 加碼 |
| Mengis Capital Management, Inc. | 82,091 | $258.8 萬 | 0.61% | −4,000−4.6% | 減碼 |
| Belpointe Asset Management LLC | 82,124 | $259.0 萬 | 0.18% | −14,003−14.6% | 減碼 |
| Tikvah Management LLC | 82,230 | $259.3 萬 | 1.20% | 00.0% | 不變 |
| Comerica Securities,inc. | 82,682 | $260.7 萬 | 0.21% | −5,144−5.9% | 減碼 |
| Boston Private Wealth LLC | 83,078 | $261.9 萬 | 0.04% | −5,121−5.8% | 減碼 |
| Arkadios Wealth Advisors | 83,288 | $262.6 萬 | 0.40% | −52,789−38.8% | 減碼 |
| Delta Financial Advisors LLC | 83,782 | $264.2 萬 | 1.40% | −2,107−2.5% | 減碼 |
| Flputnam Investment Management Co | 84,125 | $265.2 萬 | 0.10% | −1,837,041−95.6% | 減碼 |
| Weil Company, Inc. | 84,162 | $265.4 萬 | 1.63% | +12,182+16.9% | 加碼 |
| Whittier Trust Co | 84,490 | $266.3 萬 | 0.06% | −22,177−20.8% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 84,881 | $267.6 萬 | 0.11% | −5,330−5.9% | 減碼 |
| Bank of the West | 85,404 | $269.3 萬 | 0.35% | −200−0.2% | 減碼 |
| Vontobel Holding Ltd. | 85,860 | $270.7 萬 | 0.03% | +57,093+198.5% | 加碼 |
| Twelve Points Wealth Management LLC | 86,240 | $271.9 萬 | 2.11% | +2,331+2.8% | 加碼 |
| Wealthstar Advisors, LLC | 87,715 | $276.0 萬 | 1.31% | −23,165−20.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 88,330 | $278.6 萬 | 0.81% | +1,900+2.2% | 加碼 |
| Sage Investment Advisers LLC | 90,180 | $284.3 萬 | 4.49% | +2,000+2.3% | 加碼 |
| Atria Investments LLC | 90,271 | $284.6 萬 | 0.06% | −14,952−14.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90,849 | $286.4 萬 | 0.01% | +3,300+3.8% | 加碼 |
| Old Port Advisors | 89,361 | $291.1 萬 | 1.16% | +10,317+13.1% | 加碼 |
| AlphaStar Capital Management, LLC | 93,232 | $294.0 萬 | 0.32% | +19,198+25.9% | 加碼 |
| Wealth Alliance | 93,834 | $295.9 萬 | 0.58% | +113+0.1% | 加碼 |
| Umb Bank N A | 94,623 | $298.3 萬 | 0.05% | −868−0.9% | 減碼 |
| DFPG Investments, LLC | 95,007 | $298.6 萬 | 1.27% | +29,257+44.5% | 加碼 |
| Welch & Forbes LLC | 95,292 | $300.5 萬 | 0.06% | −1,089−1.1% | 減碼 |
| Sentinel Pension Advisors Inc | 95,443 | $300.9 萬 | 1.05% | +95,443 | 新進 |
| Orion Portfolio Solutions, LLC | 95,477 | $301.0 萬 | 0.12% | +5,768+6.4% | 加碼 |
| Omnia Family Wealth, LLC | 95,523 | $301.2 萬 | 2.48% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 96,135 | $303.1 萬 | 3.14% | −1,253−1.3% | 減碼 |
| Blueprint Investment Partners LLC | 96,215 | $303.4 萬 | 0.83% | +11,610+13.7% | 加碼 |
| Ci Investments Inc. | 96,617 | $304.6 萬 | 0.02% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 96,690 | $304.9 萬 | 0.13% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 97,196 | $306.6 萬 | 0.04% | +523+0.5% | 加碼 |
| Sowell Financial Services LLC | 97,404 | $307.1 萬 | 0.31% | −73,059−42.9% | 減碼 |
| Oppenheimer & Co Inc | 98,118 | $309.4 萬 | 0.07% | +22,872+30.4% | 加碼 |
| Avantax Advisory Services, Inc. | 98,608 | $310.9 萬 | 0.05% | +7,388+8.1% | 加碼 |
| National Asset Management, Inc. | 98,919 | $311.9 萬 | 0.09% | −71,289−41.9% | 減碼 |
| DCF Advisers, LLC | 100,000 | $315.3 萬 | 2.33% | 00.0% | 不變 |
| Parallel Advisors, LLC | 100,166 | $315.8 萬 | 0.15% | +65,309+187.4% | 加碼 |
| Boston Financial Mangement LLC | 100,585 | $317.1 萬 | 0.14% | +1,437+1.4% | 加碼 |
| HSBC Holdings PLC | 100,750 | $317.7 萬 | 0.01% | −3,100−3.0% | 減碼 |
| Hamilton Wealth, LLC | 101,782 | $320.9 萬 | 1.36% | +352+0.3% | 加碼 |
| Bessemer Group Inc | 102,951 | $324.6 萬 | 0.01% | −10,650−9.4% | 減碼 |
| Accretive Wealth Partners, LLC | 103,136 | $325.2 萬 | 2.48% | −1,633−1.6% | 減碼 |
| Kingsview Wealth Management, LLC | 103,884 | $327.5 萬 | 0.16% | −19,842−16.0% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 104,399 | $329.2 萬 | 1.99% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 104,774 | $330.4 萬 | 0.29% | −8,067−7.1% | 減碼 |
| Chatham Capital Group, Inc. | 105,170 | $331.6 萬 | 0.81% | −15,440−12.8% | 減碼 |
| Cetera Advisors LLC | 105,351 | $332.2 萬 | 0.09% | −4,250−3.9% | 減碼 |
| Cypress Capital Group | 105,633 | $333.1 萬 | 0.56% | −1,900−1.8% | 減碼 |
| Corrado Advisors, LLC | 105,816 | $333.6 萬 | 2.71% | −3,417−3.1% | 減碼 |
| E Fund Management Co., Ltd. | 105,848 | $333.7 萬 | 0.31% | −11,748−10.0% | 減碼 |
| Pathstone Family Office, LLC | 107,356 | $338.5 萬 | 0.06% | +54+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 107,631 | $339.3 萬 | 0.77% | +42,966+66.4% | 加碼 |
| Almanack Investment Partners, LLC. | 108,145 | $341.0 萬 | 0.67% | +51,070+89.5% | 加碼 |
| Apollon Wealth Management, LLC | 108,182 | $341.1 萬 | 0.28% | +9,897+10.1% | 加碼 |
| TrinityPoint Wealth, LLC | 108,933 | $343.5 萬 | 0.79% | −8,421−7.2% | 減碼 |
| Congress Wealth Management LLC | 110,082 | $347.1 萬 | 0.09% | +103,156+1,489.4% | 加碼 |
| SRS Capital Advisors, Inc. | 111,652 | $352.0 萬 | 0.56% | −4,252−3.7% | 減碼 |
| Inscription Capital, LLC | 111,646 | $352.0 萬 | 0.99% | 00.0% | 不變 |
| Maltin Wealth Management, Inc. | 111,888 | $352.8 萬 | 2.79% | −23,451−17.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 112,755 | $356.0 萬 | 0.04% | −5,863−4.9% | 減碼 |
| Stableford Capital II LLC | 114,047 | $358.4 萬 | 1.73% | −300−0.3% | 減碼 |
| Alhambra Investment Partners LLC | 115,440 | $364.0 萬 | 2.77% | +5,748+5.2% | 加碼 |
| Versant Capital Management, Inc | 115,806 | $365.1 萬 | 1.43% | −103−0.1% | 減碼 |
| Gateway Advisory, LLC | 116,275 | $366.6 萬 | 0.91% | −167−0.1% | 減碼 |
| Laidlaw Wealth Management LLC | 116,459 | $367.2 萬 | 0.86% | +2,663+2.3% | 加碼 |
| Financial Sense Advisors, Inc. | 116,968 | $368.8 萬 | 1.56% | −149,116−56.0% | 減碼 |
| CWA Asset Management Group, LLC | 117,423 | $370.2 萬 | 0.36% | +117,423 | 新進 |
| Three Bridge Wealth Advisors, LLC | 119,087 | $375.5 萬 | 1.91% | +5,100+4.5% | 加碼 |
| Wills Financial Group, Inc. | 122,023 | $384.7 萬 | 2.14% | −1,075−0.9% | 減碼 |
| United Services Automobile Association | 125,581 | $396.0 萬 | 0.11% | −5,987−4.6% | 減碼 |
| Silverleafe Capital Partners, LLC | 125,816 | $396.7 萬 | 2.54% | −122,584−49.3% | 減碼 |
| Ballentine Partners, LLC | 126,078 | $397.5 萬 | 0.14% | −3,711−2.9% | 減碼 |
| GWM Advisors LLC | 126,147 | $397.8 萬 | 0.07% | −5,418−4.1% | 減碼 |
| Briaud Financial Planning, Inc | 128,128 | $400.0 萬 | 3.56% | −500.0% | 減碼 |
| Fermata Advisors, LLC | 127,166 | $401.0 萬 | 1.31% | +10,504+9.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 128,176 | $404.1 萬 | 0.38% | −33,603−20.8% | 減碼 |
| Pekin Hardy Strauss, Inc. | 128,423 | $404.9 萬 | 0.67% | +100+0.1% | 加碼 |
| Scotia Capital Inc. | 130,092 | $410.2 萬 | 0.03% | −85,555−39.7% | 減碼 |
| Ackerman Capital Advisors, LLC | 130,386 | $411.1 萬 | 1.17% | −4,163−3.1% | 減碼 |