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 |
|---|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 620,438 | $1,956 萬 | 3.50% | −52,069−7.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 620,043 | $1,955 萬 | 0.05% | +303,081+95.6% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 608,695 | $1,919 萬 | 20.91% | −158,818−20.7% | 減碼 |
| Sagil Capital LLP | 600,000 | $1,892 萬 | 17.58% | +220,000+57.9% | 加碼 |
| TD Waterhouse Canada Inc. | 457,281 | $1,864 萬 | 0.21% | +13,458+3.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $1,852 萬 | 1.28% | 00.0% | 不變 |
| Cambridge Associates LLC | 576,350 | $1,817 萬 | 1.49% | 00.0% | 不變 |
| EPIQ Capital Group, LLC | 572,803 | $1,806 萬 | 9.55% | +10,014+1.8% | 加碼 |
| Gamble Jones Investment Counsel | 548,805 | $1,730 萬 | 1.41% | +2570.0% | 加碼 |
| Pictet Asset Management SA | 541,930 | $1,709 萬 | 0.03% | −285,780−34.5% | 減碼 |
| Goldstein Munger & Associates | 534,645 | $1,686 萬 | 5.55% | −101,453−15.9% | 減碼 |
| Sowa Financial Group, Inc. | 523,642 | $1,651 萬 | 13.04% | −7,812−1.5% | 減碼 |
| Covington Capital Management | 511,382 | $1,612 萬 | 0.70% | −118,867−18.9% | 減碼 |
| Quent Capital, LLC | 507,640 | $1,601 萬 | 3.31% | +16,054+3.3% | 加碼 |
| KB Financial Partners, LLC | 504,686 | $1,591 萬 | 5.69% | +7,153+1.4% | 加碼 |
| Parkside Investments, LLC | 503,843 | $1,589 萬 | 3.41% | +848+0.2% | 加碼 |
| Kore Private Wealth LLC | 503,710 | $1,588 萬 | 2.87% | −188,959−27.3% | 減碼 |
| Allstate Corp | 483,000 | $1,523 萬 | 0.44% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 473,771 | $1,494 萬 | 3.59% | −1,551−0.3% | 減碼 |
| Reuter James Wealth Management, LLC | 471,863 | $1,488 萬 | 10.17% | +8,237+1.8% | 加碼 |
| Nottingham Advisors, Inc. | 461,151 | $1,468 萬 | 2.12% | −9,394−2.0% | 減碼 |
| D.A. Davidson & Co. | 464,552 | $1,465 萬 | 0.19% | +6,089+1.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 449,938 | $1,419 萬 | 0.77% | −12,761−2.8% | 減碼 |
| Cohen & Steers, Inc. | 441,590 | $1,392 萬 | 0.03% | +115,832+35.6% | 加碼 |
| Tiaa, FSB | 431,501 | $1,361 萬 | 0.06% | −63,060−12.8% | 減碼 |
| Independent Family Office, LLC | 426,224 | $1,344 萬 | 6.63% | +31,400+8.0% | 加碼 |
| FDx Advisors, Inc. | 426,007 | $1,343 萬 | 0.60% | −23,815−5.3% | 減碼 |
| Spinnaker Trust | 422,369 | $1,332 萬 | 1.10% | −144,662−25.5% | 減碼 |
| Prudential Financial Inc | 398,944 | $1,258 萬 | 0.02% | −35,594−8.2% | 減碼 |
| Quest Investment Management LLC | 396,021 | $1,249 萬 | 1.54% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 393,362 | $1,240 萬 | 0.21% | +28,817+7.9% | 加碼 |
| MainStreet Investment Advisors LLC | 387,540 | $1,222 萬 | 1.49% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 383,991 | $1,211 萬 | 2.87% | +66,098+20.8% | 加碼 |
| Meridian Wealth Advisors, LLC | 379,606 | $1,197 萬 | 3.37% | +6,931+1.9% | 加碼 |
| Systelligence, LLC | 376,444 | $1,187 萬 | 3.63% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 376,255 | $1,186 萬 | 4.77% | −34,382−8.4% | 減碼 |
| Bokf, NA | 375,442 | $1,184 萬 | 0.24% | +442+0.1% | 加碼 |
| Vision Capital Management, Inc. | 371,846 | $1,172 萬 | 2.42% | +3,998+1.1% | 加碼 |
| Sunbelt Securities, Inc. | 370,665 | $1,169 萬 | 2.47% | −16,129−4.2% | 減碼 |
| Capital Group Private Client Services, Inc. | 367,098 | $1,158 萬 | 0.16% | +63,499+20.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 365,055 | $1,151 萬 | 0.20% | −3,968−1.1% | 減碼 |
| Confluence Investment Management LLC | 364,428 | $1,149 萬 | 0.19% | −130,815−26.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 363,817 | $1,147 萬 | 0.96% | +5,564+1.6% | 加碼 |
| Citadel Advisors LLC | 360,090 | $1,135 萬 | 0.01% | +206,099+133.8% | 加碼 |
| Goldman Sachs Group Inc | 356,627 | $1,125 萬 | 0.00% | −94,268−20.9% | 減碼 |
| Timber Creek Capital Management LLC | 348,925 | $1,100 萬 | 4.36% | −120,399−25.7% | 減碼 |
| Cetera Advisor Networks LLC | 346,011 | $1,091 萬 | 0.14% | −135,022−28.1% | 減碼 |
| American Portfolios Advisors | 345,198 | $1,088 萬 | 0.46% | −55,503−13.9% | 減碼 |
| Cardinal Point Wealth Management Partners, LLC | 336,181 | $1,082 萬 | 5.17% | +7,708+2.3% | 加碼 |
| American Research & Management Co. | 334,431 | $1,055 萬 | 2.91% | −2,721−0.8% | 減碼 |
| National Bank of Canada | 331,897 | $1,043 萬 | 0.06% | +3,066+0.9% | 加碼 |
| Kestra Advisory Services, LLC | 328,336 | $1,035 萬 | 0.11% | −57,260−14.8% | 減碼 |
| Sterling Financial Planning, Inc. | 326,694 | $1,030 萬 | 7.22% | +54,078+19.8% | 加碼 |
| Verger Capital Management LLC | 325,319 | $1,026 萬 | 6.77% | +86,175+36.0% | 加碼 |
| Legend Financial Advisors, Inc. | 324,022 | $1,022 萬 | 9.60% | −10,321−3.1% | 減碼 |
| Summit Trail Advisors, LLC | 320,790 | $1,012 萬 | 0.55% | −1580.0% | 減碼 |
| DT Investment Partners, LLC | 319,364 | $1,007 萬 | 1.65% | +319,364 | 新進 |
| Sentinel Trust Co Lba | 317,228 | $1,000 萬 | 1.65% | −1,362−0.4% | 減碼 |
| American Investment Services, Inc. | 316,512 | $998.0 萬 | 2.37% | −7,730−2.4% | 減碼 |
| Resonant Capital Advisors, LLC | 307,557 | $969.7 萬 | 1.47% | −89,874−22.6% | 減碼 |
| Morton Capital Management LLC | 307,236 | $968.7 萬 | 4.41% | +3,805+1.3% | 加碼 |
| Susquehanna International Group, LLP | 306,248 | $965.6 萬 | 0.02% | +84,234+37.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 303,697 | $957.6 萬 | 1.18% | +187,403+161.1% | 加碼 |
| Manatuck Hill Partners, LLC | 300,000 | $945.9 萬 | 4.82% | +300,000 | 新進 |
| Howland Capital Management LLC | 296,317 | $934.3 萬 | 0.60% | +2,144+0.7% | 加碼 |
| Janney Montgomery Scott LLC | 296,013 | $933.3 萬 | 0.04% | −2,612−0.9% | 減碼 |
| Modus Advisors, LLC | 293,486 | $925.4 萬 | 4.87% | +2,605+0.9% | 加碼 |
| Greenline Partners, LLC | 293,414 | $925.1 萬 | 2.11% | −755,478−72.0% | 減碼 |
| Clarity Financial LLC | 293,231 | $924.6 萬 | 2.17% | −413,771−58.5% | 減碼 |
| Lowe Wealth Advisors, LLC | 293,050 | $924.0 萬 | 5.44% | −153,918−34.4% | 減碼 |
| BFSG, LLC | 288,468 | $909.5 萬 | 1.93% | −22,936−7.4% | 減碼 |
| IFP Advisors, Inc | 250,448 | $908.2 萬 | 0.27% | −115,243−31.5% | 減碼 |
| Blair William & Co | 281,000 | $886.0 萬 | 0.04% | −293,008−51.0% | 減碼 |
| Chemistry Wealth Management LLC | 276,699 | $872.4 萬 | 3.45% | +6,315+2.3% | 加碼 |
| LVM Capital Management Ltd | 275,068 | $867.3 萬 | 1.33% | +1,772+0.6% | 加碼 |
| AllGen Financial Advisors, Inc. | 298,512 | $866.2 萬 | 6.74% | +85,942+40.4% | 加碼 |
| Fifth Third Securities, Inc. | 274,710 | $866.2 萬 | 1.25% | −49,882−15.4% | 減碼 |
| Manning & Napier Group, LLC | – | $861.1 萬 | 0.11% | – | – |
| Stratos Wealth Partners, LTD. | 271,495 | $856.0 萬 | 0.24% | −841,438−75.6% | 減碼 |
| New Potomac Partners, LLC | 270,531 | $853.0 萬 | 7.20% | −5,430−2.0% | 減碼 |
| Renaissance Technologies LLC | 270,500 | $852.9 萬 | 0.01% | +228,600+545.6% | 加碼 |
| Leuthold Group, LLC | 262,719 | $828.4 萬 | 1.25% | +2,553+1.0% | 加碼 |
| Huntington National Bank | – | $814.1 萬 | 0.09% | – | – |
| JNBA Financial Advisors | 253,157 | $798.2 萬 | 1.23% | −2,070−0.8% | 減碼 |
| IMC-Chicago, LLC | 251,809 | $794.0 萬 | 0.71% | +251,809 | 新進 |
| Signet Investment Advisory Group, Inc. | 248,752 | $784.3 萬 | 6.08% | +2,386+1.0% | 加碼 |
| TMD Wealth Management, LLC | 242,982 | $766.1 萬 | 3.45% | −511−0.2% | 減碼 |
| Sinecera Capital, LLC | 240,587 | $761.1 萬 | 8.96% | −3,239−1.3% | 減碼 |
| Foundations Investment Advisors, LLC | 239,805 | $756.1 萬 | 0.33% | +25,382+11.8% | 加碼 |
| Financial Partners Capital Management LLC | 239,497 | $755.1 萬 | 1.79% | −14,479−5.7% | 減碼 |
| Checchi Capital Advisers, LLC | 233,803 | $737.2 萬 | 0.81% | +233,803 | 新進 |
| White Lighthouse Investment Management Inc. | 232,396 | $732.7 萬 | 2.13% | +2,672+1.2% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 230,841 | $727.8 萬 | 8.44% | −9,262−3.9% | 減碼 |
| Upper Left Wealth Management, LLC | 224,851 | $722.8 萬 | 9.39% | −1,172−0.5% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 226,565 | $714.4 萬 | 1.39% | +6,159+2.8% | 加碼 |
| Highland Financial Advisors, LLC | 226,521 | $714.2 萬 | 4.96% | −522−0.2% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 220,914 | $696.5 萬 | 2.53% | +4,123+1.9% | 加碼 |
| AE Wealth Management LLC | 216,998 | $684.2 萬 | 0.05% | +22,043+11.3% | 加碼 |
| Sigma Investment Counselors Inc | 213,516 | $673.2 萬 | 0.57% | +142+0.1% | 加碼 |
| First American Trust, FSB | 211,527 | $667.0 萬 | 1.12% | +3,889+1.9% | 加碼 |