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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 211,161 | $665.8 萬 | 0.30% | −54,222−20.4% | 減碼 |
| Wallington Asset Management, LLC | 206,165 | $650.0 萬 | 1.54% | +3,088+1.5% | 加碼 |
| Evoke Wealth, LLC | 197,097 | $621.4 萬 | 0.25% | +7,668+4.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 194,618 | $613.6 萬 | 0.11% | −14,330−6.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 193,083 | $608.8 萬 | 2.25% | −10,415−5.1% | 減碼 |
| AMG National Trust Bank | 192,057 | $605.6 萬 | 0.23% | +17,531+10.0% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 190,772 | $601.5 萬 | 3.08% | +884+0.5% | 加碼 |
| FineMark National Bank & Trust | 186,459 | $587.9 萬 | 0.29% | −112,691−37.7% | 減碼 |
| Norris Financial Group, LLC | 185,165 | $583.8 萬 | 5.34% | −34,816−15.8% | 減碼 |
| BSW Wealth Partners | 183,254 | $577.8 萬 | 1.42% | +3,946+2.2% | 加碼 |
| Fiduciary Trust Co | 181,318 | $571.7 萬 | 0.12% | −3,404−1.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 181,241 | $571.5 萬 | 1.54% | −83,442−31.5% | 減碼 |
| Vivaldi Capital Management, LLC | 177,265 | $570.6 萬 | 1.54% | −1,982−1.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 180,119 | $567.9 萬 | 0.79% | +3,473+2.0% | 加碼 |
| WR Wealth Planners, LLC | 180,041 | $567.7 萬 | 4.00% | −3,607−2.0% | 減碼 |
| Wealth Management Partners, LLC | 176,000 | $566.0 萬 | 4.97% | −2,000−1.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 179,326 | $564.3 萬 | 0.13% | +7,749+4.5% | 加碼 |
| Aveo Capital Partners, LLC | 178,784 | $563.7 萬 | 0.97% | −14,491−7.5% | 減碼 |
| NTV Asset Management LLC | 178,750 | $563.6 萬 | 1.19% | −3,250−1.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 177,600 | $560.0 萬 | 0.07% | 00.0% | 不變 |
| Cape Ann Savings Bank | 176,821 | $557.5 萬 | 4.47% | +8,383+5.0% | 加碼 |
| Independent Financial Group, LLC | 173,989 | $548.6 萬 | 0.50% | −26,210−13.1% | 減碼 |
| Insight Wealth Partners, LLC | 171,312 | $540.1 萬 | 5.32% | −10,911−6.0% | 減碼 |
| Private Advisor Group, LLC | 167,759 | $528.9 萬 | 0.06% | −66,807−28.5% | 減碼 |
| Sigma Planning Corp | 164,381 | $518.3 萬 | 0.20% | −16,433−9.1% | 減碼 |
| Okabena Investment Services Inc | 163,920 | $516.8 萬 | 2.50% | −8,303−4.8% | 減碼 |
| Leavell Investment Management, Inc. | 163,661 | $516.0 萬 | 0.41% | −32,937−16.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 163,190 | $514.5 萬 | 0.12% | +65,250+66.6% | 加碼 |
| Spearhead Capital Advisors, LLC | 162,651 | $512.8 萬 | 5.56% | −11,849−6.8% | 減碼 |
| Thrivent Financial for Lutherans | 162,340 | $511.9 萬 | 0.01% | −58,881−26.6% | 減碼 |
| CIBC World Markets Inc. | 161,588 | $509.5 萬 | 0.02% | +28,638+21.5% | 加碼 |
| Allworth Financial LP | 161,143 | $508.1 萬 | 0.06% | +6,116+3.9% | 加碼 |
| Ancora Advisors, LLC | 160,370 | $505.7 萬 | 0.16% | −582−0.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 158,975 | $501.2 萬 | 0.36% | −1,218−0.8% | 減碼 |
| Wealth Quarterback LLC | 156,775 | $494.3 萬 | 5.26% | −2,998−1.9% | 減碼 |
| Aspireon Wealth Advisors | 155,587 | $490.8 萬 | 2.34% | +4,310+2.8% | 加碼 |
| GFS Advisors, LLC | 153,797 | $484.9 萬 | 1.16% | −11,777−7.1% | 減碼 |
| Sepio Capital, LP | 152,376 | $480.4 萬 | 0.48% | +10,139+7.1% | 加碼 |
| Southeast Asset Advisors Inc. | 151,870 | $478.8 萬 | 0.81% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 150,907 | $475.8 萬 | 1.23% | −1,034−0.7% | 減碼 |
| Axxcess Wealth Management, LLC | 148,037 | $466.7 萬 | 0.47% | −29,512−16.6% | 減碼 |
| Community Bank, N.A. | 145,365 | $458.2 萬 | 0.70% | −5,170−3.4% | 減碼 |
| Commerce Bank | 143,715 | $453.1 萬 | 0.04% | −846−0.6% | 減碼 |
| First Horizon Advisors, Inc. | 141,711 | $446.8 萬 | 0.18% | −35,466−20.0% | 減碼 |
| StrategIQ Financial Group, LLC | 141,554 | $446.3 萬 | 0.57% | −19,434−12.1% | 減碼 |
| US Bancorp | 139,279 | $439.1 萬 | 0.01% | −6,395−4.4% | 減碼 |
| Assetmark, Inc | 138,404 | $436.4 萬 | 0.02% | +32,451+30.6% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 136,913 | $431.7 萬 | 1.18% | +48,227+54.4% | 加碼 |
| Meridian Investment Counsel Inc. | 136,849 | $431.5 萬 | 1.92% | −936−0.7% | 減碼 |
| Cambridge Trust Co | 136,683 | $431.0 萬 | 0.20% | −8,492−5.8% | 減碼 |
| Cetera Investment Advisers | 134,981 | $425.6 萬 | 0.08% | −1,105−0.8% | 減碼 |
| Elm Partners Management LLC | 133,136 | $419.8 萬 | 0.57% | +27,584+26.1% | 加碼 |
| AdvisorNet Financial, Inc | 132,862 | $418.9 萬 | 0.42% | +20,257+18.0% | 加碼 |
| Patton Fund Management, Inc. | 132,297 | $417.1 萬 | 1.69% | +8,623+7.0% | 加碼 |
| MBA Advisors LLC | 131,133 | $413.5 萬 | 2.99% | +10,314+8.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 130,992 | $413.0 萬 | 0.01% | −350,923−72.8% | 減碼 |
| Ackerman Capital Advisors, LLC | 130,386 | $411.1 萬 | 1.17% | −4,163−3.1% | 減碼 |
| Scotia Capital Inc. | 130,092 | $410.2 萬 | 0.03% | −85,555−39.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 128,423 | $404.9 萬 | 0.67% | +100+0.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 128,176 | $404.1 萬 | 0.38% | −33,603−20.8% | 減碼 |
| Fermata Advisors, LLC | 127,166 | $401.0 萬 | 1.31% | +10,504+9.0% | 加碼 |
| Briaud Financial Planning, Inc | 128,128 | $400.0 萬 | 3.56% | −500.0% | 減碼 |
| GWM Advisors LLC | 126,147 | $397.8 萬 | 0.07% | −5,418−4.1% | 減碼 |
| Ballentine Partners, LLC | 126,078 | $397.5 萬 | 0.14% | −3,711−2.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 125,816 | $396.7 萬 | 2.54% | −122,584−49.3% | 減碼 |
| United Services Automobile Association | 125,581 | $396.0 萬 | 0.11% | −5,987−4.6% | 減碼 |
| Wills Financial Group, Inc. | 122,023 | $384.7 萬 | 2.14% | −1,075−0.9% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 119,087 | $375.5 萬 | 1.91% | +5,100+4.5% | 加碼 |
| CWA Asset Management Group, LLC | 117,423 | $370.2 萬 | 0.36% | +117,423 | 新進 |
| Financial Sense Advisors, Inc. | 116,968 | $368.8 萬 | 1.56% | −149,116−56.0% | 減碼 |
| Laidlaw Wealth Management LLC | 116,459 | $367.2 萬 | 0.86% | +2,663+2.3% | 加碼 |
| Gateway Advisory, LLC | 116,275 | $366.6 萬 | 0.91% | −167−0.1% | 減碼 |
| Versant Capital Management, Inc | 115,806 | $365.1 萬 | 1.43% | −103−0.1% | 減碼 |
| Alhambra Investment Partners LLC | 115,440 | $364.0 萬 | 2.77% | +5,748+5.2% | 加碼 |
| Stableford Capital II LLC | 114,047 | $358.4 萬 | 1.73% | −300−0.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 112,755 | $356.0 萬 | 0.04% | −5,863−4.9% | 減碼 |
| Maltin Wealth Management, Inc. | 111,888 | $352.8 萬 | 2.79% | −23,451−17.3% | 減碼 |
| 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 |
| Congress Wealth Management LLC | 110,082 | $347.1 萬 | 0.09% | +103,156+1,489.4% | 加碼 |
| TrinityPoint Wealth, LLC | 108,933 | $343.5 萬 | 0.79% | −8,421−7.2% | 減碼 |
| Apollon Wealth Management, LLC | 108,182 | $341.1 萬 | 0.28% | +9,897+10.1% | 加碼 |
| Almanack Investment Partners, LLC. | 108,145 | $341.0 萬 | 0.67% | +51,070+89.5% | 加碼 |
| Laird Norton Trust Company, LLC | 107,631 | $339.3 萬 | 0.77% | +42,966+66.4% | 加碼 |
| Pathstone Family Office, LLC | 107,356 | $338.5 萬 | 0.06% | +54+0.1% | 加碼 |
| E Fund Management Co., Ltd. | 105,848 | $333.7 萬 | 0.31% | −11,748−10.0% | 減碼 |
| Corrado Advisors, LLC | 105,816 | $333.6 萬 | 2.71% | −3,417−3.1% | 減碼 |
| Cypress Capital Group | 105,633 | $333.1 萬 | 0.56% | −1,900−1.8% | 減碼 |
| Cetera Advisors LLC | 105,351 | $332.2 萬 | 0.09% | −4,250−3.9% | 減碼 |
| Chatham Capital Group, Inc. | 105,170 | $331.6 萬 | 0.81% | −15,440−12.8% | 減碼 |
| Perigon Wealth Management, LLC | 104,774 | $330.4 萬 | 0.29% | −8,067−7.1% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 104,399 | $329.2 萬 | 1.99% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 103,884 | $327.5 萬 | 0.16% | −19,842−16.0% | 減碼 |
| Accretive Wealth Partners, LLC | 103,136 | $325.2 萬 | 2.48% | −1,633−1.6% | 減碼 |
| Bessemer Group Inc | 102,951 | $324.6 萬 | 0.01% | −10,650−9.4% | 減碼 |
| Hamilton Wealth, LLC | 101,782 | $320.9 萬 | 1.36% | +352+0.3% | 加碼 |
| HSBC Holdings PLC | 100,750 | $317.7 萬 | 0.01% | −3,100−3.0% | 減碼 |
| Boston Financial Mangement LLC | 100,585 | $317.1 萬 | 0.14% | +1,437+1.4% | 加碼 |
| Parallel Advisors, LLC | 100,166 | $315.8 萬 | 0.15% | +65,309+187.4% | 加碼 |
| DCF Advisers, LLC | 100,000 | $315.3 萬 | 2.33% | 00.0% | 不變 |