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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 98,919 | $311.9 萬 | 0.09% | −71,289−41.9% | 減碼 |
| Avantax Advisory Services, Inc. | 98,608 | $310.9 萬 | 0.05% | +7,388+8.1% | 加碼 |
| Oppenheimer & Co Inc | 98,118 | $309.4 萬 | 0.07% | +22,872+30.4% | 加碼 |
| Sowell Financial Services LLC | 97,404 | $307.1 萬 | 0.31% | −73,059−42.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 97,196 | $306.6 萬 | 0.04% | +523+0.5% | 加碼 |
| Ziegler Capital Management, LLC | 96,690 | $304.9 萬 | 0.13% | 00.0% | 不變 |
| Ci Investments Inc. | 96,617 | $304.6 萬 | 0.02% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 96,215 | $303.4 萬 | 0.83% | +11,610+13.7% | 加碼 |
| Wealthspan Partners, LLC | 96,135 | $303.1 萬 | 3.14% | −1,253−1.3% | 減碼 |
| Omnia Family Wealth, LLC | 95,523 | $301.2 萬 | 2.48% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 95,477 | $301.0 萬 | 0.12% | +5,768+6.4% | 加碼 |
| Sentinel Pension Advisors Inc | 95,443 | $300.9 萬 | 1.05% | +95,443 | 新進 |
| Welch & Forbes LLC | 95,292 | $300.5 萬 | 0.06% | −1,089−1.1% | 減碼 |
| DFPG Investments, LLC | 95,007 | $298.6 萬 | 1.27% | +29,257+44.5% | 加碼 |
| Umb Bank N A | 94,623 | $298.3 萬 | 0.05% | −868−0.9% | 減碼 |
| Wealth Alliance | 93,834 | $295.9 萬 | 0.58% | +113+0.1% | 加碼 |
| AlphaStar Capital Management, LLC | 93,232 | $294.0 萬 | 0.32% | +19,198+25.9% | 加碼 |
| Old Port Advisors | 89,361 | $291.1 萬 | 1.16% | +10,317+13.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 90,849 | $286.4 萬 | 0.01% | +3,300+3.8% | 加碼 |
| Atria Investments LLC | 90,271 | $284.6 萬 | 0.06% | −14,952−14.2% | 減碼 |
| Sage Investment Advisers LLC | 90,180 | $284.3 萬 | 4.49% | +2,000+2.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 88,330 | $278.6 萬 | 0.81% | +1,900+2.2% | 加碼 |
| Wealthstar Advisors, LLC | 87,715 | $276.0 萬 | 1.31% | −23,165−20.9% | 減碼 |
| Twelve Points Wealth Management LLC | 86,240 | $271.9 萬 | 2.11% | +2,331+2.8% | 加碼 |
| Vontobel Holding Ltd. | 85,860 | $270.7 萬 | 0.03% | +57,093+198.5% | 加碼 |
| Bank of the West | 85,404 | $269.3 萬 | 0.35% | −200−0.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 84,881 | $267.6 萬 | 0.11% | −5,330−5.9% | 減碼 |
| Whittier Trust Co | 84,490 | $266.3 萬 | 0.06% | −22,177−20.8% | 減碼 |
| Weil Company, Inc. | 84,162 | $265.4 萬 | 1.63% | +12,182+16.9% | 加碼 |
| Flputnam Investment Management Co | 84,125 | $265.2 萬 | 0.10% | −1,837,041−95.6% | 減碼 |
| Delta Financial Advisors LLC | 83,782 | $264.2 萬 | 1.40% | −2,107−2.5% | 減碼 |
| Arkadios Wealth Advisors | 83,288 | $262.6 萬 | 0.40% | −52,789−38.8% | 減碼 |
| Boston Private Wealth LLC | 83,078 | $261.9 萬 | 0.04% | −5,121−5.8% | 減碼 |
| Comerica Securities,inc. | 82,682 | $260.7 萬 | 0.21% | −5,144−5.9% | 減碼 |
| Tikvah Management LLC | 82,230 | $259.3 萬 | 1.20% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 82,124 | $259.0 萬 | 0.18% | −14,003−14.6% | 減碼 |
| Mengis Capital Management, Inc. | 82,091 | $258.8 萬 | 0.61% | −4,000−4.6% | 減碼 |
| Relative Value Partners Group, LLC | 82,012 | $258.6 萬 | 0.21% | +11,915+17.0% | 加碼 |
| Altman Advisors, Inc. | 81,887 | $258.2 萬 | 1.63% | −4,954−5.7% | 減碼 |
| Virtus Family Office LLC | 81,439 | $256.8 萬 | 6.56% | +81,439 | 新進 |
| Rehmann Capital Advisory Group | 80,445 | $253.6 萬 | 0.28% | −137,830−63.1% | 減碼 |
| Cowa, LLC | 79,852 | $251.8 萬 | 1.66% | −22,469−22.0% | 減碼 |
| Crescent Grove Advisors, LLC | 79,329 | $250.1 萬 | 0.29% | +1,194+1.5% | 加碼 |
| Madden Advisory Services, Inc. | 78,656 | $248.0 萬 | 1.98% | −782−1.0% | 減碼 |
| Summit Place Financial Advisors, LLC | 78,565 | $247.7 萬 | 2.30% | +350+0.4% | 加碼 |
| WMS Partners, LLC | 77,714 | $245.0 萬 | 0.33% | +5,518+7.6% | 加碼 |
| Gradient Investments LLC | 76,722 | $241.9 萬 | 0.07% | +1,927+2.6% | 加碼 |
| Beaumont Capital Management, LLC | 76,181 | $240.2 萬 | 2.38% | +76,181 | 新進 |
| Kestra Private Wealth Services, LLC | 75,658 | $238.5 萬 | 0.14% | +6,663+9.7% | 加碼 |
| Prospera Financial Services Inc | 75,093 | $236.8 萬 | 0.12% | −718−0.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 75,000 | $236.5 萬 | 1.00% | −4,000−5.1% | 減碼 |
| HB Wealth Management, LLC | 74,373 | $234.5 萬 | 0.05% | −393−0.5% | 減碼 |
| NVWM, LLC | 71,501 | $225.5 萬 | 0.89% | −1,779−2.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 71,341 | $224.9 萬 | 0.19% | +1,494+2.1% | 加碼 |
| First Manhattan Co | 71,034 | $223.9 萬 | 0.01% | −62−0.1% | 減碼 |
| Jordan Park Group LLC | 70,852 | $223.4 萬 | 0.17% | −26,774−27.4% | 減碼 |
| Money Concepts Capital Corp | 70,482 | $222.2 萬 | 0.13% | −835−1.2% | 減碼 |
| Lido Advisors, LLC | 70,489 | $222.2 萬 | 0.04% | +7,411+11.7% | 加碼 |
| TCWP LLC | 69,961 | $220.5 萬 | 0.47% | +1,716+2.5% | 加碼 |
| Motco | 69,611 | $219.4 萬 | 0.17% | +2,938+4.4% | 加碼 |
| Integrated Advisors Network LLC | 69,409 | $218.8 萬 | 0.15% | −2,592−3.6% | 減碼 |
| Financial Management Network Inc | 66,692 | $218.4 萬 | 1.08% | +1,183+1.8% | 加碼 |
| Glenmede Trust Co NA | 69,059 | $217.7 萬 | 0.01% | −3,050−4.2% | 減碼 |
| Patriot Investment Management Inc. | 68,688 | $216.5 萬 | 0.22% | −177−0.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 68,599 | $216.2 萬 | 0.09% | −10,268−13.0% | 減碼 |
| Arete Wealth Advisors, LLC | 68,538 | $216.1 萬 | 0.21% | +19,330+39.3% | 加碼 |
| Bigelow Investment Advisors, LLC | 68,478 | $215.9 萬 | 1.29% | +641+0.9% | 加碼 |
| Signature Securities Group Corporation | 68,327 | $215.4 萬 | 0.81% | +1,690+2.5% | 加碼 |
| Cadent Capital Advisors, LLC | 68,102 | $214.7 萬 | 1.28% | −614−0.9% | 減碼 |
| London & Capital Asset Management Ltd | 67,622 | $213.2 萬 | 0.20% | −73,049−51.9% | 減碼 |
| Gould Asset Management LLC | 67,613 | $213.2 萬 | 0.72% | −316−0.5% | 減碼 |
| Raymond James Trust N.A. | 67,614 | $213.2 萬 | 0.08% | +5,575+9.0% | 加碼 |
| Regency Capital Management Inc. | 65,695 | $207.1 萬 | 2.54% | −73,995−53.0% | 減碼 |
| Fure Financial Corp | 65,572 | $206.7 萬 | 1.69% | +65,572 | 新進 |
| Brinker Capital Investments, LLC | 65,517 | $206.6 萬 | 0.04% | −10,867−14.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 64,442 | $203.2 萬 | 0.11% | +1,796+2.9% | 加碼 |
| Robinson Value Management, Ltd. | 64,162 | $202.3 萬 | 2.02% | +324+0.5% | 加碼 |
| Advisory Services Network, LLC | 63,367 | $199.8 萬 | 0.07% | −3,110−4.7% | 減碼 |
| Lakeview Capital Partners, LLC | 63,003 | $198.6 萬 | 0.78% | −5,142−7.5% | 減碼 |
| Intrepid Capital Management Inc | 62,530 | $197.2 萬 | 1.60% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 62,099 | $195.8 萬 | 1.03% | −72,899−54.0% | 減碼 |
| Regions Financial Corp | 61,862 | $195.0 萬 | 0.02% | −3,100−4.8% | 減碼 |
| Vicus Capital | 61,269 | $193.2 萬 | 0.23% | −514,554−89.4% | 減碼 |
| Benjamin Edwards Inc | 61,067 | $192.5 萬 | 0.58% | −14,504−19.2% | 減碼 |
| Liberty Wealth Management LLC | 61,039 | $192.4 萬 | 0.51% | +1,006+1.7% | 加碼 |
| Prudential PLC | 60,270 | $190.0 萬 | 0.03% | −7,910−11.6% | 減碼 |
| Summit Global Investments | 60,176 | $189.7 萬 | 0.18% | −50,209−45.5% | 減碼 |
| Estate Counselors, LLC | 59,555 | $187.7 萬 | 0.29% | −32,410−35.2% | 減碼 |
| Allie Family Office LLC | 59,340 | $187.1 萬 | 1.61% | +7,355+14.1% | 加碼 |
| RGT Wealth Advisors, LLC | 58,440 | $184.3 萬 | 0.29% | +1,440+2.5% | 加碼 |
| Winton Group Ltd | 58,250 | $183.7 萬 | 0.12% | 00.0% | 不變 |
| One Capital Management, LLC | 57,674 | $181.9 萬 | 0.11% | +1,735+3.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 56,900 | $179.4 萬 | 0.05% | −12,050−17.5% | 減碼 |
| Carlson Capital Management | 56,778 | $179.0 萬 | 0.15% | +56,778 | 新進 |
| TRUE Private Wealth Advisors | 56,311 | $177.5 萬 | 0.27% | −1,111,158−95.2% | 減碼 |
| ICONIQ Capital, LLC | 56,193 | $177.2 萬 | 0.02% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 55,796 | $175.9 萬 | 0.76% | −351−0.6% | 減碼 |
| Towerpoint Wealth, LLC | 54,776 | $172.7 萬 | 1.04% | +1,617+3.0% | 加碼 |
| Ieq Capital, LLC | 54,254 | $171.1 萬 | 0.05% | −1,913−3.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,249 | $171.0 萬 | 0.03% | 00.0% | 不變 |