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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 16,826 | $53.0 萬 | 0.05% | +56+0.3% | 加碼 |
| ICA Group Wealth Management, LLC | 16,665 | $52.5 萬 | 0.11% | −213−1.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 16,608 | $52.4 萬 | 0.06% | −784−4.5% | 減碼 |
| Clearstead Advisors, LLC | 16,497 | $52.0 萬 | 0.05% | −24,396−59.7% | 減碼 |
| Boston Family Office LLC | 16,275 | $51.4 萬 | 0.05% | 00.0% | 不變 |
| Mill Capital Management, LLC | 16,250 | $51.2 萬 | 0.06% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 16,249 | $51.2 萬 | 0.07% | +305+1.9% | 加碼 |
| Principle Wealth Partners LLC | 16,121 | $50.8 萬 | 0.07% | −806−4.8% | 減碼 |
| Moors & Cabot, Inc. | 15,930 | $50.2 萬 | 0.04% | +525+3.4% | 加碼 |
| Jacobi Capital Management LLC | 15,762 | $49.7 萬 | 0.07% | +1,143+7.8% | 加碼 |
| Ingalls & Snyder LLC | 15,594 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 15,512 | $48.9 萬 | 0.43% | +5,100+49.0% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $47.6 萬 | 0.23% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 15,029 | $47.4 萬 | 0.01% | −1,690−10.1% | 減碼 |
| BDO Wealth Advisors, LLC | 14,807 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 14,799 | $46.7 萬 | 0.01% | +2,679+22.1% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 14,390 | $45.4 萬 | 0.18% | −340−2.3% | 減碼 |
| Davis R M Inc | 14,246 | $44.9 萬 | 0.01% | +1,050+8.0% | 加碼 |
| Main Street Financial Solutions, LLC | 14,028 | $44.2 萬 | 0.07% | −1,024−6.8% | 減碼 |
| Brown Brothers Harriman & Co | 14,003 | $44.2 萬 | 0.00% | +4,861+53.2% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $43.6 萬 | 0.17% | 00.0% | 不變 |
| True North Advisors, LLC | 13,599 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 13,572 | $42.7 萬 | 0.12% | −324−2.3% | 減碼 |
| CX Institutional | 13,418 | $42.3 萬 | 0.03% | −30,716−69.6% | 減碼 |
| BerganKDV Wealth Management, LLC | 13,349 | $42.1 萬 | 0.05% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,134 | $41.4 萬 | 0.00% | −893,895−98.6% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $41.2 萬 | 0.18% | 00.0% | 不變 |
| Sterling Investment Advisors LLC | 13,043 | $41.1 萬 | 0.31% | 00.0% | 不變 |
| H. L. Ormond & Company, LLC | 12,996 | $41.0 萬 | 0.66% | −7,959−38.0% | 減碼 |
| Pinnacle Associates Ltd | 12,998 | $41.0 萬 | 0.01% | −476−3.5% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 12,925 | $40.8 萬 | 0.26% | +5,650+77.7% | 加碼 |
| Tradition Wealth Management, LLC | 12,685 | $40.0 萬 | 0.06% | −2,759−17.9% | 減碼 |
| Valeo Financial Advisors, LLC | 12,614 | $39.8 萬 | 0.03% | −1,527−10.8% | 減碼 |
| Inverness Counsel LLC | – | $39.7 萬 | 0.02% | – | – |
| Buckingham Strategic Partners | 12,571 | $39.6 萬 | 0.02% | −727−5.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,552 | $39.6 萬 | 0.01% | +4,857+63.1% | 加碼 |
| Proequities, Inc. | 12,496 | $39.4 萬 | 0.04% | +371+3.1% | 加碼 |
| HAP Trading, LLC | 12,496 | $39.4 萬 | 0.05% | +12,496 | 新進 |
| BKD Wealth Advisors, LLC | 12,447 | $39.2 萬 | 0.02% | −2,164−14.8% | 減碼 |
| Alesco Advisors LLC | 12,387 | $39.1 萬 | 0.02% | −8,560−40.9% | 減碼 |
| West Paces Advisors Inc. | 12,350 | $38.9 萬 | 0.14% | 00.0% | 不變 |
| Wealthgate Family Office, LLC | 12,312 | $38.8 萬 | 1.03% | 00.0% | 不變 |
| PDS Planning, Inc | 12,219 | $38.5 萬 | 0.07% | +10+0.1% | 加碼 |
| Integrated Investment Consultants, LLC | 12,111 | $38.2 萬 | 0.15% | −303,390−96.2% | 減碼 |
| Black Diamond Financial, LLC | 12,064 | $38.0 萬 | 0.15% | −14−0.1% | 減碼 |
| American Trust | 11,894 | $37.5 萬 | 0.03% | +390+3.4% | 加碼 |
| Kanawha Capital Management LLC | 11,812 | $37.2 萬 | 0.04% | +11,812 | 新進 |
| Capital Planning Advisors, LLC | 11,707 | $36.9 萬 | 0.10% | −1,300−10.0% | 減碼 |
| Capital Investment Advisors, LLC | 11,591 | $36.5 萬 | 0.01% | +161+1.4% | 加碼 |
| Keebeck Wealth Management, LLC | 11,540 | $36.4 萬 | 0.07% | −5,725−33.2% | 減碼 |
| Bell Rock Capital LLC | 11,501 | $36.3 萬 | 0.45% | +11,501 | 新進 |
| V Wealth Advisors LLC | 11,495 | $36.2 萬 | 0.07% | −300−2.5% | 減碼 |
| GSB Wealth Management, LLC | 11,487 | $36.2 萬 | 0.13% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 11,479 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 11,388 | $35.9 萬 | 0.03% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 11,293 | $35.9 萬 | 0.21% | −389−3.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 11,378 | $35.9 萬 | 0.08% | −1,532−11.9% | 減碼 |
| Sheets Smith Wealth Management | 11,279 | $35.6 萬 | 0.06% | −4,938−30.4% | 減碼 |
| Patten & Patten Inc | 11,246 | $35.5 萬 | 0.03% | +2,255+25.1% | 加碼 |
| Old National Bancorp | 11,140 | $35.1 萬 | 0.01% | −923−7.7% | 減碼 |
| Valmark Advisers, Inc. | 11,102 | $35.0 萬 | 0.01% | +3,306+42.4% | 加碼 |
| Strengthening Families & Communities, LLC | 11,082 | $34.9 萬 | 0.18% | −155−1.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,022 | $34.8 萬 | 0.03% | −1,868−14.5% | 減碼 |
| Toroso Investments, LLC | 11,037 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 11,017 | $34.7 萬 | 0.04% | −3,764−25.5% | 減碼 |
| Hancock Whitney Corp | 11,018 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| EPG Wealth Management LLC | 11,004 | $34.7 萬 | 0.14% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 10,933 | $34.5 萬 | 0.02% | −2,853−20.7% | 減碼 |
| NEIRG Wealth Management, LLC | 10,946 | $34.5 萬 | 0.07% | +50.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 10,932 | $34.5 萬 | 0.06% | +3,041+38.5% | 加碼 |
| Signature Estate & Investment Advisors LLC | 10,902 | $34.3 萬 | 0.02% | −620−5.4% | 減碼 |
| Viewpoint Capital Management LLC | 10,839 | $34.2 萬 | 0.34% | −21−0.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 10,848 | $34.2 萬 | 0.09% | +43+0.4% | 加碼 |
| Phoenix Wealth Advisors | 10,794 | $34.0 萬 | 0.34% | −42−0.4% | 減碼 |
| R.P. Boggs & Co. | 10,794 | $34.0 萬 | 0.40% | 00.0% | 不變 |
| Washington Trust Co | 10,800 | $34.0 萬 | 0.02% | +2,900+36.7% | 加碼 |
| MGO Private Wealth, LLC | 10,789 | $34.0 萬 | 0.16% | +10,789 | 新進 |
| KCM Investment Advisors LLC | 10,601 | $33.4 萬 | 0.02% | +330+3.2% | 加碼 |
| Iron Financial, LLC | 10,559 | $33.3 萬 | 0.18% | −20.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 10,530 | $33.2 萬 | 0.01% | −366−3.4% | 減碼 |
| Truepoint, Inc. | 10,505 | $33.1 萬 | 0.02% | +10,505 | 新進 |
| Texas Yale Capital Corp. | 10,311 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 10,300 | $32.5 萬 | 0.26% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 10,056 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 10,281 | $32.4 萬 | 0.09% | +2,616+34.1% | 加碼 |
| C M Bidwell & Associates Ltd | 10,159 | $32.0 萬 | 0.27% | 00.0% | 不變 |
| MBL Wealth, LLC | 10,114 | $31.9 萬 | 0.07% | −1,286−11.3% | 減碼 |
| Callan Capital, LLC | 10,088 | $31.8 萬 | 0.05% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 10,097 | $31.8 萬 | 0.19% | +2,419+31.5% | 加碼 |
| Argent Trust Co | 10,002 | $31.5 萬 | 0.02% | −57−0.6% | 減碼 |
| Orion Capital Management LLC | 10,000 | $31.5 萬 | 0.25% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 9,894 | $31.2 萬 | 0.13% | −8,971−47.6% | 減碼 |
| Merit Financial Group, LLC | 9,710 | $30.6 萬 | 0.01% | −2,271−19.0% | 減碼 |
| Vance Wealth, Inc. | 9,632 | $30.4 萬 | 0.23% | −7−0.1% | 減碼 |
| Independent Wealth Network Inc. | 9,625 | $30.3 萬 | 0.24% | +2,246+30.4% | 加碼 |
| Asset Dedication, LLC | 9,544 | $30.3 萬 | 0.03% | +9,544 | 新進 |
| Condor Capital Management | 9,537 | $30.1 萬 | 0.04% | −69−0.7% | 減碼 |
| Legacy Private Trust Co. | 9,522 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Choate Investment Advisors | 9,517 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 9,443 | $29.8 萬 | 0.01% | −323−3.3% | 減碼 |