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 4 季 13F 持有人
iShares Gold Trust 在 2022/12/31 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
- 1,013
- 較 2022 年第 3 季 +72 家
- 持有股數
- 4.29 億
- 較 2022 年第 3 季 −4,855 萬 (−10.2%)
- 總市值
- $148.2 億
- 較 2022 年第 3 季 −$2.71 億 (−1.8%)
- 新進機構
- 137
- 另有 262 家加碼
- 清倉機構
- 65
- 另有 410 家減碼
另有 21 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 15,594 | $53.9 萬 | 0.03% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 15,751 | $54.5 萬 | 0.08% | −2,061−11.6% | 減碼 |
| Principle Wealth Partners LLC | 16,000 | $55.3 萬 | 0.06% | −121−0.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 16,045 | $55.5 萬 | 0.06% | −563−3.4% | 減碼 |
| American Trust | 16,048 | $55.5 萬 | 0.05% | +4,154+34.9% | 加碼 |
| Independent Advisor Alliance | 16,102 | $55.7 萬 | 0.07% | −1,459−8.3% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $56.2 萬 | 0.06% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 16,303 | $56.4 萬 | 0.04% | −194−1.2% | 減碼 |
| HRT Financial LP | 16,343 | $56.5 萬 | 0.01% | −1,541,414−99.0% | 減碼 |
| WCG Wealth Advisors LLC | 16,746 | $57.9 萬 | 0.08% | +497+3.1% | 加碼 |
| IFG Advisory, LLC | 16,826 | $58.2 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 16,986 | $58.8 萬 | 0.03% | −60.0% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,124 | $59.2 萬 | 0.21% | +7,710+81.9% | 加碼 |
| Laurel Wealth Advisors, Inc. | 17,183 | $59.4 萬 | 0.06% | 00.0% | 不變 |
| S&CO Inc | 17,174 | $59.4 萬 | 0.05% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 17,222 | $59.6 萬 | 0.40% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 17,415 | $60.2 萬 | 0.08% | −755−4.2% | 減碼 |
| Wescott Financial Advisory Group, LLC | 17,481 | $60.5 萬 | 0.13% | 00.0% | 不變 |
| MONECO Advisors, LLC | 17,550 | $60.7 萬 | 0.22% | −1,583−8.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 17,798 | $61.6 萬 | 0.02% | −67,083−79.0% | 減碼 |
| ICA Group Wealth Management, LLC | 17,575 | $62.3 萬 | 0.15% | +910+5.5% | 加碼 |
| Bleakley Financial Group, LLC | 18,016 | $62.3 萬 | 0.02% | +18,016 | 新進 |
| Valicenti Advisory Services Inc | 18,075 | $62.5 萬 | 0.23% | 00.0% | 不變 |
| Norris Perne & French LLP | 18,370 | $63.5 萬 | 0.06% | 00.0% | 不變 |
| Callan Family Office, LLC | 18,475 | $63.9 萬 | 0.21% | +18,475 | 新進 |
| Intrua Financial, LLC | 17,512 | $64.3 萬 | 0.15% | −864−4.7% | 減碼 |
| Cardiff Park Advisors, LLC | 18,623 | $64.4 萬 | 0.09% | +901+5.1% | 加碼 |
| Arkadios Wealth Advisors | 18,632 | $64.4 萬 | 0.09% | −64,656−77.6% | 減碼 |
| Western Wealth Management, LLC | 18,766 | $64.9 萬 | 0.07% | −21,306−53.2% | 減碼 |
| Phillips Financial Management, LLC | 18,879 | $65.3 萬 | 0.07% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 19,002 | $65.3 萬 | 0.00% | 00.0% | 不變 |
| Alesco Advisors LLC | 19,012 | $65.8 萬 | 0.03% | +6,625+53.5% | 加碼 |
| Family Management Corp | 19,691 | $68.1 萬 | 0.17% | 00.0% | 不變 |
| First National Trust Co | 19,709 | $68.2 萬 | 0.04% | −610−3.0% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $68.8 萬 | 0.84% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 19,919 | $68.9 萬 | 0.35% | −1,332−6.3% | 減碼 |
| Kanawha Capital Management LLC | 19,995 | $69.2 萬 | 0.07% | +8,183+69.3% | 加碼 |
| Crosspoint Financial, LLC | 20,042 | $69.3 萬 | 7.63% | +20,042 | 新進 |
| Macroview Investment Management LLC | 20,065 | $69.4 萬 | 1.19% | −167−0.8% | 減碼 |
| Change Path, LLC | 20,095 | $69.5 萬 | 0.04% | −3,964−16.5% | 減碼 |
| Avaii Wealth Management, LLC | 20,174 | $69.8 萬 | 0.62% | −2,179−9.7% | 減碼 |
| Mather Group, LLC. | 20,235 | $70.0 萬 | 0.01% | +37+0.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 20,368 | $70.5 萬 | 0.03% | +1,396+7.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 20,548 | $71.1 萬 | 0.03% | −2,430−10.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 20,826 | $72.0 萬 | 0.04% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 20,839 | $72.1 萬 | 0.03% | −170−0.8% | 減碼 |
| Truepoint, Inc. | 20,945 | $72.4 萬 | 0.03% | +10,440+99.4% | 加碼 |
| Hanson & Doremus Investment Management | 20,991 | $72.6 萬 | 0.16% | +520+2.5% | 加碼 |
| Credit Suisse AG | 21,045 | $72.8 萬 | 0.00% | −13,102−38.4% | 減碼 |
| TD Private Client Wealth LLC | 21,209 | $73.4 萬 | 0.03% | −1,788−7.8% | 減碼 |
| TownSquare Capital, LLC | 21,239 | $73.5 萬 | 0.02% | +1,516+7.7% | 加碼 |
| Port Capital LLC | 21,350 | $73.8 萬 | 0.05% | 00.0% | 不變 |
| Interactive Financial Advisors | 21,348 | $73.8 萬 | 0.44% | −658−3.0% | 減碼 |
| CWM, LLC | 21,506 | $74.4 萬 | 0.01% | −12,778−37.3% | 減碼 |
| Truadvice, LLC | 20,690 | $74.9 萬 | 0.39% | +12,451+151.1% | 加碼 |
| EWG Elevate Inc. | 21,708 | $75.1 萬 | 0.38% | +1,955+9.9% | 加碼 |
| Pettinga Financial Advisors, LLC | 21,820 | $75.5 萬 | 0.25% | −380−1.7% | 減碼 |
| Nations Financial Group Inc, | 21,853 | $75.6 萬 | 0.08% | −1,361−5.9% | 減碼 |
| Aureus Asset Management, LLC | 21,937 | $75.9 萬 | 0.07% | 00.0% | 不變 |
| Montecito Bank & Trust | 21,963 | $75.9 萬 | 0.18% | −2,315−9.5% | 減碼 |
| Lake Street Financial LLC | 22,171 | $76.7 萬 | 0.16% | −679−3.0% | 減碼 |
| Hilltop Holdings Inc. | 22,223 | $76.9 萬 | 0.10% | −850−3.7% | 減碼 |
| Pendal Group Limited | 22,432 | $77.6 萬 | 0.01% | −13,779−38.1% | 減碼 |
| Coldstream Capital Management Inc | 22,654 | $78.4 萬 | 0.03% | +22,654 | 新進 |
| Flagship Harbor Advisors, LLC | 22,657 | $78.4 萬 | 0.08% | −490−2.1% | 減碼 |
| Terra Nova Asset Management LLC | 22,694 | $78.5 萬 | 0.82% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 22,700 | $78.5 萬 | 0.19% | −3,163−12.2% | 減碼 |
| Garde Capital, Inc. | 22,820 | $78.9 萬 | 0.09% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 22,819 | $78.9 萬 | 0.21% | +445+2.0% | 加碼 |
| Kovack Advisors, Inc. | 22,866 | $79.1 萬 | 0.12% | −3,429−13.0% | 減碼 |
| Vident Investment Advisory, LLC | 22,891 | $79.2 萬 | 0.03% | −15,794−40.8% | 減碼 |
| Alpha Financial Partners, LLC | 22,930 | $79.3 萬 | 0.96% | +22,930 | 新進 |
| Money Concepts Capital Corp | 23,169 | $80.1 萬 | 0.04% | −47,313−67.1% | 減碼 |
| Nwam LLC | 23,247 | $80.4 萬 | 0.07% | −16−0.1% | 減碼 |
| Flputnam Investment Management Co | 23,258 | $80.4 萬 | 0.03% | −60,867−72.4% | 減碼 |
| WealthBridge Capital Management, LLC | 23,285 | $80.5 萬 | 0.34% | +273+1.2% | 加碼 |
| Interchange Capital Partners, LLC | 23,360 | $80.8 萬 | 0.82% | −30,276−56.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,399 | $80.9 萬 | 0.06% | +178+0.8% | 加碼 |
| Bank of Nova Scotia | 23,481 | $81.1 萬 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 23,605 | $81.6 萬 | 0.10% | +5,552+30.8% | 加碼 |
| Private Trust Co NA | 23,954 | $82.9 萬 | 0.12% | +23,954 | 新進 |
| Castleview Partners, LLC | 23,996 | $83.0 萬 | 0.81% | −4,895−16.9% | 減碼 |
| Glass Jacobson Investment Advisors llc | 24,219 | $83.8 萬 | 0.42% | +24,219 | 新進 |
| Edmond de Rothschild Holding S.A. | 24,250 | $83.9 萬 | 0.02% | −32,650−57.4% | 減碼 |
| Burns J W & Co Inc | 24,392 | $84.4 萬 | 0.15% | 00.0% | 不變 |
| Montis Financial, LLC | 24,441 | $84.5 萬 | 0.72% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 24,795 | $85.8 萬 | 0.00% | +6,775+37.6% | 加碼 |
| Atlas Capital Advisors LLC | 25,000 | $86.5 萬 | 0.15% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 25,087 | $86.8 萬 | 0.46% | −311−1.2% | 減碼 |
| First Hawaiian Bank | 25,098 | $86.8 萬 | 0.03% | −3,654−12.7% | 減碼 |
| Wealthspire Advisors, LLC | 25,244 | $87.3 萬 | 0.02% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 25,246 | $87.3 萬 | 0.26% | −750−2.9% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,291 | $87.5 萬 | 0.88% | −184−0.7% | 減碼 |
| Benjamin Edwards Inc | 25,415 | $87.9 萬 | 0.23% | −35,652−58.4% | 減碼 |
| Forum Financial Management, LP | 26,159 | $90.5 萬 | 0.03% | +927+3.7% | 加碼 |
| Coronation Fund Managers Ltd. | 26,243 | $90.8 萬 | 0.03% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,365 | $91.2 萬 | 0.04% | −146−0.6% | 減碼 |
| Baldrige Asset Management LLC | 26,784 | $92.6 萬 | 0.41% | −369−1.4% | 減碼 |
| Red Door Wealth Management, LLC | 26,898 | $93.0 萬 | 0.31% | +75+0.3% | 加碼 |
| EFG Asset Management (Americas) Corp. | 27,193 | $94.0 萬 | 0.23% | −6,431−19.1% | 減碼 |