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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 27,249 | $94.2 萬 | 0.31% | −166−0.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 27,265 | $94.3 萬 | 0.02% | −1,728−6.0% | 減碼 |
| Regatta Capital Group, LLC | 27,328 | $94.5 萬 | 0.34% | −5,572−16.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 25,941 | $94.5 萬 | 0.01% | +2,671+11.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 27,388 | $94.7 萬 | 0.04% | +5,721+26.4% | 加碼 |
| Nkcfo LLC | 27,450 | $94.9 萬 | 0.44% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 27,456 | $95.0 萬 | 0.76% | −100−0.4% | 減碼 |
| Apeiron RIA LLC | 27,701 | $95.8 萬 | 0.37% | +231+0.8% | 加碼 |
| Advanced Research Investment Solutions, LLC | 27,750 | $96.0 萬 | 0.60% | 00.0% | 不變 |
| Courage Capital Management LLC | 28,000 | $96.9 萬 | 2.72% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 28,144 | $97.4 萬 | 0.17% | +843+3.1% | 加碼 |
| Emfo, LLC | 28,242 | $97.7 萬 | 0.98% | −2,778−9.0% | 減碼 |
| Avalon Investment & Advisory | 28,286 | $97.8 萬 | 0.03% | +408+1.5% | 加碼 |
| S.A. Mason LLC | 28,354 | $98.1 萬 | 0.74% | 00.0% | 不變 |
| Hamilton Capital, LLC | 28,490 | $98.5 萬 | 0.06% | 00.0% | 不變 |
| Country Club Bank | 28,657 | $99.1 萬 | 0.09% | +3,046+11.9% | 加碼 |
| Ipsen Advisor Group LLC | 28,668 | $99.2 萬 | 1.14% | +28,668 | 新進 |
| PBMares Wealth Management LLC | 29,410 | $101.7 萬 | 0.41% | −2,896−9.0% | 減碼 |
| Signaturefd, LLC | 29,725 | $102.8 萬 | 0.03% | −194−0.6% | 減碼 |
| Americana Partners, LLC | 29,900 | $103.4 萬 | 0.18% | −5,685−16.0% | 減碼 |
| Bridgewealth Advisory Group, LLC | 30,031 | $103.9 萬 | 2.04% | +30,031 | 新進 |
| CWA Asset Management Group, LLC | 30,184 | $104.4 萬 | 0.08% | −87,239−74.3% | 減碼 |
| Bard Financial Services, Inc. | 30,250 | $104.6 萬 | 0.09% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 30,425 | $105.2 萬 | 0.35% | −426−1.4% | 減碼 |
| Perennial Investment Advisors, LLC | 30,572 | $105.7 萬 | 0.43% | −15,474−33.6% | 減碼 |
| Perkins Coie Trust Co | 30,778 | $106.5 萬 | 0.34% | −1,583−4.9% | 減碼 |
| United Community Bank | 31,392 | $108.6 萬 | 1.05% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 28,296 | $110.4 萬 | 0.12% | +28,296 | 新進 |
| Ballew Advisors, Inc | 30,850 | $111.1 萬 | 0.85% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 32,348 | $111.9 萬 | 0.27% | +5,228+19.3% | 加碼 |
| Sentinel Pension Advisors Inc | 32,449 | $112.2 萬 | 0.35% | −62,994−66.0% | 減碼 |
| Moneta Group Investment Advisors LLC | 31,043 | $113.3 萬 | 0.03% | +24,034+342.9% | 加碼 |
| Holistic Financial Partners | 33,119 | $114.6 萬 | 1.03% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 33,152 | $114.7 萬 | 2.45% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 33,249 | $115.0 萬 | 0.33% | +2,477+8.0% | 加碼 |
| Benchmark Investment Advisors LLC | 33,516 | $115.9 萬 | 1.22% | −5,337−13.7% | 減碼 |
| Gibson Capital, LLC | 33,535 | $116.0 萬 | 0.35% | −85−0.3% | 減碼 |
| Simplify Asset Management Inc. | 34,010 | $117.6 萬 | 0.20% | +2,686+8.6% | 加碼 |
| Highline Wealth Partners LLC | 34,313 | $118.7 萬 | 0.88% | +7,758+29.2% | 加碼 |
| Banque Pictet & Cie SA | 34,959 | $120.9 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 167,774 | $121.7 萬 | 0.06% | +150.0% | 加碼 |
| Prospera Financial Services Inc | 35,177 | $121.7 萬 | 0.06% | −39,916−53.2% | 減碼 |
| Bristlecone Advisors, LLC | 35,499 | $122.8 萬 | 0.15% | +3,865+12.2% | 加碼 |
| Roundview Capital LLC | 35,618 | $123.2 萬 | 0.14% | −1,405−3.8% | 減碼 |
| Pinnacle Financial Partners Inc | 35,665 | $123.4 萬 | 0.04% | −15,687−30.5% | 減碼 |
| J2 Capital Management Inc | 35,666 | $123.4 萬 | 2.12% | −443−1.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 35,708 | $123.5 萬 | 0.10% | +199+0.6% | 加碼 |
| Strategy Asset Managers LLC | 35,816 | $123.9 萬 | 0.31% | +4,113+13.0% | 加碼 |
| Arlington Partners LLC | 35,898 | $124.2 萬 | 0.20% | +1,488+4.3% | 加碼 |
| Satovsky Asset Management LLC | 36,387 | $125.9 萬 | 0.52% | 00.0% | 不變 |
| FWL Investment Management, LLC | 36,400 | $125.9 萬 | 0.95% | +17,150+89.1% | 加碼 |
| Wedbush Securities Inc | 36,481 | $126.2 萬 | 0.07% | +130.0% | 加碼 |
| Myecfo, LLC | 35,736 | $126.4 萬 | 1.04% | +35,736 | 新進 |
| Lazard Asset Management LLC | 36,900 | $127.6 萬 | 0.00% | +36,900 | 新進 |
| ETF Store, Inc. | 36,135 | $127.7 萬 | 0.98% | −153−0.4% | 減碼 |
| Global Retirement Partners, LLC | 37,198 | $128.7 萬 | 0.09% | +3,621+10.8% | 加碼 |
| Financial Advocates Investment Management | 37,203 | $128.7 萬 | 0.10% | −863−2.3% | 減碼 |
| Modera Wealth Management, LLC | 37,465 | $129.6 萬 | 0.05% | −220−0.6% | 減碼 |
| Verity Asset Management, Inc. | 37,851 | $130.9 萬 | 1.12% | +4,924+15.0% | 加碼 |
| Wade G W & Inc | 38,468 | $133.1 萬 | 0.05% | −1,700−4.2% | 減碼 |
| PFG Advisors | 38,764 | $134.1 萬 | 0.13% | +21,768+128.1% | 加碼 |
| Clarity Financial LLC | 38,933 | $134.7 萬 | 0.26% | −254,298−86.7% | 減碼 |
| TRUE Private Wealth Advisors | 39,041 | $135.0 萬 | 0.21% | −17,270−30.7% | 減碼 |
| Harbour Investments, Inc. | 39,336 | $136.1 萬 | 0.08% | +7,073+21.9% | 加碼 |
| Condor Capital Management | 39,468 | $136.5 萬 | 0.17% | +29,931+313.8% | 加碼 |
| Well Done, LLC | 40,119 | $138.8 萬 | 0.30% | +3,415+9.3% | 加碼 |
| Hengehold Capital Management LLC | 40,163 | $138.9 萬 | 0.19% | 00.0% | 不變 |
| SevenOneSeven Capital Management | 40,640 | $140.6 萬 | 3.03% | +6,579+19.3% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 40,791 | $141.1 萬 | 0.11% | −7,033−14.7% | 減碼 |
| Snowden Capital Advisors LLC | 40,848 | $141.3 萬 | 0.06% | +2,974+7.9% | 加碼 |
| Whitener Capital Management, Inc. | 41,033 | $141.9 萬 | 0.62% | +1,638+4.2% | 加碼 |
| SlateStone Wealth, LLC | 41,063 | $142.0 萬 | 0.34% | −58−0.1% | 減碼 |
| SignalPoint Asset Management, LLC | 41,387 | $143.2 萬 | 0.50% | −448−1.1% | 減碼 |
| Congress Wealth Management LLC | 41,531 | $143.7 萬 | 0.04% | −68,551−62.3% | 減碼 |
| RFG Advisory, LLC | 41,039 | $145.2 萬 | 0.07% | +34,043+486.6% | 加碼 |
| Austin Private Wealth, LLC | 41,996 | $145.3 萬 | 0.25% | −4,010−8.7% | 減碼 |
| London & Capital Asset Management Ltd | 42,072 | $145.5 萬 | 0.13% | −25,550−37.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 42,135 | $145.7 萬 | 0.03% | −2,121−4.8% | 減碼 |
| Bank Ozk | 42,662 | $147.6 萬 | 0.73% | −450−1.0% | 減碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $148.2 萬 | 0.58% | +42,851 | 新進 |
| Walkner Condon Financial Advisors LLC | 43,043 | $148.9 萬 | 0.45% | −3,144−6.8% | 減碼 |
| Synovus Financial Corp | 43,166 | $149.3 萬 | 0.02% | +3,227+8.1% | 加碼 |
| TrinityPoint Wealth, LLC | 43,560 | $150.7 萬 | 0.34% | −65,373−60.0% | 減碼 |
| IHT Wealth Management, LLC | 43,774 | $151.4 萬 | 0.10% | +1,793+4.3% | 加碼 |
| Eqis Capital Management, Inc. | 43,868 | $151.7 萬 | 0.17% | −3,574−7.5% | 減碼 |
| Wealthsource Partners, LLC | 43,892 | $151.8 萬 | 0.11% | +1,039+2.4% | 加碼 |
| Evergreen Capital Management LLC | 44,330 | $153.3 萬 | 0.07% | +160+0.4% | 加碼 |
| Integrated Wealth Concepts LLC | 44,867 | $155.2 萬 | 0.04% | −561−1.2% | 減碼 |
| Hirtle Callaghan & Co LLC | 45,499 | $157.4 萬 | 0.10% | 00.0% | 不變 |
| Columbus Macro, LLC | 45,588 | $157.7 萬 | 0.61% | +45,588 | 新進 |
| Simmons Bank | 45,698 | $158.1 萬 | 0.14% | −7,152−13.5% | 減碼 |
| Birchcreek Wealth Management, LLC | 45,741 | $158.2 萬 | 1.41% | +433+1.0% | 加碼 |
| Confluence Wealth Services, Inc. | 45,807 | $158.4 萬 | 0.41% | +4,551+11.0% | 加碼 |
| Avantax Advisory Services, Inc. | 46,056 | $159.3 萬 | 0.02% | −52,552−53.3% | 減碼 |
| United Capital Financial Advisers, LLC | 46,218 | $159.9 萬 | 0.01% | −6,021−11.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,347 | $160.3 萬 | 0.12% | −2,434−5.0% | 減碼 |
| Forefront Analytics, LLC | 46,743 | $161.7 萬 | 0.86% | +15,422+49.2% | 加碼 |
| Arete Wealth Advisors, LLC | 46,951 | $162.4 萬 | 0.14% | −21,587−31.5% | 減碼 |
| Veritable, L.P. | 47,139 | $163.1 萬 | 0.03% | −3,069−6.1% | 減碼 |
| Blue Investment Partners LLC | 47,520 | $164.4 萬 | 2.04% | +47,520 | 新進 |