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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 47,753 | $165.2 萬 | 0.08% | +278+0.6% | 加碼 |
| Sageworth Trust Co | 48,165 | $166.6 萬 | 0.13% | 00.0% | 不變 |
| LWMG, LLC | 48,208 | $166.8 萬 | 0.60% | +48,208 | 新進 |
| TriaGen Wealth Management LLC | 48,333 | $167.2 萬 | 0.93% | +1,550+3.3% | 加碼 |
| Cadinha & Co LLC | 48,651 | $168.3 萬 | 0.38% | −381−0.8% | 減碼 |
| Lincoln National Corp | 48,877 | $169.1 萬 | 0.04% | +7,534+18.2% | 加碼 |
| Oppenheimer & Co Inc | 49,389 | $170.8 萬 | 0.04% | −48,729−49.7% | 減碼 |
| Strategic Investment Solutions, Inc. | 47,246 | $171.3 萬 | 0.85% | +47,246 | 新進 |
| Winch Advisory Services, LLC | 50,452 | $174.5 萬 | 0.74% | −5,344−9.6% | 減碼 |
| Virtus Family Office LLC | 51,084 | $176.7 萬 | 3.95% | −30,355−37.3% | 減碼 |
| Prudential PLC | 51,516 | $178.2 萬 | 0.02% | −8,754−14.5% | 減碼 |
| Graham Capital Wealth Management, LLC | 51,534 | $178.3 萬 | 3.18% | −761−1.5% | 減碼 |
| Townsend & Associates, Inc | 50,767 | $178.6 萬 | 0.88% | +50,767 | 新進 |
| ICONIQ Capital, LLC | 51,883 | $179.5 萬 | 0.03% | −4,310−7.7% | 減碼 |
| Sunesis Advisors, LLC | 52,221 | $180.6 萬 | 1.16% | 00.0% | 不變 |
| NewSquare Capital LLC | 52,407 | $181.3 萬 | 0.23% | −84−0.2% | 減碼 |
| Compass Financial Group, Inc. | 52,517 | $181.7 萬 | 1.18% | −28−0.1% | 減碼 |
| M Holdings Securities, Inc. | 52,710 | $182.2 萬 | 0.19% | −290−0.5% | 減碼 |
| Advisory Services Network, LLC | 53,207 | $184.0 萬 | 0.06% | −10,160−16.0% | 減碼 |
| Boston Research & Management Inc | 53,838 | $186.2 萬 | 0.58% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 54,188 | $187.4 萬 | 0.27% | +7,120+15.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,249 | $187.6 萬 | 0.03% | 00.0% | 不變 |
| Ieq Capital, LLC | 54,554 | $188.7 萬 | 0.05% | +300+0.6% | 加碼 |
| Brinker Capital Investments, LLC | 55,357 | $191.5 萬 | 0.04% | −10,160−15.5% | 減碼 |
| Mill Creek Capital Advisors, LLC | 55,451 | $191.8 萬 | 0.08% | +55,451 | 新進 |
| Resolute Financial, LLC | 55,568 | $192.2 萬 | 1.63% | +4,570+9.0% | 加碼 |
| Towerpoint Wealth, LLC | 56,315 | $194.8 萬 | 1.12% | +1,539+2.8% | 加碼 |
| One Capital Management, LLC | 56,566 | $195.7 萬 | 0.10% | −1,108−1.9% | 減碼 |
| True Capital Management | 56,633 | $195.9 萬 | 1.59% | +56,633 | 新進 |
| Carlson Capital Management | 57,100 | $197.5 萬 | 0.14% | +322+0.6% | 加碼 |
| Winton Group Ltd | 58,250 | $201.5 萬 | 0.13% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 55,546 | $202.4 萬 | 0.65% | −7,457−11.8% | 減碼 |
| Allie Family Office LLC | 59,285 | $205.1 萬 | 1.69% | −55−0.1% | 減碼 |
| Vicus Capital | 59,477 | $205.7 萬 | 0.23% | −1,792−2.9% | 減碼 |
| Estate Counselors, LLC | 59,905 | $207.2 萬 | 0.29% | +350+0.6% | 加碼 |
| Financial Management Network Inc | 59,063 | $208.0 萬 | 0.92% | −7,629−11.4% | 減碼 |
| Spartan Planning & Wealth Management | 60,492 | $209.2 萬 | 2.61% | +37,440+162.4% | 加碼 |
| XR Securities LLC | 60,900 | $210.7 萬 | 2.51% | +60,900 | 新進 |
| Regions Financial Corp | 61,898 | $214.1 萬 | 0.02% | +36+0.1% | 加碼 |
| Intrepid Capital Management Inc | 62,530 | $216.3 萬 | 1.87% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 62,994 | $217.9 萬 | 0.99% | +895+1.4% | 加碼 |
| Gould Asset Management LLC | 64,326 | $222.5 萬 | 0.67% | −3,287−4.9% | 減碼 |
| Bradley Foster & Sargent Inc | 65,027 | $224.9 萬 | 0.06% | +45,639+235.4% | 加碼 |
| Lido Advisors, LLC | 65,068 | $225.1 萬 | 0.04% | −5,421−7.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 65,220 | $225.6 萬 | 0.32% | +65,123+67,137.1% | 加碼 |
| Mutual Advisors, LLC | 65,451 | $226.4 萬 | 0.10% | +18,110+38.3% | 加碼 |
| Financial Sense Advisors, Inc. | 65,579 | $226.8 萬 | 0.94% | −51,389−43.9% | 減碼 |
| Integrated Advisors Network LLC | 65,992 | $228.3 萬 | 0.15% | −3,417−4.9% | 減碼 |
| Twelve Points Wealth Management LLC | 66,289 | $229.3 萬 | 1.56% | −19,951−23.1% | 減碼 |
| Bigelow Investment Advisors, LLC | 66,313 | $229.4 萬 | 1.33% | −2,165−3.2% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 66,668 | $230.6 萬 | 1.09% | +66,668 | 新進 |
| Signature Securities Group Corporation | 66,807 | $231.1 萬 | 0.81% | −1,520−2.2% | 減碼 |
| Nadler Financial Group, Inc. | 67,489 | $233.4 萬 | 0.41% | −1,596,149−95.9% | 減碼 |
| Glenmede Trust Co NA | 67,559 | $233.7 萬 | 0.01% | −1,500−2.2% | 減碼 |
| Robinson Value Management, Ltd. | 67,982 | $235.1 萬 | 2.02% | +3,820+6.0% | 加碼 |
| Cadent Capital Advisors, LLC | 68,064 | $235.4 萬 | 1.41% | −38−0.1% | 減碼 |
| WMS Partners, LLC | 68,087 | $235.5 萬 | 0.23% | −9,627−12.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 68,123 | $235.6 萬 | 0.09% | −476−0.7% | 減碼 |
| Vanguard Capital Wealth Advisors | 68,759 | $237.8 萬 | 2.75% | +59,621+652.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,189 | $237.8 萬 | 0.01% | −22,660−24.9% | 減碼 |
| NVWM, LLC | 70,128 | $242.5 萬 | 0.88% | −1,373−1.9% | 減碼 |
| Motco | 70,399 | $243.5 萬 | 0.18% | +788+1.1% | 加碼 |
| Adviser Investments LLC | 68,701 | $244.6 萬 | 0.06% | +68,701 | 新進 |
| TCWP LLC | 70,830 | $245.0 萬 | 0.50% | +869+1.2% | 加碼 |
| Jordan Park Group LLC | 70,852 | $245.1 萬 | 0.19% | 00.0% | 不變 |
| First Manhattan Co | 71,032 | $245.7 萬 | 0.01% | −20.0% | 減碼 |
| Raymond James Trust N.A. | 71,111 | $246.0 萬 | 0.08% | +3,497+5.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 71,341 | $246.8 萬 | 0.19% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 71,573 | $247.6 萬 | 0.13% | −4,085−5.4% | 減碼 |
| Financial Alternatives, Inc | 71,662 | $247.9 萬 | 2.46% | +71,662 | 新進 |
| Colony Group LLC | 72,014 | $249.1 萬 | 0.04% | +21,819+43.5% | 加碼 |
| Patriot Investment Management Inc. | 68,402 | $250.0 萬 | 0.22% | −286−0.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 73,000 | $252.5 萬 | 1.02% | −2,000−2.7% | 減碼 |
| BCJ Capital Management, LLC | 73,207 | $253.2 萬 | 0.25% | +73,207 | 新進 |
| Merriman Wealth Management, LLC | 73,713 | $255.0 萬 | 0.13% | +66,618+938.9% | 加碼 |
| HB Wealth Management, LLC | 74,599 | $258.0 萬 | 0.05% | +226+0.3% | 加碼 |
| Whittier Trust Co | 74,857 | $258.9 萬 | 0.05% | −9,633−11.4% | 減碼 |
| Brown Advisory Inc | 75,231 | $260.2 萬 | 0.00% | +35,417+89.0% | 加碼 |
| Comerica Securities,inc. | 76,150 | $263.4 萬 | 0.19% | −6,532−7.9% | 減碼 |
| Summit Place Financial Advisors, LLC | 76,737 | $265.4 萬 | 2.19% | −1,828−2.3% | 減碼 |
| waypoint wealth counsel | 77,721 | $268.8 萬 | 2.17% | +77,721 | 新進 |
| Boston Private Wealth LLC | 78,443 | $271.3 萬 | 0.04% | −4,635−5.6% | 減碼 |
| Crescent Grove Advisors, LLC | 78,928 | $273.0 萬 | 0.28% | −401−0.5% | 減碼 |
| Madden Advisory Services, Inc. | 79,820 | $276.1 萬 | 2.07% | +1,164+1.5% | 加碼 |
| Altman Advisors, Inc. | 78,001 | $277.8 萬 | 1.71% | −3,886−4.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 80,430 | $278.2 萬 | 0.72% | −7,900−8.9% | 減碼 |
| Mengis Capital Management, Inc. | 80,766 | $279.3 萬 | 0.61% | −1,325−1.6% | 減碼 |
| Executive Wealth Management, LLC | 81,875 | $283.2 萬 | 0.35% | +81,387+16,677.7% | 加碼 |
| Tikvah Management LLC | 82,230 | $284.4 萬 | 1.36% | 00.0% | 不變 |
| Atria Investments LLC | 82,519 | $285.4 萬 | 0.06% | −7,752−8.6% | 減碼 |
| Relative Value Partners Group, LLC | 82,912 | $286.8 萬 | 0.20% | +900+1.1% | 加碼 |
| Gradient Investments LLC | 83,461 | $288.7 萬 | 0.09% | +6,739+8.8% | 加碼 |
| Delta Financial Advisors LLC | 83,782 | $289.8 萬 | 1.41% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 84,859 | $293.5 萬 | 0.18% | +2,735+3.3% | 加碼 |
| Wealthstar Advisors, LLC | 86,648 | $297.7 萬 | 1.35% | −1,067−1.2% | 減碼 |
| Cowa, LLC | 86,477 | $299.1 萬 | 1.87% | +6,625+8.3% | 加碼 |
| Altiora Financial Group, LLC | 88,527 | $306.2 萬 | 1.53% | +88,527 | 新進 |
| Marks Group Wealth Management, Inc | 88,610 | $306.5 萬 | 0.42% | −656,513−88.1% | 減碼 |
| AlphaStar Capital Management, LLC | 89,356 | $309.1 萬 | 0.32% | −3,876−4.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 89,881 | $310.9 萬 | 0.16% | +25,439+39.5% | 加碼 |