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 |
|---|---|---|---|---|---|
| Umb Bank N A | 90,702 | $313.8 萬 | 0.05% | −3,921−4.1% | 減碼 |
| BBJS Financial Advisors, LLC | 90,810 | $314.1 萬 | 1.42% | +90,810 | 新進 |
| Wealth Alliance | 90,895 | $314.4 萬 | 0.56% | −2,939−3.1% | 減碼 |
| Sage Investment Advisers LLC | 91,580 | $316.8 萬 | 4.52% | +1,400+1.6% | 加碼 |
| Laird Norton Trust Company, LLC | 91,969 | $318.1 萬 | 0.45% | −15,662−14.6% | 減碼 |
| SRS Capital Advisors, Inc. | 92,123 | $318.7 萬 | 0.44% | −19,529−17.5% | 減碼 |
| American Asset Management Inc. | 92,755 | $320.8 萬 | 3.70% | +92,755 | 新進 |
| Federation des caisses Desjardins du Quebec | 93,017 | $321.8 萬 | 0.04% | −4,179−4.3% | 減碼 |
| HSBC Holdings PLC | 93,250 | $322.6 萬 | 0.00% | −7,500−7.4% | 減碼 |
| Welch & Forbes LLC | 94,042 | $325.3 萬 | 0.06% | −1,250−1.3% | 減碼 |
| Ci Investments Inc. | 96,617 | $334.2 萬 | 0.02% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 96,690 | $334.5 萬 | 0.14% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 96,895 | $335.2 萬 | 0.13% | −3,690−3.7% | 減碼 |
| Old Port Advisors | 97,841 | $338.4 萬 | 1.27% | +8,480+9.5% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 98,486 | $340.7 萬 | 0.30% | −29,690−23.2% | 減碼 |
| Bessemer Group Inc | 99,689 | $344.7 萬 | 0.01% | −3,262−3.2% | 減碼 |
| DCF Advisers, LLC | 100,000 | $345.9 萬 | 2.67% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 100,589 | $347.9 萬 | 0.12% | +5,112+5.4% | 加碼 |
| Chatham Capital Group, Inc. | 100,610 | $348.0 萬 | 0.82% | −4,560−4.3% | 減碼 |
| Wealthspan Partners, LLC | 102,048 | $353.0 萬 | 3.21% | +5,913+6.2% | 加碼 |
| Kingsview Wealth Management, LLC | 102,532 | $354.7 萬 | 0.15% | −1,352−1.3% | 減碼 |
| United Services Automobile Association | 102,856 | $355.8 萬 | 0.08% | −22,725−18.1% | 減碼 |
| Hamilton Wealth, LLC | 103,793 | $359.0 萬 | 1.46% | +2,011+2.0% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 104,399 | $361.1 萬 | 1.99% | 00.0% | 不變 |
| Community Bank, N.A. | 104,925 | $362.9 萬 | 0.51% | −40,440−27.8% | 減碼 |
| Corrado Advisors, LLC | 105,093 | $363.5 萬 | 2.54% | −723−0.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 105,661 | $365.5 萬 | 0.58% | −22,762−17.7% | 減碼 |
| Cypress Capital Group | 105,720 | $365.7 萬 | 0.55% | +87+0.1% | 加碼 |
| Inscription Capital, LLC | 105,812 | $366.0 萬 | 1.25% | −5,834−5.2% | 減碼 |
| E Fund Management Co., Ltd. | 105,848 | $366.1 萬 | 0.30% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 105,992 | $366.6 萬 | 0.04% | −6,763−6.0% | 減碼 |
| RiverGlades Family Offices LLC | 106,098 | $367.0 萬 | 3.38% | +106,098 | 新進 |
| Apollon Wealth Management, LLC | 106,785 | $369.4 萬 | 0.26% | −1,397−1.3% | 減碼 |
| Weil Company, Inc. | 109,122 | $377.5 萬 | 1.72% | +24,960+29.7% | 加碼 |
| Maltin Wealth Management, Inc. | 109,128 | $377.5 萬 | 2.75% | −2,760−2.5% | 減碼 |
| Global Wealth Strategies & Associates | 109,740 | $379.6 萬 | 2.20% | +109,740 | 新進 |
| DFPG Investments, LLC | 107,106 | $381.4 萬 | 0.63% | +12,099+12.7% | 加碼 |
| Pathstone Family Office, LLC | 121,231 | $382.9 萬 | 0.08% | +13,875+12.9% | 加碼 |
| Gateway Advisory, LLC | 111,956 | $387.3 萬 | 0.99% | −4,319−3.7% | 減碼 |
| We Are One Seven, LLC | 112,126 | $387.8 萬 | 0.39% | −85,060−43.1% | 減碼 |
| First Horizon Advisors, Inc. | 112,211 | $388.1 萬 | 0.14% | −29,500−20.8% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 112,559 | $389.3 萬 | 1.01% | −24,354−17.8% | 減碼 |
| Versant Capital Management, Inc | 112,795 | $390.2 萬 | 1.41% | −3,011−2.6% | 減碼 |
| Laidlaw Wealth Management LLC | 112,832 | $390.3 萬 | 0.84% | −3,627−3.1% | 減碼 |
| Accretive Wealth Partners, LLC | 113,336 | $392.0 萬 | 2.69% | +10,200+9.9% | 加碼 |
| Nomura Asset Management Co Ltd | 113,450 | $392.4 萬 | 0.02% | +94,200+489.4% | 加碼 |
| AdvisorNet Financial, Inc | 113,621 | $393.0 萬 | 0.39% | −19,241−14.5% | 減碼 |
| Stableford Capital II LLC | 113,284 | $402.2 萬 | 2.18% | −763−0.7% | 減碼 |
| Alhambra Investment Partners LLC | 116,920 | $404.4 萬 | 2.95% | +1,480+1.3% | 加碼 |
| Northside Capital Management, LLC | 117,322 | $405.8 萬 | 1.22% | +70,225+149.1% | 加碼 |
| Wills Financial Group, Inc. | 119,648 | $413.9 萬 | 2.36% | −2,375−1.9% | 減碼 |
| Sowell Financial Services LLC | 120,676 | $417.4 萬 | 0.27% | +23,272+23.9% | 加碼 |
| M&T Bank Corp | 123,856 | $428.4 萬 | 0.02% | −823,315−86.9% | 減碼 |
| Cambridge Trust Co | 124,663 | $431.2 萬 | 0.19% | −12,020−8.8% | 減碼 |
| Ballentine Partners, LLC | 126,578 | $437.8 萬 | 0.13% | +500+0.4% | 加碼 |
| Scotia Capital Inc. | 127,654 | $441.6 萬 | 0.03% | −2,438−1.9% | 減碼 |
| Briaud Financial Planning, Inc | 127,918 | $442.4 萬 | 3.58% | −210−0.2% | 減碼 |
| Parallel Advisors, LLC | 128,369 | $444.0 萬 | 0.19% | +28,203+28.2% | 加碼 |
| Kades & Cheifetz LLC | 128,448 | $444.3 萬 | 3.71% | +128,448 | 新進 |
| Ackerman Capital Advisors, LLC | 128,591 | $444.8 萬 | 1.20% | −1,795−1.4% | 減碼 |
| Summit Global Investments | 129,505 | $448.0 萬 | 0.38% | +69,329+115.2% | 加碼 |
| Patton Fund Management, Inc. | 130,278 | $450.7 萬 | 1.32% | −2,019−1.5% | 減碼 |
| Fermata Advisors, LLC | 131,118 | $453.5 萬 | 1.34% | +3,952+3.1% | 加碼 |
| National Asset Management, Inc. | 131,991 | $456.6 萬 | 0.13% | +33,072+33.4% | 加碼 |
| FineMark National Bank & Trust | 132,146 | $457.1 萬 | 0.21% | −54,313−29.1% | 減碼 |
| GWM Advisors LLC | 138,183 | $458.1 萬 | 0.12% | +12,036+9.5% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 132,485 | $458.3 萬 | 2.22% | −58,287−30.6% | 減碼 |
| Fairview Capital Investment Management, LLC | 134,150 | $464.0 萬 | 0.32% | −24,825−15.6% | 減碼 |
| MBA Advisors LLC | 134,333 | $464.7 萬 | 3.04% | +3,200+2.4% | 加碼 |
| Philadelphia Trust Co | 134,541 | $465.4 萬 | 0.50% | +134,541 | 新進 |
| Meridian Investment Counsel Inc. | 136,241 | $471.3 萬 | 1.88% | −608−0.4% | 減碼 |
| Cetera Advisors LLC | 136,899 | $473.5 萬 | 0.09% | +31,548+29.9% | 加碼 |
| Massmutual Trust Co FSB | 139,483 | $482.5 萬 | 0.20% | −71,678−33.9% | 減碼 |
| Vontobel Holding Ltd. | 140,340 | $485.4 萬 | 0.05% | +54,480+63.5% | 加碼 |
| StrategIQ Financial Group, LLC | 141,554 | $489.6 萬 | 0.57% | 00.0% | 不變 |
| Commerce Bank | 143,715 | $497.1 萬 | 0.04% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 147,368 | $509.7 萬 | 1.39% | −3,539−2.3% | 減碼 |
| GFS Advisors, LLC | 150,023 | $518.9 萬 | 1.17% | −3,774−2.5% | 減碼 |
| Southeast Asset Advisors Inc. | 151,870 | $525.3 萬 | 0.83% | 00.0% | 不變 |
| Cetera Investment Advisers | 152,404 | $527.2 萬 | 0.05% | +17,423+12.9% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 154,134 | $533.1 萬 | 2.86% | +35,047+29.4% | 加碼 |
| Aspireon Wealth Advisors | 152,170 | $541.6 萬 | 2.78% | −3,417−2.2% | 減碼 |
| CPA Asset Management LLC | 158,426 | $548.0 萬 | 4.19% | +158,426 | 新進 |
| Ancora Advisors, LLC | 159,465 | $551.6 萬 | 0.16% | −905−0.6% | 減碼 |
| Sigma Planning Corp | 159,825 | $552.8 萬 | 0.20% | −4,556−2.8% | 減碼 |
| Wealth Quarterback LLC | 160,073 | $553.7 萬 | 4.59% | +3,298+2.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 160,793 | $556.2 萬 | 1.58% | −20,448−11.3% | 減碼 |
| Allworth Financial LP | 163,361 | $565.1 萬 | 0.06% | +2,218+1.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 163,831 | $566.7 萬 | 1.04% | −62,734−27.7% | 減碼 |
| Okabena Investment Services Inc | 163,920 | $567.0 萬 | 4.08% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 164,843 | $570.1 萬 | 0.01% | +2,503+1.5% | 加碼 |
| Assetmark, Inc | 166,985 | $577.6 萬 | 0.03% | +28,581+20.7% | 加碼 |
| Greenline Partners, LLC | 167,197 | $578.3 萬 | 1.14% | −126,217−43.0% | 減碼 |
| Transform Wealth, LLC | 169,212 | $585.3 萬 | 0.66% | +169,212 | 新進 |
| Sepio Capital, LP | 170,758 | $590.7 萬 | 0.51% | +18,382+12.1% | 加碼 |
| Insight Wealth Partners, LLC | 171,382 | $592.8 萬 | 5.54% | +700.0% | 加碼 |
| Fiduciary Trust Co | 173,272 | $599.3 萬 | 0.12% | −8,046−4.4% | 減碼 |
| Amplius Wealth Advisors, LLC | 174,193 | $602.5 萬 | 0.96% | −446,245−71.9% | 減碼 |
| NTV Asset Management LLC | 174,400 | $603.2 萬 | 1.18% | −4,350−2.4% | 減碼 |
| Wealth Management Partners, LLC | 175,000 | $604.7 萬 | 5.04% | −1,000−0.6% | 減碼 |