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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 175,124 | $605.8 萬 | 0.50% | +27,087+18.3% | 加碼 |
| Wellspring Financial Advisors, LLC | 175,431 | $606.8 萬 | 2.02% | −17,652−9.1% | 減碼 |
| Independent Financial Group, LLC | 175,541 | $607.2 萬 | 0.52% | +1,552+0.9% | 加碼 |
| Susquehanna International Group, LLP | 176,329 | $609.9 萬 | 0.01% | −129,919−42.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 176,600 | $610.9 萬 | 0.07% | −1,000−0.6% | 減碼 |
| Rehmann Capital Advisory Group | 176,890 | $611.9 萬 | 0.63% | +96,445+119.9% | 加碼 |
| Vivaldi Capital Management, LLC | 171,973 | $612.6 萬 | 1.52% | −5,292−3.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 178,630 | $617.9 萬 | 0.11% | −15,988−8.2% | 減碼 |
| WR Wealth Planners, LLC | 179,953 | $622.5 萬 | 3.83% | −880.0% | 減碼 |
| BSW Wealth Partners | 182,152 | $630.1 萬 | 1.35% | −1,102−0.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 183,493 | $634.7 萬 | 0.80% | +3,374+1.9% | 加碼 |
| Elm Partners Management LLC | 186,360 | $644.6 萬 | 0.75% | +53,224+40.0% | 加碼 |
| Cape Ann Savings Bank | 186,660 | $645.7 萬 | 4.73% | +9,839+5.6% | 加碼 |
| Norris Financial Group, LLC | 188,259 | $651.2 萬 | 5.50% | +3,094+1.7% | 加碼 |
| Leavell Investment Management, Inc. | 188,716 | $652.8 萬 | 0.49% | +25,055+15.3% | 加碼 |
| Omnia Family Wealth, LLC | 192,616 | $666.3 萬 | 5.39% | +97,093+101.6% | 加碼 |
| AMG National Trust Bank | 193,640 | $669.8 萬 | 0.24% | +1,583+0.8% | 加碼 |
| IFP Advisors, Inc | 184,739 | $671.8 萬 | 0.21% | −65,709−26.2% | 減碼 |
| Confluence Investment Management LLC | 198,117 | $685.3 萬 | 0.10% | −166,311−45.6% | 減碼 |
| Forza Wealth Management, LLC | 205,449 | $710.6 萬 | 4.71% | +205,449 | 新進 |
| Huntington National Bank | – | $715.6 萬 | 0.07% | – | – |
| First American Trust, FSB | 212,139 | $733.7 萬 | 1.14% | +612+0.3% | 加碼 |
| Sigma Investment Counselors Inc | 212,166 | $733.9 萬 | 0.60% | −1,350−0.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 212,903 | $736.4 萬 | 0.14% | +33,577+18.7% | 加碼 |
| Evoke Wealth, LLC | 214,132 | $740.7 萬 | 0.27% | +17,035+8.6% | 加碼 |
| New Potomac Partners, LLC | 214,761 | $742.9 萬 | 5.50% | −55,770−20.6% | 減碼 |
| Wallington Asset Management, LLC | 214,787 | $742.9 萬 | 1.61% | +8,622+4.2% | 加碼 |
| Upper Left Wealth Management, LLC | 218,014 | $754.1 萬 | 8.91% | −6,837−3.0% | 減碼 |
| Toronto Dominion Bank | 220,000 | $760.5 萬 | 0.01% | −1,009,400−82.1% | 減碼 |
| Checchi Capital Advisers, LLC | 221,662 | $766.7 萬 | 0.80% | −12,141−5.2% | 減碼 |
| Highland Financial Advisors, LLC | 222,358 | $769.1 萬 | 4.53% | −4,163−1.8% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 222,631 | $770.1 萬 | 2.53% | +1,717+0.8% | 加碼 |
| Aveo Capital Partners, LLC | 224,596 | $776.9 萬 | 1.17% | +45,812+25.6% | 加碼 |
| Sinecera Capital, LLC | 223,938 | $777.8 萬 | 8.59% | −16,649−6.9% | 減碼 |
| Financial Partners Capital Management LLC | 225,905 | $781.4 萬 | 1.74% | −13,592−5.7% | 減碼 |
| Reuter James Wealth Management, LLC | 226,807 | $784.5 萬 | 5.70% | −245,056−51.9% | 減碼 |
| Private Harbour Investment Management & Counsel, LLC | 230,966 | $798.9 萬 | 8.81% | +125+0.1% | 加碼 |
| MainStreet Investment Advisors LLC | 233,861 | $808.9 萬 | 0.90% | −153,679−39.7% | 減碼 |
| Cambridge Associates LLC | 235,182 | $813.5 萬 | 0.63% | −341,168−59.2% | 減碼 |
| Verger Capital Management LLC | 239,144 | $827.2 萬 | 4.64% | −86,175−26.5% | 減碼 |
| TMD Wealth Management, LLC | 241,035 | $833.7 萬 | 3.71% | −1,947−0.8% | 減碼 |
| White Lighthouse Investment Management Inc. | 246,852 | $853.9 萬 | 2.32% | +14,456+6.2% | 加碼 |
| Perigon Wealth Management, LLC | 249,719 | $863.8 萬 | 0.54% | +144,945+138.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 250,543 | $866.6 萬 | 6.11% | +1,791+0.7% | 加碼 |
| JNBA Financial Advisors | 254,103 | $878.9 萬 | 1.22% | +946+0.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 256,190 | $886.2 萬 | 0.18% | +93,000+57.0% | 加碼 |
| Kestra Advisory Services, LLC | 256,598 | $887.6 萬 | 0.08% | −71,738−21.8% | 減碼 |
| Fifth Third Securities, Inc. | 259,176 | $896.5 萬 | 1.18% | −15,534−5.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 264,122 | $913.6 萬 | 0.23% | −7,373−2.7% | 減碼 |
| Foundations Investment Advisors, LLC | 267,864 | $926.5 萬 | 0.37% | +28,059+11.7% | 加碼 |
| LVM Capital Management Ltd | 268,253 | $927.9 萬 | 1.34% | −6,815−2.5% | 減碼 |
| Leuthold Group, LLC | 269,294 | $931.5 萬 | 1.26% | +6,575+2.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 269,849 | $933.4 萬 | 5.16% | −23,201−7.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 274,018 | $947.8 萬 | 1.44% | +267,780+4,292.7% | 加碼 |
| Chemistry Wealth Management LLC | 275,411 | $952.6 萬 | 3.71% | −1,288−0.5% | 減碼 |
| Systelligence, LLC | 277,838 | $961.0 萬 | 2.50% | −98,606−26.2% | 減碼 |
| Morton Capital Management LLC | 278,145 | $962.1 萬 | 3.76% | −29,091−9.5% | 減碼 |
| AE Wealth Management LLC | 280,219 | $969.3 萬 | 0.07% | +63,221+29.1% | 加碼 |
| Howland Capital Management LLC | 282,890 | $978.5 萬 | 0.60% | −13,427−4.5% | 減碼 |
| Blair William & Co | 284,791 | $985.1 萬 | 0.04% | +3,791+1.3% | 加碼 |
| BFSG, LLC | 285,271 | $986.8 萬 | 1.98% | −3,197−1.1% | 減碼 |
| Prudential Financial Inc | 287,505 | $994.5 萬 | 0.02% | −111,439−27.9% | 減碼 |
| Summit Trail Advisors, LLC | 290,287 | $1,004 萬 | 0.45% | −30,503−9.5% | 減碼 |
| Naviter Wealth, LLC | 283,347 | $1,041 萬 | 2.86% | −347,526−55.1% | 減碼 |
| CIBC World Markets Inc. | 303,668 | $1,050 萬 | 0.04% | +142,080+87.9% | 加碼 |
| Sentinel Trust Co Lba | 305,677 | $1,057 萬 | 1.65% | −11,551−3.6% | 減碼 |
| Modus Advisors, LLC | 308,260 | $1,066 萬 | 5.16% | +14,774+5.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 308,641 | $1,068 萬 | 1.25% | +308,641 | 新進 |
| Resonant Capital Advisors, LLC | 312,874 | $1,082 萬 | 1.35% | +5,317+1.7% | 加碼 |
| Sunbelt Securities, Inc. | 313,698 | $1,085 萬 | 2.12% | −56,967−15.4% | 減碼 |
| DT Investment Partners, LLC | 320,815 | $1,110 萬 | 1.46% | +1,451+0.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 320,874 | $1,110 萬 | 1.28% | +17,177+5.7% | 加碼 |
| Legend Financial Advisors, Inc. | 321,081 | $1,111 萬 | 9.71% | −2,941−0.9% | 減碼 |
| FDx Advisors, Inc. | 322,388 | $1,115 萬 | 0.48% | −103,619−24.3% | 減碼 |
| American Investment Services, Inc. | 327,782 | $1,134 萬 | 2.33% | +11,270+3.6% | 加碼 |
| National Bank of Canada | 332,894 | $1,152 萬 | 0.03% | +997+0.3% | 加碼 |
| Sage Rhino Capital LLC | 335,674 | $1,161 萬 | 3.69% | −40,581−10.8% | 減碼 |
| Sterling Financial Planning, Inc. | 337,933 | $1,169 萬 | 6.98% | +11,239+3.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 339,425 | $1,174 萬 | 0.53% | −381,792−52.9% | 減碼 |
| WealthNavi Inc. | 339,735 | $1,175 萬 | 0.22% | +339,735 | 新進 |
| Timber Creek Capital Management LLC | 346,330 | $1,198 萬 | 4.53% | −2,595−0.7% | 減碼 |
| Baldwin Brothers Inc | 362,084 | $1,252 萬 | 1.14% | +324,304+858.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 363,648 | $1,258 萬 | 0.20% | −1,407−0.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 364,060 | $1,259 萬 | 0.20% | −29,302−7.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 367,039 | $1,270 萬 | 1.00% | +3,222+0.9% | 加碼 |
| Capital Group Private Client Services, Inc. | 367,511 | $1,271 萬 | 0.16% | +413+0.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 368,082 | $1,273 萬 | 0.03% | +237,090+181.0% | 加碼 |
| D.A. Davidson & Co. | 371,914 | $1,286 萬 | 0.15% | −92,638−19.9% | 減碼 |
| Vision Capital Management, Inc. | 373,009 | $1,290 萬 | 2.47% | +1,163+0.3% | 加碼 |
| Comerica Bank | 364,549 | $1,320 萬 | 0.10% | +356,818+4,615.4% | 加碼 |
| Meridian Wealth Advisors, LLC | 387,604 | $1,341 萬 | 3.46% | +7,998+2.1% | 加碼 |
| Quest Investment Management LLC | 396,021 | $1,370 萬 | 1.67% | 00.0% | 不變 |
| Nottingham Advisors, Inc. | 401,875 | $1,390 萬 | 1.88% | −59,276−12.9% | 減碼 |
| Janney Montgomery Scott LLC | 402,926 | $1,394 萬 | 0.05% | +106,913+36.1% | 加碼 |
| Spinnaker Trust | 411,787 | $1,424 萬 | 1.11% | −10,582−2.5% | 減碼 |
| Brave Asset Management Inc | 411,873 | $1,425 萬 | 4.83% | +411,873 | 新進 |
| Cardinal Point Capital Management, ULC | 415,694 | $1,438 萬 | 4.96% | +415,694 | 新進 |
| Bokf, NA | 415,787 | $1,438 萬 | 0.27% | +40,345+10.7% | 加碼 |
| Cohen & Steers, Inc. | 416,807 | $1,442 萬 | 0.03% | −24,783−5.6% | 減碼 |
| Bank of Montreal | 426,809 | $1,477 萬 | 0.01% | −4,146,556−90.7% | 減碼 |