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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 10,357 | $35.8 萬 | 0.03% | −2,139−17.1% | 減碼 |
| Signature Estate & Investment Advisors LLC | 10,291 | $35.6 萬 | 0.01% | −611−5.6% | 減碼 |
| Granite Harbor Advisors, Inc. | 10,259 | $35.5 萬 | 0.36% | +10,259 | 新進 |
| Glenview Trust Co | 10,247 | $35.4 萬 | 0.01% | +10,247 | 新進 |
| Dakota Wealth Management | 10,218 | $35.3 萬 | 0.03% | +10,218 | 新進 |
| Freestone Capital Holdings, LLC | 10,198 | $35.3 萬 | 0.02% | −735−6.7% | 減碼 |
| Texas Yale Capital Corp. | 10,011 | $34.6 萬 | 0.02% | −300−2.9% | 減碼 |
| Sheets Smith Wealth Management | 10,005 | $34.6 萬 | 0.05% | −1,274−11.3% | 減碼 |
| Orion Capital Management LLC | 10,000 | $34.6 萬 | 0.25% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 9,980 | $34.5 萬 | 0.12% | −2,131−17.6% | 減碼 |
| Argent Trust Co | 9,955 | $34.4 萬 | 0.02% | −47−0.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 9,939 | $34.4 萬 | 0.02% | −1,083−9.8% | 減碼 |
| Marmo Financial Group, LLC | 9,879 | $34.2 萬 | 0.33% | +9,879 | 新進 |
| CX Institutional | 9,878 | $34.2 萬 | 0.02% | −3,540−26.4% | 減碼 |
| Advisory Alpha, LLC | 9,853 | $34.1 萬 | 0.02% | +2,992+43.6% | 加碼 |
| MBL Wealth, LLC | 9,693 | $33.5 萬 | 0.06% | −421−4.2% | 減碼 |
| Strengthening Families & Communities, LLC | 9,631 | $33.3 萬 | 0.20% | −1,451−13.1% | 減碼 |
| Quadrant Private Wealth Management, LLC | 9,522 | $32.9 萬 | 0.11% | +9,522 | 新進 |
| Legacy Private Trust Co. | 9,522 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Choate Investment Advisors | 9,517 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 9,417 | $32.6 萬 | 0.02% | −440,521−97.9% | 減碼 |
| Capital Investment Advisors, LLC | 9,300 | $32.2 萬 | 0.01% | −2,291−19.8% | 減碼 |
| Larson Financial Group LLC | 9,290 | $32.1 萬 | 0.04% | +1,046+12.7% | 加碼 |
| Benedetti & Gucer, Inc. | 9,287 | $32.1 萬 | 0.23% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 9,218 | $31.9 萬 | 0.01% | −225−2.4% | 減碼 |
| Meritage Portfolio Management | 9,210 | $31.9 萬 | 0.02% | +930+11.2% | 加碼 |
| Titleist Asset Management, Ltd. | 9,219 | $31.9 萬 | 0.07% | 00.0% | 不變 |
| Essex Savings Bank | 9,175 | $31.7 萬 | 0.11% | 00.0% | 不變 |
| Patten & Patten Inc | 9,096 | $31.5 萬 | 0.03% | −2,150−19.1% | 減碼 |
| KCM Investment Advisors LLC | 9,050 | $31.3 萬 | 0.01% | −1,551−14.6% | 減碼 |
| Blossom Wealth Management | 9,031 | $31.2 萬 | 1.51% | +66+0.7% | 加碼 |
| Iron Financial, LLC | 9,028 | $31.2 萬 | 0.18% | −1,531−14.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 9,000 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Avory & Company, LLC | 9,000 | $31.1 萬 | 0.25% | +9,000 | 新進 |
| Independent Wealth Network Inc. | 9,000 | $31.1 萬 | 0.21% | −625−6.5% | 減碼 |
| Berkeley Capital Partners, LLC | 8,995 | $31.1 萬 | 0.12% | +199+2.3% | 加碼 |
| RSM US Wealth Management LLC | 8,974 | $31.0 萬 | 0.02% | −93−1.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 8,930 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 8,903 | $30.8 萬 | 0.11% | 00.0% | 不變 |
| Appleton Partners Inc | 8,841 | $30.6 萬 | 0.03% | +242+2.8% | 加碼 |
| Evolution Wealth Advisors, LLC | 8,765 | $30.3 萬 | 0.08% | −685−7.2% | 減碼 |
| Foundation Wealth Management, LLC | 8,711 | $30.1 萬 | 0.31% | +8,711 | 新進 |
| Transcend Wealth Collective, LLC | 8,700 | $30.1 萬 | 0.03% | −434−4.8% | 減碼 |
| Resources Investment Advisors, LLC. | 8,696 | $30.1 萬 | 0.01% | +1,605+22.6% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 8,675 | $30.0 萬 | 0.18% | −4,250−32.9% | 減碼 |
| Essex Financial Services, Inc. | 8,686 | $30.0 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,640 | $29.9 萬 | 0.04% | +335+4.0% | 加碼 |
| Newman & Schimel, LLC | 8,616 | $29.8 萬 | 0.13% | +1,175+15.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,600 | $29.7 萬 | 0.02% | 00.0% | 不變 |
| Sharper & Granite LLC | 8,560 | $29.6 萬 | 0.20% | +8,560 | 新進 |
| New Republic Capital, LLC | 8,540 | $29.5 萬 | 0.23% | +8,540 | 新進 |
| Stegent Equity Advisors, Inc. | 8,510 | $29.4 萬 | 0.35% | −40.0% | 減碼 |
| First Nebraska Trust Co | 8,500 | $29.4 萬 | 0.04% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 8,500 | $29.4 萬 | 0.08% | +8,500 | 新進 |
| Shepherd Financial Partners LLC | 8,479 | $29.3 萬 | 0.05% | −479−5.3% | 減碼 |
| Oarsman Capital, Inc. | 8,406 | $29.1 萬 | 0.15% | −242−2.8% | 減碼 |
| Garrett Investment Advisors LLC | 8,376 | $29.0 萬 | 0.05% | −826−9.0% | 減碼 |
| RVW Wealth, LLC | 8,343 | $28.9 萬 | 0.04% | +8,343 | 新進 |
| Farmers Trust Co | 8,305 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Endowment Wealth Management, Inc. | 8,239 | $28.5 萬 | 0.31% | −138−1.6% | 減碼 |
| Citizens National Bank Trust Department | 8,177 | $28.3 萬 | 0.08% | −10,014−55.0% | 減碼 |
| First PREMIER Bank | 8,188 | $28.3 萬 | 0.09% | 00.0% | 不變 |
| GeoWealth Management, LLC | 8,167 | $28.2 萬 | 0.03% | +703+9.4% | 加碼 |
| Davenport & Co LLC | 8,149 | $28.2 萬 | 0.00% | +8,149 | 新進 |
| First City Capital Management, Inc. | 8,125 | $28.1 萬 | 0.17% | −1,000−11.0% | 減碼 |
| Prosperity Financial Group, Inc. | 8,082 | $28.0 萬 | 0.30% | +8,082 | 新進 |
| Compagnie Lombard Odier SCmA | 8,028 | $27.9 萬 | 0.01% | +1,050+15.0% | 加碼 |
| Trust Co of Virginia | 8,039 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 8,007 | $27.7 萬 | 0.19% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 7,998 | $27.7 萬 | 0.06% | +625+8.5% | 加碼 |
| Colonial Trust Co | 7,982 | $27.6 萬 | 0.08% | +22+0.3% | 加碼 |
| Staley Capital Advisers Inc | 7,897 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 7,843 | $27.1 萬 | 0.00% | +566+7.8% | 加碼 |
| World Equity Group, Inc. | 7,825 | $27.1 萬 | 0.06% | −396−4.8% | 減碼 |
| Washington Trust Co | 7,800 | $27.0 萬 | 0.01% | −3,000−27.8% | 減碼 |
| DMG Group, LLC | 7,714 | $26.9 萬 | 0.30% | +823+11.9% | 加碼 |
| Smith & Howard Wealth Management, LLC | 7,769 | $26.9 萬 | 0.10% | 00.0% | 不變 |
| First American Bank | 7,634 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Hollencrest Capital Management | 7,612 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 7,434 | $25.7 萬 | 0.03% | +512+7.4% | 加碼 |
| Vance Wealth, Inc. | 7,401 | $25.6 萬 | 0.16% | −2,231−23.2% | 減碼 |
| Capital Analysts, LLC | 7,383 | $25.5 萬 | 0.02% | +1,206+19.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,367 | $25.5 萬 | 0.07% | −35,115−82.7% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,276 | $25.2 萬 | 0.19% | 00.0% | 不變 |
| Bogart Wealth, LLC | 7,273 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Tacita Capital Inc | 7,250 | $25.1 萬 | 0.19% | 00.0% | 不變 |
| Aspiriant, LLC | 7,240 | $25.0 萬 | 0.01% | −28−0.4% | 減碼 |
| Regal Investment Advisors LLC | 7,239 | $25.0 萬 | 0.02% | +387+5.6% | 加碼 |
| Dopkins Wealth Management, LLC | 7,213 | $24.9 萬 | 0.22% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 7,172 | $24.8 萬 | 0.05% | −344−4.6% | 減碼 |
| Ford Financial Group, LLC | 7,132 | $24.7 萬 | 0.10% | −310−4.2% | 減碼 |
| Schechter Investment Advisors, LLC | 7,112 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 7,075 | $24.5 萬 | 0.00% | −774,924−99.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 6,962 | $24.1 萬 | 0.02% | +57+0.8% | 加碼 |
| Journey Advisory Group, LLC | 6,960 | $24.1 萬 | 0.06% | −250−3.5% | 減碼 |
| Cambridge Advisors Inc. | 6,926 | $24.0 萬 | 0.06% | 00.0% | 不變 |
| Galvin, Gaustad & Stein, LLC | 6,875 | $23.8 萬 | 0.02% | −167−2.4% | 減碼 |
| Savant Capital, LLC | 7,571 | $23.8 萬 | 0.01% | +1,211+19.0% | 加碼 |
| Triad Financial Advisors, Inc. | 6,826 | $23.6 萬 | 0.11% | +6,826 | 新進 |
| Insight 2811, Inc. | 6,820 | $23.6 萬 | 0.15% | 00.0% | 不變 |