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。
2023 年第 1 季 13F 持有人
iShares Gold Trust 在 2023/3/31 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
- 1,041
- 較 2022 年第 4 季 +53 家
- 持有股數
- 4.26 億
- 較 2022 年第 4 季 +1,759 萬 (+4.3%)
- 總市值
- $159.4 億
- 較 2022 年第 4 季 +$18.0 億 (+12.7%)
- 新進機構
- 121
- 另有 333 家加碼
- 清倉機構
- 68
- 另有 364 家減碼
另有 25 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 40,608,382 | $15.2 億 | 0.14% | +2,273,819+5.9% | 加碼 |
| Bank of America Corp | 35,093,033 | $13.1 億 | 0.15% | −156,163−0.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 27,152,766 | $10.1 億 | 1.42% | +530,831+2.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,662,895 | $9.22 億 | 0.69% | −3,039,321−11.0% | 減碼 |
| Morgan Stanley | 23,321,341 | $8.72 億 | 0.09% | +1,087,638+4.9% | 加碼 |
| Charles Schwab Investment Advisory, Inc. | 20,404,167 | $7.63 億 | 1.22% | −112,917−0.6% | 減碼 |
| Empower Advisory Group, LLC | 13,816,239 | $5.20 億 | 2.34% | +13,816,239 | 新進 |
| Wells Fargo & Company | 11,041,026 | $4.13 億 | 0.13% | +343,085+3.2% | 加碼 |
| Alliancebernstein L.P. | 10,521,838 | $3.93 億 | 0.17% | −494,463−4.5% | 減碼 |
| UBS Group AG | 9,056,819 | $3.38 億 | 0.16% | +432,602+5.0% | 加碼 |
| JPMorgan Chase & Co | 7,720,136 | $2.88 億 | 0.04% | +2,433,945+46.0% | 加碼 |
| LPL Financial LLC | 6,722,053 | $2.51 億 | 0.20% | −122,580−1.8% | 減碼 |
| Charles Schwab Investment Management Inc | 5,910,983 | $2.21 億 | 0.07% | +3,776,330+176.9% | 加碼 |
| Ameriprise Financial Inc | 5,422,552 | $2.03 億 | 0.07% | +20,909+0.4% | 加碼 |
| HighTower Advisors, LLC | 4,193,653 | $1.57 億 | 0.34% | −408,178−8.9% | 減碼 |
| Cresset Asset Management, LLC | 3,762,904 | $1.41 億 | 2.81% | −290,342−7.2% | 減碼 |
| Bank of New York Mellon Corp | 3,737,467 | $1.40 億 | 0.03% | +414,439+12.5% | 加碼 |
| Royal Bank of Canada | 3,519,673 | $1.32 億 | 0.04% | +86,069+2.5% | 加碼 |
| Commonwealth Equity Services, LLC | 3,391,660 | $1.27 億 | 0.28% | +970,185+40.1% | 加碼 |
| Raymond James & Associates | 3,383,889 | $1.26 億 | 0.11% | −223,223−6.2% | 減碼 |
| Bank of Montreal | 3,347,963 | $1.26 億 | 0.08% | +2,921,154+684.4% | 加碼 |
| Envestnet Asset Management Inc | 3,132,520 | $1.17 億 | 0.06% | −36,514−1.2% | 減碼 |
| Keybank National Association | 2,885,803 | $1.08 億 | 0.51% | +36,263+1.3% | 加碼 |
| BlackRock Inc. | 2,669,612 | $9,976 萬 | 0.00% | +402,957+17.8% | 加碼 |
| Equitable Trust Co | 2,412,510 | $9,016 萬 | 7.10% | +396,680+19.7% | 加碼 |
| Cerity Partners LLC | 2,401,334 | $8,975 萬 | 0.42% | −145,009−5.7% | 減碼 |
| Proficio Capital Partners LLC | 2,398,371 | $8,963 萬 | 14.22% | +214,676+9.8% | 加碼 |
| Tocqueville Asset Management L.P. | 2,380,969 | $8,898 萬 | 1.68% | +158,492+7.1% | 加碼 |
| Captrust Financial Advisors | 2,207,897 | $8,251 萬 | 0.36% | +83,358+3.9% | 加碼 |
| Asset Management One Co.,Ltd. | 2,181,736 | $8,153 萬 | 0.37% | −230,770−9.6% | 減碼 |
| Northern Trust Corp | 2,071,978 | $7,743 萬 | 0.02% | +187,760+10.0% | 加碼 |
| GM Advisory Group, Inc. | 2,010,217 | $7,512 萬 | 6.84% | +361,421+21.9% | 加碼 |
| Mizuho Bank, Ltd. | 2,000,000 | $7,474 萬 | 8.65% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 1,976,963 | $7,388 萬 | 0.18% | +288,185+17.1% | 加碼 |
| Bridgewater Associates, LP | 1,855,162 | $6,933 萬 | 0.42% | −416,891−18.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,420,285 | $6,913 萬 | 0.20% | +414,081+41.2% | 加碼 |
| Money Design Co.,Ltd. | 1,838,027 | $6,869 萬 | 4.05% | +42,936+2.4% | 加碼 |
| Advisor Group Holdings, Inc. | 1,822,798 | $6,828 萬 | 0.13% | +166,187+10.0% | 加碼 |
| Arnhold LLC | 1,807,254 | $6,754 萬 | 7.67% | 00.0% | 不變 |
| Central Trust Co | 1,653,698 | $6,180 萬 | 1.81% | −47,228−2.8% | 減碼 |
| Stifel Financial Corp | 1,639,749 | $6,128 萬 | 0.09% | −356,931−17.9% | 減碼 |
| Moon Capital Management LP | 1,559,604 | $5,828 萬 | 58.48% | 00.0% | 不變 |
| Franklin Resources Inc | 1,481,334 | $5,536 萬 | 0.03% | −115,441−7.2% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,401,390 | $5,237 萬 | 4.21% | −61,546−4.2% | 減碼 |
| Forbes J M & Co LLP | 1,365,091 | $5,101 萬 | 6.98% | +40,487+3.1% | 加碼 |
| Pictet Asset Management SA | 1,346,325 | $5,031 萬 | 0.06% | +607,495+82.2% | 加碼 |
| Ronald Blue Trust, Inc. | 1,443,629 | $4,994 萬 | 0.82% | −762,252−34.6% | 減碼 |
| Tiedemann Advisors, LLC | 1,334,826 | $4,988 萬 | 2.27% | −26,548−2.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,315,631 | $4,917 萬 | 0.19% | +342,259+35.2% | 加碼 |
| Capital Asset Advisory Services LLC | 1,266,663 | $4,734 萬 | 3.53% | −45,722−3.5% | 減碼 |
| Truist Financial Corp | 1,244,490 | $4,651 萬 | 0.08% | +301,014+31.9% | 加碼 |
| First Command Bank | 1,216,095 | $4,545 萬 | 4.65% | +309,121+34.1% | 加碼 |
| First Command Financial Services, Inc. | 1,216,095 | $4,545 萬 | 4.65% | +309,121+34.1% | 加碼 |
| Neuberger Berman Group LLC | 1,090,812 | $4,076 萬 | 0.04% | −25,453−2.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,084,696 | $4,054 萬 | 0.08% | +135,258+14.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 1,077,614 | $4,027 萬 | 1.96% | −3,851−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 1,040,972 | $3,890 萬 | 0.17% | −25,954−2.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,015,913 | $3,796 萬 | 0.03% | +61,464+6.4% | 加碼 |
| Mariner, LLC | 1,013,683 | $3,788 萬 | 0.11% | +36,369+3.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 959,309 | $3,585 萬 | 0.18% | +70,186+7.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 948,032 | $3,543 萬 | 0.23% | +935,109+7,236.0% | 加碼 |
| Mercer Global Advisors Inc | 940,396 | $3,520 萬 | 0.16% | −67,885−6.7% | 減碼 |
| Creative Planning | 931,748 | $3,482 萬 | 0.05% | −248,616−21.1% | 減碼 |
| Mackay Shields LLC | 929,500 | $3,474 萬 | 0.95% | 00.0% | 不變 |
| Tanglewood Wealth Management, Inc. | 920,880 | $3,441 萬 | 5.00% | −73,548−7.4% | 減碼 |
| Toronto Dominion Bank | 900,000 | $3,362 萬 | 0.05% | +680,000+309.1% | 加碼 |
| Parcion Private Wealth LLC | 888,460 | $3,320 萬 | 3.47% | −14,995−1.7% | 減碼 |
| WealthNavi Inc. | 878,781 | $3,284 萬 | 0.56% | +539,046+158.7% | 加碼 |
| Tiaa, FSB | 856,361 | $3,200 萬 | 0.12% | −11,479−1.3% | 減碼 |
| US Bancorp | 843,844 | $3,153 萬 | 0.05% | +15,895+1.9% | 加碼 |
| Vigilant Capital Management, LLC | 829,117 | $3,098 萬 | 2.51% | +12,746+1.6% | 加碼 |
| Oxbow Advisors, LLC | 827,187 | $3,091 萬 | 5.53% | +89,376+12.1% | 加碼 |
| Zhang Financial LLC | 823,110 | $3,076 萬 | 3.51% | −19,231−2.3% | 減碼 |
| GenWealth Group, Inc. | 817,185 | $3,054 萬 | 9.36% | −15,249−1.8% | 減碼 |
| CI Private Wealth, LLC | 792,782 | $2,963 萬 | 0.08% | −782−0.1% | 減碼 |
| VCU Investment Management Co | 792,658 | $2,962 萬 | 100.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 773,585 | $2,891 萬 | 0.06% | +766,510+10,834.1% | 加碼 |
| Gladius Capital Management LP | 753,449 | $2,816 萬 | 8.66% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 702,709 | $2,626 萬 | 5.53% | −27,539−3.8% | 減碼 |
| Evercore Wealth Management, LLC | 691,837 | $2,585 萬 | 0.52% | −2,775−0.4% | 減碼 |
| Narwhal Capital Management | 677,439 | $2,532 萬 | 3.17% | −3290.0% | 減碼 |
| VPR Management LLC | 659,375 | $2,464 萬 | 5.14% | −65,850−9.1% | 減碼 |
| Vicus Capital | 655,134 | $2,448 萬 | 2.63% | +595,657+1,001.5% | 加碼 |
| Equitable Holdings, Inc. | 645,432 | $2,412 萬 | 0.39% | +6,850+1.1% | 加碼 |
| Strategic Point Investment Advisors, LLC | 633,184 | $2,366 萬 | 5.26% | −2,115−0.3% | 減碼 |
| West Family Investments, Inc. | 621,118 | $2,339 萬 | 9.27% | −200.0% | 減碼 |
| Deutsche Bank AG | 625,206 | $2,336 萬 | 0.01% | −24,694−3.8% | 減碼 |
| Russell Investments Group, Ltd. | 624,800 | $2,335 萬 | 0.05% | −148,100−19.2% | 減碼 |
| Stephens Inc | 621,868 | $2,324 萬 | 0.45% | +10,040+1.6% | 加碼 |
| Permanens Capital L.P. | 604,836 | $2,260 萬 | 4.90% | −46,759−7.2% | 減碼 |
| M&T Bank Corp | 604,269 | $2,258 萬 | 0.09% | +480,413+387.9% | 加碼 |
| Goldman Sachs Group Inc | 602,677 | $2,252 萬 | 0.01% | −324,418−35.0% | 減碼 |
| Twin Tree Management, LP | 592,331 | $2,214 萬 | 0.63% | +592,331 | 新進 |
| EPIQ Capital Group, LLC | 591,110 | $2,209 萬 | 11.59% | +43,940+8.0% | 加碼 |
| Citigroup Inc | 579,346 | $2,165 萬 | 0.03% | −6,846,960−92.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 571,556 | $2,136 萬 | 0.05% | +203,474+55.3% | 加碼 |
| New York Life Investment Management LLC | 558,517 | $2,087 萬 | 0.23% | −28,296−4.8% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 554,292 | $2,071 萬 | 13.66% | −60,428−9.8% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $2,017 萬 | 1.31% | 00.0% | 不變 |
| MML Investors Services, LLC | 536,884 | $2,006 萬 | 0.14% | −69,072−11.4% | 減碼 |