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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 330,193 | $1,234 萬 | 1.40% | +17,319+5.5% | 加碼 |
| Sage Rhino Capital LLC | 334,241 | $1,249 萬 | 3.64% | −1,433−0.4% | 減碼 |
| Sunbelt Securities, Inc. | 335,880 | $1,262 萬 | 2.03% | +22,182+7.1% | 加碼 |
| Transform Wealth, LLC | 340,658 | $1,273 萬 | 1.20% | +171,446+101.3% | 加碼 |
| Bokf, NA | 343,128 | $1,282 萬 | 0.27% | −72,659−17.5% | 減碼 |
| Timber Creek Capital Management LLC | 343,431 | $1,283 萬 | 4.58% | −2,899−0.8% | 減碼 |
| Verger Capital Management LLC | 343,669 | $1,284 萬 | 6.93% | +104,525+43.7% | 加碼 |
| Baldwin Brothers Inc | 343,880 | $1,285 萬 | 1.12% | −18,204−5.0% | 減碼 |
| Sterling Financial Planning, Inc. | 347,746 | $1,300 萬 | 7.05% | +9,813+2.9% | 加碼 |
| AE Wealth Management LLC | 349,746 | $1,307 萬 | 0.08% | +69,527+24.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 355,823 | $1,330 萬 | 0.20% | −7,825−2.2% | 減碼 |
| Blueprint Investment Partners LLC | 364,072 | $1,361 萬 | 3.11% | +364,072 | 新進 |
| Vision Capital Management, Inc. | 364,579 | $1,362 萬 | 2.47% | −8,430−2.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 365,071 | $1,364 萬 | 1.00% | −1,968−0.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 369,204 | $1,380 萬 | 0.20% | +5,144+1.4% | 加碼 |
| Janney Montgomery Scott LLC | 374,393 | $1,399 萬 | 0.06% | −28,533−7.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 374,917 | $1,401 萬 | 0.17% | +7,406+2.0% | 加碼 |
| First Foundation Advisors | 379,578 | $1,418 萬 | 0.65% | −61,755−14.0% | 減碼 |
| Nottingham Advisors, Inc. | 381,860 | $1,427 萬 | 1.90% | −20,015−5.0% | 減碼 |
| Meridian Wealth Advisors, LLC | 389,767 | $1,457 萬 | 3.65% | +2,163+0.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 394,220 | $1,473 萬 | 0.69% | +304,339+338.6% | 加碼 |
| Quest Investment Management LLC | 396,021 | $1,480 萬 | 2.03% | 00.0% | 不變 |
| CIBC World Markets Inc. | 396,507 | $1,482 萬 | 0.05% | +92,839+30.6% | 加碼 |
| Elm Partners Management LLC | 397,918 | $1,487 萬 | 1.56% | +211,558+113.5% | 加碼 |
| Spinnaker Trust | 407,782 | $1,524 萬 | 1.15% | −4,005−1.0% | 減碼 |
| Independent Family Office, LLC | 434,177 | $1,623 萬 | 9.36% | −324−0.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 434,240 | $1,623 萬 | 0.68% | +424,823+4,511.2% | 加碼 |
| Cardinal Point Capital Management, ULC | 445,783 | $1,666 萬 | 5.06% | +30,089+7.2% | 加碼 |
| Summit Trail Advisors, LLC | 465,223 | $1,739 萬 | 0.70% | +174,936+60.3% | 加碼 |
| WESCAP Management Group, Inc. | 465,914 | $1,741 萬 | 6.13% | −70,242−13.1% | 減碼 |
| Twin Focus Capital Partners, LLC | 467,112 | $1,746 萬 | 3.46% | −3,150−0.7% | 減碼 |
| KB Financial Partners, LLC | 472,455 | $1,766 萬 | 5.19% | +978+0.2% | 加碼 |
| Cetera Advisor Networks LLC | 477,819 | $1,786 萬 | 0.13% | +19,122+4.2% | 加碼 |
| CX Institutional | 475,930 | $1,788 萬 | 0.95% | +466,052+4,718.1% | 加碼 |
| Resources Investment Advisors, LLC. | 484,975 | $1,812 萬 | 0.42% | +476,279+5,477.0% | 加碼 |
| Quent Capital, LLC | 499,283 | $1,866 萬 | 3.18% | −16,486−3.2% | 減碼 |
| Sagil Capital LLP | 500,000 | $1,869 萬 | 19.70% | −120,000−19.4% | 減碼 |
| Sowa Financial Group, Inc. | 501,877 | $1,876 萬 | 13.43% | −7,618−1.5% | 減碼 |
| TD Waterhouse Canada Inc. | 398,515 | $1,887 萬 | 0.20% | −4,820−1.2% | 減碼 |
| Parkside Investments, LLC | 531,417 | $1,986 萬 | 3.74% | −1,596−0.3% | 減碼 |
| MML Investors Services, LLC | 536,884 | $2,006 萬 | 0.14% | −69,072−11.4% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $2,017 萬 | 1.31% | 00.0% | 不變 |
| Mader & Shannon Wealth Management, Inc. | 554,292 | $2,071 萬 | 13.66% | −60,428−9.8% | 減碼 |
| New York Life Investment Management LLC | 558,517 | $2,087 萬 | 0.23% | −28,296−4.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 571,556 | $2,136 萬 | 0.05% | +203,474+55.3% | 加碼 |
| Citigroup Inc | 579,346 | $2,165 萬 | 0.03% | −6,846,960−92.2% | 減碼 |
| EPIQ Capital Group, LLC | 591,110 | $2,209 萬 | 11.59% | +43,940+8.0% | 加碼 |
| Twin Tree Management, LP | 592,331 | $2,214 萬 | 0.63% | +592,331 | 新進 |
| Goldman Sachs Group Inc | 602,677 | $2,252 萬 | 0.01% | −324,418−35.0% | 減碼 |
| M&T Bank Corp | 604,269 | $2,258 萬 | 0.09% | +480,413+387.9% | 加碼 |
| Permanens Capital L.P. | 604,836 | $2,260 萬 | 4.90% | −46,759−7.2% | 減碼 |
| Stephens Inc | 621,868 | $2,324 萬 | 0.45% | +10,040+1.6% | 加碼 |
| Russell Investments Group, Ltd. | 624,800 | $2,335 萬 | 0.05% | −148,100−19.2% | 減碼 |
| Deutsche Bank AG | 625,206 | $2,336 萬 | 0.01% | −24,694−3.8% | 減碼 |
| West Family Investments, Inc. | 621,118 | $2,339 萬 | 9.27% | −200.0% | 減碼 |
| Strategic Point Investment Advisors, LLC | 633,184 | $2,366 萬 | 5.26% | −2,115−0.3% | 減碼 |
| Equitable Holdings, Inc. | 645,432 | $2,412 萬 | 0.39% | +6,850+1.1% | 加碼 |
| Vicus Capital | 655,134 | $2,448 萬 | 2.63% | +595,657+1,001.5% | 加碼 |
| VPR Management LLC | 659,375 | $2,464 萬 | 5.14% | −65,850−9.1% | 減碼 |
| Narwhal Capital Management | 677,439 | $2,532 萬 | 3.17% | −3290.0% | 減碼 |
| Evercore Wealth Management, LLC | 691,837 | $2,585 萬 | 0.52% | −2,775−0.4% | 減碼 |
| Biltmore Family Office, LLC | 702,709 | $2,626 萬 | 5.53% | −27,539−3.8% | 減碼 |
| Gladius Capital Management LP | 753,449 | $2,816 萬 | 8.66% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 773,585 | $2,891 萬 | 0.06% | +766,510+10,834.1% | 加碼 |
| VCU Investment Management Co | 792,658 | $2,962 萬 | 100.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 792,782 | $2,963 萬 | 0.08% | −782−0.1% | 減碼 |
| GenWealth Group, Inc. | 817,185 | $3,054 萬 | 9.36% | −15,249−1.8% | 減碼 |
| Zhang Financial LLC | 823,110 | $3,076 萬 | 3.51% | −19,231−2.3% | 減碼 |
| Oxbow Advisors, LLC | 827,187 | $3,091 萬 | 5.53% | +89,376+12.1% | 加碼 |
| Vigilant Capital Management, LLC | 829,117 | $3,098 萬 | 2.51% | +12,746+1.6% | 加碼 |
| US Bancorp | 843,844 | $3,153 萬 | 0.05% | +15,895+1.9% | 加碼 |
| Tiaa, FSB | 856,361 | $3,200 萬 | 0.12% | −11,479−1.3% | 減碼 |
| WealthNavi Inc. | 878,781 | $3,284 萬 | 0.56% | +539,046+158.7% | 加碼 |
| Parcion Private Wealth LLC | 888,460 | $3,320 萬 | 3.47% | −14,995−1.7% | 減碼 |
| Toronto Dominion Bank | 900,000 | $3,362 萬 | 0.05% | +680,000+309.1% | 加碼 |
| Tanglewood Wealth Management, Inc. | 920,880 | $3,441 萬 | 5.00% | −73,548−7.4% | 減碼 |
| Mackay Shields LLC | 929,500 | $3,474 萬 | 0.95% | 00.0% | 不變 |
| Creative Planning | 931,748 | $3,482 萬 | 0.05% | −248,616−21.1% | 減碼 |
| Mercer Global Advisors Inc | 940,396 | $3,520 萬 | 0.16% | −67,885−6.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 948,032 | $3,543 萬 | 0.23% | +935,109+7,236.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 959,309 | $3,585 萬 | 0.18% | +70,186+7.9% | 加碼 |
| Mariner, LLC | 1,013,683 | $3,788 萬 | 0.11% | +36,369+3.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,015,913 | $3,796 萬 | 0.03% | +61,464+6.4% | 加碼 |
| Rockefeller Capital Management L.P. | 1,040,972 | $3,890 萬 | 0.17% | −25,954−2.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 1,077,614 | $4,027 萬 | 1.96% | −3,851−0.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,084,696 | $4,054 萬 | 0.08% | +135,258+14.2% | 加碼 |
| Neuberger Berman Group LLC | 1,090,812 | $4,076 萬 | 0.04% | −25,453−2.3% | 減碼 |
| 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 |
| Truist Financial Corp | 1,244,490 | $4,651 萬 | 0.08% | +301,014+31.9% | 加碼 |
| Capital Asset Advisory Services LLC | 1,266,663 | $4,734 萬 | 3.53% | −45,722−3.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,315,631 | $4,917 萬 | 0.19% | +342,259+35.2% | 加碼 |
| Tiedemann Advisors, LLC | 1,334,826 | $4,988 萬 | 2.27% | −26,548−2.0% | 減碼 |
| Ronald Blue Trust, Inc. | 1,443,629 | $4,994 萬 | 0.82% | −762,252−34.6% | 減碼 |
| Pictet Asset Management SA | 1,346,325 | $5,031 萬 | 0.06% | +607,495+82.2% | 加碼 |
| Forbes J M & Co LLP | 1,365,091 | $5,101 萬 | 6.98% | +40,487+3.1% | 加碼 |
| BOK Financial Private Wealth, Inc. | 1,401,390 | $5,237 萬 | 4.21% | −61,546−4.2% | 減碼 |
| Franklin Resources Inc | 1,481,334 | $5,536 萬 | 0.03% | −115,441−7.2% | 減碼 |
| Moon Capital Management LP | 1,559,604 | $5,828 萬 | 58.48% | 00.0% | 不變 |
| Stifel Financial Corp | 1,639,749 | $6,128 萬 | 0.09% | −356,931−17.9% | 減碼 |