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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 9,725 | $36.3 萬 | 0.06% | +32+0.3% | 加碼 |
| Money Concepts Capital Corp | 51,974 | $36.5 萬 | 0.02% | +28,805+124.3% | 加碼 |
| American National Bank | 9,768 | $36.5 萬 | 0.07% | +9,367+2,335.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 9,960 | $37.2 萬 | 0.08% | +3,806+61.8% | 加碼 |
| Brooks, Moore & Associates, Inc. | 9,993 | $37.3 萬 | 0.27% | −1,622−14.0% | 減碼 |
| Waterloo Capital, L.P. | 9,983 | $37.3 萬 | 0.12% | +9,983 | 新進 |
| Orion Capital Management LLC | 10,000 | $37.4 萬 | 0.25% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,011 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Dakota Wealth Management | 10,038 | $37.5 萬 | 0.03% | −180−1.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 10,101 | $37.7 萬 | 0.01% | +10,101 | 新進 |
| Capital Investment Advisors, LLC | 10,118 | $37.8 萬 | 0.01% | +818+8.8% | 加碼 |
| Hengehold Capital Management LLC | 10,163 | $38.0 萬 | 0.05% | −30,000−74.7% | 減碼 |
| Freestone Capital Holdings, LLC | 10,202 | $38.1 萬 | 0.02% | +40.0% | 加碼 |
| Valeo Financial Advisors, LLC | 10,229 | $38.2 萬 | 0.02% | −1,270−11.0% | 減碼 |
| Perennial Investment Advisors, LLC | 10,243 | $38.3 萬 | 0.07% | −20,329−66.5% | 減碼 |
| Glenview Trust Co | 10,247 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 10,291 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Granite Harbor Advisors, Inc. | 10,308 | $38.5 萬 | 0.35% | +49+0.5% | 加碼 |
| Old National Bancorp | 10,410 | $38.9 萬 | 0.01% | −730−6.6% | 減碼 |
| Horizon Kinetics Asset Management LLC | 10,530 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 10,603 | $39.6 萬 | 0.39% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 10,639 | $39.8 萬 | 0.36% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 10,703 | $40.0 萬 | 0.26% | +1,703+18.9% | 加碼 |
| StoneX Group Inc. | 10,722 | $40.1 萬 | 0.04% | −1,267−10.6% | 減碼 |
| SMART Wealth LLC | 10,738 | $40.1 萬 | 0.35% | −1,703−13.7% | 減碼 |
| Valmark Advisers, Inc. | 10,768 | $40.2 萬 | 0.01% | −221−2.0% | 減碼 |
| Grove Bank & Trust | 10,788 | $40.3 萬 | 0.09% | −132−1.2% | 減碼 |
| R.P. Boggs & Co. | 10,794 | $40.3 萬 | 0.37% | 00.0% | 不變 |
| Proequities, Inc. | 10,861 | $40.6 萬 | 0.03% | +504+4.9% | 加碼 |
| NEIRG Wealth Management, LLC | 10,946 | $40.9 萬 | 0.07% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 10,953 | $40.9 萬 | 0.22% | −689−5.9% | 減碼 |
| EPG Wealth Management LLC | 11,004 | $41.1 萬 | 0.13% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,018 | $41.2 萬 | 0.02% | 00.0% | 不變 |
| Asset Dedication, LLC | 11,056 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| Divergent Wealth Advisors, LLC | 11,070 | $41.4 萬 | 0.10% | +11,070 | 新進 |
| Silvia McColl Wealth Management, LLC | 11,071 | $41.4 萬 | 0.41% | −79−0.7% | 減碼 |
| Capital Planning Advisors, LLC | 11,195 | $41.8 萬 | 0.09% | −341−3.0% | 減碼 |
| Merit Financial Group, LLC | 11,218 | $41.9 萬 | 0.02% | −1,073−8.7% | 減碼 |
| Worth Asset Management, LLC | 11,223 | $41.9 萬 | 0.32% | +10,973+4,389.2% | 加碼 |
| Werba Rubin Papier Wealth Management | 11,234 | $42.0 萬 | 0.16% | −54−0.5% | 減碼 |
| V Wealth Advisors LLC | 11,295 | $42.2 萬 | 0.08% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 11,361 | $42.5 萬 | 0.10% | +377+3.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 11,443 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 11,450 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 11,479 | $42.9 萬 | 0.09% | 00.0% | 不變 |
| Mirador Capital Partners LP | 11,487 | $42.9 萬 | 0.10% | −1,785−13.4% | 減碼 |
| Kingfisher Capital LLC | 11,598 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 11,614 | $43.4 萬 | 0.25% | +2,327+25.1% | 加碼 |
| BKD Wealth Advisors, LLC | 11,667 | $43.6 萬 | 0.01% | −254−2.1% | 減碼 |
| Tradition Wealth Management, LLC | 11,670 | $43.6 萬 | 0.05% | +380+3.4% | 加碼 |
| Trilogy Capital Inc. | 11,701 | $43.7 萬 | 0.03% | −1,287−9.9% | 減碼 |
| Trustmark National Bank Trust Department | 11,800 | $44.1 萬 | 0.04% | −2,041−14.7% | 減碼 |
| WealthCare Investment Partners, LLC | 11,808 | $44.1 萬 | 0.27% | +11,808 | 新進 |
| Redhawk Wealth Advisors, Inc. | 11,820 | $44.2 萬 | 0.15% | +56+0.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 11,877 | $44.4 萬 | 0.05% | −11,728−49.7% | 減碼 |
| Toroso Investments, LLC | 11,871 | $44.4 萬 | 0.01% | +201+1.7% | 加碼 |
| Integrated Investment Consultants, LLC | 11,904 | $44.5 萬 | 0.14% | +1,924+19.3% | 加碼 |
| PDS Planning, Inc | 12,041 | $45.0 萬 | 0.06% | −189−1.5% | 減碼 |
| Davenport & Co LLC | 12,064 | $45.1 萬 | 0.00% | +3,915+48.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 12,074 | $45.1 萬 | 0.05% | −16−0.1% | 減碼 |
| Essex Financial Services, Inc. | 12,098 | $45.2 萬 | 0.05% | +3,412+39.3% | 加碼 |
| Dohj, LLC | 12,186 | $45.5 萬 | 0.23% | −21−0.2% | 減碼 |
| Regal Investment Advisors LLC | 12,235 | $45.7 萬 | 0.04% | +4,996+69.0% | 加碼 |
| Boston Family Office LLC | 12,275 | $45.8 萬 | 0.04% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 12,294 | $45.9 萬 | 0.15% | +230+1.9% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $46.0 萬 | 1.32% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 12,417 | $46.4 萬 | 0.29% | +1,033+9.1% | 加碼 |
| Virtue Capital Management, LLC | 12,418 | $46.8 萬 | 0.08% | +12,418 | 新進 |
| Keebeck Wealth Management, LLC | 12,540 | $46.9 萬 | 0.08% | +1,000+8.7% | 加碼 |
| Buckingham Strategic Partners | 12,647 | $47.3 萬 | 0.03% | −306−2.4% | 減碼 |
| Meridian Wealth Management, LLC | 12,691 | $47.4 萬 | 0.04% | +1,937+18.0% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,882 | $48.1 萬 | 0.01% | −51−0.4% | 減碼 |
| Sterling Investment Advisors LLC | 12,994 | $48.6 萬 | 0.31% | −49−0.4% | 減碼 |
| Pettinga Financial Advisors, LLC | 13,005 | $48.6 萬 | 0.15% | −8,815−40.4% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $48.9 萬 | 0.17% | 00.0% | 不變 |
| Savant Capital, LLC | 13,098 | $48.9 萬 | 0.01% | +5,527+73.0% | 加碼 |
| Demars Financial Group, LLC | 13,133 | $49.1 萬 | 0.27% | −273−2.0% | 減碼 |
| West Paces Advisors Inc. | 13,194 | $49.3 萬 | 0.15% | +844+6.8% | 加碼 |
| Shepherd Financial Partners LLC | 13,253 | $49.5 萬 | 0.08% | +4,774+56.3% | 加碼 |
| EFG Asset Management (Americas) Corp. | 13,529 | $50.7 萬 | 0.12% | −13,664−50.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 13,561 | $50.7 萬 | 0.02% | −325,864−96.0% | 減碼 |
| Arrowroot Family Office, LLC | 13,604 | $50.8 萬 | 0.43% | +13,604 | 新進 |
| Ellis Investment Partners, LLC | 13,636 | $51.0 萬 | 0.13% | +60.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 13,655 | $51.0 萬 | 0.19% | −454−3.2% | 減碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $51.7 萬 | 0.18% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 13,834 | $51.7 萬 | 0.01% | −1,195−8.0% | 減碼 |
| Pinnacle Associates Ltd | 13,870 | $51.8 萬 | 0.01% | +537+4.0% | 加碼 |
| Independent Advisor Alliance | 14,172 | $53.0 萬 | 0.03% | −1,930−12.0% | 減碼 |
| LWMG, LLC | 14,493 | $54.2 萬 | 0.17% | −33,715−69.9% | 減碼 |
| Auxano Advisors, LLC | 14,630 | $54.7 萬 | 0.22% | 00.0% | 不變 |
| Bridgeworth, LLC | 14,731 | $55.0 萬 | 0.07% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 14,807 | $55.3 萬 | 0.07% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 15,000 | $56.1 萬 | 0.11% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 15,007 | $56.1 萬 | 0.09% | +5,002+50.0% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $56.4 萬 | 0.23% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 15,095 | $56.4 萬 | 0.12% | −412−2.7% | 減碼 |
| Avaii Wealth Management, LLC | 15,210 | $56.8 萬 | 0.50% | −4,964−24.6% | 減碼 |
| Ingalls & Snyder LLC | 15,419 | $57.6 萬 | 0.03% | −175−1.1% | 減碼 |
| Bleakley Financial Group, LLC | 15,470 | $57.8 萬 | 0.02% | −2,546−14.1% | 減碼 |
| WCG Wealth Advisors LLC | 15,538 | $58.1 萬 | 0.07% | −1,208−7.2% | 減碼 |