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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 15,580 | $58.2 萬 | 0.04% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 15,713 | $58.7 萬 | 0.07% | +1,051+7.2% | 加碼 |
| ICA Group Wealth Management, LLC | 15,780 | $59.0 萬 | 0.14% | −1,795−10.2% | 減碼 |
| Arkadios Wealth Advisors | 15,840 | $59.2 萬 | 0.07% | −2,792−15.0% | 減碼 |
| Aberdeen Wealth Management LLC | 15,912 | $59.5 萬 | 0.44% | +400+2.6% | 加碼 |
| Principle Wealth Partners LLC | 16,000 | $59.8 萬 | 0.06% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 16,035 | $59.9 萬 | 0.22% | +16,035 | 新進 |
| Main Street Financial Solutions, LLC | 16,111 | $60.2 萬 | 0.09% | +565+3.6% | 加碼 |
| Clearstead Advisors, LLC | 16,130 | $60.3 萬 | 0.04% | −173−1.1% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $60.7 萬 | 0.06% | 00.0% | 不變 |
| MONECO Advisors, LLC | 16,270 | $60.8 萬 | 0.18% | −1,280−7.3% | 減碼 |
| Farmers & Merchants Investments Inc | 16,419 | $61.4 萬 | 0.02% | +1,327+8.8% | 加碼 |
| Mather Group, LLC. | 16,489 | $61.6 萬 | 0.01% | −3,746−18.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 16,525 | $61.8 萬 | 0.01% | −7,725−31.9% | 減碼 |
| Focus Financial Network, Inc. | 16,620 | $62.1 萬 | 0.04% | +1,105+7.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 16,645 | $62.2 萬 | 0.05% | +600+3.7% | 加碼 |
| IFG Advisory, LLC | 16,668 | $62.3 萬 | 0.06% | −158−0.9% | 減碼 |
| Intrua Financial, LLC | 16,432 | $62.6 萬 | 0.13% | −1,080−6.2% | 減碼 |
| Nations Financial Group Inc, | 16,857 | $63.0 萬 | 0.07% | −4,996−22.9% | 減碼 |
| Valicenti Advisory Services Inc | 16,975 | $63.4 萬 | 0.21% | −1,100−6.1% | 減碼 |
| SkyView Investment Advisors, LLC | 17,042 | $63.7 萬 | 0.15% | +17,042 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 17,059 | $63.7 萬 | 0.02% | −739−4.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,124 | $64.0 萬 | 0.22% | 00.0% | 不變 |
| S&CO Inc | 17,174 | $64.1 萬 | 0.05% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 17,222 | $64.4 萬 | 0.40% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 17,289 | $64.6 萬 | 0.35% | +5,552+47.3% | 加碼 |
| Marmo Financial Group, LLC | 17,330 | $64.8 萬 | 0.62% | +7,451+75.4% | 加碼 |
| Vident Investment Advisory, LLC | 17,393 | $65.0 萬 | 0.02% | −5,498−24.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,415 | $65.1 萬 | 0.09% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $65.1 萬 | 0.00% | −1,659−8.7% | 減碼 |
| Riggs Asset Managment Co. Inc. | 17,466 | $65.3 萬 | 0.25% | +17,466 | 新進 |
| Wescott Financial Advisory Group, LLC | 17,481 | $65.3 萬 | 0.14% | 00.0% | 不變 |
| Colonial Trust Co | 17,864 | $66.8 萬 | 0.17% | +9,882+123.8% | 加碼 |
| CWM, LLC | 18,009 | $67.3 萬 | 0.00% | −3,497−16.3% | 減碼 |
| Sageworth Trust Co | 18,242 | $68.2 萬 | 0.05% | −29,923−62.1% | 減碼 |
| True North Advisors, LLC | 18,249 | $68.2 萬 | 0.20% | +18,249 | 新進 |
| TBH Global Asset Management, LLC | 18,271 | $68.3 萬 | 0.15% | +18,271 | 新進 |
| Coronation Fund Managers Ltd. | 18,374 | $68.7 萬 | 0.02% | −7,869−30.0% | 減碼 |
| American Trust | 18,387 | $68.7 萬 | 0.05% | +2,339+14.6% | 加碼 |
| PFG Investments, LLC | 18,398 | $68.8 萬 | 0.14% | +18,398 | 新進 |
| Nwam LLC | 18,502 | $69.1 萬 | 0.07% | −4,745−20.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 18,534 | $69.3 萬 | 0.02% | −12,509−40.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 18,767 | $70.1 萬 | 0.03% | −1,781−8.7% | 減碼 |
| Western Wealth Management, LLC | 18,772 | $70.2 萬 | 0.07% | +60.0% | 加碼 |
| Phillips Financial Management, LLC | 18,879 | $70.6 萬 | 0.07% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 18,895 | $70.6 萬 | 0.09% | +272+1.5% | 加碼 |
| Alesco Advisors LLC | 19,012 | $71.0 萬 | 0.03% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 19,789 | $71.6 萬 | 0.23% | +8,302+72.3% | 加碼 |
| Mainstay Capital Management LLC | 19,287 | $72.1 萬 | 0.14% | +19,287 | 新進 |
| Family Management Corp | 19,691 | $73.6 萬 | 0.17% | 00.0% | 不變 |
| First National Trust Co | 19,709 | $73.7 萬 | 0.04% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 19,824 | $74.1 萬 | 0.30% | +19,824 | 新進 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $74.3 萬 | 0.81% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 20,003 | $74.8 萬 | 0.07% | +80.0% | 加碼 |
| Crosspoint Financial, LLC | 20,042 | $74.9 萬 | 8.07% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 20,110 | $75.2 萬 | 0.03% | −1,099−5.2% | 減碼 |
| Macroview Investment Management LLC | 20,195 | $75.5 萬 | 1.21% | +130+0.6% | 加碼 |
| CWA Asset Management Group, LLC | 20,618 | $77.0 萬 | 0.06% | −9,566−31.7% | 減碼 |
| Lifeworks Advisors, LLC | 20,640 | $77.1 萬 | 0.37% | +20,640 | 新進 |
| Carnegie Capital Asset Management, LLC | 20,692 | $77.3 萬 | 0.03% | +324+1.6% | 加碼 |
| Hanson & Doremus Investment Management | 20,812 | $77.8 萬 | 0.17% | −179−0.9% | 減碼 |
| Worth Financial Advisory Group, LLC | 20,848 | $77.9 萬 | 0.74% | +20,848 | 新進 |
| Interactive Financial Advisors | 20,890 | $78.1 萬 | 0.50% | −458−2.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 20,915 | $78.2 萬 | 0.12% | +10,494+100.7% | 加碼 |
| Spire Wealth Management | 21,290 | $79.6 萬 | 0.03% | +4,304+25.3% | 加碼 |
| Port Capital LLC | 21,350 | $79.8 萬 | 0.05% | 00.0% | 不變 |
| Confluence Investment Management LLC | 21,639 | $80.9 萬 | 0.01% | −176,478−89.1% | 減碼 |
| Bank of Nova Scotia | 21,701 | $81.1 萬 | 0.00% | −1,780−7.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 21,827 | $81.6 萬 | 0.08% | −830−3.7% | 減碼 |
| Kovack Advisors, Inc. | 21,894 | $81.8 萬 | 0.11% | −972−4.3% | 減碼 |
| Alpha Financial Partners, LLC | 22,085 | $82.5 萬 | 0.93% | −845−3.7% | 減碼 |
| Tempus Wealth Planning, LLC | 22,086 | $82.5 萬 | 0.40% | +22,086 | 新進 |
| Stock Yards Bank & Trust Co | 22,110 | $82.7 萬 | 0.03% | +1,271+6.1% | 加碼 |
| Lake Street Financial LLC | 22,154 | $82.8 萬 | 0.15% | −17−0.1% | 減碼 |
| Private Portfolio Partners LLC | 22,269 | $83.2 萬 | 0.23% | −550−2.4% | 減碼 |
| Hilltop Holdings Inc. | 22,348 | $83.5 萬 | 0.11% | +125+0.6% | 加碼 |
| First Hawaiian Bank | 22,437 | $83.8 萬 | 0.03% | −2,661−10.6% | 減碼 |
| EWG Elevate Inc. | 22,661 | $84.7 萬 | 0.36% | +953+4.4% | 加碼 |
| Coldstream Capital Management Inc | 22,669 | $84.7 萬 | 0.03% | +15+0.1% | 加碼 |
| Terra Nova Asset Management LLC | 22,694 | $84.8 萬 | 0.83% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 22,700 | $84.8 萬 | 0.21% | 00.0% | 不變 |
| Doliver Advisors, LP | 22,730 | $84.9 萬 | 0.27% | +22,730 | 新進 |
| Westside Investment Management, Inc. | 22,780 | $85.1 萬 | 0.25% | 00.0% | 不變 |
| Garde Capital, Inc. | 22,820 | $85.3 萬 | 0.09% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 23,117 | $86.4 萬 | 0.03% | +23,117 | 新進 |
| Emfo, LLC | 23,242 | $86.9 萬 | 0.82% | −5,000−17.7% | 減碼 |
| WealthBridge Capital Management, LLC | 23,285 | $87.0 萬 | 0.35% | 00.0% | 不變 |
| Private Trust Co NA | 23,757 | $88.8 萬 | 0.12% | −197−0.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 23,833 | $89.1 萬 | 0.04% | −3,555−13.0% | 減碼 |
| HRT Financial LP | 23,998 | $89.6 萬 | 0.01% | +7,655+46.8% | 加碼 |
| Credit Suisse AG | 23,999 | $89.7 萬 | 0.00% | +2,954+14.0% | 加碼 |
| Midwest Financial Group LLC | 24,035 | $89.8 萬 | 0.83% | +24,035 | 新進 |
| Castleview Partners, LLC | 24,145 | $90.2 萬 | 0.80% | +149+0.6% | 加碼 |
| United Asset Strategies, Inc. | 24,192 | $90.4 萬 | 0.12% | +8,441+53.6% | 加碼 |
| Burns J W & Co Inc | 24,392 | $91.2 萬 | 0.16% | 00.0% | 不變 |
| Montis Financial, LLC | 24,441 | $91.3 萬 | 0.71% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 24,796 | $92.7 萬 | 0.27% | −450−1.8% | 減碼 |
| Red Door Wealth Management, LLC | 24,803 | $92.7 萬 | 0.29% | −2,095−7.8% | 減碼 |
| Norris Perne & French LLP | 24,868 | $92.9 萬 | 0.09% | +6,498+35.4% | 加碼 |
| Signaturefd, LLC | 24,898 | $93.0 萬 | 0.03% | −4,827−16.2% | 減碼 |