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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 24,929 | $93.2 萬 | 0.03% | −1,230−4.7% | 減碼 |
| TownSquare Capital, LLC | 24,991 | $93.4 萬 | 0.02% | +3,752+17.7% | 加碼 |
| Atlas Capital Advisors LLC | 25,000 | $93.4 萬 | 0.15% | 00.0% | 不變 |
| Greenhouse Wealth Management, LLC | 25,254 | $94.4 萬 | 0.89% | −37−0.1% | 減碼 |
| Regatta Capital Group, LLC | 27,328 | $94.5 萬 | 0.34% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 25,327 | $94.6 萬 | 0.02% | +83+0.3% | 加碼 |
| Oak Family Advisors, LLC | 25,351 | $94.7 萬 | 0.47% | +264+1.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 25,378 | $94.8 萬 | 0.13% | −2,918−10.3% | 減碼 |
| Baldrige Asset Management LLC | 26,390 | $98.6 萬 | 0.40% | −394−1.5% | 減碼 |
| Benchmark Investment Advisors LLC | 26,386 | $98.6 萬 | 1.01% | −7,130−21.3% | 減碼 |
| Veritable, L.P. | 26,555 | $99.2 萬 | 0.02% | −20,584−43.7% | 減碼 |
| Glenmede Trust Co NA | 26,653 | $99.6 萬 | 0.01% | −40,906−60.5% | 減碼 |
| Sentinel Pension Advisors Inc | 26,233 | $100.5 萬 | 0.25% | −6,216−19.2% | 減碼 |
| Woodward Diversified Capital, LLC | 27,082 | $101.2 萬 | 0.80% | −374−1.4% | 減碼 |
| Myecfo, LLC | 27,186 | $101.6 萬 | 0.76% | −8,550−23.9% | 減碼 |
| Nkcfo LLC | 27,450 | $102.6 萬 | 0.49% | 00.0% | 不變 |
| Atlantic Trust, LLC | 27,479 | $102.7 萬 | 0.33% | +230+0.8% | 加碼 |
| Balyasny Asset Management LLC | 27,521 | $102.8 萬 | 0.00% | +27,521 | 新進 |
| Advanced Research Investment Solutions, LLC | 27,750 | $103.7 萬 | 0.59% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 27,840 | $104.0 萬 | 0.02% | +575+2.1% | 加碼 |
| S.A. Mason LLC | 27,854 | $104.1 萬 | 0.76% | −500−1.8% | 減碼 |
| Courage Capital Management LLC | 28,000 | $104.6 萬 | 2.51% | 00.0% | 不變 |
| Avalon Investment & Advisory | 28,286 | $105.7 萬 | 0.03% | 00.0% | 不變 |
| BKA Wealth Consulting, Inc. | 27,925 | $106.3 萬 | 1.90% | +13,399+92.2% | 加碼 |
| Hamilton Capital, LLC | 28,490 | $106.5 萬 | 0.07% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 28,716 | $107.3 萬 | 0.09% | −60,640−67.9% | 減碼 |
| Country Club Bank | 28,633 | $107.6 萬 | 0.09% | −24−0.1% | 減碼 |
| PBMares Wealth Management LLC | 29,323 | $109.6 萬 | 0.41% | −87−0.3% | 減碼 |
| Lake Street Advisors Group, LLC | 29,695 | $111.0 萬 | 0.07% | −829,188−96.5% | 減碼 |
| Change Path, LLC | 29,722 | $111.1 萬 | 0.05% | +9,627+47.9% | 加碼 |
| Ballew Advisors, Inc | 30,730 | $111.2 萬 | 0.81% | −120−0.4% | 減碼 |
| Fort Point Capital Partners LLC | 29,923 | $111.8 萬 | 0.18% | +1,779+6.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 32,348 | $111.9 萬 | 0.27% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 30,102 | $112.5 萬 | 0.36% | −323−1.1% | 減碼 |
| Natixis Advisors, L.P. | 30,236 | $113.0 萬 | 0.00% | +5,441+21.9% | 加碼 |
| Bard Financial Services, Inc. | 30,250 | $113.0 萬 | 0.09% | 00.0% | 不變 |
| Columbus Macro, LLC | 30,099 | $113.1 萬 | 0.42% | −15,489−34.0% | 減碼 |
| Perkins Coie Trust Co | 30,778 | $115.0 萬 | 0.34% | 00.0% | 不變 |
| United Community Bank | 31,392 | $117.3 萬 | 1.11% | 00.0% | 不變 |
| Condor Capital Management | 31,394 | $117.3 萬 | 0.15% | −8,074−20.5% | 減碼 |
| Two Sigma Securities, LLC | 31,415 | $117.4 萬 | 0.10% | +31,415 | 新進 |
| Brown Brothers Harriman & Co | 31,473 | $117.6 萬 | 0.01% | +18,035+134.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,673 | $118.4 萬 | 0.05% | +5,308+20.1% | 加碼 |
| Americana Partners, LLC | 32,330 | $120.8 萬 | 0.19% | +2,430+8.1% | 加碼 |
| Bridgewealth Advisory Group, LLC | 32,461 | $121.3 萬 | 2.24% | +2,430+8.1% | 加碼 |
| Gibson Capital, LLC | 32,895 | $122.9 萬 | 0.32% | −640−1.9% | 減碼 |
| Holistic Financial Partners | 33,119 | $123.8 萬 | 0.97% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 33,152 | $123.9 萬 | 3.93% | 00.0% | 不變 |
| Simmons Bank | 33,176 | $124.0 萬 | 0.11% | −12,522−27.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 33,494 | $125.2 萬 | 0.08% | −7,297−17.9% | 減碼 |
| Bristlecone Advisors, LLC | 33,963 | $126.9 萬 | 0.14% | −1,536−4.3% | 減碼 |
| McAdam, LLC | 34,042 | $127.2 萬 | 0.11% | +27,998+463.2% | 加碼 |
| Highline Wealth Partners LLC | 34,313 | $128.2 萬 | 0.88% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 34,570 | $129.2 萬 | 0.19% | −4,471−11.5% | 減碼 |
| Banque Pictet & Cie SA | 34,959 | $130.6 萬 | 0.01% | 00.0% | 不變 |
| PFG Advisors | 34,985 | $130.7 萬 | 0.11% | −3,779−9.7% | 減碼 |
| Roundview Capital LLC | 35,312 | $132.0 萬 | 0.14% | −306−0.9% | 減碼 |
| ETF Store, Inc. | 35,381 | $134.1 萬 | 1.02% | −754−2.1% | 減碼 |
| Satovsky Asset Management LLC | 36,075 | $134.8 萬 | 0.50% | −312−0.9% | 減碼 |
| Litman Gregory Asset Management LLC | 36,075 | $134.8 萬 | 0.50% | +36,075 | 新進 |
| Financial Advocates Investment Management | 36,091 | $134.9 萬 | 0.10% | −1,112−3.0% | 減碼 |
| FWL Investment Management, LLC | 36,400 | $136.0 萬 | 1.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 36,491 | $136.4 萬 | 0.04% | +826+2.3% | 加碼 |
| Truadvice, LLC | 36,253 | $136.7 萬 | 0.54% | +15,563+75.2% | 加碼 |
| Strategy Asset Managers LLC | 36,592 | $136.7 萬 | 0.33% | +776+2.2% | 加碼 |
| Modera Wealth Management, LLC | 36,670 | $137.0 萬 | 0.05% | −795−2.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 36,816 | $137.6 萬 | 0.34% | +3,567+10.7% | 加碼 |
| London & Capital Asset Management Ltd | 37,710 | $140.9 萬 | 0.13% | −4,362−10.4% | 減碼 |
| Interchange Capital Partners, LLC | 33,253 | $141.0 萬 | 0.77% | +9,893+42.4% | 加碼 |
| Flputnam Investment Management Co | 37,747 | $141.1 萬 | 0.05% | +14,489+62.3% | 加碼 |
| Wealthsource Partners, LLC | 38,455 | $143.7 萬 | 0.10% | −5,437−12.4% | 減碼 |
| Lazard Asset Management LLC | 38,600 | $144.2 萬 | 0.00% | +1,700+4.6% | 加碼 |
| Birchcreek Wealth Management, LLC | 38,673 | $144.5 萬 | 1.14% | −7,068−15.5% | 減碼 |
| SlateStone Wealth, LLC | 38,930 | $145.5 萬 | 0.30% | −2,133−5.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 42,135 | $145.7 萬 | 0.03% | 00.0% | 不變 |
| Congress Wealth Management LLC | 39,077 | $146.0 萬 | 0.04% | −2,454−5.9% | 減碼 |
| Callan Family Office, LLC | 39,200 | $146.5 萬 | 0.36% | +20,725+112.2% | 加碼 |
| Wedbush Securities Inc | 39,208 | $146.5 萬 | 0.07% | +2,727+7.5% | 加碼 |
| Wade G W & Inc | 39,824 | $148.8 萬 | 0.06% | +1,356+3.5% | 加碼 |
| Golden State Equity Partners | 39,960 | $149.3 萬 | 0.81% | +39,960 | 新進 |
| Ieq Capital, LLC | 40,687 | $152.0 萬 | 0.04% | −13,867−25.4% | 減碼 |
| SignalPoint Asset Management, LLC | 41,236 | $154.1 萬 | 0.50% | −151−0.4% | 減碼 |
| Bank Ozk | 41,345 | $154.5 萬 | 0.77% | −1,317−3.1% | 減碼 |
| Wealth Quarterback LLC | 41,368 | $154.6 萬 | 1.31% | −118,705−74.2% | 減碼 |
| Austin Private Wealth, LLC | 41,398 | $154.7 萬 | 0.25% | −598−1.4% | 減碼 |
| Hirtle Callaghan & Co LLC | 41,453 | $154.9 萬 | 0.08% | −4,046−8.9% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 41,545 | $155.2 萬 | 0.69% | −25,123−37.7% | 減碼 |
| Verity Asset Management, Inc. | 41,543 | $155.2 萬 | 0.93% | +3,692+9.8% | 加碼 |
| Whitener Capital Management, Inc. | 41,572 | $155.4 萬 | 0.65% | +539+1.3% | 加碼 |
| Apeiron RIA LLC | 41,608 | $155.6 萬 | 0.54% | +13,907+50.2% | 加碼 |
| SevenOneSeven Capital Management | 40,798 | $155.8 萬 | 3.51% | +158+0.4% | 加碼 |
| Advisory Alpha, LLC | 41,872 | $156.5 萬 | 0.10% | +32,019+325.0% | 加碼 |
| Partners Capital Investment Group, LLP | 42,088 | $157.3 萬 | 0.07% | −612,571−93.6% | 減碼 |
| Vanguard Capital Wealth Advisors | 42,108 | $157.4 萬 | 1.57% | −26,651−38.8% | 減碼 |
| Synovus Financial Corp | 42,181 | $157.6 萬 | 0.02% | −985−2.3% | 減碼 |
| Ameritas Advisory Services, LLC | 42,105 | $158.0 萬 | 0.08% | −5,648−11.8% | 減碼 |
| Arlington Partners LLC | 42,648 | $159.4 萬 | 0.23% | +6,750+18.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $160.1 萬 | 0.55% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 42,900 | $160.3 萬 | 0.20% | +42,900 | 新進 |
| Walkner Condon Financial Advisors LLC | 42,951 | $160.5 萬 | 0.45% | −92−0.2% | 減碼 |