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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 42,975 | $160.6 萬 | 0.07% | −1,355−3.1% | 減碼 |
| Naviter Wealth, LLC | 43,155 | $161.3 萬 | 0.56% | −240,192−84.8% | 減碼 |
| Strategic Investment Solutions, Inc. | 43,216 | $161.5 萬 | 0.32% | −4,030−8.5% | 減碼 |
| Fermata Advisors, LLC | 43,229 | $161.5 萬 | 0.98% | −87,889−67.0% | 減碼 |
| Harbour Investments, Inc. | 43,439 | $162.3 萬 | 0.09% | +4,103+10.4% | 加碼 |
| TrinityPoint Wealth, LLC | 43,703 | $163.3 萬 | 0.35% | +143+0.3% | 加碼 |
| Silver Oak Securities, Inc | 44,110 | $164.8 萬 | 0.27% | +32,389+276.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 44,198 | $165.2 萬 | 0.12% | +8,490+23.8% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 44,329 | $165.7 萬 | 0.55% | +44,304+177,216.0% | 加碼 |
| Global Retirement Partners, LLC | 43,302 | $167.0 萬 | 0.09% | +6,104+16.4% | 加碼 |
| Snowden Capital Advisors LLC | 45,025 | $168.3 萬 | 0.07% | +4,177+10.2% | 加碼 |
| Confluence Wealth Services, Inc. | 45,256 | $169.1 萬 | 0.39% | −551−1.2% | 減碼 |
| RFG Advisory, LLC | 45,332 | $169.4 萬 | 0.08% | +4,293+10.5% | 加碼 |
| IHT Wealth Management, LLC | 45,804 | $171.2 萬 | 0.10% | +2,030+4.6% | 加碼 |
| Avantax Advisory Services, Inc. | 46,437 | $173.5 萬 | 0.02% | +381+0.8% | 加碼 |
| Forefront Analytics, LLC | 46,743 | $174.7 萬 | 0.90% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 46,841 | $175.0 萬 | 0.05% | +46,841 | 新進 |
| Tru Independence Asset Management 2, LLC | 47,283 | $176.7 萬 | 1.78% | +47,283 | 新進 |
| Altman Advisors, Inc. | 75,991 | $178.4 萬 | 1.63% | −2,010−2.6% | 減碼 |
| TriaGen Wealth Management LLC | 47,861 | $178.9 萬 | 0.90% | −472−1.0% | 減碼 |
| Eqis Capital Management, Inc. | 48,071 | $179.6 萬 | 0.20% | +4,203+9.6% | 加碼 |
| United Capital Financial Advisers, LLC | 48,117 | $179.8 萬 | 0.01% | +1,899+4.1% | 加碼 |
| Mutual Advisors, LLC | 48,548 | $181.4 萬 | 0.07% | −16,903−25.8% | 減碼 |
| Cadinha & Co LLC | 48,577 | $181.5 萬 | 0.50% | −74−0.2% | 減碼 |
| Boston Private Wealth LLC | 48,871 | $182.6 萬 | 0.03% | −29,572−37.7% | 減碼 |
| Lincoln National Corp | 49,359 | $184.5 萬 | 0.04% | +482+1.0% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 49,558 | $185.2 萬 | 0.47% | +49,558 | 新進 |
| Winch Advisory Services, LLC | 49,692 | $185.7 萬 | 0.72% | −760−1.5% | 減碼 |
| WBH Advisory Inc | 50,113 | $187.3 萬 | 0.23% | +50,113 | 新進 |
| Virtus Family Office LLC | 50,284 | $187.9 萬 | 3.71% | −800−1.6% | 減碼 |
| NewSquare Capital LLC | 50,652 | $189.3 萬 | 0.22% | −1,755−3.3% | 減碼 |
| Allie Family Office LLC | 51,805 | $193.6 萬 | 1.45% | −7,480−12.6% | 減碼 |
| ICONIQ Capital, LLC | 51,883 | $193.9 萬 | 0.03% | 00.0% | 不變 |
| Sunesis Advisors, LLC | 52,216 | $195.1 萬 | 1.40% | −50.0% | 減碼 |
| M Holdings Securities, Inc. | 52,349 | $195.9 萬 | 0.20% | −361−0.7% | 減碼 |
| Compass Financial Group, Inc. | 52,715 | $197.0 萬 | 1.24% | +198+0.4% | 加碼 |
| Liberty Wealth Management LLC | 53,147 | $197.2 萬 | 0.41% | +53,147 | 新進 |
| Colony Group LLC | 53,394 | $199.5 萬 | 0.03% | −18,620−25.9% | 減碼 |
| One Capital Management, LLC | 53,455 | $199.7 萬 | 0.10% | −3,111−5.5% | 減碼 |
| Boston Research & Management Inc | 53,823 | $201.1 萬 | 0.60% | −150.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $203.6 萬 | 0.03% | +233+0.4% | 加碼 |
| Advisory Services Network, LLC | 54,939 | $205.3 萬 | 0.06% | +1,732+3.3% | 加碼 |
| Lakeview Capital Partners, LLC | 53,804 | $205.5 萬 | 0.64% | −1,742−3.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 55,218 | $206.3 萬 | 0.02% | +29,277+112.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,256 | $206.5 萬 | 0.00% | −12,933−19.0% | 減碼 |
| Mill Creek Capital Advisors, LLC | 55,451 | $207.2 萬 | 0.08% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 55,813 | $208.6 萬 | 1.19% | −502−0.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 56,588 | $211.5 萬 | 0.29% | +2,400+4.4% | 加碼 |
| True Capital Management | 56,633 | $211.6 萬 | 1.45% | 00.0% | 不變 |
| Carlson Capital Management | 57,100 | $213.4 萬 | 0.14% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 57,603 | $215.3 萬 | 0.05% | +8,214+16.6% | 加碼 |
| Townsend & Associates, Inc | 57,663 | $217.4 萬 | 0.87% | +6,896+13.6% | 加碼 |
| Winton Group Ltd | 58,250 | $217.7 萬 | 0.13% | 00.0% | 不變 |
| Blue Investment Partners LLC | 58,679 | $219.3 萬 | 2.21% | +11,159+23.5% | 加碼 |
| Nadler Financial Group, Inc. | 59,044 | $220.6 萬 | 0.35% | −8,445−12.5% | 減碼 |
| Estate Counselors, LLC | 59,785 | $223.4 萬 | 0.30% | −120−0.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60,376 | $225.6 萬 | 0.15% | +14,029+30.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 60,398 | $225.7 萬 | 0.13% | +36,999+158.1% | 加碼 |
| Regions Financial Corp | 61,169 | $228.6 萬 | 0.02% | −729−1.2% | 減碼 |
| Adviser Investments LLC | 61,577 | $230.1 萬 | 0.06% | −7,124−10.4% | 減碼 |
| Simplify Asset Management Inc. | 61,580 | $230.1 萬 | 0.41% | +27,570+81.1% | 加碼 |
| Intrepid Capital Management Inc | 62,530 | $233.7 萬 | 2.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 62,655 | $234.1 萬 | 0.05% | +17,788+39.6% | 加碼 |
| Financial Management Network Inc | 61,067 | $234.2 萬 | 0.94% | +2,004+3.4% | 加碼 |
| IFP Advisors, Inc | 66,194 | $237.5 萬 | 0.12% | −118,545−64.2% | 減碼 |
| Signature Securities Group Corporation | 64,525 | $241.1 萬 | 0.88% | −2,282−3.4% | 減碼 |
| Instrumental Wealth, LLC | 62,578 | $241.4 萬 | 3.19% | +62,578 | 新進 |
| Ahrens Investment Partners LLC | 64,797 | $242.1 萬 | 1.20% | +1,803+2.9% | 加碼 |
| Bradley Foster & Sargent Inc | 65,055 | $243.1 萬 | 0.06% | +280.0% | 加碼 |
| Gould Asset Management LLC | 65,275 | $243.9 萬 | 0.70% | +949+1.5% | 加碼 |
| Financial Sense Advisors, Inc. | 65,519 | $244.8 萬 | 1.12% | −60−0.1% | 減碼 |
| NVWM, LLC | 66,792 | $249.6 萬 | 0.84% | −3,336−4.8% | 減碼 |
| Bigelow Investment Advisors, LLC | – | $250.3 萬 | 1.44% | – | – |
| Financial Alternatives, Inc | 67,450 | $252.1 萬 | 2.42% | −4,212−5.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 68,283 | $255.1 萬 | 0.09% | +160+0.2% | 加碼 |
| Patriot Investment Management Inc. | 68,402 | $255.6 萬 | 0.23% | 00.0% | 不變 |
| Summit Place Financial Advisors, LLC | 68,495 | $256.0 萬 | 1.82% | −8,242−10.7% | 減碼 |
| Raymond James Trust N.A. | 68,974 | $257.8 萬 | 0.08% | −2,137−3.0% | 減碼 |
| Robinson Value Management, Ltd. | 69,240 | $258.7 萬 | 1.99% | +1,258+1.9% | 加碼 |
| Arete Wealth Advisors, LLC | 69,421 | $259.4 萬 | 0.21% | +22,470+47.9% | 加碼 |
| First Manhattan Co | 71,032 | $265.4 萬 | 0.01% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 71,341 | $266.6 萬 | 0.20% | 00.0% | 不變 |
| TCWP LLC | 71,655 | $267.8 萬 | 0.51% | +825+1.2% | 加碼 |
| Motco | 72,627 | $271.4 萬 | 0.18% | +2,228+3.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 73,000 | $272.8 萬 | 0.92% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 73,200 | $273.5 萬 | 0.60% | −7,230−9.0% | 減碼 |
| Barclays PLC | 73,983 | $276.5 萬 | 0.00% | +58,768+386.3% | 加碼 |
| HB Wealth Management, LLC | 74,123 | $277.0 萬 | 0.05% | −476−0.6% | 減碼 |
| Twelve Points Wealth Management LLC | 74,370 | $277.9 萬 | 1.59% | +8,081+12.2% | 加碼 |
| J2 Capital Management Inc | 75,856 | $283.5 萬 | 4.39% | +40,190+112.7% | 加碼 |
| Lido Advisors, LLC | 75,929 | $283.7 萬 | 0.04% | +10,861+16.7% | 加碼 |
| Merriman Wealth Management, LLC | 76,112 | $284.4 萬 | 0.15% | +2,399+3.3% | 加碼 |
| Cadent Capital Advisors, LLC | 77,199 | $288.5 萬 | 1.71% | +9,135+13.4% | 加碼 |
| waypoint wealth counsel | 79,521 | $297.2 萬 | 2.30% | +1,800+2.3% | 加碼 |
| Crescent Grove Advisors, LLC | 79,651 | $297.7 萬 | 0.35% | +723+0.9% | 加碼 |
| Cowa, LLC | 79,673 | $297.7 萬 | 2.43% | −6,804−7.9% | 減碼 |
| Madden Advisory Services, Inc. | 80,238 | $299.8 萬 | 2.10% | +418+0.5% | 加碼 |
| Vontobel Holding Ltd. | 80,323 | $300.2 萬 | 0.03% | −60,017−42.8% | 減碼 |
| Financial & Tax Architects, LLC | 80,798 | $301.9 萬 | 0.99% | +80,798 | 新進 |
| Mengis Capital Management, Inc. | 81,496 | $304.6 萬 | 0.64% | +730+0.9% | 加碼 |