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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 81,562 | $304.8 萬 | 0.22% | +5,412+7.1% | 加碼 |
| WMS Partners, LLC | 81,570 | $304.8 萬 | 0.27% | +13,483+19.8% | 加碼 |
| Tikvah Management LLC | 82,230 | $307.3 萬 | 1.26% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 82,773 | $309.3 萬 | 0.40% | −5,837−6.6% | 減碼 |
| Regency Capital Management Inc. | 82,873 | $309.7 萬 | 3.75% | +82,873 | 新進 |
| Relative Value Partners Group, LLC | 83,114 | $310.6 萬 | 0.21% | +202+0.2% | 加碼 |
| Integrated Advisors Network LLC | 83,248 | $311.1 萬 | 0.19% | +17,256+26.1% | 加碼 |
| Delta Financial Advisors LLC | 83,782 | $313.1 萬 | 1.51% | 00.0% | 不變 |
| Prudential PLC | 84,106 | $314.3 萬 | 0.04% | +32,590+63.3% | 加碼 |
| Ci Investments Inc. | 84,617 | $316.2 萬 | 0.02% | −12,000−12.4% | 減碼 |
| Wealthstar Advisors, LLC | 85,685 | $320.2 萬 | 1.36% | −963−1.1% | 減碼 |
| Public Employees Retirement System of Ohio | 86,400 | $322.9 萬 | 0.01% | +86,400 | 新進 |
| XR Securities LLC | 86,487 | $323.2 萬 | 4.58% | +25,587+42.0% | 加碼 |
| Northside Capital Management, LLC | 86,847 | $324.5 萬 | 0.87% | −30,475−26.0% | 減碼 |
| Laird Norton Trust Company, LLC | 87,678 | $327.7 萬 | 0.41% | −4,291−4.7% | 減碼 |
| United Services Automobile Association | 88,049 | $329.0 萬 | 0.11% | −14,807−14.4% | 減碼 |
| First Horizon Advisors, Inc. | 89,825 | $335.7 萬 | 0.12% | −22,386−19.9% | 減碼 |
| SRS Capital Advisors, Inc. | 90,753 | $339.1 萬 | 0.45% | −1,370−1.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 90,799 | $339.2 萬 | 0.04% | −2,218−2.4% | 減碼 |
| Wealth Alliance | 90,892 | $339.7 萬 | 0.55% | −30.0% | 減碼 |
| Prospera Financial Services Inc | 90,970 | $339.9 萬 | 0.14% | +55,793+158.6% | 加碼 |
| Gradient Investments LLC | 91,023 | $340.2 萬 | 0.09% | +7,562+9.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 92,076 | $344.1 萬 | 0.64% | +92,076 | 新進 |
| E Fund Management Co., Ltd. | 92,405 | $345.3 萬 | 0.25% | −13,443−12.7% | 減碼 |
| Jane Street Group, LLC | 92,731 | $346.5 萬 | 0.01% | −2,418,881−96.3% | 減碼 |
| American Asset Management Inc. | 92,755 | $346.6 萬 | 3.71% | 00.0% | 不變 |
| Cambridge Trust Co | 93,583 | $349.7 萬 | 0.17% | −31,080−24.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 93,836 | $350.7 萬 | 0.28% | −4,650−4.7% | 減碼 |
| Sage Investment Advisers LLC | 93,980 | $351.2 萬 | 4.69% | +2,400+2.6% | 加碼 |
| Welch & Forbes LLC | 94,042 | $351.4 萬 | 0.06% | 00.0% | 不變 |
| Altiora Financial Group, LLC | 94,616 | $353.6 萬 | 1.63% | +6,089+6.9% | 加碼 |
| HSBC Holdings PLC | 95,879 | $358.3 萬 | 0.00% | +2,629+2.8% | 加碼 |
| Chatham Capital Group, Inc. | 95,895 | $358.4 萬 | 0.80% | −4,715−4.7% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $361.3 萬 | 0.14% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 96,969 | $362.4 萬 | 0.06% | −24,262−20.0% | 減碼 |
| Bessemer Group Inc | 99,102 | $370.3 萬 | 0.01% | −587−0.6% | 減碼 |
| Boston Financial Mangement LLC | 99,441 | $371.6 萬 | 0.15% | +2,546+2.6% | 加碼 |
| DCF Advisers, LLC | 100,000 | $373.7 萬 | 2.76% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 103,148 | $385.5 萬 | 3.55% | −2,950−2.8% | 減碼 |
| Cypress Capital Group | 103,616 | $387.2 萬 | 0.59% | −2,104−2.0% | 減碼 |
| Community Bank, N.A. | 104,150 | $389.1 萬 | 0.53% | −775−0.7% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 104,399 | $390.1 萬 | 2.09% | 00.0% | 不變 |
| Corrado Advisors, LLC | 105,249 | $393.3 萬 | 2.61% | +156+0.1% | 加碼 |
| Pekin Hardy Strauss, Inc. | 105,661 | $394.9 萬 | 0.61% | 00.0% | 不變 |
| Inscription Capital, LLC | 105,724 | $395.1 萬 | 1.04% | −88−0.1% | 減碼 |
| Laidlaw Wealth Management LLC | 107,277 | $400.9 萬 | 0.82% | −5,555−4.9% | 減碼 |
| Wealthspan Partners, LLC | 107,788 | $402.8 萬 | 3.44% | +5,740+5.6% | 加碼 |
| Global Wealth Strategies & Associates | 108,072 | $403.9 萬 | 2.09% | −1,668−1.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 108,617 | $405.9 萬 | 0.04% | +2,625+2.5% | 加碼 |
| FineMark National Bank & Trust | 108,771 | $406.5 萬 | 0.17% | −23,375−17.7% | 減碼 |
| Maltin Wealth Management, Inc. | 110,365 | $412.4 萬 | 2.97% | +1,237+1.1% | 加碼 |
| DFPG Investments, LLC | 111,280 | $415.9 萬 | 0.45% | +4,174+3.9% | 加碼 |
| Old Port Advisors | 109,611 | $416.4 萬 | 1.50% | +11,770+12.0% | 加碼 |
| Thrivent Financial for Lutherans | 111,530 | $416.8 萬 | 0.01% | −53,313−32.3% | 減碼 |
| RSM US Wealth Management LLC | 111,711 | $417.5 萬 | 0.15% | +102,737+1,144.8% | 加碼 |
| Versant Capital Management, Inc | 111,986 | $418.5 萬 | 1.41% | −809−0.7% | 減碼 |
| Scotia Capital Inc. | 112,243 | $419.5 萬 | 0.03% | −15,411−12.1% | 減碼 |
| AdvisorNet Financial, Inc | 112,653 | $421.0 萬 | 0.39% | −968−0.9% | 減碼 |
| Weil Company, Inc. | 112,726 | $421.3 萬 | 1.91% | +3,604+3.3% | 加碼 |
| Atria Investments LLC | 113,023 | $422.4 萬 | 0.08% | +30,504+37.0% | 加碼 |
| Accretive Wealth Partners, LLC | 113,086 | $422.6 萬 | 2.70% | −250−0.2% | 減碼 |
| Baker Avenue Asset Management, LP | 114,457 | $427.7 萬 | 0.23% | +108,774+1,914.0% | 加碼 |
| Fortis Group Advisors, LLC | 113,862 | $429.4 萬 | 1.30% | +113,862 | 新進 |
| Brown Advisory Inc | 115,288 | $430.8 萬 | 0.01% | +40,057+53.2% | 加碼 |
| BCJ Capital Management, LLC | 116,490 | $435.3 萬 | 0.41% | +43,283+59.1% | 加碼 |
| Massmutual Trust Co FSB | 116,954 | $437.1 萬 | 0.17% | −22,529−16.2% | 減碼 |
| Whittier Trust Co | 117,158 | $437.7 萬 | 0.08% | +42,301+56.5% | 加碼 |
| Wills Financial Group, Inc. | 118,148 | $441.5 萬 | 2.38% | −1,500−1.3% | 減碼 |
| Alhambra Investment Partners LLC | 118,641 | $443.4 萬 | 3.04% | +1,721+1.5% | 加碼 |
| D.A. Davidson & Co. | 120,338 | $449.7 萬 | 0.05% | −251,576−67.6% | 減碼 |
| Briaud Financial Planning, Inc | 121,528 | $454.1 萬 | 4.30% | −6,390−5.0% | 減碼 |
| Ackerman Capital Advisors, LLC | 124,981 | $467.1 萬 | 1.21% | −3,610−2.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 124,985 | $467.1 萬 | 0.67% | −49,208−28.2% | 減碼 |
| GWM Advisors LLC | 122,378 | $472.1 萬 | 0.06% | −15,805−11.4% | 減碼 |
| We Are One Seven, LLC | 126,545 | $472.9 萬 | 0.30% | +14,419+12.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 126,979 | $474.5 萬 | 0.19% | +55,406+77.4% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 127,833 | $477.7 萬 | 1.86% | +121,681+1,977.9% | 加碼 |
| Kades & Cheifetz LLC | 129,102 | $482.5 萬 | 3.80% | +654+0.5% | 加碼 |
| Parallel Advisors, LLC | 129,636 | $484.4 萬 | 0.16% | +1,267+1.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 129,815 | $485.1 萬 | 0.13% | −134,307−50.9% | 減碼 |
| Jordan Park Group LLC | 130,159 | $486.4 萬 | 0.32% | +59,307+83.7% | 加碼 |
| JSF Financial, LLC | 130,284 | $486.9 萬 | 1.82% | +130,284 | 新進 |
| Fairview Capital Investment Management, LLC | 131,686 | $492.1 萬 | 0.32% | −2,464−1.8% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 132,667 | $495.8 萬 | 1.21% | +132,667 | 新進 |
| Executive Wealth Management, LLC | 135,421 | $506.1 萬 | 0.56% | +53,546+65.4% | 加碼 |
| Meridian Investment Counsel Inc. | 136,371 | $509.6 萬 | 1.94% | +130+0.1% | 加碼 |
| Patton Fund Management, Inc. | 136,467 | $510.0 萬 | 1.46% | +6,189+4.8% | 加碼 |
| Apollon Wealth Management, LLC | 137,985 | $515.6 萬 | 0.32% | +31,200+29.2% | 加碼 |
| MBA Advisors LLC | 138,548 | $517.8 萬 | 3.22% | +4,215+3.1% | 加碼 |
| Archetype Wealth Partners | 139,193 | $520.2 萬 | 1.05% | +139,193 | 新進 |
| StrategIQ Financial Group, LLC | 139,804 | $522.4 萬 | 0.60% | −1,750−1.2% | 減碼 |
| Wellington Management Group LLP | 140,200 | $523.9 萬 | 0.00% | +140,200 | 新進 |
| Pacific Capital Wealth Advisors, Inc | 140,964 | $526.8 萬 | 1.36% | +28,405+25.2% | 加碼 |
| Cetera Advisors LLC | 141,739 | $529.7 萬 | 0.09% | +4,840+3.5% | 加碼 |
| Belpointe Asset Management LLC | 141,795 | $529.9 萬 | 0.29% | +56,936+67.1% | 加碼 |
| Commerce Bank | 143,615 | $536.7 萬 | 0.04% | −100−0.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 144,465 | $539.9 萬 | 1.36% | −16,328−10.2% | 減碼 |
| Hamilton Wealth, LLC | 146,003 | $545.6 萬 | 1.92% | +42,210+40.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 146,917 | $549.0 萬 | 0.07% | +46,328+46.1% | 加碼 |
| Brinker Capital Investments, LLC | 146,917 | $549.0 萬 | 0.07% | +91,560+165.4% | 加碼 |