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
- 1,040
- 較 2022 年第 4 季 +52 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
- 120
- 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 |
|---|---|---|---|---|---|
| Parkside Investments, LLC | 531,417 | $1,986 萬 | 3.74% | −1,596−0.3% | 減碼 |
| TD Waterhouse Canada Inc. | 398,515 | $1,887 萬 | 0.20% | −4,820−1.2% | 減碼 |
| Sowa Financial Group, Inc. | 501,877 | $1,876 萬 | 13.43% | −7,618−1.5% | 減碼 |
| Sagil Capital LLP | 500,000 | $1,869 萬 | 19.70% | −120,000−19.4% | 減碼 |
| Quent Capital, LLC | 499,283 | $1,866 萬 | 3.18% | −16,486−3.2% | 減碼 |
| Resources Investment Advisors, LLC. | 484,975 | $1,812 萬 | 0.42% | +476,279+5,477.0% | 加碼 |
| CX Institutional | 475,930 | $1,788 萬 | 0.95% | +466,052+4,718.1% | 加碼 |
| Cetera Advisor Networks LLC | 477,819 | $1,786 萬 | 0.13% | +19,122+4.2% | 加碼 |
| KB Financial Partners, LLC | 472,455 | $1,766 萬 | 5.19% | +978+0.2% | 加碼 |
| Twin Focus Capital Partners, LLC | 467,112 | $1,746 萬 | 3.46% | −3,150−0.7% | 減碼 |
| WESCAP Management Group, Inc. | 465,914 | $1,741 萬 | 6.13% | −70,242−13.1% | 減碼 |
| Summit Trail Advisors, LLC | 465,223 | $1,739 萬 | 0.70% | +174,936+60.3% | 加碼 |
| Cardinal Point Capital Management, ULC | 445,783 | $1,666 萬 | 5.06% | +30,089+7.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 434,240 | $1,623 萬 | 0.68% | +424,823+4,511.2% | 加碼 |
| Independent Family Office, LLC | 434,177 | $1,623 萬 | 9.36% | −324−0.1% | 減碼 |
| Spinnaker Trust | 407,782 | $1,524 萬 | 1.15% | −4,005−1.0% | 減碼 |
| Elm Partners Management LLC | 397,918 | $1,487 萬 | 1.56% | +211,558+113.5% | 加碼 |
| CIBC World Markets Inc. | 396,507 | $1,482 萬 | 0.05% | +92,839+30.6% | 加碼 |
| Quest Investment Management LLC | 396,021 | $1,480 萬 | 2.03% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 394,220 | $1,473 萬 | 0.69% | +304,339+338.6% | 加碼 |
| Meridian Wealth Advisors, LLC | 389,767 | $1,457 萬 | 3.65% | +2,163+0.6% | 加碼 |
| Nottingham Advisors, Inc. | 381,860 | $1,427 萬 | 1.90% | −20,015−5.0% | 減碼 |
| First Foundation Advisors | 379,578 | $1,418 萬 | 0.65% | −61,755−14.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 374,917 | $1,401 萬 | 0.17% | +7,406+2.0% | 加碼 |
| Janney Montgomery Scott LLC | 374,393 | $1,399 萬 | 0.06% | −28,533−7.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 369,204 | $1,380 萬 | 0.20% | +5,144+1.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 365,071 | $1,364 萬 | 1.00% | −1,968−0.5% | 減碼 |
| Vision Capital Management, Inc. | 364,579 | $1,362 萬 | 2.47% | −8,430−2.3% | 減碼 |
| Blueprint Investment Partners LLC | 364,072 | $1,361 萬 | 3.11% | +364,072 | 新進 |
| Oppenheimer Asset Management Inc. | 355,823 | $1,330 萬 | 0.20% | −7,825−2.2% | 減碼 |
| AE Wealth Management LLC | 349,746 | $1,307 萬 | 0.08% | +69,527+24.8% | 加碼 |
| Sterling Financial Planning, Inc. | 347,746 | $1,300 萬 | 7.05% | +9,813+2.9% | 加碼 |
| Baldwin Brothers Inc | 343,880 | $1,285 萬 | 1.12% | −18,204−5.0% | 減碼 |
| Verger Capital Management LLC | 343,669 | $1,284 萬 | 6.93% | +104,525+43.7% | 加碼 |
| Timber Creek Capital Management LLC | 343,431 | $1,283 萬 | 4.58% | −2,899−0.8% | 減碼 |
| Bokf, NA | 343,128 | $1,282 萬 | 0.27% | −72,659−17.5% | 減碼 |
| Transform Wealth, LLC | 340,658 | $1,273 萬 | 1.20% | +171,446+101.3% | 加碼 |
| Sunbelt Securities, Inc. | 335,880 | $1,262 萬 | 2.03% | +22,182+7.1% | 加碼 |
| Sage Rhino Capital LLC | 334,241 | $1,249 萬 | 3.64% | −1,433−0.4% | 減碼 |
| Resonant Capital Advisors, LLC | 330,193 | $1,234 萬 | 1.40% | +17,319+5.5% | 加碼 |
| Cohen & Steers, Inc. | 327,407 | $1,224 萬 | 0.03% | −89,400−21.4% | 減碼 |
| National Bank of Canada | 319,891 | $1,204 萬 | 0.03% | −13,003−3.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 318,711 | $1,191 萬 | 1.48% | +44,693+16.3% | 加碼 |
| New York State Common Retirement Fund | 316,504 | $1,183 萬 | 0.02% | +316,504 | 新進 |
| Legend Financial Advisors, Inc. | 313,671 | $1,172 萬 | 9.85% | −7,410−2.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 312,747 | $1,169 萬 | 1.26% | +4,106+1.3% | 加碼 |
| Citizens Financial Group Inc | 311,399 | $1,164 萬 | 0.43% | +311,399 | 新進 |
| Brookstone Capital Management | 304,911 | $1,154 萬 | 0.22% | −465,788−60.4% | 減碼 |
| Ambassador Advisors, LLC | 298,836 | $1,141 萬 | 2.59% | −150,128−33.4% | 減碼 |
| American Investment Services, Inc. | 327,782 | $1,134 萬 | 2.33% | 00.0% | 不變 |
| Graham Capital Wealth Management, LLC | 303,071 | $1,133 萬 | 16.35% | +251,537+488.1% | 加碼 |
| Kingsview Wealth Management, LLC | 302,282 | $1,130 萬 | 0.47% | +199,750+194.8% | 加碼 |
| Modus Advisors, LLC | 301,015 | $1,125 萬 | 5.18% | −7,245−2.4% | 減碼 |
| Reuter James Wealth Management, LLC | 300,133 | $1,122 萬 | 7.85% | +73,326+32.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 299,220 | $1,118 萬 | 0.18% | +120,590+67.5% | 加碼 |
| FDx Advisors, Inc. | 322,388 | $1,115 萬 | 0.48% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 297,953 | $1,113 萬 | 0.40% | +30,089+11.2% | 加碼 |
| Sentinel Trust Co Lba | 296,356 | $1,108 萬 | 1.57% | −9,321−3.0% | 減碼 |
| DT Investment Partners, LLC | 293,557 | $1,101 萬 | 1.34% | −27,258−8.5% | 減碼 |
| Howland Capital Management LLC | 288,523 | $1,078 萬 | 0.65% | +5,633+2.0% | 加碼 |
| Prudential Financial Inc | 314,343 | $1,078 萬 | 0.02% | +26,838+9.3% | 加碼 |
| BFSG, LLC | 286,683 | $1,071 萬 | 1.98% | +1,412+0.5% | 加碼 |
| Arlington Capital Management, Inc. | 285,644 | $1,067 萬 | 10.04% | +285,644 | 新進 |
| Chemistry Wealth Management LLC | 281,115 | $1,051 萬 | 3.65% | +5,704+2.1% | 加碼 |
| Norris Financial Group, LLC | 278,464 | $1,041 萬 | 7.63% | +90,205+47.9% | 加碼 |
| Aveo Capital Partners, LLC | 278,043 | $1,039 萬 | 1.39% | +53,447+23.8% | 加碼 |
| Assetmark, Inc | 277,433 | $1,037 萬 | 0.04% | +110,448+66.1% | 加碼 |
| LVM Capital Management Ltd | 270,436 | $1,011 萬 | 1.40% | +2,183+0.8% | 加碼 |
| Systelligence, LLC | 269,456 | $1,007 萬 | 2.58% | −8,382−3.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 268,178 | $1,002 萬 | 0.94% | −52,696−16.4% | 減碼 |
| Aspireon Wealth Advisors | 267,968 | $1,001 萬 | 5.46% | +115,798+76.1% | 加碼 |
| Susquehanna International Group, LLP | 267,833 | $1,001 萬 | 0.02% | +91,504+51.9% | 加碼 |
| Leuthold Group, LLC | 266,945 | $997.6 萬 | 1.32% | −2,349−0.9% | 減碼 |
| Lowe Wealth Advisors, LLC | 264,313 | $987.7 萬 | 5.32% | −5,536−2.1% | 減碼 |
| Umb Bank N A | 257,630 | $962.8 萬 | 0.15% | +166,928+184.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 256,626 | $959.0 萬 | 0.17% | +436+0.2% | 加碼 |
| Morton Capital Management LLC | 255,705 | $955.6 萬 | 3.38% | −22,440−8.1% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 252,575 | $943.9 萬 | 3.30% | +252,575 | 新進 |
| Fifth Third Securities, Inc. | 251,574 | $940.1 萬 | 1.08% | −7,602−2.9% | 減碼 |
| JNBA Financial Advisors | 250,755 | $937.1 萬 | 1.22% | −3,348−1.3% | 減碼 |
| TMD Wealth Management, LLC | 248,169 | $927.4 萬 | 2.62% | +7,134+3.0% | 加碼 |
| Perigon Wealth Management, LLC | 244,673 | $914.3 萬 | 0.52% | −5,046−2.0% | 減碼 |
| Cambridge Associates LLC | 243,377 | $909.5 萬 | 0.70% | +8,195+3.5% | 加碼 |
| Blair William & Co | 238,462 | $891.1 萬 | 0.04% | −46,329−16.3% | 減碼 |
| White Lighthouse Investment Management Inc. | 235,290 | $879.3 萬 | 2.22% | −11,562−4.7% | 減碼 |
| Ballentine Partners, LLC | 230,963 | $863.1 萬 | 0.22% | +104,385+82.5% | 加碼 |
| MainStreet Investment Advisors LLC | 230,498 | $861.4 萬 | 0.95% | −3,363−1.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 228,745 | $854.8 萬 | 0.15% | +15,842+7.4% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 227,512 | $850.2 萬 | 9.57% | −3,454−1.5% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 223,672 | $835.9 萬 | 2.65% | +1,041+0.5% | 加碼 |
| Checchi Capital Advisers, LLC | 223,259 | $834.3 萬 | 0.81% | +1,597+0.7% | 加碼 |
| Sinecera Capital, LLC | 221,742 | $828.6 萬 | 8.90% | −2,196−1.0% | 減碼 |
| Signet Investment Advisory Group, Inc. | 221,483 | $827.7 萬 | 5.71% | −29,060−11.6% | 減碼 |
| Highland Financial Advisors, LLC | 221,462 | $827.6 萬 | 4.49% | −896−0.4% | 減碼 |
| Wallington Asset Management, LLC | 217,012 | $811.0 萬 | 1.62% | +2,225+1.0% | 加碼 |
| New Potomac Partners, LLC | 214,349 | $801.0 萬 | 5.55% | −412−0.2% | 減碼 |
| Upper Left Wealth Management, LLC | 212,680 | $794.8 萬 | 9.03% | −5,334−2.4% | 減碼 |
| Sigma Investment Counselors Inc | 210,159 | $785.4 萬 | 0.61% | −2,007−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 209,729 | $783.8 萬 | 0.08% | −46,869−18.3% | 減碼 |
| Forza Wealth Management, LLC | 207,539 | $775.6 萬 | 3.99% | +2,090+1.0% | 加碼 |