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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 205,415 | $767.6 萬 | 0.92% | +205,415 | 新進 |
| AMG National Trust Bank | 204,454 | $764.0 萬 | 0.26% | +10,814+5.6% | 加碼 |
| Huntington National Bank | – | $758.0 萬 | 0.08% | – | – |
| Evoke Wealth, LLC | 200,932 | $750.9 萬 | 0.27% | −13,200−6.2% | 減碼 |
| National Asset Management, Inc. | 200,685 | $750.0 萬 | 0.20% | +68,694+52.0% | 加碼 |
| Independent Financial Group, LLC | 195,728 | $731.4 萬 | 0.59% | +20,187+11.5% | 加碼 |
| Nomura Asset Management Co Ltd | 195,050 | $728.9 萬 | 0.04% | +81,600+71.9% | 加碼 |
| Leavell Investment Management, Inc. | 193,544 | $723.3 萬 | 0.52% | +4,828+2.6% | 加碼 |
| Omnia Family Wealth, LLC | 192,616 | $719.8 萬 | 5.54% | 00.0% | 不變 |
| Cape Ann Savings Bank | 188,118 | $703.0 萬 | 4.93% | +1,458+0.8% | 加碼 |
| Sigma Planning Corp | 184,388 | $689.1 萬 | 0.23% | +24,563+15.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 184,011 | $687.6 萬 | 0.71% | +518+0.3% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 180,974 | $676.3 萬 | 3.35% | +48,489+36.6% | 加碼 |
| Wealth Management Partners, LLC | 178,562 | $667.3 萬 | 4.66% | +3,562+2.0% | 加碼 |
| Fiduciary Trust Co | 178,331 | $666.4 萬 | 0.12% | +5,059+2.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 176,600 | $660.0 萬 | 0.07% | 00.0% | 不變 |
| Gateway Advisory, LLC | 175,315 | $655.2 萬 | 1.46% | +63,359+56.6% | 加碼 |
| Wellspring Financial Advisors, LLC | 174,721 | $652.9 萬 | 1.94% | −710−0.4% | 減碼 |
| First American Trust, FSB | 174,477 | $652.0 萬 | 0.97% | −37,662−17.8% | 減碼 |
| Rehmann Capital Advisory Group | 173,756 | $649.3 萬 | 0.61% | −3,134−1.8% | 減碼 |
| Okabena Investment Services Inc | 171,864 | $642.3 萬 | 4.58% | +7,944+4.8% | 加碼 |
| NTV Asset Management LLC | 170,900 | $638.7 萬 | 1.19% | −3,500−2.0% | 減碼 |
| Insight Wealth Partners, LLC | 170,056 | $635.5 萬 | 5.73% | −1,326−0.8% | 減碼 |
| Sepio Capital, LP | 169,774 | $634.4 萬 | 0.59% | −984−0.6% | 減碼 |
| Vivaldi Capital Management, LLC | 167,995 | $627.8 萬 | 1.90% | −3,978−2.3% | 減碼 |
| Greenline Partners, LLC | 167,710 | $626.7 萬 | 1.20% | +513+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 166,856 | $623.5 萬 | 0.49% | −8,268−4.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 165,420 | $618.2 萬 | 0.98% | +1,589+1.0% | 加碼 |
| Allworth Financial LP | 164,183 | $613.6 萬 | 0.06% | +822+0.5% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 163,548 | $611.2 萬 | 2.83% | +9,414+6.1% | 加碼 |
| BSW Wealth Partners | 162,183 | $606.1 萬 | 1.24% | −19,969−11.0% | 減碼 |
| Private Advisor Group, LLC | 160,989 | $601.6 萬 | 0.06% | −6,785−4.0% | 減碼 |
| Sowell Financial Services LLC | 160,979 | $601.6 萬 | 0.46% | +40,303+33.4% | 加碼 |
| Ancora Advisors, LLC | 159,465 | $595.9 萬 | 0.17% | 00.0% | 不變 |
| Well Done, LLC | 159,232 | $595.0 萬 | 1.29% | +119,113+296.9% | 加碼 |
| CPA Asset Management LLC | 158,035 | $590.6 萬 | 4.41% | −391−0.2% | 減碼 |
| Southeast Asset Advisors Inc. | 151,870 | $567.5 萬 | 0.85% | 00.0% | 不變 |
| Cetera Investment Advisers | 151,674 | $566.8 萬 | 0.05% | −730−0.5% | 減碼 |
| GFS Advisors, LLC | 150,342 | $561.8 萬 | 1.29% | +319+0.2% | 加碼 |
| Cranbrook Wealth Management, LLC | 149,264 | $557.8 萬 | 1.59% | +1,896+1.3% | 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 |
| Hamilton Wealth, LLC | 146,003 | $545.6 萬 | 1.92% | +42,210+40.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 144,465 | $539.9 萬 | 1.36% | −16,328−10.2% | 減碼 |
| Commerce Bank | 143,615 | $536.7 萬 | 0.04% | −100−0.1% | 減碼 |
| Belpointe Asset Management LLC | 141,795 | $529.9 萬 | 0.29% | +56,936+67.1% | 加碼 |
| Cetera Advisors LLC | 141,739 | $529.7 萬 | 0.09% | +4,840+3.5% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 140,964 | $526.8 萬 | 1.36% | +28,405+25.2% | 加碼 |
| Wellington Management Group LLP | 140,200 | $523.9 萬 | 0.00% | +140,200 | 新進 |
| StrategIQ Financial Group, LLC | 139,804 | $522.4 萬 | 0.60% | −1,750−1.2% | 減碼 |
| Archetype Wealth Partners | 139,193 | $520.2 萬 | 1.05% | +139,193 | 新進 |
| MBA Advisors LLC | 138,548 | $517.8 萬 | 3.22% | +4,215+3.1% | 加碼 |
| Apollon Wealth Management, LLC | 137,985 | $515.6 萬 | 0.32% | +31,200+29.2% | 加碼 |
| Patton Fund Management, Inc. | 136,467 | $510.0 萬 | 1.46% | +6,189+4.8% | 加碼 |
| Meridian Investment Counsel Inc. | 136,371 | $509.6 萬 | 1.94% | +130+0.1% | 加碼 |
| Executive Wealth Management, LLC | 135,421 | $506.1 萬 | 0.56% | +53,546+65.4% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 132,667 | $495.8 萬 | 1.21% | +132,667 | 新進 |
| Fairview Capital Investment Management, LLC | 131,686 | $492.1 萬 | 0.32% | −2,464−1.8% | 減碼 |
| JSF Financial, LLC | 130,284 | $486.9 萬 | 1.82% | +130,284 | 新進 |
| Jordan Park Group LLC | 130,159 | $486.4 萬 | 0.32% | +59,307+83.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 129,815 | $485.1 萬 | 0.13% | −134,307−50.9% | 減碼 |
| Parallel Advisors, LLC | 129,636 | $484.4 萬 | 0.16% | +1,267+1.0% | 加碼 |
| Kades & Cheifetz LLC | 129,102 | $482.5 萬 | 3.80% | +654+0.5% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 127,833 | $477.7 萬 | 1.86% | +121,681+1,977.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 126,979 | $474.5 萬 | 0.19% | +55,406+77.4% | 加碼 |
| We Are One Seven, LLC | 126,545 | $472.9 萬 | 0.30% | +14,419+12.9% | 加碼 |
| GWM Advisors LLC | 122,378 | $472.1 萬 | 0.06% | −15,805−11.4% | 減碼 |
| Amplius Wealth Advisors, LLC | 124,985 | $467.1 萬 | 0.67% | −49,208−28.2% | 減碼 |
| Ackerman Capital Advisors, LLC | 124,981 | $467.1 萬 | 1.21% | −3,610−2.8% | 減碼 |
| Briaud Financial Planning, Inc | 121,528 | $454.1 萬 | 4.30% | −6,390−5.0% | 減碼 |
| D.A. Davidson & Co. | 120,338 | $449.7 萬 | 0.05% | −251,576−67.6% | 減碼 |
| Alhambra Investment Partners LLC | 118,641 | $443.4 萬 | 3.04% | +1,721+1.5% | 加碼 |
| Wills Financial Group, Inc. | 118,148 | $441.5 萬 | 2.38% | −1,500−1.3% | 減碼 |
| Whittier Trust Co | 117,158 | $437.7 萬 | 0.08% | +42,301+56.5% | 加碼 |
| Massmutual Trust Co FSB | 116,954 | $437.1 萬 | 0.17% | −22,529−16.2% | 減碼 |
| BCJ Capital Management, LLC | 116,490 | $435.3 萬 | 0.41% | +43,283+59.1% | 加碼 |
| Brown Advisory Inc | 115,288 | $430.8 萬 | 0.01% | +40,057+53.2% | 加碼 |
| Fortis Group Advisors, LLC | 113,862 | $429.4 萬 | 1.30% | +113,862 | 新進 |
| Baker Avenue Asset Management, LP | 114,457 | $427.7 萬 | 0.23% | +108,774+1,914.0% | 加碼 |
| Accretive Wealth Partners, LLC | 113,086 | $422.6 萬 | 2.70% | −250−0.2% | 減碼 |
| Atria Investments LLC | 113,023 | $422.4 萬 | 0.08% | +30,504+37.0% | 加碼 |
| Weil Company, Inc. | 112,726 | $421.3 萬 | 1.91% | +3,604+3.3% | 加碼 |
| AdvisorNet Financial, Inc | 112,653 | $421.0 萬 | 0.39% | −968−0.9% | 減碼 |
| Scotia Capital Inc. | 112,243 | $419.5 萬 | 0.03% | −15,411−12.1% | 減碼 |
| Versant Capital Management, Inc | 111,986 | $418.5 萬 | 1.41% | −809−0.7% | 減碼 |
| RSM US Wealth Management LLC | 111,711 | $417.5 萬 | 0.15% | +102,737+1,144.8% | 加碼 |
| Thrivent Financial for Lutherans | 111,530 | $416.8 萬 | 0.01% | −53,313−32.3% | 減碼 |
| Old Port Advisors | 109,611 | $416.4 萬 | 1.50% | +11,770+12.0% | 加碼 |
| DFPG Investments, LLC | 111,280 | $415.9 萬 | 0.45% | +4,174+3.9% | 加碼 |
| Maltin Wealth Management, Inc. | 110,365 | $412.4 萬 | 2.97% | +1,237+1.1% | 加碼 |
| FineMark National Bank & Trust | 108,771 | $406.5 萬 | 0.17% | −23,375−17.7% | 減碼 |
| Segall Bryant & Hamill, LLC | 108,617 | $405.9 萬 | 0.04% | +2,625+2.5% | 加碼 |
| Global Wealth Strategies & Associates | 108,072 | $403.9 萬 | 2.09% | −1,668−1.5% | 減碼 |
| Wealthspan Partners, LLC | 107,788 | $402.8 萬 | 3.44% | +5,740+5.6% | 加碼 |
| Laidlaw Wealth Management LLC | 107,277 | $400.9 萬 | 0.82% | −5,555−4.9% | 減碼 |
| Inscription Capital, LLC | 105,724 | $395.1 萬 | 1.04% | −88−0.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 105,661 | $394.9 萬 | 0.61% | 00.0% | 不變 |
| Corrado Advisors, LLC | 105,249 | $393.3 萬 | 2.61% | +156+0.1% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 104,399 | $390.1 萬 | 2.09% | 00.0% | 不變 |
| Community Bank, N.A. | 104,150 | $389.1 萬 | 0.53% | −775−0.7% | 減碼 |