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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 103,616 | $387.2 萬 | 0.59% | −2,104−2.0% | 減碼 |
| RiverGlades Family Offices LLC | 103,148 | $385.5 萬 | 3.55% | −2,950−2.8% | 減碼 |
| DCF Advisers, LLC | 100,000 | $373.7 萬 | 2.76% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 99,441 | $371.6 萬 | 0.15% | +2,546+2.6% | 加碼 |
| Bessemer Group Inc | 99,102 | $370.3 萬 | 0.01% | −587−0.6% | 減碼 |
| Pathstone Family Office, LLC | 96,969 | $362.4 萬 | 0.06% | −24,262−20.0% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $361.3 萬 | 0.14% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 95,895 | $358.4 萬 | 0.80% | −4,715−4.7% | 減碼 |
| HSBC Holdings PLC | 95,879 | $358.3 萬 | 0.00% | +2,629+2.8% | 加碼 |
| Altiora Financial Group, LLC | 94,616 | $353.6 萬 | 1.63% | +6,089+6.9% | 加碼 |
| Welch & Forbes LLC | 94,042 | $351.4 萬 | 0.06% | 00.0% | 不變 |
| Sage Investment Advisers LLC | 93,980 | $351.2 萬 | 4.69% | +2,400+2.6% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 93,836 | $350.7 萬 | 0.28% | −4,650−4.7% | 減碼 |
| Cambridge Trust Co | 93,583 | $349.7 萬 | 0.17% | −31,080−24.9% | 減碼 |
| American Asset Management Inc. | 92,755 | $346.6 萬 | 3.71% | 00.0% | 不變 |
| Jane Street Group, LLC | 92,731 | $346.5 萬 | 0.01% | −2,418,881−96.3% | 減碼 |
| E Fund Management Co., Ltd. | 92,405 | $345.3 萬 | 0.25% | −13,443−12.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 92,076 | $344.1 萬 | 0.64% | +92,076 | 新進 |
| Gradient Investments LLC | 91,023 | $340.2 萬 | 0.09% | +7,562+9.1% | 加碼 |
| Prospera Financial Services Inc | 90,970 | $339.9 萬 | 0.14% | +55,793+158.6% | 加碼 |
| Wealth Alliance | 90,892 | $339.7 萬 | 0.55% | −30.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 90,799 | $339.2 萬 | 0.04% | −2,218−2.4% | 減碼 |
| SRS Capital Advisors, Inc. | 90,753 | $339.1 萬 | 0.45% | −1,370−1.5% | 減碼 |
| First Horizon Advisors, Inc. | 89,825 | $335.7 萬 | 0.12% | −22,386−19.9% | 減碼 |
| United Services Automobile Association | 88,049 | $329.0 萬 | 0.11% | −14,807−14.4% | 減碼 |
| Laird Norton Trust Company, LLC | 87,678 | $327.7 萬 | 0.41% | −4,291−4.7% | 減碼 |
| Northside Capital Management, LLC | 86,847 | $324.5 萬 | 0.87% | −30,475−26.0% | 減碼 |
| XR Securities LLC | 86,487 | $323.2 萬 | 4.58% | +25,587+42.0% | 加碼 |
| Public Employees Retirement System of Ohio | 86,400 | $322.9 萬 | 0.01% | +86,400 | 新進 |
| Wealthstar Advisors, LLC | 85,685 | $320.2 萬 | 1.36% | −963−1.1% | 減碼 |
| Ci Investments Inc. | 84,617 | $316.2 萬 | 0.02% | −12,000−12.4% | 減碼 |
| Prudential PLC | 84,106 | $314.3 萬 | 0.04% | +32,590+63.3% | 加碼 |
| Delta Financial Advisors LLC | 83,782 | $313.1 萬 | 1.51% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 83,248 | $311.1 萬 | 0.19% | +17,256+26.1% | 加碼 |
| Relative Value Partners Group, LLC | 83,114 | $310.6 萬 | 0.21% | +202+0.2% | 加碼 |
| Regency Capital Management Inc. | 82,873 | $309.7 萬 | 3.75% | +82,873 | 新進 |
| Marks Group Wealth Management, Inc | 82,773 | $309.3 萬 | 0.40% | −5,837−6.6% | 減碼 |
| Tikvah Management LLC | 82,230 | $307.3 萬 | 1.26% | 00.0% | 不變 |
| WMS Partners, LLC | 81,570 | $304.8 萬 | 0.27% | +13,483+19.8% | 加碼 |
| Comerica Securities,inc. | 81,562 | $304.8 萬 | 0.22% | +5,412+7.1% | 加碼 |
| Mengis Capital Management, Inc. | 81,496 | $304.6 萬 | 0.64% | +730+0.9% | 加碼 |
| Financial & Tax Architects, LLC | 80,798 | $301.9 萬 | 0.99% | +80,798 | 新進 |
| Vontobel Holding Ltd. | 80,323 | $300.2 萬 | 0.03% | −60,017−42.8% | 減碼 |
| Madden Advisory Services, Inc. | 80,238 | $299.8 萬 | 2.10% | +418+0.5% | 加碼 |
| Cowa, LLC | 79,673 | $297.7 萬 | 2.43% | −6,804−7.9% | 減碼 |
| Crescent Grove Advisors, LLC | 79,651 | $297.7 萬 | 0.35% | +723+0.9% | 加碼 |
| waypoint wealth counsel | 79,521 | $297.2 萬 | 2.30% | +1,800+2.3% | 加碼 |
| Cadent Capital Advisors, LLC | 77,199 | $288.5 萬 | 1.71% | +9,135+13.4% | 加碼 |
| Merriman Wealth Management, LLC | 76,112 | $284.4 萬 | 0.15% | +2,399+3.3% | 加碼 |
| Lido Advisors, LLC | 75,929 | $283.7 萬 | 0.04% | +10,861+16.7% | 加碼 |
| J2 Capital Management Inc | 75,856 | $283.5 萬 | 4.39% | +40,190+112.7% | 加碼 |
| Twelve Points Wealth Management LLC | 74,370 | $277.9 萬 | 1.59% | +8,081+12.2% | 加碼 |
| HB Wealth Management, LLC | 74,123 | $277.0 萬 | 0.05% | −476−0.6% | 減碼 |
| Barclays PLC | 73,983 | $276.5 萬 | 0.00% | +58,768+386.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 73,200 | $273.5 萬 | 0.60% | −7,230−9.0% | 減碼 |
| China Universal Asset Management Co., Ltd. | 73,000 | $272.8 萬 | 0.92% | 00.0% | 不變 |
| Motco | 72,627 | $271.4 萬 | 0.18% | +2,228+3.2% | 加碼 |
| TCWP LLC | 71,655 | $267.8 萬 | 0.51% | +825+1.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 71,341 | $266.6 萬 | 0.20% | 00.0% | 不變 |
| First Manhattan Co | 71,032 | $265.4 萬 | 0.01% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 69,421 | $259.4 萬 | 0.21% | +22,470+47.9% | 加碼 |
| Robinson Value Management, Ltd. | 69,240 | $258.7 萬 | 1.99% | +1,258+1.9% | 加碼 |
| Raymond James Trust N.A. | 68,974 | $257.8 萬 | 0.08% | −2,137−3.0% | 減碼 |
| Summit Place Financial Advisors, LLC | 68,495 | $256.0 萬 | 1.82% | −8,242−10.7% | 減碼 |
| Patriot Investment Management Inc. | 68,402 | $255.6 萬 | 0.23% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 68,283 | $255.1 萬 | 0.09% | +160+0.2% | 加碼 |
| Financial Alternatives, Inc | 67,450 | $252.1 萬 | 2.42% | −4,212−5.9% | 減碼 |
| Bigelow Investment Advisors, LLC | – | $250.3 萬 | 1.44% | – | – |
| NVWM, LLC | 66,792 | $249.6 萬 | 0.84% | −3,336−4.8% | 減碼 |
| Financial Sense Advisors, Inc. | 65,519 | $244.8 萬 | 1.12% | −60−0.1% | 減碼 |
| Gould Asset Management LLC | 65,275 | $243.9 萬 | 0.70% | +949+1.5% | 加碼 |
| Bradley Foster & Sargent Inc | 65,055 | $243.1 萬 | 0.06% | +280.0% | 加碼 |
| Ahrens Investment Partners LLC | 64,797 | $242.1 萬 | 1.20% | +1,803+2.9% | 加碼 |
| Instrumental Wealth, LLC | 62,578 | $241.4 萬 | 3.19% | +62,578 | 新進 |
| Signature Securities Group Corporation | 64,525 | $241.1 萬 | 0.88% | −2,282−3.4% | 減碼 |
| IFP Advisors, Inc | 66,194 | $237.5 萬 | 0.12% | −118,545−64.2% | 減碼 |
| Financial Management Network Inc | 61,067 | $234.2 萬 | 0.94% | +2,004+3.4% | 加碼 |
| Integrated Wealth Concepts LLC | 62,655 | $234.1 萬 | 0.05% | +17,788+39.6% | 加碼 |
| Intrepid Capital Management Inc | 62,530 | $233.7 萬 | 2.02% | 00.0% | 不變 |
| Simplify Asset Management Inc. | 61,580 | $230.1 萬 | 0.41% | +27,570+81.1% | 加碼 |
| Adviser Investments LLC | 61,577 | $230.1 萬 | 0.06% | −7,124−10.4% | 減碼 |
| Regions Financial Corp | 61,169 | $228.6 萬 | 0.02% | −729−1.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 60,398 | $225.7 萬 | 0.13% | +36,999+158.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60,376 | $225.6 萬 | 0.15% | +14,029+30.3% | 加碼 |
| Estate Counselors, LLC | 59,785 | $223.4 萬 | 0.30% | −120−0.2% | 減碼 |
| Nadler Financial Group, Inc. | 59,044 | $220.6 萬 | 0.35% | −8,445−12.5% | 減碼 |
| Blue Investment Partners LLC | 58,679 | $219.3 萬 | 2.21% | +11,159+23.5% | 加碼 |
| Winton Group Ltd | 58,250 | $217.7 萬 | 0.13% | 00.0% | 不變 |
| Townsend & Associates, Inc | 57,663 | $217.4 萬 | 0.87% | +6,896+13.6% | 加碼 |
| Oppenheimer & Co Inc | 57,603 | $215.3 萬 | 0.05% | +8,214+16.6% | 加碼 |
| Carlson Capital Management | 57,100 | $213.4 萬 | 0.14% | 00.0% | 不變 |
| True Capital Management | 56,633 | $211.6 萬 | 1.45% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 56,588 | $211.5 萬 | 0.29% | +2,400+4.4% | 加碼 |
| Towerpoint Wealth, LLC | 55,813 | $208.6 萬 | 1.19% | −502−0.9% | 減碼 |
| Mill Creek Capital Advisors, LLC | 55,451 | $207.2 萬 | 0.08% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55,256 | $206.5 萬 | 0.00% | −12,933−19.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 55,218 | $206.3 萬 | 0.02% | +29,277+112.9% | 加碼 |
| Lakeview Capital Partners, LLC | 53,804 | $205.5 萬 | 0.64% | −1,742−3.1% | 減碼 |
| Advisory Services Network, LLC | 54,939 | $205.3 萬 | 0.06% | +1,732+3.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $203.6 萬 | 0.03% | +233+0.4% | 加碼 |