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 |
|---|---|---|---|---|---|
| Boston Research & Management Inc | 53,823 | $201.1 萬 | 0.60% | −150.0% | 減碼 |
| One Capital Management, LLC | 53,455 | $199.7 萬 | 0.10% | −3,111−5.5% | 減碼 |
| Colony Group LLC | 53,394 | $199.5 萬 | 0.03% | −18,620−25.9% | 減碼 |
| Liberty Wealth Management LLC | 53,147 | $197.2 萬 | 0.41% | +53,147 | 新進 |
| Compass Financial Group, Inc. | 52,715 | $197.0 萬 | 1.24% | +198+0.4% | 加碼 |
| M Holdings Securities, Inc. | 52,349 | $195.9 萬 | 0.20% | −361−0.7% | 減碼 |
| Sunesis Advisors, LLC | 52,216 | $195.1 萬 | 1.40% | −50.0% | 減碼 |
| ICONIQ Capital, LLC | 51,883 | $193.9 萬 | 0.03% | 00.0% | 不變 |
| Allie Family Office LLC | 51,805 | $193.6 萬 | 1.45% | −7,480−12.6% | 減碼 |
| NewSquare Capital LLC | 50,652 | $189.3 萬 | 0.22% | −1,755−3.3% | 減碼 |
| Virtus Family Office LLC | 50,284 | $187.9 萬 | 3.71% | −800−1.6% | 減碼 |
| WBH Advisory Inc | 50,113 | $187.3 萬 | 0.23% | +50,113 | 新進 |
| Winch Advisory Services, LLC | 49,692 | $185.7 萬 | 0.72% | −760−1.5% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 49,558 | $185.2 萬 | 0.47% | +49,558 | 新進 |
| Lincoln National Corp | 49,359 | $184.5 萬 | 0.04% | +482+1.0% | 加碼 |
| Boston Private Wealth LLC | 48,871 | $182.6 萬 | 0.03% | −29,572−37.7% | 減碼 |
| Cadinha & Co LLC | 48,577 | $181.5 萬 | 0.50% | −74−0.2% | 減碼 |
| Mutual Advisors, LLC | 48,548 | $181.4 萬 | 0.07% | −16,903−25.8% | 減碼 |
| United Capital Financial Advisers, LLC | 48,117 | $179.8 萬 | 0.01% | +1,899+4.1% | 加碼 |
| Eqis Capital Management, Inc. | 48,071 | $179.6 萬 | 0.20% | +4,203+9.6% | 加碼 |
| TriaGen Wealth Management LLC | 47,861 | $178.9 萬 | 0.90% | −472−1.0% | 減碼 |
| Altman Advisors, Inc. | 75,991 | $178.4 萬 | 1.63% | −2,010−2.6% | 減碼 |
| Tru Independence Asset Management 2, LLC | 47,283 | $176.7 萬 | 1.78% | +47,283 | 新進 |
| Sawtooth Solutions, LLC | 46,841 | $175.0 萬 | 0.05% | +46,841 | 新進 |
| Forefront Analytics, LLC | 46,743 | $174.7 萬 | 0.90% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 46,437 | $173.5 萬 | 0.02% | +381+0.8% | 加碼 |
| IHT Wealth Management, LLC | 45,804 | $171.2 萬 | 0.10% | +2,030+4.6% | 加碼 |
| RFG Advisory, LLC | 45,332 | $169.4 萬 | 0.08% | +4,293+10.5% | 加碼 |
| Confluence Wealth Services, Inc. | 45,256 | $169.1 萬 | 0.39% | −551−1.2% | 減碼 |
| Snowden Capital Advisors LLC | 45,025 | $168.3 萬 | 0.07% | +4,177+10.2% | 加碼 |
| Global Retirement Partners, LLC | 43,302 | $167.0 萬 | 0.09% | +6,104+16.4% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 44,329 | $165.7 萬 | 0.55% | +44,304+177,216.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 44,198 | $165.2 萬 | 0.12% | +8,490+23.8% | 加碼 |
| Silver Oak Securities, Inc | 44,110 | $164.8 萬 | 0.27% | +32,389+276.3% | 加碼 |
| TrinityPoint Wealth, LLC | 43,703 | $163.3 萬 | 0.35% | +143+0.3% | 加碼 |
| Harbour Investments, Inc. | 43,439 | $162.3 萬 | 0.09% | +4,103+10.4% | 加碼 |
| Fermata Advisors, LLC | 43,229 | $161.5 萬 | 0.98% | −87,889−67.0% | 減碼 |
| Strategic Investment Solutions, Inc. | 43,216 | $161.5 萬 | 0.32% | −4,030−8.5% | 減碼 |
| Naviter Wealth, LLC | 43,155 | $161.3 萬 | 0.56% | −240,192−84.8% | 減碼 |
| Evergreen Capital Management LLC | 42,975 | $160.6 萬 | 0.07% | −1,355−3.1% | 減碼 |
| Walkner Condon Financial Advisors LLC | 42,951 | $160.5 萬 | 0.45% | −92−0.2% | 減碼 |
| MMBG Investment Advisors Co. | 42,900 | $160.3 萬 | 0.20% | +42,900 | 新進 |
| Knollwood Investment Advisory, LLC | 42,851 | $160.1 萬 | 0.55% | 00.0% | 不變 |
| Arlington Partners LLC | 42,648 | $159.4 萬 | 0.23% | +6,750+18.8% | 加碼 |
| Ameritas Advisory Services, LLC | 42,105 | $158.0 萬 | 0.08% | −5,648−11.8% | 減碼 |
| Synovus Financial Corp | 42,181 | $157.6 萬 | 0.02% | −985−2.3% | 減碼 |
| Vanguard Capital Wealth Advisors | 42,108 | $157.4 萬 | 1.57% | −26,651−38.8% | 減碼 |
| Partners Capital Investment Group, LLP | 42,088 | $157.3 萬 | 0.07% | −612,571−93.6% | 減碼 |
| Advisory Alpha, LLC | 41,872 | $156.5 萬 | 0.10% | +32,019+325.0% | 加碼 |
| SevenOneSeven Capital Management | 40,798 | $155.8 萬 | 3.51% | +158+0.4% | 加碼 |
| Apeiron RIA LLC | 41,608 | $155.6 萬 | 0.54% | +13,907+50.2% | 加碼 |
| Whitener Capital Management, Inc. | 41,572 | $155.4 萬 | 0.65% | +539+1.3% | 加碼 |
| Verity Asset Management, Inc. | 41,543 | $155.2 萬 | 0.93% | +3,692+9.8% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 41,545 | $155.2 萬 | 0.69% | −25,123−37.7% | 減碼 |
| Hirtle Callaghan & Co LLC | 41,453 | $154.9 萬 | 0.08% | −4,046−8.9% | 減碼 |
| Austin Private Wealth, LLC | 41,398 | $154.7 萬 | 0.25% | −598−1.4% | 減碼 |
| Wealth Quarterback LLC | 41,368 | $154.6 萬 | 1.31% | −118,705−74.2% | 減碼 |
| Bank Ozk | 41,345 | $154.5 萬 | 0.77% | −1,317−3.1% | 減碼 |
| SignalPoint Asset Management, LLC | 41,236 | $154.1 萬 | 0.50% | −151−0.4% | 減碼 |
| Ieq Capital, LLC | 40,687 | $152.0 萬 | 0.04% | −13,867−25.4% | 減碼 |
| Golden State Equity Partners | 39,960 | $149.3 萬 | 0.81% | +39,960 | 新進 |
| Wade G W & Inc | 39,824 | $148.8 萬 | 0.06% | +1,356+3.5% | 加碼 |
| Wedbush Securities Inc | 39,208 | $146.5 萬 | 0.07% | +2,727+7.5% | 加碼 |
| Callan Family Office, LLC | 39,200 | $146.5 萬 | 0.36% | +20,725+112.2% | 加碼 |
| Congress Wealth Management LLC | 39,077 | $146.0 萬 | 0.04% | −2,454−5.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 42,135 | $145.7 萬 | 0.03% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 38,930 | $145.5 萬 | 0.30% | −2,133−5.2% | 減碼 |
| Birchcreek Wealth Management, LLC | 38,673 | $144.5 萬 | 1.14% | −7,068−15.5% | 減碼 |
| Lazard Asset Management LLC | 38,600 | $144.2 萬 | 0.00% | +1,700+4.6% | 加碼 |
| Wealthsource Partners, LLC | 38,455 | $143.7 萬 | 0.10% | −5,437−12.4% | 減碼 |
| Flputnam Investment Management Co | 37,747 | $141.1 萬 | 0.05% | +14,489+62.3% | 加碼 |
| Interchange Capital Partners, LLC | 33,253 | $141.0 萬 | 0.77% | +9,893+42.4% | 加碼 |
| London & Capital Asset Management Ltd | 37,710 | $140.9 萬 | 0.13% | −4,362−10.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 36,816 | $137.6 萬 | 0.34% | +3,567+10.7% | 加碼 |
| Modera Wealth Management, LLC | 36,670 | $137.0 萬 | 0.05% | −795−2.1% | 減碼 |
| Strategy Asset Managers LLC | 36,592 | $136.7 萬 | 0.33% | +776+2.2% | 加碼 |
| Truadvice, LLC | 36,253 | $136.7 萬 | 0.54% | +15,563+75.2% | 加碼 |
| Pinnacle Financial Partners Inc | 36,491 | $136.4 萬 | 0.04% | +826+2.3% | 加碼 |
| FWL Investment Management, LLC | 36,400 | $136.0 萬 | 1.00% | 00.0% | 不變 |
| Financial Advocates Investment Management | 36,091 | $134.9 萬 | 0.10% | −1,112−3.0% | 減碼 |
| Satovsky Asset Management LLC | 36,075 | $134.8 萬 | 0.50% | −312−0.9% | 減碼 |
| Litman Gregory Asset Management LLC | 36,075 | $134.8 萬 | 0.50% | +36,075 | 新進 |
| ETF Store, Inc. | 35,381 | $134.1 萬 | 1.02% | −754−2.1% | 減碼 |
| Roundview Capital LLC | 35,312 | $132.0 萬 | 0.14% | −306−0.9% | 減碼 |
| PFG Advisors | 34,985 | $130.7 萬 | 0.11% | −3,779−9.7% | 減碼 |
| Banque Pictet & Cie SA | 34,959 | $130.6 萬 | 0.01% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 34,570 | $129.2 萬 | 0.19% | −4,471−11.5% | 減碼 |
| Highline Wealth Partners LLC | 34,313 | $128.2 萬 | 0.88% | 00.0% | 不變 |
| McAdam, LLC | 34,042 | $127.2 萬 | 0.11% | +27,998+463.2% | 加碼 |
| Bristlecone Advisors, LLC | 33,963 | $126.9 萬 | 0.14% | −1,536−4.3% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 33,494 | $125.2 萬 | 0.08% | −7,297−17.9% | 減碼 |
| Simmons Bank | 33,176 | $124.0 萬 | 0.11% | −12,522−27.4% | 減碼 |
| Connective Portfolio Management, LLC | 33,152 | $123.9 萬 | 3.93% | 00.0% | 不變 |
| Holistic Financial Partners | 33,119 | $123.8 萬 | 0.97% | 00.0% | 不變 |
| Gibson Capital, LLC | 32,895 | $122.9 萬 | 0.32% | −640−1.9% | 減碼 |
| Bridgewealth Advisory Group, LLC | 32,461 | $121.3 萬 | 2.24% | +2,430+8.1% | 加碼 |
| Americana Partners, LLC | 32,330 | $120.8 萬 | 0.19% | +2,430+8.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,673 | $118.4 萬 | 0.05% | +5,308+20.1% | 加碼 |
| Brown Brothers Harriman & Co | 31,473 | $117.6 萬 | 0.01% | +18,035+134.2% | 加碼 |
| Two Sigma Securities, LLC | 31,415 | $117.4 萬 | 0.10% | +31,415 | 新進 |