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 |
|---|---|---|---|---|---|
| Condor Capital Management | 31,394 | $117.3 萬 | 0.15% | −8,074−20.5% | 減碼 |
| United Community Bank | 31,392 | $117.3 萬 | 1.11% | 00.0% | 不變 |
| Perkins Coie Trust Co | 30,778 | $115.0 萬 | 0.34% | 00.0% | 不變 |
| Columbus Macro, LLC | 30,099 | $113.1 萬 | 0.42% | −15,489−34.0% | 減碼 |
| Bard Financial Services, Inc. | 30,250 | $113.0 萬 | 0.09% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 30,236 | $113.0 萬 | 0.00% | +5,441+21.9% | 加碼 |
| Ifrah Financial Services, Inc. | 30,102 | $112.5 萬 | 0.36% | −323−1.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 32,348 | $111.9 萬 | 0.27% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 29,923 | $111.8 萬 | 0.18% | +1,779+6.3% | 加碼 |
| Ballew Advisors, Inc | 30,730 | $111.2 萬 | 0.81% | −120−0.4% | 減碼 |
| Change Path, LLC | 29,722 | $111.1 萬 | 0.05% | +9,627+47.9% | 加碼 |
| Lake Street Advisors Group, LLC | 29,695 | $111.0 萬 | 0.07% | −829,188−96.5% | 減碼 |
| PBMares Wealth Management LLC | 29,323 | $109.6 萬 | 0.41% | −87−0.3% | 減碼 |
| Country Club Bank | 28,633 | $107.6 萬 | 0.09% | −24−0.1% | 減碼 |
| AlphaStar Capital Management, LLC | 28,716 | $107.3 萬 | 0.09% | −60,640−67.9% | 減碼 |
| Hamilton Capital, LLC | 28,490 | $106.5 萬 | 0.07% | 00.0% | 不變 |
| BKA Wealth Consulting, Inc. | 27,925 | $106.3 萬 | 1.90% | +13,399+92.2% | 加碼 |
| Avalon Investment & Advisory | 28,286 | $105.7 萬 | 0.03% | 00.0% | 不變 |
| Courage Capital Management LLC | 28,000 | $104.6 萬 | 2.51% | 00.0% | 不變 |
| S.A. Mason LLC | 27,854 | $104.1 萬 | 0.76% | −500−1.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 27,840 | $104.0 萬 | 0.02% | +575+2.1% | 加碼 |
| Advanced Research Investment Solutions, LLC | 27,750 | $103.7 萬 | 0.59% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 27,521 | $102.8 萬 | 0.00% | +27,521 | 新進 |
| Atlantic Trust, LLC | 27,479 | $102.7 萬 | 0.33% | +230+0.8% | 加碼 |
| Nkcfo LLC | 27,450 | $102.6 萬 | 0.49% | 00.0% | 不變 |
| Myecfo, LLC | 27,186 | $101.6 萬 | 0.76% | −8,550−23.9% | 減碼 |
| Woodward Diversified Capital, LLC | 27,082 | $101.2 萬 | 0.80% | −374−1.4% | 減碼 |
| Sentinel Pension Advisors Inc | 26,233 | $100.5 萬 | 0.25% | −6,216−19.2% | 減碼 |
| Glenmede Trust Co NA | 26,653 | $99.6 萬 | 0.01% | −40,906−60.5% | 減碼 |
| Veritable, L.P. | 26,555 | $99.2 萬 | 0.02% | −20,584−43.7% | 減碼 |
| Benchmark Investment Advisors LLC | 26,386 | $98.6 萬 | 1.01% | −7,130−21.3% | 減碼 |
| Baldrige Asset Management LLC | 26,390 | $98.6 萬 | 0.40% | −394−1.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 25,378 | $94.8 萬 | 0.13% | −2,918−10.3% | 減碼 |
| Oak Family Advisors, LLC | 25,351 | $94.7 萬 | 0.47% | +264+1.1% | 加碼 |
| Wealthspire Advisors, LLC | 25,327 | $94.6 萬 | 0.02% | +83+0.3% | 加碼 |
| Regatta Capital Group, LLC | 27,328 | $94.5 萬 | 0.34% | 00.0% | 不變 |
| Greenhouse Wealth Management, LLC | 25,254 | $94.4 萬 | 0.89% | −37−0.1% | 減碼 |
| Atlas Capital Advisors LLC | 25,000 | $93.4 萬 | 0.15% | 00.0% | 不變 |
| TownSquare Capital, LLC | 24,991 | $93.4 萬 | 0.02% | +3,752+17.7% | 加碼 |
| Forum Financial Management, LP | 24,929 | $93.2 萬 | 0.03% | −1,230−4.7% | 減碼 |
| Signaturefd, LLC | 24,898 | $93.0 萬 | 0.03% | −4,827−16.2% | 減碼 |
| Norris Perne & French LLP | 24,868 | $92.9 萬 | 0.09% | +6,498+35.4% | 加碼 |
| Red Door Wealth Management, LLC | 24,803 | $92.7 萬 | 0.29% | −2,095−7.8% | 減碼 |
| J. W. Coons Advisors, LLC | 24,796 | $92.7 萬 | 0.27% | −450−1.8% | 減碼 |
| Montis Financial, LLC | 24,441 | $91.3 萬 | 0.71% | 00.0% | 不變 |
| Burns J W & Co Inc | 24,392 | $91.2 萬 | 0.16% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 24,192 | $90.4 萬 | 0.12% | +8,441+53.6% | 加碼 |
| Castleview Partners, LLC | 24,145 | $90.2 萬 | 0.80% | +149+0.6% | 加碼 |
| Midwest Financial Group LLC | 24,035 | $89.8 萬 | 0.83% | +24,035 | 新進 |
| Credit Suisse AG | 23,999 | $89.7 萬 | 0.00% | +2,954+14.0% | 加碼 |
| HRT Financial LP | 23,998 | $89.6 萬 | 0.01% | +7,655+46.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,833 | $89.1 萬 | 0.04% | −3,555−13.0% | 減碼 |
| Private Trust Co NA | 23,757 | $88.8 萬 | 0.12% | −197−0.8% | 減碼 |
| WealthBridge Capital Management, LLC | 23,285 | $87.0 萬 | 0.35% | 00.0% | 不變 |
| Emfo, LLC | 23,242 | $86.9 萬 | 0.82% | −5,000−17.7% | 減碼 |
| NewEdge Wealth, LLC | 23,117 | $86.4 萬 | 0.03% | +23,117 | 新進 |
| Garde Capital, Inc. | 22,820 | $85.3 萬 | 0.09% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 22,780 | $85.1 萬 | 0.25% | 00.0% | 不變 |
| Doliver Advisors, LP | 22,730 | $84.9 萬 | 0.27% | +22,730 | 新進 |
| Mraz, Amerine & Associates, Inc. | 22,700 | $84.8 萬 | 0.21% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 22,694 | $84.8 萬 | 0.83% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 22,669 | $84.7 萬 | 0.03% | +15+0.1% | 加碼 |
| EWG Elevate Inc. | 22,661 | $84.7 萬 | 0.36% | +953+4.4% | 加碼 |
| First Hawaiian Bank | 22,437 | $83.8 萬 | 0.03% | −2,661−10.6% | 減碼 |
| Hilltop Holdings Inc. | 22,348 | $83.5 萬 | 0.11% | +125+0.6% | 加碼 |
| Private Portfolio Partners LLC | 22,269 | $83.2 萬 | 0.23% | −550−2.4% | 減碼 |
| Lake Street Financial LLC | 22,154 | $82.8 萬 | 0.15% | −17−0.1% | 減碼 |
| Stock Yards Bank & Trust Co | 22,110 | $82.7 萬 | 0.03% | +1,271+6.1% | 加碼 |
| Tempus Wealth Planning, LLC | 22,086 | $82.5 萬 | 0.40% | +22,086 | 新進 |
| Alpha Financial Partners, LLC | 22,085 | $82.5 萬 | 0.93% | −845−3.7% | 減碼 |
| Kovack Advisors, Inc. | 21,894 | $81.8 萬 | 0.11% | −972−4.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 21,827 | $81.6 萬 | 0.08% | −830−3.7% | 減碼 |
| Bank of Nova Scotia | 21,701 | $81.1 萬 | 0.00% | −1,780−7.6% | 減碼 |
| Confluence Investment Management LLC | 21,639 | $80.9 萬 | 0.01% | −176,478−89.1% | 減碼 |
| Port Capital LLC | 21,350 | $79.8 萬 | 0.05% | 00.0% | 不變 |
| Spire Wealth Management | 21,290 | $79.6 萬 | 0.03% | +4,304+25.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 20,915 | $78.2 萬 | 0.12% | +10,494+100.7% | 加碼 |
| Interactive Financial Advisors | 20,890 | $78.1 萬 | 0.50% | −458−2.1% | 減碼 |
| Worth Financial Advisory Group, LLC | 20,848 | $77.9 萬 | 0.74% | +20,848 | 新進 |
| Hanson & Doremus Investment Management | 20,812 | $77.8 萬 | 0.17% | −179−0.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 20,692 | $77.3 萬 | 0.03% | +324+1.6% | 加碼 |
| Lifeworks Advisors, LLC | 20,640 | $77.1 萬 | 0.37% | +20,640 | 新進 |
| CWA Asset Management Group, LLC | 20,618 | $77.0 萬 | 0.06% | −9,566−31.7% | 減碼 |
| Macroview Investment Management LLC | 20,195 | $75.5 萬 | 1.21% | +130+0.6% | 加碼 |
| TD Private Client Wealth LLC | 20,110 | $75.2 萬 | 0.03% | −1,099−5.2% | 減碼 |
| Crosspoint Financial, LLC | 20,042 | $74.9 萬 | 8.07% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 20,003 | $74.8 萬 | 0.07% | +80.0% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $74.3 萬 | 0.81% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 19,824 | $74.1 萬 | 0.30% | +19,824 | 新進 |
| First National Trust Co | 19,709 | $73.7 萬 | 0.04% | 00.0% | 不變 |
| Family Management Corp | 19,691 | $73.6 萬 | 0.17% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 19,287 | $72.1 萬 | 0.14% | +19,287 | 新進 |
| GSB Wealth Management, LLC | 19,789 | $71.6 萬 | 0.23% | +8,302+72.3% | 加碼 |
| Alesco Advisors LLC | 19,012 | $71.0 萬 | 0.03% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 18,895 | $70.6 萬 | 0.09% | +272+1.5% | 加碼 |
| Phillips Financial Management, LLC | 18,879 | $70.6 萬 | 0.07% | 00.0% | 不變 |
| Western Wealth Management, LLC | 18,772 | $70.2 萬 | 0.07% | +60.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 18,767 | $70.1 萬 | 0.03% | −1,781−8.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 18,534 | $69.3 萬 | 0.02% | −12,509−40.3% | 減碼 |
| Nwam LLC | 18,502 | $69.1 萬 | 0.07% | −4,745−20.4% | 減碼 |