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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 18,398 | $68.8 萬 | 0.14% | +18,398 | 新進 |
| American Trust | 18,387 | $68.7 萬 | 0.05% | +2,339+14.6% | 加碼 |
| Coronation Fund Managers Ltd. | 18,374 | $68.7 萬 | 0.02% | −7,869−30.0% | 減碼 |
| TBH Global Asset Management, LLC | 18,271 | $68.3 萬 | 0.15% | +18,271 | 新進 |
| True North Advisors, LLC | 18,249 | $68.2 萬 | 0.20% | +18,249 | 新進 |
| Sageworth Trust Co | 18,242 | $68.2 萬 | 0.05% | −29,923−62.1% | 減碼 |
| CWM, LLC | 18,009 | $67.3 萬 | 0.00% | −3,497−16.3% | 減碼 |
| Colonial Trust Co | 17,864 | $66.8 萬 | 0.17% | +9,882+123.8% | 加碼 |
| Wescott Financial Advisory Group, LLC | 17,481 | $65.3 萬 | 0.14% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 17,466 | $65.3 萬 | 0.25% | +17,466 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $65.1 萬 | 0.00% | −1,659−8.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,415 | $65.1 萬 | 0.09% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 17,393 | $65.0 萬 | 0.02% | −5,498−24.0% | 減碼 |
| Marmo Financial Group, LLC | 17,330 | $64.8 萬 | 0.62% | +7,451+75.4% | 加碼 |
| Narus Financial Partners, LLC | 17,289 | $64.6 萬 | 0.35% | +5,552+47.3% | 加碼 |
| Wealth Management Associates, Inc. | 17,222 | $64.4 萬 | 0.40% | 00.0% | 不變 |
| S&CO Inc | 17,174 | $64.1 萬 | 0.05% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 17,124 | $64.0 萬 | 0.22% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 17,059 | $63.7 萬 | 0.02% | −739−4.2% | 減碼 |
| SkyView Investment Advisors, LLC | 17,042 | $63.7 萬 | 0.15% | +17,042 | 新進 |
| Valicenti Advisory Services Inc | 16,975 | $63.4 萬 | 0.21% | −1,100−6.1% | 減碼 |
| Nations Financial Group Inc, | 16,857 | $63.0 萬 | 0.07% | −4,996−22.9% | 減碼 |
| Intrua Financial, LLC | 16,432 | $62.6 萬 | 0.13% | −1,080−6.2% | 減碼 |
| IFG Advisory, LLC | 16,668 | $62.3 萬 | 0.06% | −158−0.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 16,645 | $62.2 萬 | 0.05% | +600+3.7% | 加碼 |
| Focus Financial Network, Inc. | 16,620 | $62.1 萬 | 0.04% | +1,105+7.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,525 | $61.8 萬 | 0.01% | −7,725−31.9% | 減碼 |
| Mather Group, LLC. | 16,489 | $61.6 萬 | 0.01% | −3,746−18.5% | 減碼 |
| Farmers & Merchants Investments Inc | 16,419 | $61.4 萬 | 0.02% | +1,327+8.8% | 加碼 |
| MONECO Advisors, LLC | 16,270 | $60.8 萬 | 0.18% | −1,280−7.3% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $60.7 萬 | 0.06% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 16,130 | $60.3 萬 | 0.04% | −173−1.1% | 減碼 |
| Main Street Financial Solutions, LLC | 16,111 | $60.2 萬 | 0.09% | +565+3.6% | 加碼 |
| Northcape Wealth Management, LLC | 16,035 | $59.9 萬 | 0.22% | +16,035 | 新進 |
| Principle Wealth Partners LLC | 16,000 | $59.8 萬 | 0.06% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 15,912 | $59.5 萬 | 0.44% | +400+2.6% | 加碼 |
| Arkadios Wealth Advisors | 15,840 | $59.2 萬 | 0.07% | −2,792−15.0% | 減碼 |
| ICA Group Wealth Management, LLC | 15,780 | $59.0 萬 | 0.14% | −1,795−10.2% | 減碼 |
| Jacobi Capital Management LLC | 15,713 | $58.7 萬 | 0.07% | +1,051+7.2% | 加碼 |
| Moors & Cabot, Inc. | 15,580 | $58.2 萬 | 0.04% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 15,538 | $58.1 萬 | 0.07% | −1,208−7.2% | 減碼 |
| Bleakley Financial Group, LLC | 15,470 | $57.8 萬 | 0.02% | −2,546−14.1% | 減碼 |
| Ingalls & Snyder LLC | 15,419 | $57.6 萬 | 0.03% | −175−1.1% | 減碼 |
| Avaii Wealth Management, LLC | 15,210 | $56.8 萬 | 0.50% | −4,964−24.6% | 減碼 |
| Pensionmark Financial Group, LLC | 15,095 | $56.4 萬 | 0.12% | −412−2.7% | 減碼 |
| Horan Capital Advisors, LLC. | 15,085 | $56.4 萬 | 0.23% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 15,007 | $56.1 萬 | 0.09% | +5,002+50.0% | 加碼 |
| Tarbox Family Office, Inc. | 15,000 | $56.1 萬 | 0.11% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 14,807 | $55.3 萬 | 0.07% | 00.0% | 不變 |
| Bridgeworth, LLC | 14,731 | $55.0 萬 | 0.07% | 00.0% | 不變 |
| Auxano Advisors, LLC | 14,630 | $54.7 萬 | 0.22% | 00.0% | 不變 |
| LWMG, LLC | 14,493 | $54.2 萬 | 0.17% | −33,715−69.9% | 減碼 |
| Independent Advisor Alliance | 14,172 | $53.0 萬 | 0.03% | −1,930−12.0% | 減碼 |
| Pinnacle Associates Ltd | 13,870 | $51.8 萬 | 0.01% | +537+4.0% | 加碼 |
| Kornitzer Capital Management Inc | 13,834 | $51.7 萬 | 0.01% | −1,195−8.0% | 減碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $51.7 萬 | 0.18% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 13,655 | $51.0 萬 | 0.19% | −454−3.2% | 減碼 |
| Ellis Investment Partners, LLC | 13,636 | $51.0 萬 | 0.13% | +60.0% | 加碼 |
| Arrowroot Family Office, LLC | 13,604 | $50.8 萬 | 0.43% | +13,604 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 13,561 | $50.7 萬 | 0.02% | −325,864−96.0% | 減碼 |
| EFG Asset Management (Americas) Corp. | 13,529 | $50.7 萬 | 0.12% | −13,664−50.2% | 減碼 |
| Shepherd Financial Partners LLC | 13,253 | $49.5 萬 | 0.08% | +4,774+56.3% | 加碼 |
| West Paces Advisors Inc. | 13,194 | $49.3 萬 | 0.15% | +844+6.8% | 加碼 |
| Demars Financial Group, LLC | 13,133 | $49.1 萬 | 0.27% | −273−2.0% | 減碼 |
| Savant Capital, LLC | 13,098 | $48.9 萬 | 0.01% | +5,527+73.0% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $48.9 萬 | 0.17% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 13,005 | $48.6 萬 | 0.15% | −8,815−40.4% | 減碼 |
| Sterling Investment Advisors LLC | 12,994 | $48.6 萬 | 0.31% | −49−0.4% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,882 | $48.1 萬 | 0.01% | −51−0.4% | 減碼 |
| Meridian Wealth Management, LLC | 12,691 | $47.4 萬 | 0.04% | +1,937+18.0% | 加碼 |
| Buckingham Strategic Partners | 12,647 | $47.3 萬 | 0.03% | −306−2.4% | 減碼 |
| Keebeck Wealth Management, LLC | 12,540 | $46.9 萬 | 0.08% | +1,000+8.7% | 加碼 |
| Virtue Capital Management, LLC | 12,418 | $46.8 萬 | 0.08% | +12,418 | 新進 |
| Phoenix Wealth Advisors | 12,417 | $46.4 萬 | 0.29% | +1,033+9.1% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $46.0 萬 | 1.32% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 12,294 | $45.9 萬 | 0.15% | +230+1.9% | 加碼 |
| Boston Family Office LLC | 12,275 | $45.8 萬 | 0.04% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 12,235 | $45.7 萬 | 0.04% | +4,996+69.0% | 加碼 |
| Dohj, LLC | 12,186 | $45.5 萬 | 0.23% | −21−0.2% | 減碼 |
| Essex Financial Services, Inc. | 12,098 | $45.2 萬 | 0.05% | +3,412+39.3% | 加碼 |
| BerganKDV Wealth Management, LLC | 12,074 | $45.1 萬 | 0.05% | −16−0.1% | 減碼 |
| Davenport & Co LLC | 12,064 | $45.1 萬 | 0.00% | +3,915+48.0% | 加碼 |
| PDS Planning, Inc | 12,041 | $45.0 萬 | 0.06% | −189−1.5% | 減碼 |
| Integrated Investment Consultants, LLC | 11,904 | $44.5 萬 | 0.14% | +1,924+19.3% | 加碼 |
| Toroso Investments, LLC | 11,871 | $44.4 萬 | 0.01% | +201+1.7% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 11,877 | $44.4 萬 | 0.05% | −11,728−49.7% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 11,820 | $44.2 萬 | 0.15% | +56+0.5% | 加碼 |
| WealthCare Investment Partners, LLC | 11,808 | $44.1 萬 | 0.27% | +11,808 | 新進 |
| Trustmark National Bank Trust Department | 11,800 | $44.1 萬 | 0.04% | −2,041−14.7% | 減碼 |
| Trilogy Capital Inc. | 11,701 | $43.7 萬 | 0.03% | −1,287−9.9% | 減碼 |
| Tradition Wealth Management, LLC | 11,670 | $43.6 萬 | 0.05% | +380+3.4% | 加碼 |
| BKD Wealth Advisors, LLC | 11,667 | $43.6 萬 | 0.01% | −254−2.1% | 減碼 |
| Benedetti & Gucer, Inc. | 11,614 | $43.4 萬 | 0.25% | +2,327+25.1% | 加碼 |
| Kingfisher Capital LLC | 11,598 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Mirador Capital Partners LP | 11,487 | $42.9 萬 | 0.10% | −1,785−13.4% | 減碼 |
| Greenspring Advisors, LLC | 11,479 | $42.9 萬 | 0.09% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 11,450 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 11,443 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 11,361 | $42.5 萬 | 0.10% | +377+3.4% | 加碼 |
| V Wealth Advisors LLC | 11,295 | $42.2 萬 | 0.08% | 00.0% | 不變 |