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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 11,234 | $42.0 萬 | 0.16% | −54−0.5% | 減碼 |
| Worth Asset Management, LLC | 11,223 | $41.9 萬 | 0.32% | +10,973+4,389.2% | 加碼 |
| Merit Financial Group, LLC | 11,218 | $41.9 萬 | 0.02% | −1,073−8.7% | 減碼 |
| Capital Planning Advisors, LLC | 11,195 | $41.8 萬 | 0.09% | −341−3.0% | 減碼 |
| Silvia McColl Wealth Management, LLC | 11,071 | $41.4 萬 | 0.41% | −79−0.7% | 減碼 |
| Divergent Wealth Advisors, LLC | 11,070 | $41.4 萬 | 0.10% | +11,070 | 新進 |
| Asset Dedication, LLC | 11,056 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,018 | $41.2 萬 | 0.02% | 00.0% | 不變 |
| EPG Wealth Management LLC | 11,004 | $41.1 萬 | 0.13% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 10,953 | $40.9 萬 | 0.22% | −689−5.9% | 減碼 |
| NEIRG Wealth Management, LLC | 10,946 | $40.9 萬 | 0.07% | 00.0% | 不變 |
| Proequities, Inc. | 10,861 | $40.6 萬 | 0.03% | +504+4.9% | 加碼 |
| R.P. Boggs & Co. | 10,794 | $40.3 萬 | 0.37% | 00.0% | 不變 |
| Grove Bank & Trust | 10,788 | $40.3 萬 | 0.09% | −132−1.2% | 減碼 |
| Valmark Advisers, Inc. | 10,768 | $40.2 萬 | 0.01% | −221−2.0% | 減碼 |
| SMART Wealth LLC | 10,738 | $40.1 萬 | 0.35% | −1,703−13.7% | 減碼 |
| StoneX Group Inc. | 10,722 | $40.1 萬 | 0.04% | −1,267−10.6% | 減碼 |
| Independent Wealth Network Inc. | 10,703 | $40.0 萬 | 0.26% | +1,703+18.9% | 加碼 |
| Viewpoint Capital Management LLC | 10,639 | $39.8 萬 | 0.36% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 10,603 | $39.6 萬 | 0.39% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 10,530 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 10,410 | $38.9 萬 | 0.01% | −730−6.6% | 減碼 |
| Granite Harbor Advisors, Inc. | 10,308 | $38.5 萬 | 0.35% | +49+0.5% | 加碼 |
| Signature Estate & Investment Advisors LLC | 10,291 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Glenview Trust Co | 10,247 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 10,243 | $38.3 萬 | 0.07% | −20,329−66.5% | 減碼 |
| Valeo Financial Advisors, LLC | 10,229 | $38.2 萬 | 0.02% | −1,270−11.0% | 減碼 |
| Freestone Capital Holdings, LLC | 10,202 | $38.1 萬 | 0.02% | +40.0% | 加碼 |
| Hengehold Capital Management LLC | 10,163 | $38.0 萬 | 0.05% | −30,000−74.7% | 減碼 |
| Capital Investment Advisors, LLC | 10,118 | $37.8 萬 | 0.01% | +818+8.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 10,101 | $37.7 萬 | 0.01% | +10,101 | 新進 |
| Dakota Wealth Management | 10,038 | $37.5 萬 | 0.03% | −180−1.8% | 減碼 |
| Texas Yale Capital Corp. | 10,011 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Orion Capital Management LLC | 10,000 | $37.4 萬 | 0.25% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 9,983 | $37.3 萬 | 0.12% | +9,983 | 新進 |
| Brooks, Moore & Associates, Inc. | 9,993 | $37.3 萬 | 0.27% | −1,622−14.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 9,960 | $37.2 萬 | 0.08% | +3,806+61.8% | 加碼 |
| American National Bank | 9,768 | $36.5 萬 | 0.07% | +9,367+2,335.9% | 加碼 |
| Money Concepts Capital Corp | 51,974 | $36.5 萬 | 0.02% | +28,805+124.3% | 加碼 |
| MBL Wealth, LLC | 9,725 | $36.3 萬 | 0.06% | +32+0.3% | 加碼 |
| Larson Financial Group LLC | 9,715 | $36.3 萬 | 0.04% | +425+4.6% | 加碼 |
| Argent Trust Co | 9,580 | $35.8 萬 | 0.02% | −375−3.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,525 | $35.6 萬 | 0.05% | +885+10.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 9,522 | $35.6 萬 | 0.11% | 00.0% | 不變 |
| Choate Investment Advisors | 9,517 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| Blossom Wealth Management | 9,244 | $34.5 萬 | 1.41% | +213+2.4% | 加碼 |
| Meritage Portfolio Management | 9,244 | $34.5 萬 | 0.03% | +34+0.4% | 加碼 |
| Peapack Gladstone Financial Corp | 9,245 | $34.5 萬 | 0.01% | +27+0.3% | 加碼 |
| Titleist Asset Management, LLC | 9,219 | $34.5 萬 | 0.07% | +9,219 | 新進 |
| Callan Capital, LLC | 9,195 | $34.4 萬 | 0.04% | −5,135−35.8% | 減碼 |
| Essex Savings Bank | 9,175 | $34.3 萬 | 0.12% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 9,171 | $34.3 萬 | 0.02% | −768−7.7% | 減碼 |
| Appleton Partners Inc | 9,095 | $34.0 萬 | 0.03% | +254+2.9% | 加碼 |
| Berkeley Capital Partners, LLC | 9,093 | $34.0 萬 | 0.13% | +98+1.1% | 加碼 |
| Inspirion Wealth Advisors, LLC | 9,060 | $33.9 萬 | 0.07% | +2,785+44.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 9,000 | $33.6 萬 | 0.04% | 00.0% | 不變 |
| Avory & Company, LLC | 9,000 | $33.6 萬 | 0.23% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 8,951 | $33.4 萬 | 0.15% | +8,951 | 新進 |
| Clifford Swan Investment Counsel LLC | 8,930 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 8,903 | $33.3 萬 | 0.11% | 00.0% | 不變 |
| Endowment Wealth Management, Inc. | 8,969 | $33.3 萬 | 0.33% | +730+8.9% | 加碼 |
| Arbor Investment Advisors, LLC | 8,888 | $33.2 萬 | 0.06% | +1,716+23.9% | 加碼 |
| Patten & Patten Inc | 8,870 | $33.1 萬 | 0.03% | −226−2.5% | 減碼 |
| Foundation Wealth Management, LLC | 8,711 | $32.6 萬 | 0.34% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 8,700 | $32.5 萬 | 0.03% | 00.0% | 不變 |
| New Republic Capital, LLC | 8,643 | $32.3 萬 | 0.24% | +103+1.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,600 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| GeoWealth Management, LLC | 8,528 | $31.9 萬 | 0.04% | +361+4.4% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,513 | $31.8 萬 | 0.03% | −2,875−25.2% | 減碼 |
| Stegent Equity Advisors, Inc. | 8,510 | $31.8 萬 | 0.32% | 00.0% | 不變 |
| First Nebraska Trust Co | 8,500 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 8,396 | $31.4 萬 | 0.18% | +8,396 | 新進 |
| Patten Group, Inc. | 8,385 | $31.3 萬 | 0.09% | +8,385 | 新進 |
| Farmers Trust Co | 8,305 | $31.0 萬 | 0.07% | 00.0% | 不變 |
| DMG Group, LLC | 8,151 | $30.7 萬 | 0.31% | +437+5.7% | 加碼 |
| Evolution Wealth Advisors, LLC | 8,185 | $30.6 萬 | 0.07% | −580−6.6% | 減碼 |
| First PREMIER Bank | 8,100 | $30.3 萬 | 0.09% | −88−1.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,098 | $30.3 萬 | 0.01% | +4,613+132.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,028 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 8,015 | $30.0 萬 | 0.04% | +1,356+20.4% | 加碼 |
| Westover Capital Advisors, LLC | 8,004 | $29.9 萬 | 0.11% | +8,004 | 新進 |
| First City Capital Management, Inc. | 7,868 | $29.7 萬 | 0.17% | −257−3.2% | 減碼 |
| Staley Capital Advisers Inc | 7,897 | $29.5 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 7,891 | $29.5 萬 | 0.05% | −3,041−27.8% | 減碼 |
| Financial Insights, Inc. | 7,868 | $29.4 萬 | 0.12% | +7,868 | 新進 |
| Garrett Investment Advisors LLC | 7,782 | $29.1 萬 | 0.05% | −594−7.1% | 減碼 |
| Smith & Howard Wealth Management, LLC | 7,769 | $29.0 萬 | 0.10% | 00.0% | 不變 |
| Bogart Wealth, LLC | 7,639 | $28.5 萬 | 0.02% | +366+5.0% | 加碼 |
| First American Bank | 7,634 | $28.5 萬 | 0.03% | 00.0% | 不變 |
| Hollencrest Capital Management | 7,612 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Co | 7,575 | $28.3 萬 | 0.01% | −225−2.9% | 減碼 |
| Fifth Third Bancorp | 7,561 | $28.3 萬 | 0.00% | −282−3.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 7,514 | $28.1 萬 | 0.04% | +7,514 | 新進 |
| Arrien Investments, Inc. | 7,500 | $28.0 萬 | 0.27% | +7,500 | 新進 |
| KCM Investment Advisors LLC | 7,473 | $27.9 萬 | 0.01% | −1,577−17.4% | 減碼 |
| Journey Advisory Group, LLC | 7,460 | $27.9 萬 | 0.04% | +500+7.2% | 加碼 |
| Signature Wealth Management Group | 7,435 | $27.8 萬 | 0.13% | +7,435 | 新進 |
| Sharper & Granite LLC | 7,400 | $27.7 萬 | 0.17% | −1,160−13.6% | 減碼 |
| VisionPoint Advisory Group, LLC | 7,065 | $27.5 萬 | 0.12% | +7,065 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,304 | $27.4 萬 | 0.07% | −63−0.9% | 減碼 |