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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 2 季與 2023 年第 1 季比較

持有 iShares Gold Trust 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

IAU 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,040111,067+38
股數4.26 億73.1 萬4.37 億+1,113 萬 (+2.6%)
市值$159.4 億$2,633 萬$159.2 億+$762.4 萬 (0.0%)

11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(87 家)

2023 年第 2 季季末持有 iShares Gold Trust、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 IAU 的機構
機構股數市值佔組合 %
Aj Wealth Strategies, LLC867,947$3,158 萬1.53%
James Investment Research Inc377,209$1,373 萬1.75%
Brave Asset Management Inc367,328$1,337 萬3.92%
Flow Traders U.S. LLC285,641$1,039 萬0.45%
Banco Bilbao Vizcaya Argentaria, S.A.283,020$1,030 萬0.13%
IMC-Chicago, LLC235,566$857.2 萬0.28%
King Luther Capital Management Corp–$818.4 萬0.04%
Pariax, LLC133,167$484.6 萬15.21%
Aptus Capital Advisors, LLC127,735$464.8 萬0.14%
Mid-American Wealth Advisory Group, Inc.124,780$463.2 萬3.61%
Stableford Capital II LLC112,726$408.5 萬1.81%
LifePlan Investment Advisors, Inc.72,975$265.6 萬2.97%
Moulton Wealth Management, Inc70,673$257.2 萬4.55%
Firestone Capital Management61,938$229.4 萬0.75%
Eagle Strategies LLC53,773$195.7 萬0.48%
Teamwork Financial Advisors, LLC53,317$194.0 萬0.32%
Guidance Capital, Inc46,030$166.8 萬0.73%
AAFMAA Wealth Management & Trust LLC42,099$153.2 萬1.27%
Kingswood Wealth Advisors, LLC37,809$137.6 萬0.44%
Glass Jacobson Investment Advisors llc29,161$106.1 萬0.49%
Glovista Investments LLC27,592$100.0 萬0.53%
Jump Financial, LLC26,347$95.9 萬0.04%
Colony Family Offices, LLC22,860$83.2 萬0.35%
Authentikos Wealth Advisory, LLC21,590$78.6 萬0.74%
GTS Securities LLC20,509$74.6 萬0.02%
AlphaCore Capital LLC17,893$65.1 萬0.10%
Simplex Trading, LLC12,360$44.9 萬0.02%
Fca Corp11,149$40.6 萬0.15%
Renaissance Technologies LLC10,100$36.8 萬0.00%
Warren Averett Asset Management, LLC9,746$35.5 萬0.02%
Financial Architects, Inc9,120$33.2 萬0.05%
Strategies Wealth Advisors, LLC8,601$31.3 萬0.06%
DGS Capital Management, LLC8,490$30.9 萬0.15%
Great Diamond Partners, LLC8,433$30.7 萬0.08%
FFT Wealth Management LLC8,346$30.4 萬0.04%
Sand Hill Global Advisors, LLC8,291$30.2 萬0.01%
Lazari Capital Management, Inc.8,227$29.9 萬0.17%
Tyler-Stone Wealth Management8,007$29.1 萬0.16%
Maripau Wealth Management LLC7,992$29.1 萬0.26%
Efg Capital International Corp.7,678$28.0 萬0.06%
Betterment LLC7,553$27.5 萬0.00%
Plan Group Financial, LLC7,554$27.5 萬0.23%
Fisher Asset Management, LLC7,373$26.8 萬0.00%
Westshore Wealth, LLC7,300$26.6 萬0.14%
SageView Advisory Group, LLC7,146$26.0 萬0.01%
Probity Advisors, Inc.6,991$25.4 萬0.06%
Nemes Rush Group LLC6,852$24.9 萬0.04%
Csenge Advisory Group6,745$24.5 萬0.02%
Clarity Financial LLC6,447$23.5 萬0.03%
Fifth Third Wealth Advisors LLC6,405$23.3 萬0.15%
Provence Wealth Management Group6,318$23.0 萬0.14%
Silverleafe Capital Partners, LLC6,300$22.9 萬0.14%
RIA Advisory Group LLC6,153$22.4 萬0.10%
Sandy Cove Advisors, LLC6,135$22.3 萬0.13%
Daymark Wealth Partners, LLC6,075$22.1 萬0.02%
Rinkey Investments6,050$22.0 萬0.10%
Diversified Portfolios, Inc.5,584$20.3 萬0.04%
First Capital Advisors Group, LLC.5,076$18.5 萬0.10%
First Pacific Financial4,065$14.8 萬0.06%
PCA Investment Advisory Services Inc.3,933$14.3 萬0.09%
Jones Financial Companies LLLP3,506$12.8 萬0.00%
Itau Unibanco Holding S.A.3,381$12.3 萬0.01%
Caldwell Sutter Capital, Inc.2,755$10.0 萬0.05%
Smithfield Trust Co2,500$9.60 萬0.01%
Northwest Capital Management Inc2,504$9.11 萬0.04%
ORG Partners LLC2,167$7.91 萬0.01%
Prostatis Group LLC47,143$6.32 萬0.03%
Fiduciary Alliance LLC1,692$6.16 萬0.01%
Tfo-TDC, LLC1,350$4.91 萬0.01%
Resources Management Corp1,319$4.80 萬0.01%
Tower Research Capital LLC (TRC)1,050$3.82 萬0.00%
Cornerstone Planning Group LLC1,033$3.76 萬0.01%
Godsey & Gibb Associates838$3.05 萬0.00%
Providence Capital Advisors, LLC686$2.50 萬0.01%
Safeguard Financial, LLC538$1.90 萬0.01%
VitalStone Financial, LLC256$1.00 萬0.01%
Coppell Advisory Solutions LLC234$8,4470.00%
Investment Research & Advisory Group, Inc.229$8,3330.00%
Robinswood Financial LLC175$6,3680.00%
Ameritas Investment Partners, Inc.150$5,4590.00%
WFA of San Diego, LLC150$5,4590.01%
Tompkins Financial Corp94$3,4210.00%
Oliver Lagore Vanvalin Investment Group86$3,1300.00%
South State Corp.71$2,5840.00%
Impact Partnership Wealth, LLC55$2,0010.00%
Lee Financial Co40$1,4560.00%
St Germain D J Co Inc1$360.00%

清倉機構(49 家)

2023 年第 1 季季末持有 iShares Gold Trust、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 IAU 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
West Family Investments, Inc.621,118$2,339 萬
New York Life Investment Management LLC558,517$2,087 萬
Reuter James Wealth Management, LLC300,133$1,122 萬
Beacon Harbor Wealth Advisors, Inc.252,575$943.9 萬
E Fund Management Co., Ltd.92,405$345.3 萬
TCWP LLC71,655$267.8 萬
Forefront Analytics, LLC46,743$174.7 萬
Litman Gregory Asset Management LLC36,075$134.8 萬
Balyasny Asset Management LLC27,521$102.8 萬
HRT Financial LP23,998$89.6 萬
Tempus Wealth Planning, LLC22,086$82.5 萬
Flagship Harbor Advisors, LLC21,827$81.6 萬
Coronation Fund Managers Ltd.18,374$68.7 萬
Sageworth Trust Co18,242$68.2 萬
Bridgeworth, LLC14,731$55.0 萬
Greenspring Advisors, LLC11,479$42.9 萬
Cannell Peter B & Co Inc11,450$42.8 萬
Money Concepts Capital Corp51,974$36.5 萬
Pinnacle Wealth Planning Services, Inc.7,891$29.5 萬
Avidian Wealth Solutions, LLC7,240$27.1 萬
Group One Trading, L.P.6,839$25.6 萬
Integrity Financial Corp6,423$24.0 萬
Elevated Capital Advisors, LLC6,228$23.3 萬
Pitcairn Co5,976$22.3 萬
Certified Advisory Corp5,850$21.9 萬
International Assets Investment Management, LLC5,766$21.5 萬
Arkansas Financial Group, Inc.5,665$21.2 萬
Financial Advisory Group5,660$21.2 萬
Market Street Wealth Management Advisors LLC5,598$20.9 萬
Astoria Portfolio Advisors LLC.5,371$20.6 萬
Centennial Wealth Advisory LLC5,474$20.5 萬
Chapin Davis, Inc.5,388$20.1 萬
Brown Miller Wealth Management, LLC5,360$20.0 萬
Ten Capital Wealth Advisors, LLC2,772$10.4 萬
Mizuho Securities Co. Ltd.2,500$9.34 萬
Values First Advisors, Inc.2,045$7.64 萬
Accel Wealth Management1,550$5.79 萬
New Hampshire Trust1,347$5.03 萬
Cary Street Partners Asset Management LLC943$3.52 萬
Ellevest, Inc.916$3.42 萬
Global Trust Asset Management, LLC529$1.98 萬
Loring Wolcott & Coolidge Fiduciary Advisors LLP366$1.37 萬
GoalVest Advisory LLC247$9,230
Insight Financial Services233$8,707
CNB Bank204$7,623
PSI Advisors, LLC157$5,867
Glassman Wealth Services116$4,335
Financial Connections Group, Inc.100$3,000
Annapolis Financial Services, LLC46$1,720

尚未申報 2023 年第 2 季的機構(11 家)

2023 年第 1 季季末持有 iShares Gold Trust、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 IAU、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Aspireon Wealth Advisors267,968$1,001 萬
Old Port Advisors109,611$416.4 萬
Ahrens Investment Partners LLC64,797$242.1 萬
True Capital Management56,633$211.6 萬
Sunesis Advisors, LLC52,216$195.1 萬
Altman Advisors, Inc.75,991$178.4 萬
Tru Independence Asset Management 2, LLC47,283$176.7 萬
Avalon Investment & Advisory28,286$105.7 萬
Baldrige Asset Management LLC26,390$98.6 萬
Householder Group Estate & Retirement Specialist, LLC1,581$5.90 萬
Pathway Financial Advisers, LLC155$5,792