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 13F 持有人
iShares Gold Trust 在 2023/6/30 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
- 1,068
- 較 2023 年第 1 季 +38 家
- 持有股數
- 4.37 億
- 較 2023 年第 1 季 +1,113 萬 (+2.6%)
- 總市值
- $159.2 億
- 較 2023 年第 1 季 +$765.9 萬 (0.0%)
- 新進機構
- 87
- 另有 350 家加碼
- 清倉機構
- 49
- 另有 387 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 1,231 | $176.7 億 |
| 2024 年第 2 季 | 1,178 | $165.0 億 |
| 2024 年第 1 季 | 1,149 | $157.2 億 |
| 2023 年第 4 季 | 1,153 | $155.0 億 |
| 2023 年第 3 季 | 1,041 | $137.0 億 |
| 2023 年第 2 季 | 1,068 | $159.2 億 |
| 2023 年第 1 季 | 1,041 | $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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Endowment Wealth Management, Inc. | 8,998 | $32.7 萬 | 0.30% | +29+0.3% | 加碼 |
| Brandywine Oak Private Wealth LLC | 9,000 | $32.8 萬 | 0.04% | 00.0% | 不變 |
| Avory & Company, LLC | 9,000 | $32.8 萬 | 0.25% | 00.0% | 不變 |
| D. Scott Neal, Inc. | 9,040 | $32.9 萬 | 0.25% | +1,748+24.0% | 加碼 |
| Strategic Investment Solutions, Inc. | 8,805 | $33.0 萬 | 0.07% | −34,411−79.6% | 減碼 |
| Patten & Patten Inc | 9,096 | $33.1 萬 | 0.03% | +226+2.5% | 加碼 |
| Quadrant Private Wealth Management, LLC | 9,097 | $33.1 萬 | 0.10% | −425−4.5% | 減碼 |
| Financial Architects, Inc | 9,120 | $33.2 萬 | 0.05% | +9,120 | 新進 |
| Berkeley Capital Partners, LLC | 9,143 | $33.3 萬 | 0.12% | +50+0.5% | 加碼 |
| Virtue Capital Management, LLC | 9,170 | $33.3 萬 | 0.06% | −3,248−26.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 9,170 | $33.4 萬 | 0.04% | −355−3.7% | 減碼 |
| Proequities, Inc. | 9,172 | $33.4 萬 | 0.03% | −1,689−15.6% | 減碼 |
| Essex Savings Bank | 9,175 | $33.4 萬 | 0.11% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 9,182 | $33.4 萬 | 0.01% | −1,586−14.7% | 減碼 |
| Callan Capital, LLC | 9,195 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Meritage Portfolio Management | 9,210 | $33.5 萬 | 0.02% | −34−0.4% | 減碼 |
| Peapack Gladstone Financial Corp | 9,218 | $33.5 萬 | 0.01% | −27−0.3% | 減碼 |
| Titleist Asset Management, LLC | 9,219 | $33.5 萬 | 0.07% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 9,403 | $34.2 萬 | 0.01% | −9,131−49.3% | 減碼 |
| Ingalls & Snyder LLC | 9,490 | $34.5 萬 | 0.02% | −5,929−38.5% | 減碼 |
| Choate Investment Advisors | 9,517 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 9,743 | $35.5 萬 | 0.02% | −486−4.8% | 減碼 |
| Warren Averett Asset Management, LLC | 9,746 | $35.5 萬 | 0.02% | +9,746 | 新進 |
| American National Bank | 9,768 | $35.5 萬 | 0.06% | 00.0% | 不變 |
| Colonial Trust Co | 9,865 | $35.9 萬 | 0.09% | −7,999−44.8% | 減碼 |
| Perennial Investment Advisors, LLC | 9,898 | $36.0 萬 | 0.06% | −345−3.4% | 減碼 |
| Hengehold Capital Management LLC | 10,000 | $36.4 萬 | 0.05% | −163−1.6% | 減碼 |
| Brooks, Moore & Associates, Inc. | 9,993 | $36.4 萬 | 0.26% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,011 | $36.4 萬 | 0.02% | 00.0% | 不變 |
| Patten Group, Inc. | 10,043 | $36.5 萬 | 0.10% | +1,658+19.8% | 加碼 |
| Renaissance Technologies LLC | 10,100 | $36.8 萬 | 0.00% | +10,100 | 新進 |
| Independent Wealth Network Inc. | 10,134 | $36.9 萬 | 0.22% | −569−5.3% | 減碼 |
| Orion Capital Management LLC | 10,142 | $36.9 萬 | 0.24% | +142+1.4% | 加碼 |
| Glenview Trust Co | 10,247 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Granite Harbor Advisors, Inc. | 10,251 | $37.3 萬 | 0.29% | −57−0.6% | 減碼 |
| Your Advocates Ltd., LLP | 10,277 | $37.4 萬 | 0.19% | −676−6.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 10,293 | $37.5 萬 | 0.11% | −1,527−12.9% | 減碼 |
| Signature Estate & Investment Advisors LLC | 10,291 | $37.5 萬 | 0.01% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 10,375 | $37.8 萬 | 0.11% | −2,630−20.2% | 減碼 |
| Tradition Wealth Management, LLC | 10,394 | $37.8 萬 | 0.04% | −1,276−10.9% | 減碼 |
| Old National Bancorp | 10,410 | $37.9 萬 | 0.01% | 00.0% | 不變 |
| Appleton Partners Inc | 10,570 | $38.5 萬 | 0.03% | +1,475+16.2% | 加碼 |
| Petra Financial Advisors Inc | 10,603 | $38.6 萬 | 0.34% | 00.0% | 不變 |
| Adviser Investments LLC | 10,635 | $38.7 萬 | 0.01% | −50,942−82.7% | 減碼 |
| Viewpoint Capital Management LLC | 10,639 | $38.7 萬 | 0.30% | 00.0% | 不變 |
| R.P. Boggs & Co. | 10,669 | $38.8 萬 | 0.31% | −125−1.2% | 減碼 |
| Boston Family Office LLC | 10,775 | $39.2 萬 | 0.03% | −1,500−12.2% | 減碼 |
| Grove Bank & Trust | 10,788 | $39.3 萬 | 0.08% | 00.0% | 不變 |
| NEIRG Wealth Management, LLC | 10,946 | $39.8 萬 | 0.07% | 00.0% | 不變 |
| Inspirion Wealth Advisors, LLC | 10,953 | $39.9 萬 | 0.08% | +1,893+20.9% | 加碼 |
| Asset Dedication, LLC | 11,056 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| EPG Wealth Management LLC | 11,004 | $40.0 萬 | 0.12% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,018 | $40.1 萬 | 0.02% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 11,071 | $40.3 萬 | 0.37% | 00.0% | 不變 |
| Fca Corp | 11,149 | $40.6 萬 | 0.15% | +11,149 | 新進 |
| Aprio Wealth Management, LLC | 11,151 | $40.6 萬 | 0.11% | +5,773+107.3% | 加碼 |
| Buckingham Strategic Partners | 11,172 | $40.7 萬 | 0.02% | −1,475−11.7% | 減碼 |
| Capital Planning Advisors, LLC | 11,195 | $40.7 萬 | 0.08% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 11,234 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| GeoWealth Management, LLC | 11,247 | $40.9 萬 | 0.04% | +2,719+31.9% | 加碼 |
| MBL Wealth, LLC | 11,250 | $40.9 萬 | 0.06% | +1,525+15.7% | 加碼 |
| LWMG, LLC | 11,279 | $41.0 萬 | 0.11% | −3,214−22.2% | 減碼 |
| Integrated Investment Consultants, LLC | 11,295 | $41.1 萬 | 0.13% | −609−5.1% | 減碼 |
| V Wealth Advisors LLC | 11,295 | $41.1 萬 | 0.07% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 11,309 | $41.2 萬 | 0.02% | +5,251+86.7% | 加碼 |
| Cutler Group LP | 11,362 | $41.3 萬 | 0.10% | +10,962+2,740.5% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 11,387 | $41.4 萬 | 0.08% | +5,246+85.4% | 加碼 |
| BerganKDV Wealth Management, LLC | 11,392 | $41.5 萬 | 0.04% | −682−5.6% | 減碼 |
| Black Diamond Financial, LLC | 11,464 | $41.7 萬 | 0.12% | −830−6.8% | 減碼 |
| Merit Financial Group, LLC | 11,579 | $42.1 萬 | 0.01% | +361+3.2% | 加碼 |
| Kingfisher Capital LLC | 11,598 | $42.2 萬 | 0.11% | 00.0% | 不變 |
| Dohj, LLC | 11,598 | $42.2 萬 | 0.18% | −588−4.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 11,692 | $42.5 萬 | 0.02% | −1,869−13.8% | 減碼 |
| Arrowroot Family Office, LLC | 11,711 | $42.6 萬 | 0.32% | −1,893−13.9% | 減碼 |
| Trustmark National Bank Trust Department | 11,800 | $42.9 萬 | 0.04% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 11,862 | $43.2 萬 | 0.02% | +419+3.7% | 加碼 |
| Toroso Investments, LLC | 11,870 | $43.2 萬 | 0.01% | −10.0% | 減碼 |
| Millennium Management LLC | 11,882 | $43.2 萬 | 0.00% | +4,890+69.9% | 加碼 |
| Essex Financial Services, Inc. | 11,895 | $43.3 萬 | 0.05% | −203−1.7% | 減碼 |
| SMART Wealth LLC | 11,911 | $43.3 萬 | 0.33% | +1,173+10.9% | 加碼 |
| Divergent Wealth Advisors, LLC | 11,915 | $43.4 萬 | 0.10% | +845+7.6% | 加碼 |
| PDS Planning, Inc | 12,050 | $43.9 萬 | 0.06% | +9+0.1% | 加碼 |
| Benedetti & Gucer, Inc. | 12,064 | $43.9 萬 | 0.23% | +450+3.9% | 加碼 |
| Credit Suisse AG | 12,096 | $44.0 萬 | 0.00% | −11,903−49.6% | 減碼 |
| Phoenix Wealth Advisors | 12,120 | $44.1 萬 | 0.26% | −297−2.4% | 減碼 |
| Wealthgate Family Office, LLC | 12,312 | $44.8 萬 | 1.31% | 00.0% | 不變 |
| Simplex Trading, LLC | 12,360 | $44.9 萬 | 0.02% | +12,360 | 新進 |
| StoneX Group Inc. | 12,435 | $45.3 萬 | 0.05% | +1,713+16.0% | 加碼 |
| Keebeck Wealth Management, LLC | 12,540 | $45.6 萬 | 0.06% | 00.0% | 不變 |
| Trilogy Capital Inc. | 12,445 | $46.3 萬 | 0.03% | +744+6.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 12,855 | $46.8 萬 | 0.05% | +978+8.2% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,882 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 12,951 | $47.1 萬 | 0.01% | −147−1.1% | 減碼 |
| Sterling Investment Advisors LLC | 12,994 | $47.3 萬 | 0.30% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 13,035 | $47.4 萬 | 0.15% | −6,754−34.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 13,040 | $47.5 萬 | 0.16% | −615−4.5% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $47.6 萬 | 0.15% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 13,174 | $47.9 萬 | 0.01% | +1,507+12.9% | 加碼 |
| Arkadios Wealth Advisors | 13,179 | $48.0 萬 | 0.06% | −2,661−16.8% | 減碼 |
| Capital Investment Advisors, LLC | 13,183 | $48.0 萬 | 0.01% | +3,065+30.3% | 加碼 |