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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 37,810 | $137.6 萬 | 0.20% | −3,588−8.7% | 減碼 |
| Strategy Asset Managers LLC | 38,125 | $138.7 萬 | 0.31% | +1,533+4.2% | 加碼 |
| ICONIQ Capital, LLC | 38,140 | $138.8 萬 | 0.02% | −13,743−26.5% | 減碼 |
| Boston Private Wealth LLC | 38,712 | $140.9 萬 | 0.03% | −10,159−20.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 39,479 | $143.7 萬 | 0.32% | +2,663+7.2% | 加碼 |
| Callan Family Office, LLC | 39,609 | $144.1 萬 | 0.38% | +409+1.0% | 加碼 |
| TRUE Private Wealth Advisors | 39,729 | $144.6 萬 | 0.21% | +5,159+14.9% | 加碼 |
| Bank Ozk | 39,741 | $144.6 萬 | 0.69% | −1,604−3.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 40,078 | $145.8 萬 | 0.02% | −2,057−4.9% | 減碼 |
| SlateStone Wealth, LLC | 40,561 | $147.6 萬 | 0.28% | +1,631+4.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 40,745 | $148.3 萬 | 0.11% | −3,453−7.8% | 減碼 |
| SevenOneSeven Capital Management | 40,994 | $148.6 萬 | 3.34% | +196+0.5% | 加碼 |
| Ieq Capital, LLC | 40,857 | $148.7 萬 | 0.03% | +170+0.4% | 加碼 |
| Truadvice, LLC | 41,408 | $150.1 萬 | 0.55% | +5,155+14.2% | 加碼 |
| Global Retirement Partners, LLC | 41,308 | $150.3 萬 | 0.07% | −1,994−4.6% | 減碼 |
| Liberty Wealth Management LLC | 41,545 | $151.2 萬 | 0.37% | −11,602−21.8% | 減碼 |
| Financial Advocates Investment Management | 42,032 | $153.0 萬 | 0.11% | +5,941+16.5% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 42,099 | $153.2 萬 | 1.27% | +42,099 | 新進 |
| SignalPoint Asset Management, LLC | 42,102 | $153.2 萬 | 0.47% | +866+2.1% | 加碼 |
| IHT Wealth Management, LLC | 42,156 | $153.4 萬 | 0.08% | −3,648−8.0% | 減碼 |
| Walkner Condon Financial Advisors LLC | 42,301 | $153.9 萬 | 0.41% | −650−1.5% | 減碼 |
| Belpointe Asset Management LLC | 42,607 | $155.0 萬 | 0.16% | −99,188−70.0% | 減碼 |
| MMBG Investment Advisors Co. | 42,900 | $155.2 萬 | 0.19% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 42,851 | $155.9 萬 | 0.53% | 00.0% | 不變 |
| Wedbush Securities Inc | 42,932 | $156.2 萬 | 0.07% | +3,724+9.5% | 加碼 |
| Naviter Wealth, LLC | 43,155 | $157.0 萬 | 0.40% | 00.0% | 不變 |
| Arlington Partners LLC | 43,202 | $157.2 萬 | 0.24% | +554+1.3% | 加碼 |
| Synovus Financial Corp | 43,239 | $157.3 萬 | 0.02% | +1,058+2.5% | 加碼 |
| Wade G W & Inc | 43,558 | $158.5 萬 | 0.06% | +3,734+9.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,577 | $158.6 萬 | 0.00% | −11,679−21.1% | 減碼 |
| Wealthsource Partners, LLC | 43,932 | $159.9 萬 | 0.11% | +5,477+14.2% | 加碼 |
| Harbour Investments, Inc. | 44,055 | $160.3 萬 | 0.08% | +616+1.4% | 加碼 |
| Confluence Wealth Services, Inc. | 44,553 | $162.1 萬 | 0.35% | −703−1.6% | 減碼 |
| Eqis Capital Management, Inc. | 44,608 | $162.3 萬 | 0.18% | −3,463−7.2% | 減碼 |
| Lifeworks Advisors, LLC | 45,206 | $164.5 萬 | 0.70% | +24,566+119.0% | 加碼 |
| TrinityPoint Wealth, LLC | 45,266 | $164.7 萬 | 0.32% | +1,563+3.6% | 加碼 |
| Guidance Capital, Inc | 46,030 | $166.8 萬 | 0.73% | +46,030 | 新進 |
| United Asset Strategies, Inc. | 46,117 | $167.8 萬 | 0.21% | +21,925+90.6% | 加碼 |
| Virtus Family Office LLC | 46,304 | $168.5 萬 | 3.12% | −3,980−7.9% | 減碼 |
| WealthCare Investment Partners, LLC | 47,696 | $173.1 萬 | 1.05% | +35,888+303.9% | 加碼 |
| Flputnam Investment Management Co | 48,258 | $175.6 萬 | 0.05% | +10,511+27.8% | 加碼 |
| Snowden Capital Advisors LLC | 48,338 | $175.9 萬 | 0.06% | +3,313+7.4% | 加碼 |
| EP Wealth Advisors, LLC | 41,405 | $177.6 萬 | 0.03% | +6,680+19.2% | 加碼 |
| Winch Advisory Services, LLC | 49,051 | $178.5 萬 | 0.64% | −641−1.3% | 減碼 |
| Apeiron RIA LLC | 49,211 | $179.1 萬 | 0.61% | +7,603+18.3% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 49,248 | $179.2 萬 | 0.43% | −310−0.6% | 減碼 |
| Mutual Advisors, LLC | 49,367 | $179.6 萬 | 0.07% | +819+1.7% | 加碼 |
| WBH Advisory Inc | 49,581 | $180.4 萬 | 0.21% | −532−1.1% | 減碼 |
| TriaGen Wealth Management LLC | 49,847 | $181.4 萬 | 0.83% | +1,986+4.1% | 加碼 |
| Lincoln National Corp | 49,893 | $181.6 萬 | 0.04% | +534+1.1% | 加碼 |
| Colony Group LLC | 50,854 | $185.1 萬 | 0.03% | −2,540−4.8% | 減碼 |
| NewSquare Capital LLC | 52,091 | $189.6 萬 | 0.20% | +1,439+2.8% | 加碼 |
| Compass Financial Group, Inc. | 52,246 | $190.1 萬 | 1.16% | −469−0.9% | 減碼 |
| Lakeview Capital Partners, LLC | 52,346 | $190.5 萬 | 0.35% | −1,458−2.7% | 減碼 |
| One Capital Management, LLC | 52,731 | $191.8 萬 | 0.09% | −724−1.4% | 減碼 |
| Boston Research & Management Inc | 52,753 | $191.9 萬 | 0.54% | −1,070−2.0% | 減碼 |
| Teamwork Financial Advisors, LLC | 53,317 | $194.0 萬 | 0.32% | +53,317 | 新進 |
| Eagle Strategies LLC | 53,773 | $195.7 萬 | 0.48% | +53,773 | 新進 |
| Thompson Siegel & Walmsley LLC | 54,482 | $198.3 萬 | 0.03% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 55,574 | $202.2 萬 | 1.14% | −239−0.4% | 減碼 |
| Prospera Financial Services Inc | 57,073 | $207.7 萬 | 0.08% | −33,897−37.3% | 減碼 |
| Carlson Capital Management | 57,239 | $208.3 萬 | 0.13% | +139+0.2% | 加碼 |
| Nadler Financial Group, Inc. | 57,322 | $208.6 萬 | 0.30% | −1,722−2.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58,030 | $211.2 萬 | 0.14% | −2,346−3.9% | 減碼 |
| Winton Group Ltd | 58,250 | $212.0 萬 | 0.18% | 00.0% | 不變 |
| Prudential PLC | 59,126 | $215.2 萬 | 0.03% | −24,980−29.7% | 減碼 |
| Estate Counselors, LLC | 59,335 | $215.9 萬 | 0.27% | −450−0.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 59,413 | $216.2 萬 | 0.30% | +2,825+5.0% | 加碼 |
| Allie Family Office LLC | 61,265 | $222.9 萬 | 1.60% | +9,460+18.3% | 加碼 |
| XR Securities LLC | 61,908 | $225.3 萬 | 3.48% | −24,579−28.4% | 減碼 |
| Modera Wealth Management, LLC | 61,920 | $225.3 萬 | 0.04% | +25,250+68.9% | 加碼 |
| Signature Securities Group Corporation | 62,042 | $225.8 萬 | 0.85% | −2,483−3.8% | 減碼 |
| Financial Management Network Inc | 62,066 | $226.0 萬 | 0.79% | +999+1.6% | 加碼 |
| Intrepid Capital Management Inc | 62,530 | $227.5 萬 | 1.60% | 00.0% | 不變 |
| Firestone Capital Management | 61,938 | $229.4 萬 | 0.75% | +61,938 | 新進 |
| Massmutual Trust Co FSB | 63,476 | $231.0 萬 | 0.08% | −53,478−45.7% | 減碼 |
| Gould Asset Management LLC | 63,509 | $231.1 萬 | 0.65% | −1,766−2.7% | 減碼 |
| Instrumental Wealth, LLC | 62,540 | $232.2 萬 | 2.79% | −38−0.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $236.5 萬 | 0.73% | −8,000−11.0% | 減碼 |
| Financial Sense Advisors, Inc. | 65,519 | $238.4 萬 | 1.09% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 65,747 | $239.3 萬 | 0.05% | +692+1.1% | 加碼 |
| Two Sigma Securities, LLC | 66,448 | $241.8 萬 | 0.20% | +35,033+111.5% | 加碼 |
| United Services Automobile Association | 67,356 | $245.1 萬 | 0.07% | −20,693−23.5% | 減碼 |
| Raymond James Trust N.A. | 67,814 | $246.8 萬 | 0.07% | −1,160−1.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 68,283 | $248.4 萬 | 0.08% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 68,402 | $248.9 萬 | 0.21% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 68,516 | $249.3 萬 | 0.03% | +22,079+47.5% | 加碼 |
| RFG Advisory, LLC | 68,580 | $249.6 萬 | 0.11% | +23,248+51.3% | 加碼 |
| Summit Place Financial Advisors, LLC | 68,905 | $250.7 萬 | 1.62% | +410+0.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 69,456 | $252.6 萬 | 0.51% | −3,744−5.1% | 減碼 |
| Financial Alternatives, Inc | 70,635 | $257.0 萬 | 2.33% | +3,185+4.7% | 加碼 |
| Moulton Wealth Management, Inc | 70,673 | $257.2 萬 | 4.55% | +70,673 | 新進 |
| Integrated Wealth Concepts LLC | 70,703 | $257.3 萬 | 0.04% | +8,048+12.8% | 加碼 |
| Regions Financial Corp | 71,590 | $260.5 萬 | 0.02% | +10,421+17.0% | 加碼 |
| Blue Investment Partners LLC | 71,814 | $261.3 萬 | 1.99% | +13,135+22.4% | 加碼 |
| Cobblestone Capital Advisors LLC | 71,842 | $261.4 萬 | 0.18% | +501+0.7% | 加碼 |
| Merriman Wealth Management, LLC | 72,042 | $262.2 萬 | 0.13% | −4,070−5.3% | 減碼 |
| Vicus Capital | 72,941 | $265.4 萬 | 0.28% | −582,193−88.9% | 減碼 |
| LifePlan Investment Advisors, Inc. | 72,975 | $265.6 萬 | 2.97% | +72,975 | 新進 |
| Motco | 73,303 | $266.7 萬 | 0.17% | +676+0.9% | 加碼 |