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 |
|---|---|---|---|---|---|
| Highland Financial Advisors, LLC | 214,256 | $779.7 萬 | 4.02% | −7,206−3.3% | 減碼 |
| New Potomac Partners, LLC | 213,194 | $775.8 萬 | 5.12% | −1,155−0.5% | 減碼 |
| Sinecera Capital, LLC | 211,872 | $771.0 萬 | 8.21% | −9,870−4.5% | 減碼 |
| Independent Financial Group, LLC | 210,797 | $767.1 萬 | 0.53% | +15,069+7.7% | 加碼 |
| AMG National Trust Bank | 209,567 | $762.6 萬 | 0.25% | +5,113+2.5% | 加碼 |
| Upper Left Wealth Management, LLC | 209,145 | $761.1 萬 | 8.46% | −3,535−1.7% | 減碼 |
| Advisory Services Network, LLC | 207,675 | $755.7 萬 | 0.20% | +152,736+278.0% | 加碼 |
| Blueprint Investment Partners LLC | 206,873 | $752.8 萬 | 2.70% | −157,199−43.2% | 減碼 |
| Forza Wealth Management, LLC | 205,719 | $748.6 萬 | 3.77% | −1,820−0.9% | 減碼 |
| Leavell Investment Management, Inc. | 201,924 | $734.8 萬 | 0.50% | +8,380+4.3% | 加碼 |
| Huntington National Bank | – | $722.6 萬 | 0.07% | – | – |
| Evoke Wealth, LLC | 198,570 | $722.6 萬 | 0.25% | −2,362−1.2% | 減碼 |
| Okabena Investment Services Inc | 192,665 | $701.1 萬 | 5.13% | +20,801+12.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 192,625 | $701.0 萬 | 0.69% | +8,614+4.7% | 加碼 |
| GWM Advisors LLC | 192,025 | $698.8 萬 | 0.08% | +69,647+56.9% | 加碼 |
| GYL Financial Synergies, LLC | 190,476 | $693.1 萬 | 0.63% | −14,939−7.3% | 減碼 |
| Archetype Wealth Partners | 186,509 | $678.7 萬 | 1.31% | +47,316+34.0% | 加碼 |
| Sigma Planning Corp | 184,962 | $673.1 萬 | 0.24% | +574+0.3% | 加碼 |
| Susquehanna International Group, LLP | 183,851 | $669.0 萬 | 0.01% | −83,982−31.4% | 減碼 |
| Wealth Management Partners, LLC | 183,286 | $667.0 萬 | 4.19% | +4,724+2.6% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 180,634 | $657.3 萬 | 2.17% | −43,038−19.2% | 減碼 |
| First American Trust, FSB | 178,520 | $649.6 萬 | 0.89% | +4,043+2.3% | 加碼 |
| Omnia Family Wealth, LLC | 178,308 | $648.9 萬 | 4.41% | −14,308−7.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 177,390 | $645.5 萬 | 0.13% | +153,557+644.3% | 加碼 |
| Cape Ann Savings Bank | 176,628 | $642.7 萬 | 4.28% | −11,490−6.1% | 減碼 |
| Gateway Advisory, LLC | 175,268 | $637.8 萬 | 1.35% | −470.0% | 減碼 |
| Sepio Capital, LP | 174,987 | $636.8 萬 | 0.52% | +5,213+3.1% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 173,023 | $629.6 萬 | 2.67% | +9,475+5.8% | 加碼 |
| Allworth Financial LP | 172,566 | $628.0 萬 | 0.05% | +8,383+5.1% | 加碼 |
| NTV Asset Management LLC | 172,150 | $626.5 萬 | 1.09% | +1,250+0.7% | 加碼 |
| Rehmann Capital Advisory Group | 170,080 | $618.9 萬 | 0.55% | −3,676−2.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 168,600 | $613.5 萬 | 0.06% | −8,000−4.5% | 減碼 |
| Greenline Partners, LLC | 167,690 | $610.2 萬 | 1.14% | −200.0% | 減碼 |
| Wellspring Financial Advisors, LLC | 164,645 | $599.1 萬 | 1.70% | −10,076−5.8% | 減碼 |
| Nomura Asset Management Co Ltd | 162,950 | $593.0 萬 | 0.03% | −32,100−16.5% | 減碼 |
| Axxcess Wealth Management, LLC | 161,604 | $588.1 萬 | 0.43% | −5,252−3.1% | 減碼 |
| Well Done, LLC | 161,534 | $587.8 萬 | 1.25% | +2,302+1.4% | 加碼 |
| BSW Wealth Partners | 160,953 | $585.7 萬 | 1.22% | −1,230−0.8% | 減碼 |
| Ancora Advisors, LLC | 157,951 | $574.8 萬 | 0.15% | −1,514−0.9% | 減碼 |
| CPA Asset Management LLC | 156,990 | $571.3 萬 | 4.10% | −1,045−0.7% | 減碼 |
| Vivaldi Capital Management, LLC | 156,744 | $570.4 萬 | 1.76% | −11,251−6.7% | 減碼 |
| Sowell Financial Services LLC | 156,669 | $570.1 萬 | 0.32% | −4,310−2.7% | 減碼 |
| MainStreet Investment Advisors LLC | 155,845 | $567.1 萬 | 0.62% | −74,653−32.4% | 減碼 |
| Systelligence, LLC | 155,666 | $566.5 萬 | 1.79% | −113,790−42.2% | 減碼 |
| Private Advisor Group, LLC | 153,378 | $561.4 萬 | 0.05% | −7,611−4.7% | 減碼 |
| Southeast Asset Advisors Inc. | 151,870 | $552.7 萬 | 0.79% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 151,042 | $549.6 萬 | 0.19% | +24,063+19.0% | 加碼 |
| National Asset Management, Inc. | 150,485 | $547.6 萬 | 0.12% | −50,200−25.0% | 減碼 |
| Insight Wealth Partners, LLC | 150,391 | $547.3 萬 | 4.55% | −19,665−11.6% | 減碼 |
| Brinker Capital Investments, LLC | 149,291 | $543.3 萬 | 0.06% | +2,374+1.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 149,291 | $543.3 萬 | 0.06% | +2,374+1.6% | 加碼 |
| Cranbrook Wealth Management, LLC | 148,768 | $541.4 萬 | 1.51% | −496−0.3% | 減碼 |
| GFS Advisors, LLC | 147,347 | $536.2 萬 | 1.19% | −2,995−2.0% | 減碼 |
| Commerce Bank | 144,915 | $527.3 萬 | 0.04% | +1,300+0.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 144,465 | $525.7 萬 | 1.29% | 00.0% | 不變 |
| Hamilton Wealth, LLC | 141,092 | $513.4 萬 | 1.79% | −4,911−3.4% | 減碼 |
| New York State Common Retirement Fund | 140,200 | $510.2 萬 | 0.01% | −176,304−55.7% | 減碼 |
| Wellington Management Group LLP | 140,200 | $510.2 萬 | 0.00% | 00.0% | 不變 |
| StrategIQ Financial Group, LLC | 139,834 | $508.9 萬 | 0.58% | +300.0% | 加碼 |
| Patton Fund Management, Inc. | 139,148 | $506.4 萬 | 1.48% | +2,681+2.0% | 加碼 |
| MBA Advisors LLC | 137,906 | $501.8 萬 | 3.00% | −642−0.5% | 減碼 |
| Cetera Advisors LLC | 137,234 | $499.4 萬 | 0.08% | −4,505−3.2% | 減碼 |
| Meridian Investment Counsel Inc. | 135,162 | $491.9 萬 | 1.75% | −1,209−0.9% | 減碼 |
| Pariax, LLC | 133,167 | $484.6 萬 | 15.21% | +133,167 | 新進 |
| Fairview Capital Investment Management, LLC | 131,787 | $479.6 萬 | 0.30% | +101+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 130,730 | $475.7 萬 | 0.23% | −7,255−5.3% | 減碼 |
| Public Employees Retirement System of Ohio | 130,500 | $474.9 萬 | 0.02% | +44,100+51.0% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 129,803 | $472.4 萬 | 1.78% | +1,970+1.5% | 加碼 |
| Fermata Advisors, LLC | 129,668 | $471.9 萬 | 4.27% | +86,439+200.0% | 加碼 |
| Kades & Cheifetz LLC | 129,376 | $470.8 萬 | 3.61% | +274+0.2% | 加碼 |
| Parallel Advisors, LLC | 128,894 | $469.0 萬 | 0.15% | −742−0.6% | 減碼 |
| Cetera Investment Advisers | 128,579 | $467.9 萬 | 0.04% | −23,095−15.2% | 減碼 |
| Aptus Capital Advisors, LLC | 127,735 | $464.8 萬 | 0.14% | +127,735 | 新進 |
| Mid-American Wealth Advisory Group, Inc. | 124,780 | $463.2 萬 | 3.61% | +124,780 | 新進 |
| D.A. Davidson & Co. | 127,098 | $462.5 萬 | 0.05% | +6,760+5.6% | 加碼 |
| Ackerman Capital Advisors, LLC | 125,809 | $457.8 萬 | 1.19% | +828+0.7% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 125,610 | $457.1 萬 | 1.09% | −7,057−5.3% | 減碼 |
| Briaud Financial Planning, Inc | 120,994 | $440.2 萬 | 4.16% | −534−0.4% | 減碼 |
| Brown Advisory Inc | 120,760 | $439.4 萬 | 0.01% | +5,472+4.7% | 加碼 |
| DFPG Investments, LLC | 116,181 | $435.4 萬 | 0.39% | +4,901+4.4% | 加碼 |
| Wills Financial Group, Inc. | 118,648 | $431.8 萬 | 2.19% | +500+0.4% | 加碼 |
| Thrivent Financial for Lutherans | 118,142 | $429.6 萬 | 0.01% | +6,612+5.9% | 加碼 |
| Baker Avenue Asset Management, LP | 117,750 | $428.5 萬 | 0.22% | +3,293+2.9% | 加碼 |
| Barclays PLC | 117,717 | $428.4 萬 | 0.00% | +43,734+59.1% | 加碼 |
| Citadel Advisors LLC | 117,093 | $426.1 萬 | 0.00% | +114,189+3,932.1% | 加碼 |
| Townsend & Associates, Inc | 114,340 | $425.6 萬 | 1.10% | +56,677+98.3% | 加碼 |
| Accretive Wealth Partners, LLC | 115,689 | $421.0 萬 | 2.50% | +2,603+2.3% | 加碼 |
| Atria Investments LLC | 115,206 | $419.2 萬 | 0.08% | +2,183+1.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 115,134 | $419.0 萬 | 0.04% | +6,517+6.0% | 加碼 |
| Alhambra Investment Partners LLC | 114,704 | $417.4 萬 | 2.75% | −3,937−3.3% | 減碼 |
| Comerica Securities,inc. | 113,290 | $412.3 萬 | 0.29% | +31,728+38.9% | 加碼 |
| Global Wealth Strategies & Associates | 112,766 | $410.4 萬 | 1.93% | +4,694+4.3% | 加碼 |
| Stableford Capital II LLC | 112,726 | $408.5 萬 | 1.81% | +112,726 | 新進 |
| Amplius Wealth Advisors, LLC | 111,954 | $407.4 萬 | 0.55% | −13,031−10.4% | 減碼 |
| Maltin Wealth Management, Inc. | 111,456 | $405.6 萬 | 2.87% | +1,091+1.0% | 加碼 |
| AdvisorNet Financial, Inc | 110,996 | $403.9 萬 | 0.35% | −1,657−1.5% | 減碼 |
| Wealthspan Partners, LLC | 110,656 | $402.7 萬 | 3.18% | +2,868+2.7% | 加碼 |
| Weil Company, Inc. | 110,483 | $402.0 萬 | 1.79% | −2,243−2.0% | 減碼 |
| Scotia Capital Inc. | 109,074 | $396.9 萬 | 0.03% | −3,169−2.8% | 減碼 |
| Lido Advisors, LLC | 109,010 | $396.7 萬 | 0.04% | +33,081+43.6% | 加碼 |