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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 108,783 | $395.9 萬 | 2.06% | +4,384+4.2% | 加碼 |
| RSM US Wealth Management LLC | 108,590 | $395.2 萬 | 0.13% | −3,121−2.8% | 減碼 |
| Versant Capital Management, Inc | 107,705 | $391.9 萬 | 1.25% | −4,281−3.8% | 減碼 |
| FineMark National Bank & Trust | 107,006 | $389.4 萬 | 0.16% | −1,765−1.6% | 減碼 |
| NVWM, LLC | 105,905 | $385.4 萬 | 1.25% | +39,113+58.6% | 加碼 |
| Laidlaw Wealth Management LLC | 105,755 | $384.8 萬 | 0.75% | −1,522−1.4% | 減碼 |
| Fiduciary Trust Co | 105,561 | $384.1 萬 | 0.07% | −72,770−40.8% | 減碼 |
| Pekin Hardy Strauss, Inc. | 105,519 | $384.0 萬 | 0.60% | −142−0.1% | 減碼 |
| Altiora Financial Group, LLC | 105,450 | $383.7 萬 | 1.69% | +10,834+11.5% | 加碼 |
| RiverGlades Family Offices LLC | 102,054 | $371.4 萬 | 3.31% | −1,094−1.1% | 減碼 |
| Argent Trust Co | 102,012 | $371.2 萬 | 0.20% | +92,432+964.8% | 加碼 |
| Cypress Capital Group | 101,543 | $369.5 萬 | 0.53% | −2,073−2.0% | 減碼 |
| DCF Advisers, LLC | 100,000 | $363.9 萬 | 2.51% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 99,884 | $363.5 萬 | 0.13% | +443+0.4% | 加碼 |
| Bessemer Group Inc | 99,102 | $360.6 萬 | 0.01% | 00.0% | 不變 |
| American Asset Management Inc. | 98,905 | $359.9 萬 | 3.76% | +6,150+6.6% | 加碼 |
| We Are One Seven, LLC | 98,688 | $359.1 萬 | 0.33% | −27,857−22.0% | 減碼 |
| Regency Capital Management Inc. | 98,493 | $358.4 萬 | 3.12% | +15,620+18.8% | 加碼 |
| Pathstone Family Office, LLC | 98,160 | $357.2 萬 | 0.05% | +1,191+1.2% | 加碼 |
| Corrado Advisors, LLC | 96,692 | $351.9 萬 | 2.46% | −8,557−8.1% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $351.9 萬 | 0.13% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 95,895 | $349.0 萬 | 0.73% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 95,557 | $347.7 萬 | 0.88% | −45,407−32.2% | 減碼 |
| Bridgewater Associates, LP | 95,444 | $347.3 萬 | 0.02% | −1,759,718−94.9% | 減碼 |
| Sage Investment Advisers LLC | 95,380 | $347.1 萬 | 4.64% | +1,400+1.5% | 加碼 |
| IFP Advisors, Inc | 94,984 | $340.8 萬 | 0.17% | +28,790+43.5% | 加碼 |
| HSBC Holdings PLC | 93,250 | $339.3 萬 | 0.00% | −2,629−2.7% | 減碼 |
| Community Bank, N.A. | 93,259 | $339.3 萬 | 0.45% | −10,891−10.5% | 減碼 |
| Welch & Forbes LLC | 93,042 | $338.6 萬 | 0.05% | −1,000−1.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 92,877 | $338.0 萬 | 0.23% | −959−1.0% | 減碼 |
| Inscription Capital, LLC | 92,742 | $337.5 萬 | 1.05% | −12,982−12.3% | 減碼 |
| Wealth Alliance | 92,022 | $334.9 萬 | 0.50% | +1,130+1.2% | 加碼 |
| WMS Partners, LLC | 91,570 | $333.2 萬 | 0.26% | +10,000+12.3% | 加碼 |
| SRS Capital Advisors, Inc. | 90,884 | $330.7 萬 | 0.42% | +131+0.1% | 加碼 |
| Cambridge Trust Co | 89,409 | $325.4 萬 | 0.15% | −4,174−4.5% | 減碼 |
| Integrated Advisors Network LLC | 88,059 | $320.4 萬 | 0.18% | +4,811+5.8% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 87,939 | $320.0 萬 | 0.63% | −4,137−4.5% | 減碼 |
| Gradient Investments LLC | 87,385 | $318.0 萬 | 0.08% | −3,638−4.0% | 減碼 |
| Laird Norton Trust Company, LLC | 87,371 | $317.9 萬 | 0.37% | −307−0.4% | 減碼 |
| Northside Capital Management, LLC | 86,847 | $316.0 萬 | 1.09% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 86,222 | $313.8 萬 | 0.83% | −27,640−24.3% | 減碼 |
| Madden Advisory Services, Inc. | 85,594 | $311.5 萬 | 2.02% | +5,356+6.7% | 加碼 |
| Twelve Points Wealth Management LLC | 84,986 | $309.3 萬 | 1.65% | +10,616+14.3% | 加碼 |
| Wealthstar Advisors, LLC | 84,958 | $309.2 萬 | 1.30% | −727−0.8% | 減碼 |
| Ci Investments Inc. | 84,617 | $307.9 萬 | 0.02% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 84,024 | $305.8 萬 | 0.49% | +39,914+90.5% | 加碼 |
| Jordan Park Group LLC | 83,197 | $302.8 萬 | 0.20% | −46,962−36.1% | 減碼 |
| First Horizon Advisors, Inc. | 83,076 | $302.3 萬 | 0.10% | −6,749−7.5% | 減碼 |
| Relative Value Partners Group, LLC | 82,937 | $301.8 萬 | 0.20% | −177−0.2% | 減碼 |
| Delta Financial Advisors LLC | 82,460 | $300.1 萬 | 1.33% | −1,322−1.6% | 減碼 |
| Tikvah Management LLC | 82,230 | $299.2 萬 | 1.02% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 80,955 | $294.6 萬 | 0.35% | −1,818−2.2% | 減碼 |
| Simplify Asset Management Inc. | 80,879 | $294.3 萬 | 0.53% | +19,299+31.3% | 加碼 |
| Crescent Grove Advisors, LLC | 79,994 | $291.1 萬 | 0.31% | +343+0.4% | 加碼 |
| waypoint wealth counsel | 79,521 | $289.4 萬 | 2.59% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 78,268 | $284.8 萬 | 0.88% | −2,530−3.1% | 減碼 |
| Cowa, LLC | 77,496 | $282.0 萬 | 1.86% | −2,177−2.7% | 減碼 |
| Advisory Alpha, LLC | 77,429 | $281.8 萬 | 0.14% | +35,557+84.9% | 加碼 |
| Cadent Capital Advisors, LLC | 77,193 | $280.9 萬 | 1.75% | −60.0% | 減碼 |
| Bigelow Investment Advisors, LLC | 76,773 | $279.4 萬 | 1.53% | – | – |
| Vontobel Holding Ltd. | 76,308 | $277.7 萬 | 0.02% | −4,015−5.0% | 減碼 |
| Oppenheimer & Co Inc | 76,135 | $277.1 萬 | 0.06% | +18,532+32.2% | 加碼 |
| Mengis Capital Management, Inc. | 75,713 | $275.5 萬 | 0.55% | −5,783−7.1% | 減碼 |
| Whittier Trust Co | 74,857 | $272.3 萬 | 0.05% | −42,301−36.1% | 減碼 |
| J2 Capital Management Inc | 74,260 | $270.2 萬 | 3.21% | −1,596−2.1% | 減碼 |
| Robinson Value Management, Ltd. | 73,684 | $268.1 萬 | 1.94% | +4,444+6.4% | 加碼 |
| HB Wealth Management, LLC | 73,673 | $268.1 萬 | 0.04% | −450−0.6% | 減碼 |
| Motco | 73,303 | $266.7 萬 | 0.17% | +676+0.9% | 加碼 |
| LifePlan Investment Advisors, Inc. | 72,975 | $265.6 萬 | 2.97% | +72,975 | 新進 |
| Vicus Capital | 72,941 | $265.4 萬 | 0.28% | −582,193−88.9% | 減碼 |
| Merriman Wealth Management, LLC | 72,042 | $262.2 萬 | 0.13% | −4,070−5.3% | 減碼 |
| Cobblestone Capital Advisors LLC | 71,842 | $261.4 萬 | 0.18% | +501+0.7% | 加碼 |
| Blue Investment Partners LLC | 71,814 | $261.3 萬 | 1.99% | +13,135+22.4% | 加碼 |
| Regions Financial Corp | 71,590 | $260.5 萬 | 0.02% | +10,421+17.0% | 加碼 |
| Integrated Wealth Concepts LLC | 70,703 | $257.3 萬 | 0.04% | +8,048+12.8% | 加碼 |
| Moulton Wealth Management, Inc | 70,673 | $257.2 萬 | 4.55% | +70,673 | 新進 |
| Financial Alternatives, Inc | 70,635 | $257.0 萬 | 2.33% | +3,185+4.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 69,456 | $252.6 萬 | 0.51% | −3,744−5.1% | 減碼 |
| Summit Place Financial Advisors, LLC | 68,905 | $250.7 萬 | 1.62% | +410+0.6% | 加碼 |
| RFG Advisory, LLC | 68,580 | $249.6 萬 | 0.11% | +23,248+51.3% | 加碼 |
| Avantax Advisory Services, Inc. | 68,516 | $249.3 萬 | 0.03% | +22,079+47.5% | 加碼 |
| Patriot Investment Management Inc. | 68,402 | $248.9 萬 | 0.21% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 68,283 | $248.4 萬 | 0.08% | 00.0% | 不變 |
| Raymond James Trust N.A. | 67,814 | $246.8 萬 | 0.07% | −1,160−1.7% | 減碼 |
| United Services Automobile Association | 67,356 | $245.1 萬 | 0.07% | −20,693−23.5% | 減碼 |
| Two Sigma Securities, LLC | 66,448 | $241.8 萬 | 0.20% | +35,033+111.5% | 加碼 |
| Bradley Foster & Sargent Inc | 65,747 | $239.3 萬 | 0.05% | +692+1.1% | 加碼 |
| Financial Sense Advisors, Inc. | 65,519 | $238.4 萬 | 1.09% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 65,000 | $236.5 萬 | 0.73% | −8,000−11.0% | 減碼 |
| Instrumental Wealth, LLC | 62,540 | $232.2 萬 | 2.79% | −38−0.1% | 減碼 |
| Gould Asset Management LLC | 63,509 | $231.1 萬 | 0.65% | −1,766−2.7% | 減碼 |
| Massmutual Trust Co FSB | 63,476 | $231.0 萬 | 0.08% | −53,478−45.7% | 減碼 |
| Firestone Capital Management | 61,938 | $229.4 萬 | 0.75% | +61,938 | 新進 |
| Intrepid Capital Management Inc | 62,530 | $227.5 萬 | 1.60% | 00.0% | 不變 |
| Financial Management Network Inc | 62,066 | $226.0 萬 | 0.79% | +999+1.6% | 加碼 |
| Signature Securities Group Corporation | 62,042 | $225.8 萬 | 0.85% | −2,483−3.8% | 減碼 |
| Modera Wealth Management, LLC | 61,920 | $225.3 萬 | 0.04% | +25,250+68.9% | 加碼 |
| XR Securities LLC | 61,908 | $225.3 萬 | 3.48% | −24,579−28.4% | 減碼 |
| Allie Family Office LLC | 61,265 | $222.9 萬 | 1.60% | +9,460+18.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 59,413 | $216.2 萬 | 0.30% | +2,825+5.0% | 加碼 |