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 |
|---|---|---|---|---|---|
| Estate Counselors, LLC | 59,335 | $215.9 萬 | 0.27% | −450−0.8% | 減碼 |
| Prudential PLC | 59,126 | $215.2 萬 | 0.03% | −24,980−29.7% | 減碼 |
| Winton Group Ltd | 58,250 | $212.0 萬 | 0.18% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58,030 | $211.2 萬 | 0.14% | −2,346−3.9% | 減碼 |
| Nadler Financial Group, Inc. | 57,322 | $208.6 萬 | 0.30% | −1,722−2.9% | 減碼 |
| Carlson Capital Management | 57,239 | $208.3 萬 | 0.13% | +139+0.2% | 加碼 |
| Prospera Financial Services Inc | 57,073 | $207.7 萬 | 0.08% | −33,897−37.3% | 減碼 |
| Towerpoint Wealth, LLC | 55,574 | $202.2 萬 | 1.14% | −239−0.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $198.3 萬 | 0.03% | 00.0% | 不變 |
| Eagle Strategies LLC | 53,773 | $195.7 萬 | 0.48% | +53,773 | 新進 |
| Teamwork Financial Advisors, LLC | 53,317 | $194.0 萬 | 0.32% | +53,317 | 新進 |
| Boston Research & Management Inc | 52,753 | $191.9 萬 | 0.54% | −1,070−2.0% | 減碼 |
| One Capital Management, LLC | 52,731 | $191.8 萬 | 0.09% | −724−1.4% | 減碼 |
| Lakeview Capital Partners, LLC | 52,346 | $190.5 萬 | 0.35% | −1,458−2.7% | 減碼 |
| Compass Financial Group, Inc. | 52,246 | $190.1 萬 | 1.16% | −469−0.9% | 減碼 |
| NewSquare Capital LLC | 52,091 | $189.6 萬 | 0.20% | +1,439+2.8% | 加碼 |
| Colony Group LLC | 50,854 | $185.1 萬 | 0.03% | −2,540−4.8% | 減碼 |
| Lincoln National Corp | 49,893 | $181.6 萬 | 0.04% | +534+1.1% | 加碼 |
| TriaGen Wealth Management LLC | 49,847 | $181.4 萬 | 0.83% | +1,986+4.1% | 加碼 |
| WBH Advisory Inc | 49,581 | $180.4 萬 | 0.21% | −532−1.1% | 減碼 |
| Mutual Advisors, LLC | 49,367 | $179.6 萬 | 0.07% | +819+1.7% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 49,248 | $179.2 萬 | 0.43% | −310−0.6% | 減碼 |
| Apeiron RIA LLC | 49,211 | $179.1 萬 | 0.61% | +7,603+18.3% | 加碼 |
| Winch Advisory Services, LLC | 49,051 | $178.5 萬 | 0.64% | −641−1.3% | 減碼 |
| EP Wealth Advisors, LLC | 41,405 | $177.6 萬 | 0.03% | +6,680+19.2% | 加碼 |
| Snowden Capital Advisors LLC | 48,338 | $175.9 萬 | 0.06% | +3,313+7.4% | 加碼 |
| Flputnam Investment Management Co | 48,258 | $175.6 萬 | 0.05% | +10,511+27.8% | 加碼 |
| WealthCare Investment Partners, LLC | 47,696 | $173.1 萬 | 1.05% | +35,888+303.9% | 加碼 |
| Virtus Family Office LLC | 46,304 | $168.5 萬 | 3.12% | −3,980−7.9% | 減碼 |
| United Asset Strategies, Inc. | 46,117 | $167.8 萬 | 0.21% | +21,925+90.6% | 加碼 |
| Guidance Capital, Inc | 46,030 | $166.8 萬 | 0.73% | +46,030 | 新進 |
| TrinityPoint Wealth, LLC | 45,266 | $164.7 萬 | 0.32% | +1,563+3.6% | 加碼 |
| Lifeworks Advisors, LLC | 45,206 | $164.5 萬 | 0.70% | +24,566+119.0% | 加碼 |
| Eqis Capital Management, Inc. | 44,608 | $162.3 萬 | 0.18% | −3,463−7.2% | 減碼 |
| Confluence Wealth Services, Inc. | 44,553 | $162.1 萬 | 0.35% | −703−1.6% | 減碼 |
| Harbour Investments, Inc. | 44,055 | $160.3 萬 | 0.08% | +616+1.4% | 加碼 |
| Wealthsource Partners, LLC | 43,932 | $159.9 萬 | 0.11% | +5,477+14.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,577 | $158.6 萬 | 0.00% | −11,679−21.1% | 減碼 |
| Wade G W & Inc | 43,558 | $158.5 萬 | 0.06% | +3,734+9.4% | 加碼 |
| Synovus Financial Corp | 43,239 | $157.3 萬 | 0.02% | +1,058+2.5% | 加碼 |
| Arlington Partners LLC | 43,202 | $157.2 萬 | 0.24% | +554+1.3% | 加碼 |
| Naviter Wealth, LLC | 43,155 | $157.0 萬 | 0.40% | 00.0% | 不變 |
| Wedbush Securities Inc | 42,932 | $156.2 萬 | 0.07% | +3,724+9.5% | 加碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $155.9 萬 | 0.53% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 42,900 | $155.2 萬 | 0.19% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 42,607 | $155.0 萬 | 0.16% | −99,188−70.0% | 減碼 |
| Walkner Condon Financial Advisors LLC | 42,301 | $153.9 萬 | 0.41% | −650−1.5% | 減碼 |
| IHT Wealth Management, LLC | 42,156 | $153.4 萬 | 0.08% | −3,648−8.0% | 減碼 |
| SignalPoint Asset Management, LLC | 42,102 | $153.2 萬 | 0.47% | +866+2.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 42,099 | $153.2 萬 | 1.27% | +42,099 | 新進 |
| Financial Advocates Investment Management | 42,032 | $153.0 萬 | 0.11% | +5,941+16.5% | 加碼 |
| Liberty Wealth Management LLC | 41,545 | $151.2 萬 | 0.37% | −11,602−21.8% | 減碼 |
| Global Retirement Partners, LLC | 41,308 | $150.3 萬 | 0.07% | −1,994−4.6% | 減碼 |
| Truadvice, LLC | 41,408 | $150.1 萬 | 0.55% | +5,155+14.2% | 加碼 |
| Ieq Capital, LLC | 40,857 | $148.7 萬 | 0.03% | +170+0.4% | 加碼 |
| SevenOneSeven Capital Management | 40,994 | $148.6 萬 | 3.34% | +196+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 40,745 | $148.3 萬 | 0.11% | −3,453−7.8% | 減碼 |
| SlateStone Wealth, LLC | 40,561 | $147.6 萬 | 0.28% | +1,631+4.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 40,078 | $145.8 萬 | 0.02% | −2,057−4.9% | 減碼 |
| Bank Ozk | 39,741 | $144.6 萬 | 0.69% | −1,604−3.9% | 減碼 |
| TRUE Private Wealth Advisors | 39,729 | $144.6 萬 | 0.21% | +5,159+14.9% | 加碼 |
| Callan Family Office, LLC | 39,609 | $144.1 萬 | 0.38% | +409+1.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 39,479 | $143.7 萬 | 0.32% | +2,663+7.2% | 加碼 |
| Boston Private Wealth LLC | 38,712 | $140.9 萬 | 0.03% | −10,159−20.8% | 減碼 |
| ICONIQ Capital, LLC | 38,140 | $138.8 萬 | 0.02% | −13,743−26.5% | 減碼 |
| Strategy Asset Managers LLC | 38,125 | $138.7 萬 | 0.31% | +1,533+4.2% | 加碼 |
| Austin Private Wealth, LLC | 37,810 | $137.6 萬 | 0.20% | −3,588−8.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 37,809 | $137.6 萬 | 0.44% | +37,809 | 新進 |
| Forum Financial Management, LP | 37,252 | $135.6 萬 | 0.03% | +12,323+49.4% | 加碼 |
| Hirtle Callaghan & Co LLC | 37,252 | $135.6 萬 | 0.06% | −4,201−10.1% | 減碼 |
| Whitener Capital Management, Inc. | 37,166 | $135.2 萬 | 0.52% | −4,406−10.6% | 減碼 |
| Sawtooth Solutions, LLC | 37,088 | $135.0 萬 | 0.04% | −9,753−20.8% | 減碼 |
| FWL Investment Management, LLC | 36,900 | $134.3 萬 | 0.92% | +500+1.4% | 加碼 |
| Vanguard Capital Wealth Advisors | 36,669 | $133.4 萬 | 1.21% | −5,439−12.9% | 減碼 |
| Pinnacle Financial Partners Inc | 36,491 | $132.8 萬 | 0.03% | 00.0% | 不變 |
| ETF Store, Inc. | 35,209 | $131.9 萬 | 0.92% | −172−0.5% | 減碼 |
| Highline Wealth Partners LLC | 35,586 | $129.5 萬 | 0.82% | +1,273+3.7% | 加碼 |
| Satovsky Asset Management LLC | 35,392 | $128.8 萬 | 0.44% | −683−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 35,389 | $128.8 萬 | 0.01% | −19,829−35.9% | 減碼 |
| Roundview Capital LLC | 35,352 | $128.6 萬 | 0.13% | +40+0.1% | 加碼 |
| Verity Asset Management, Inc. | 35,319 | $128.5 萬 | 0.95% | −6,224−15.0% | 減碼 |
| United Capital Financial Advisers, LLC | 35,057 | $127.6 萬 | 0.01% | −13,060−27.1% | 減碼 |
| Banque Pictet & Cie SA | 34,959 | $127.2 萬 | 0.01% | 00.0% | 不變 |
| Birchcreek Wealth Management, LLC | 34,277 | $124.7 萬 | 0.87% | −4,396−11.4% | 減碼 |
| Evergreen Capital Management LLC | 34,204 | $124.5 萬 | 0.05% | −8,771−20.4% | 減碼 |
| Congress Wealth Management LLC | 33,942 | $123.5 萬 | 0.03% | −5,135−13.1% | 減碼 |
| InterOcean Capital Group, LLC | 33,495 | $121.9 萬 | 0.04% | +27,506+459.3% | 加碼 |
| Simmons Bank | 33,486 | $121.9 萬 | 0.10% | +310+0.9% | 加碼 |
| Americana Partners, LLC | 33,478 | $121.8 萬 | 0.16% | +1,148+3.6% | 加碼 |
| Bridgewealth Advisory Group, LLC | 33,352 | $121.4 萬 | 1.97% | +891+2.7% | 加碼 |
| London & Capital Asset Management Ltd | 33,330 | $121.3 萬 | 0.12% | −4,380−11.6% | 減碼 |
| Holistic Financial Partners | 33,119 | $120.5 萬 | 0.84% | 00.0% | 不變 |
| Lazard Asset Management LLC | 32,785 | $119.3 萬 | 0.00% | −5,815−15.1% | 減碼 |
| Bristlecone Advisors, LLC | 32,734 | $119.1 萬 | 0.12% | −1,229−3.6% | 減碼 |
| PFG Advisors | 32,396 | $117.9 萬 | 0.09% | −2,589−7.4% | 減碼 |
| BKA Wealth Consulting, Inc. | 32,276 | $117.5 萬 | 1.96% | +4,351+15.6% | 加碼 |
| Interchange Capital Partners, LLC | 32,264 | $117.4 萬 | 0.90% | −989−3.0% | 減碼 |
| Golden State Equity Partners | 32,172 | $117.1 萬 | 0.33% | −7,788−19.5% | 減碼 |
| Connective Portfolio Management, LLC | 32,029 | $116.6 萬 | 2.89% | −1,123−3.4% | 減碼 |
| Waterloo Capital, L.P. | 31,831 | $115.8 萬 | 0.34% | +21,848+218.9% | 加碼 |