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 |
|---|---|---|---|---|---|
| United Community Bank | 31,392 | $114.2 萬 | 1.00% | 00.0% | 不變 |
| Ballew Advisors, Inc | 30,730 | $112.5 萬 | 0.81% | 00.0% | 不變 |
| Condor Capital Management | 30,909 | $112.5 萬 | 0.13% | −485−1.5% | 減碼 |
| Perkins Coie Trust Co | 30,809 | $112.1 萬 | 0.32% | +31+0.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 32,348 | $111.9 萬 | 0.27% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 30,250 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 29,781 | $108.4 萬 | 0.12% | +1,065+3.7% | 加碼 |
| Ifrah Financial Services, Inc. | 29,726 | $108.2 萬 | 0.33% | −376−1.2% | 減碼 |
| Fort Point Capital Partners LLC | 29,666 | $108.0 萬 | 0.16% | −257−0.9% | 減碼 |
| First Manhattan Co | 29,582 | $107.6 萬 | 0.00% | −41,450−58.4% | 減碼 |
| Glass Jacobson Investment Advisors llc | 29,161 | $106.1 萬 | 0.49% | +29,161 | 新進 |
| Dynamic Advisor Solutions LLC | 29,071 | $105.8 萬 | 0.05% | −31,327−51.9% | 減碼 |
| Country Club Bank | 29,080 | $105.1 萬 | 0.08% | +447+1.6% | 加碼 |
| Change Path, LLC | 28,878 | $105.1 萬 | 0.05% | −844−2.8% | 減碼 |
| S.A. Mason LLC | 27,854 | $104.1 萬 | 0.76% | 00.0% | 不變 |
| Hamilton Capital, LLC | 28,503 | $103.7 萬 | 0.07% | +130.0% | 加碼 |
| TownSquare Capital, LLC | 28,448 | $103.5 萬 | 0.02% | +3,457+13.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 28,251 | $102.8 萬 | 0.02% | +411+1.5% | 加碼 |
| Brown Brothers Harriman & Co | 28,242 | $102.8 萬 | 0.01% | −3,231−10.3% | 減碼 |
| M Holdings Securities, Inc. | 28,008 | $101.9 萬 | 0.21% | −24,341−46.5% | 減碼 |
| Courage Capital Management LLC | 28,000 | $101.9 萬 | 2.80% | 00.0% | 不變 |
| Myecfo, LLC | 27,995 | $101.9 萬 | 0.74% | +809+3.0% | 加碼 |
| Natixis Advisors, L.P. | 27,878 | $101.4 萬 | 0.00% | −2,358−7.8% | 減碼 |
| Advanced Research Investment Solutions, LLC | 27,750 | $101.0 萬 | 0.58% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 27,739 | $100.9 萬 | 0.02% | +2,412+9.5% | 加碼 |
| Atlantic Trust, LLC | 27,598 | $100.5 萬 | 0.32% | +119+0.4% | 加碼 |
| PBMares Wealth Management LLC | 27,539 | $100.2 萬 | 0.36% | −1,784−6.1% | 減碼 |
| Glovista Investments LLC | 27,592 | $100.0 萬 | 0.53% | +27,592 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,453 | $99.9 萬 | 0.04% | −4,220−13.3% | 減碼 |
| Nkcfo LLC | 27,450 | $99.9 萬 | 0.46% | 00.0% | 不變 |
| Glenmede Trust Co NA | 26,653 | $99.6 萬 | 0.01% | 00.0% | 不變 |
| Alesco Advisors LLC | 27,242 | $99.1 萬 | 0.04% | +8,230+43.3% | 加碼 |
| Burns J W & Co Inc | 27,095 | $98.6 萬 | 0.16% | +2,703+11.1% | 加碼 |
| Gibson Capital, LLC | 27,064 | $98.5 萬 | 0.26% | −5,831−17.7% | 減碼 |
| McAdam, LLC | 26,981 | $98.2 萬 | 0.08% | −7,061−20.7% | 減碼 |
| Red Door Wealth Management, LLC | 26,662 | $97.0 萬 | 0.22% | +1,859+7.5% | 加碼 |
| Regatta Capital Group, LLC | 26,440 | $96.2 萬 | 0.31% | −888−3.2% | 減碼 |
| Woodward Diversified Capital, LLC | 26,368 | $96.0 萬 | 0.72% | −714−2.6% | 減碼 |
| Jump Financial, LLC | 26,347 | $95.9 萬 | 0.04% | +26,347 | 新進 |
| Signaturefd, LLC | 26,122 | $95.1 萬 | 0.02% | +1,224+4.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 26,120 | $95.1 萬 | 0.18% | +16,160+162.2% | 加碼 |
| First Hawaiian Bank | 26,025 | $94.7 萬 | 0.03% | +3,588+16.0% | 加碼 |
| Wealth Quarterback LLC | 25,691 | $93.5 萬 | 0.65% | −15,677−37.9% | 減碼 |
| Veritable, L.P. | 25,547 | $93.0 萬 | 0.02% | −1,008−3.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 25,378 | $92.4 萬 | 0.12% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 25,361 | $92.3 萬 | 0.04% | +5,251+26.1% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,238 | $91.8 萬 | 0.81% | −16−0.1% | 減碼 |
| Freestone Capital Holdings, LLC | 25,167 | $91.6 萬 | 0.04% | +14,965+146.7% | 加碼 |
| Sentinel Pension Advisors Inc | 25,060 | $91.2 萬 | 0.22% | −1,173−4.5% | 減碼 |
| Atlas Capital Advisors LLC | 25,000 | $91.0 萬 | 0.14% | 00.0% | 不變 |
| Davenport & Co LLC | 24,810 | $90.3 萬 | 0.01% | +12,746+105.7% | 加碼 |
| J. W. Coons Advisors, LLC | 24,796 | $90.2 萬 | 0.25% | 00.0% | 不變 |
| Norris Perne & French LLP | 24,577 | $89.4 萬 | 0.08% | −291−1.2% | 減碼 |
| Venturi Wealth Management, LLC | 24,515 | $89.2 萬 | 0.07% | +21,977+865.9% | 加碼 |
| Montis Financial, LLC | 24,510 | $89.2 萬 | 0.59% | +69+0.3% | 加碼 |
| Private Trust Co NA | 24,082 | $87.6 萬 | 0.11% | +325+1.4% | 加碼 |
| Midwest Financial Group LLC | 23,885 | $86.9 萬 | 0.74% | −150−0.6% | 減碼 |
| Ameritas Advisory Services, LLC | 23,802 | $86.8 萬 | 0.11% | −18,303−43.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 23,566 | $85.8 萬 | 0.07% | +6,921+41.6% | 加碼 |
| Arete Wealth Advisors, LLC | 23,419 | $85.2 萬 | 0.08% | −46,002−66.3% | 減碼 |
| NewEdge Wealth, LLC | 23,117 | $84.1 萬 | 0.03% | 00.0% | 不變 |
| EWG Elevate Inc. | 23,100 | $84.1 萬 | 0.35% | +439+1.9% | 加碼 |
| Oak Family Advisors, LLC | 23,051 | $83.9 萬 | 0.40% | −2,300−9.1% | 減碼 |
| Lake Street Advisors Group, LLC | 22,896 | $83.3 萬 | 0.05% | −6,799−22.9% | 減碼 |
| Colony Family Offices, LLC | 22,860 | $83.2 萬 | 0.35% | +22,860 | 新進 |
| Garde Capital, Inc. | 22,820 | $83.0 萬 | 0.07% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 22,791 | $82.9 萬 | 0.03% | +122+0.5% | 加碼 |
| Westside Investment Management, Inc. | 22,780 | $82.9 萬 | 0.23% | 00.0% | 不變 |
| Doliver Advisors, LP | 22,712 | $82.6 萬 | 0.25% | −18−0.1% | 減碼 |
| Hilltop Holdings Inc. | 22,692 | $82.6 萬 | 0.10% | +344+1.5% | 加碼 |
| Macroview Investment Management LLC | 22,685 | $82.6 萬 | 1.27% | +2,490+12.3% | 加碼 |
| Spire Wealth Management | 22,685 | $82.6 萬 | 0.03% | +1,395+6.6% | 加碼 |
| Family Management Corp | 22,533 | $82.0 萬 | 0.18% | +2,842+14.4% | 加碼 |
| WealthBridge Capital Management, LLC | 22,505 | $81.9 萬 | 0.33% | −780−3.3% | 減碼 |
| Private Portfolio Partners LLC | 22,243 | $80.9 萬 | 0.21% | −26−0.1% | 減碼 |
| Stock Yards Bank & Trust Co | 22,165 | $80.7 萬 | 0.03% | +55+0.2% | 加碼 |
| Lake Street Financial LLC | 22,154 | $80.6 萬 | 0.14% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 21,766 | $79.2 萬 | 0.72% | −928−4.1% | 減碼 |
| Authentikos Wealth Advisory, LLC | 21,590 | $78.6 萬 | 0.74% | +21,590 | 新進 |
| Port Capital LLC | 21,350 | $77.7 萬 | 0.05% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 21,267 | $77.4 萬 | 0.10% | +352+1.7% | 加碼 |
| Columbus Macro, LLC | 20,945 | $77.3 萬 | 0.31% | −9,154−30.4% | 減碼 |
| CWA Asset Management Group, LLC | 21,210 | $77.2 萬 | 0.05% | +592+2.9% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 20,767 | $75.6 萬 | 0.18% | −1,933−8.5% | 減碼 |
| Interactive Financial Advisors | 20,591 | $74.9 萬 | 0.51% | −299−1.4% | 減碼 |
| GTS Securities LLC | 20,509 | $74.6 萬 | 0.02% | +20,509 | 新進 |
| Alpha Financial Partners, LLC | 20,441 | $74.4 萬 | 0.79% | −1,644−7.4% | 減碼 |
| Bank of Nova Scotia | 20,390 | $74.2 萬 | 0.00% | −1,311−6.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 20,363 | $74.1 萬 | 0.03% | −329−1.6% | 減碼 |
| Worth Financial Advisory Group, LLC | 20,328 | $74.0 萬 | 0.69% | −520−2.5% | 減碼 |
| Blossom Wealth Management | 20,235 | $73.6 萬 | 2.70% | +10,991+118.9% | 加碼 |
| Crosspoint Financial, LLC | 20,042 | $72.9 萬 | 7.42% | 00.0% | 不變 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $72.3 萬 | 0.72% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 19,786 | $72.0 萬 | 0.03% | +1,019+5.4% | 加碼 |
| PFG Investments, LLC | 19,749 | $71.9 萬 | 0.13% | +1,351+7.3% | 加碼 |
| First National Trust Co | 19,709 | $71.7 萬 | 0.03% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 19,593 | $71.3 萬 | 0.15% | −1,219−5.9% | 減碼 |
| Sheets Smith Wealth Management | 19,535 | $71.1 萬 | 0.10% | +4,528+30.2% | 加碼 |
| Kanawha Capital Management LLC | 19,284 | $70.2 萬 | 0.06% | −719−3.6% | 減碼 |
| Narus Financial Partners, LLC | 19,228 | $70.0 萬 | 0.36% | +1,939+11.2% | 加碼 |