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
- 1,067
- 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 +$762.4 萬 (0.0%)
- 新進機構
- 87
- 另有 349 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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 18,895 | $68.8 萬 | 0.08% | 00.0% | 不變 |
| Phillips Financial Management, LLC | 18,879 | $68.7 萬 | 0.06% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 18,770 | $68.3 萬 | 0.04% | +2,640+16.4% | 加碼 |
| Benchmark Investment Advisors LLC | 18,730 | $68.2 萬 | 0.63% | −7,656−29.0% | 減碼 |
| Confluence Investment Management LLC | 18,726 | $68.1 萬 | 0.01% | −2,913−13.5% | 減碼 |
| CWM, LLC | 18,663 | $67.9 萬 | 0.00% | +654+3.6% | 加碼 |
| American Trust | 18,548 | $67.5 萬 | 0.05% | +161+0.9% | 加碼 |
| Strategic Financial Concepts, LLC | 18,548 | $67.5 萬 | 0.25% | −1,276−6.4% | 減碼 |
| True North Advisors, LLC | 18,249 | $66.4 萬 | 0.19% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 17,903 | $65.1 萬 | 0.13% | −368−2.0% | 減碼 |
| AlphaCore Capital LLC | 17,893 | $65.1 萬 | 0.10% | +17,893 | 新進 |
| Main Street Financial Solutions, LLC | 17,603 | $64.1 萬 | 0.09% | +1,492+9.3% | 加碼 |
| Wescott Financial Advisory Group, LLC | 17,481 | $63.6 萬 | 0.11% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 17,415 | $63.4 萬 | 0.08% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $62.8 萬 | 0.00% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 17,202 | $62.6 萬 | 0.20% | +78+0.5% | 加碼 |
| Nwam LLC | 17,198 | $62.6 萬 | 0.05% | −1,304−7.0% | 減碼 |
| S&CO Inc | 17,174 | $62.4 萬 | 0.05% | 00.0% | 不變 |
| Western Wealth Management, LLC | 17,147 | $62.4 萬 | 0.05% | −1,625−8.7% | 減碼 |
| SkyView Investment Advisors, LLC | 17,042 | $62.0 萬 | 0.15% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 17,032 | $62.0 萬 | 0.16% | +1,252+7.9% | 加碼 |
| IFG Advisory, LLC | 16,995 | $61.8 萬 | 0.05% | +327+2.0% | 加碼 |
| Valicenti Advisory Services Inc | 16,975 | $61.8 萬 | 0.20% | 00.0% | 不變 |
| Mirador Capital Partners LP | 16,958 | $61.7 萬 | 0.15% | +5,471+47.6% | 加碼 |
| WCG Wealth Advisors LLC | 16,941 | $61.6 萬 | 0.07% | +1,403+9.0% | 加碼 |
| Mather Group, LLC. | 16,832 | $61.3 萬 | 0.01% | +343+2.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 16,821 | $61.2 萬 | 0.02% | −38,630−69.7% | 減碼 |
| Wealth Management Associates, Inc. | 16,785 | $61.1 萬 | 0.35% | −437−2.5% | 減碼 |
| Nations Financial Group Inc, | 16,744 | $60.9 萬 | 0.06% | −113−0.7% | 減碼 |
| Riggs Asset Managment Co. Inc. | 16,688 | $60.7 萬 | 0.21% | −778−4.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 16,525 | $60.1 萬 | 0.01% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 16,499 | $60.0 萬 | 0.03% | −121−0.7% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,484 | $60.0 萬 | 0.02% | −575−3.4% | 減碼 |
| Intrua Financial, LLC | 16,472 | $59.9 萬 | 0.11% | +40+0.2% | 加碼 |
| Shepherd Financial Partners LLC | 16,427 | $59.8 萬 | 0.09% | +3,174+23.9% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,421 | $59.8 萬 | 0.09% | −148,999−90.1% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $59.1 萬 | 0.06% | 00.0% | 不變 |
| MONECO Advisors, LLC | 16,161 | $58.8 萬 | 0.16% | −109−0.7% | 減碼 |
| Vident Investment Advisory, LLC | 16,022 | $58.3 萬 | 0.02% | −1,371−7.9% | 減碼 |
| Principle Wealth Partners LLC | 16,000 | $58.2 萬 | 0.06% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 15,925 | $57.9 萬 | 0.45% | +715+4.7% | 加碼 |
| Aberdeen Wealth Management LLC | 15,912 | $57.9 萬 | 0.42% | 00.0% | 不變 |
| Emfo, LLC | 15,742 | $57.3 萬 | 0.52% | −7,500−32.3% | 減碼 |
| BDO Wealth Advisors, LLC | 15,622 | $56.8 萬 | 0.07% | +815+5.5% | 加碼 |
| Jacobi Capital Management LLC | 15,568 | $56.7 萬 | 0.06% | −145−0.9% | 減碼 |
| Northcape Wealth Management, LLC | 15,535 | $56.5 萬 | 0.20% | −500−3.1% | 減碼 |
| Marmo Financial Group, LLC | 15,475 | $56.3 萬 | 0.51% | −1,855−10.7% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 15,266 | $55.5 萬 | 0.25% | −26,279−63.3% | 減碼 |
| Bleakley Financial Group, LLC | 15,206 | $55.3 萬 | 0.02% | −264−1.7% | 減碼 |
| Regal Investment Advisors LLC | 15,147 | $55.1 萬 | 0.05% | +2,912+23.8% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $54.9 萬 | 0.21% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 15,076 | $54.9 萬 | 0.05% | +2,385+18.8% | 加碼 |
| Auxano Advisors, LLC | 14,630 | $54.7 萬 | 0.22% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 15,000 | $54.6 萬 | 0.11% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 14,922 | $54.3 萬 | 0.03% | +7,678+106.0% | 加碼 |
| Kovack Advisors, Inc. | 14,577 | $53.0 萬 | 0.07% | −7,317−33.4% | 減碼 |
| Coastal Investment Advisors, Inc. | 14,152 | $51.5 萬 | 0.11% | +2,791+24.6% | 加碼 |
| Farmers & Merchants Investments Inc | 14,125 | $51.4 萬 | 0.02% | −2,294−14.0% | 減碼 |
| Independent Advisor Alliance | 13,947 | $50.8 萬 | 0.02% | −225−1.6% | 減碼 |
| Ellis Investment Partners, LLC | 13,902 | $50.6 萬 | 0.12% | +266+2.0% | 加碼 |
| Kornitzer Capital Management Inc | 13,834 | $50.3 萬 | 0.01% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 13,825 | $50.3 萬 | 0.16% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 13,593 | $49.5 萬 | 0.03% | −1,987−12.8% | 減碼 |
| Pinnacle Associates Ltd | 13,515 | $49.2 萬 | 0.01% | −355−2.6% | 減碼 |
| Pensionmark Financial Group, LLC | 13,465 | $49.0 萬 | 0.09% | −1,630−10.8% | 減碼 |
| Demars Financial Group, LLC | 13,329 | $48.5 萬 | 0.27% | +196+1.5% | 加碼 |
| West Paces Advisors Inc. | 13,194 | $48.0 萬 | 0.14% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 13,183 | $48.0 萬 | 0.01% | +3,065+30.3% | 加碼 |
| Arkadios Wealth Advisors | 13,179 | $48.0 萬 | 0.06% | −2,661−16.8% | 減碼 |
| BKD Wealth Advisors, LLC | 13,174 | $47.9 萬 | 0.01% | +1,507+12.9% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $47.6 萬 | 0.15% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 13,040 | $47.5 萬 | 0.16% | −615−4.5% | 減碼 |
| GSB Wealth Management, LLC | 13,035 | $47.4 萬 | 0.15% | −6,754−34.1% | 減碼 |
| Sterling Investment Advisors LLC | 12,994 | $47.3 萬 | 0.30% | 00.0% | 不變 |
| Savant Capital, LLC | 12,951 | $47.1 萬 | 0.01% | −147−1.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,882 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 12,855 | $46.8 萬 | 0.05% | +978+8.2% | 加碼 |
| Trilogy Capital Inc. | 12,445 | $46.3 萬 | 0.03% | +744+6.4% | 加碼 |
| Keebeck Wealth Management, LLC | 12,540 | $45.6 萬 | 0.06% | 00.0% | 不變 |
| StoneX Group Inc. | 12,435 | $45.3 萬 | 0.05% | +1,713+16.0% | 加碼 |
| Simplex Trading, LLC | 12,360 | $44.9 萬 | 0.02% | +12,360 | 新進 |
| Wealthgate Family Office, LLC | 12,312 | $44.8 萬 | 1.31% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 12,120 | $44.1 萬 | 0.26% | −297−2.4% | 減碼 |
| Credit Suisse AG | 12,096 | $44.0 萬 | 0.00% | −11,903−49.6% | 減碼 |
| Benedetti & Gucer, Inc. | 12,064 | $43.9 萬 | 0.23% | +450+3.9% | 加碼 |
| PDS Planning, Inc | 12,050 | $43.9 萬 | 0.06% | +9+0.1% | 加碼 |
| Divergent Wealth Advisors, LLC | 11,915 | $43.4 萬 | 0.10% | +845+7.6% | 加碼 |
| SMART Wealth LLC | 11,911 | $43.3 萬 | 0.33% | +1,173+10.9% | 加碼 |
| Essex Financial Services, Inc. | 11,895 | $43.3 萬 | 0.05% | −203−1.7% | 減碼 |
| Millennium Management LLC | 11,882 | $43.2 萬 | 0.00% | +4,890+69.9% | 加碼 |
| Toroso Investments, LLC | 11,870 | $43.2 萬 | 0.01% | −10.0% | 減碼 |
| Azimuth Capital Investment Management LLC | 11,862 | $43.2 萬 | 0.02% | +419+3.7% | 加碼 |
| Trustmark National Bank Trust Department | 11,800 | $42.9 萬 | 0.04% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 11,711 | $42.6 萬 | 0.32% | −1,893−13.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 11,692 | $42.5 萬 | 0.02% | −1,869−13.8% | 減碼 |
| Dohj, LLC | 11,598 | $42.2 萬 | 0.18% | −588−4.8% | 減碼 |
| Kingfisher Capital LLC | 11,598 | $42.2 萬 | 0.11% | 00.0% | 不變 |
| Merit Financial Group, LLC | 11,579 | $42.1 萬 | 0.01% | +361+3.2% | 加碼 |
| Black Diamond Financial, LLC | 11,464 | $41.7 萬 | 0.12% | −830−6.8% | 減碼 |
| BerganKDV Wealth Management, LLC | 11,392 | $41.5 萬 | 0.04% | −682−5.6% | 減碼 |