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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 3 季與 2023 年第 2 季比較

持有 iShares Gold Trust 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

IAU 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數1,067171,040−10
股數4.37 億674.1 萬3.90 億−3,979 萬 (−9.3%)
市值$159.2 億$2.45 億$137.0 億−$19.8 億 (−12.6%)

17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(60 家)

2023 年第 3 季季末持有 iShares Gold Trust、2023 年第 2 季季末沒有持有的機構。

2023 年第 3 季新進 IAU 的機構
機構股數市值佔組合 %
Packer & Co Ltd3,585,100$1.25 億48.46%
Pictet Asset Management Holding SA1,600,840$5,601 萬0.07%
First Command Advisory Services, Inc.1,442,503$5,047 萬0.66%
Tiaa Trust, National Association840,313$2,940 萬0.11%
West Family Investments, Inc.621,077$2,190 萬7.64%
Comerica Bank591,539$2,070 萬0.11%
Syon Capital LLC366,578$1,283 萬1.60%
Reuter James Wealth Management, LLC363,058$1,270 萬9.52%
Rogco, LP255,684$894.6 萬4.42%
Circle Wealth Management, LLC177,413$620.8 萬0.15%
Financial Counselors Inc160,152$560.4 萬0.11%
Old Port Advisors117,937$412.7 萬1.50%
Kure Advisory, LLC104,015$363.9 萬2.06%
E Fund Management Co., Ltd.92,633$324.1 萬0.25%
Provenance Wealth Advisors, LLC88,208$308.6 萬0.50%
Fore Capital, LLC85,000$297.4 萬5.43%
Altman Advisors, Inc.77,839$272.4 萬1.70%
HRT Financial LP62,178$217.5 萬0.02%
Avestar Capital, LLC56,445$197.5 萬0.30%
Sunesis Advisors, LLC52,214$182.7 萬1.30%
Rathbone Brothers plc50,030$175.1 萬0.01%
Spartan Planning & Wealth Management49,117$171.9 萬2.01%
Robertson Stephens Wealth Management, LLC38,621$135.1 萬0.09%
Signify Wealth34,666$121.3 萬1.63%
Envestnet Portfolio Solutions, Inc.32,098$112.3 萬0.01%
Wolverine Trading, LLC31,492$110.2 萬0.01%
Vident Advisory, LLC27,552$96.4 萬0.03%
Calton & Associates, Inc.21,110$73.9 萬1.08%
NBC Securities, Inc.17,205$60.2 萬0.07%
Granite Bay Wealth Management, LLC15,183$55.4 萬0.01%
Sovereign Financial Group, Inc.15,732$55.0 萬0.20%
Connectus Wealth, LLC10,432$36.5 萬0.01%
Ashford Capital Management Inc9,493$33.2 萬0.05%
Arkansas Financial Group, Inc.8,048$28.2 萬0.06%
Sonora Investment Management Group, LLC7,974$27.9 萬0.02%
Charles Schwab Trust Co7,393$25.9 萬0.03%
Indiana Trust & Investment Management CO6,885$24.1 萬0.12%
Money Concepts Capital Corp6,725$23.5 萬0.02%
Aries Wealth Management6,165$22.4 萬0.09%
JB Capital LLC5,778$20.2 萬0.02%
Astoria Portfolio Advisors LLC.5,371$20.2 萬0.10%
Sound Income Strategies, LLC2,260$7.91 萬0.01%
CNB Bank2,149$7.52 萬0.04%
Headlands Technologies LLC2,070$7.24 萬0.04%
Trust Co of Vermont1,769$6.19 萬0.00%
Headinvest, LLC1,766$6.12 萬0.01%
Avondale Wealth Management1,608$5.63 萬0.05%
Householder Group Estate & Retirement Specialist, LLC1,444$5.05 萬0.02%
First Financial Corp1,430$5.00 萬0.03%
Flaharty Asset Management, LLC1,072$3.75 萬0.01%
Hibernia Wealth Partners, LLC1,022$3.58 萬0.03%
Salomon & Ludwin, LLC913$3.19 萬0.00%
Qube Research & Technologies Ltd730$2.55 萬0.00%
Register Financial Advisors LLC291$1.02 萬0.01%
LWM Advisory Services, LLC172$6,0180.01%
Pathway Financial Advisers, LLC155$5,4230.00%
Team Financial Group, LLC152$5,3190.00%
LGT Financial Advisors LLC80$2,7990.00%
HWG Holdings LP16$5600.00%
Creative Capital Management Investments LLC7$2450.00%

清倉機構(70 家)

2023 年第 2 季季末持有 iShares Gold Trust、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 IAU 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Mainstay Capital Management LLC605,696$2,204 萬
Russell Investments Group, Ltd.556,300$2,024 萬
Citizens Financial Group Inc314,691$1,145 萬
Flow Traders U.S. LLC285,641$1,039 萬
Leuthold Group, LLC259,069$942.8 萬
Aptus Capital Advisors, LLC127,735$464.8 萬
American Asset Management Inc.98,905$359.9 萬
Bridgewater Associates, LP95,444$347.3 萬
Two Sigma Securities, LLC66,448$241.8 萬
Arlington Partners LLC43,202$157.2 萬
Strategy Asset Managers LLC38,125$138.7 萬
Waterloo Capital, L.P.31,831$115.8 萬
Condor Capital Management30,909$112.5 萬
Bard Financial Services, Inc.30,250$110.1 萬
Veritable, L.P.25,547$93.0 萬
Columbus Macro, LLC20,945$77.3 萬
GTS Securities LLC20,509$74.6 萬
Vident Investment Advisory, LLC16,022$58.3 萬
Simplex Trading, LLC12,360$44.9 萬
SMART Wealth LLC11,911$43.3 萬
Millennium Management LLC11,882$43.2 萬
Cutler Group LP11,362$41.3 萬
V Wealth Advisors LLC11,295$41.1 萬
NEIRG Wealth Management, LLC10,946$39.8 萬
Renaissance Technologies LLC10,100$36.8 萬
Sand Hill Global Advisors, LLC8,291$30.2 萬
RMB Capital Management, LLC7,483$27.2 萬
Fisher Asset Management, LLC7,373$26.8 萬
Westshore Wealth, LLC7,300$26.6 萬
Spinnaker Investment Group, LLC7,246$26.4 萬
Atomi Financial Group, Inc.7,000$25.5 萬
Probity Advisors, Inc.6,991$25.4 萬
Telos Capital Management, Inc.6,813$24.8 萬
Cassaday & Co Wealth Management LLC6,539$23.8 萬
M. Kulyk & Associates, LLC6,486$23.6 萬
Financial Insights, Inc.6,261$22.8 萬
Insight 2811, Inc.6,204$22.6 萬
RIA Advisory Group LLC6,153$22.4 萬
Daymark Wealth Partners, LLC6,075$22.1 萬
Rinkey Investments6,050$22.0 萬
Worth Asset Management, LLC6,044$22.0 萬
Valley Forge Investment Consultants Inc Adv5,722$20.8 萬
Clay Northam Wealth Management, LLC5,711$20.8 萬
Diversified Portfolios, Inc.5,584$20.3 萬
Diversified Trust Co5,543$20.2 萬
Summit Wealth Partners, LLC5,515$20.1 萬
Sanders Morris Harris LLC5,498$20.0 萬
PCA Investment Advisory Services Inc.3,933$14.3 萬
WealthPLAN Partners, LLC3,736$13.6 萬
Jones Financial Companies LLLP3,506$12.8 萬
Smithfield Trust Co2,500$9.60 萬
ORG Partners LLC2,167$7.91 萬
Prostatis Group LLC47,143$6.32 萬
Fiduciary Alliance LLC1,692$6.16 萬
CVA Family Office, LLC1,565$5.70 萬
MRP Capital Investments, LLC1,500$5.46 萬
Trust Co1,040$3.78 萬
Providence Capital Advisors, LLC686$2.50 萬
Hallmark Capital Management Inc575$2.09 萬
Horan Securities, Inc.575$2.09 萬
Safeguard Financial, LLC538$1.90 萬
Compass Wealth Management LLC285$1.04 萬
VitalStone Financial, LLC256$1.00 萬
Investment Research & Advisory Group, Inc.229$8,333
Ameritas Investment Partners, Inc.150$5,459
Bangor Savings Bank110$4,003
Tompkins Financial Corp94$3,421
Ridgewood Investments LLC91$3,311
Oliver Lagore Vanvalin Investment Group86$3,130
Tilia Fiduciary Partners, Inc.42$1,528

尚未申報 2023 年第 3 季的機構(17 家)

2023 年第 2 季季末持有 iShares Gold Trust、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 IAU、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
First Command Bank1,358,464$4,943 萬
First Command Financial Services, Inc.1,358,464$4,943 萬
Pictet Asset Management SA1,321,960$4,811 萬
Aj Wealth Strategies, LLC867,947$3,158 萬
Tiaa, FSB860,540$3,132 萬
Vigilant Capital Management, LLC846,589$3,081 萬
Intercontinental Wealth Advisors, LLC49,248$179.2 萬
BDO Wealth Advisors, LLC15,622$56.8 萬
BerganKDV Wealth Management, LLC11,392$41.5 萬
Financial Architects, Inc9,120$33.2 萬
Efg Capital International Corp.7,678$28.0 萬
Signature Wealth Management Group7,435$27.1 萬
Silicon Hills Wealth Management, LLC6,766$24.6 萬
BFT Financial Group, LLC6,295$22.9 萬
Lumature Wealth Partners, LLC5,823$21.2 萬
First Capital Advisors Group, LLC.5,076$18.5 萬
Endurance Wealth Management, Inc.2,800$10.2 萬