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 13F 持有人
iShares Gold Trust 在 2023/9/30 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
- 1,040
- 較 2023 年第 2 季 −10 家
- 持有股數
- 3.90 億
- 較 2023 年第 2 季 −3,979 萬 (−9.3%)
- 總市值
- $137.0 億
- 較 2023 年第 2 季 −$19.8 億 (−12.6%)
- 新進機構
- 60
- 另有 308 家加碼
- 清倉機構
- 70
- 另有 436 家減碼
另有 17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Modus Advisors, LLC | 323,554 | $1,132 萬 | 4.94% | +5,608+1.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 324,404 | $1,135 萬 | 0.18% | +61,366+23.3% | 加碼 |
| Kestra Advisory Services, LLC | 329,579 | $1,153 萬 | 0.11% | +10,341+3.2% | 加碼 |
| Sage Rhino Capital LLC | 330,935 | $1,158 萬 | 3.25% | −1,199−0.4% | 減碼 |
| Baldwin Brothers Inc | 333,072 | $1,165 萬 | 1.00% | −8,497−2.5% | 減碼 |
| First Foundation Advisors | 333,751 | $1,168 萬 | 0.55% | −24,395−6.8% | 減碼 |
| Assetmark, Inc | 341,314 | $1,194 萬 | 0.05% | +12,375+3.8% | 加碼 |
| Sterling Financial Planning, Inc. | 346,022 | $1,211 萬 | 6.20% | +1,253+0.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 348,656 | $1,220 萬 | 0.07% | −341,231−49.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 349,997 | $1,225 萬 | 0.19% | −1,569−0.4% | 減碼 |
| Resonant Capital Advisors, LLC | 351,418 | $1,230 萬 | 1.31% | +5,740+1.7% | 加碼 |
| Partners Capital Investment Group, LLP | 354,664 | $1,241 萬 | 0.30% | −28,305−7.4% | 減碼 |
| AE Wealth Management LLC | 357,392 | $1,251 萬 | 0.07% | −99,163−21.7% | 減碼 |
| Reuter James Wealth Management, LLC | 363,058 | $1,270 萬 | 9.52% | +363,058 | 新進 |
| Bokf, NA | 338,717 | $1,273 萬 | 0.28% | −2,381−0.7% | 減碼 |
| Vision Capital Management, Inc. | 366,473 | $1,282 萬 | 2.36% | −290.0% | 減碼 |
| Syon Capital LLC | 366,578 | $1,283 萬 | 1.60% | +366,578 | 新進 |
| Atria Wealth Solutions, Inc. | 373,587 | $1,307 萬 | 0.18% | −137,072−26.8% | 減碼 |
| Brave Asset Management Inc | 377,099 | $1,319 萬 | 4.03% | +9,771+2.7% | 加碼 |
| Meridian Wealth Advisors, LLC | 378,320 | $1,324 萬 | 3.31% | −11,650−3.0% | 減碼 |
| Janney Montgomery Scott LLC | 380,313 | $1,331 萬 | 0.05% | −6,105−1.6% | 減碼 |
| James Investment Research Inc | 382,229 | $1,337 萬 | 1.77% | +5,020+1.3% | 加碼 |
| Citigroup Inc | 384,266 | $1,345 萬 | 0.02% | −134,925−26.0% | 減碼 |
| Checchi Capital Advisers, LLC | 388,854 | $1,361 萬 | 1.26% | +93,366+31.6% | 加碼 |
| National Bank of Canada | 398,996 | $1,376 萬 | 0.03% | +47,463+13.5% | 加碼 |
| Sunbelt Securities, Inc. | 393,384 | $1,376 萬 | 1.90% | −46,897−10.7% | 減碼 |
| Quest Investment Management LLC | 396,021 | $1,386 萬 | 1.96% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 398,589 | $1,395 萬 | 0.02% | +214,738+116.8% | 加碼 |
| Spinnaker Trust | 400,222 | $1,400 萬 | 1.05% | +688+0.2% | 加碼 |
| CIBC World Markets Inc. | 404,691 | $1,416 萬 | 0.05% | −34,484−7.9% | 減碼 |
| Cambridge Associates LLC | 407,297 | $1,425 萬 | 0.95% | +55,225+15.7% | 加碼 |
| Foundations Investment Advisors, LLC | 408,211 | $1,428 萬 | 0.44% | +55,392+15.7% | 加碼 |
| JSF Financial, LLC | 419,657 | $1,468 萬 | 5.69% | +5,286+1.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 423,678 | $1,482 萬 | 0.60% | −6,795−1.6% | 減碼 |
| Independent Family Office, LLC | 433,544 | $1,517 萬 | 9.47% | +9,367+2.2% | 加碼 |
| Cardinal Point Capital Management, ULC | 435,394 | $1,523 萬 | 3.99% | +6,897+1.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 436,871 | $1,529 萬 | 1.62% | +66,862+18.1% | 加碼 |
| WESCAP Management Group, Inc. | 456,546 | $1,597 萬 | 5.69% | −5,559−1.2% | 減碼 |
| Quent Capital, LLC | 473,943 | $1,658 萬 | 2.59% | +5,095+1.1% | 加碼 |
| KB Financial Partners, LLC | 475,781 | $1,665 萬 | 4.76% | −1,118−0.2% | 減碼 |
| Twin Focus Capital Partners, LLC | 482,685 | $1,689 萬 | 3.79% | +14,680+3.1% | 加碼 |
| Sowa Financial Group, Inc. | 489,275 | $1,712 萬 | 12.86% | −8,230−1.7% | 減碼 |
| Resources Investment Advisors, LLC. | 492,667 | $1,724 萬 | 0.37% | +1,878+0.4% | 加碼 |
| Cetera Advisor Networks LLC | 492,911 | $1,725 萬 | 0.11% | +1,772+0.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 501,203 | $1,754 萬 | 0.73% | +69,959+16.2% | 加碼 |
| TD Waterhouse Canada Inc. | 404,603 | $1,796 萬 | 0.19% | −3,035−0.7% | 減碼 |
| EPIQ Capital Group, LLC | 522,264 | $1,827 萬 | 9.94% | +286+0.1% | 加碼 |
| US Bancorp | 531,404 | $1,863 萬 | 0.03% | −226,682−29.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $1,888 萬 | 2.06% | 00.0% | 不變 |
| M&T Bank Corp | 541,911 | $1,896 萬 | 0.08% | −25,581−4.5% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 580,898 | $2,033 萬 | 13.36% | +6,053+1.1% | 加碼 |
| Comerica Bank | 591,539 | $2,070 萬 | 0.11% | +591,539 | 新進 |
| Stephens Inc | 594,286 | $2,079 萬 | 0.40% | −29,781−4.8% | 減碼 |
| VPR Management LLC | 608,780 | $2,130 萬 | 5.65% | −40,000−6.2% | 減碼 |
| Carl Stuart Investment Advisor, Inc | 618,455 | $2,142 萬 | 17.24% | +4,108+0.7% | 加碼 |
| West Family Investments, Inc. | 621,077 | $2,190 萬 | 7.64% | +621,077 | 新進 |
| Cadinha & Co LLC | 628,656 | $2,200 萬 | 4.86% | +233,011+58.9% | 加碼 |
| Deutsche Bank AG | 631,098 | $2,208 萬 | 0.01% | 00.0% | 不變 |
| Strategic Point Investment Advisors, LLC | 631,447 | $2,209 萬 | 4.72% | +7,893+1.3% | 加碼 |
| Strategic Investment Solutions, Inc. | 623,821 | $2,275 萬 | 0.28% | +615,016+6,984.8% | 加碼 |
| Narwhal Capital Management | 658,054 | $2,303 萬 | 2.81% | +6,458+1.0% | 加碼 |
| Evercore Wealth Management, LLC | 682,569 | $2,388 萬 | 0.45% | −8,201−1.2% | 減碼 |
| Biltmore Family Office, LLC | 684,494 | $2,395 萬 | 5.43% | −16,344−2.3% | 減碼 |
| Equitable Holdings, Inc. | 719,303 | $2,517 萬 | 0.36% | +37,422+5.5% | 加碼 |
| Zhang Financial LLC | 729,340 | $2,553 萬 | 2.59% | −8,547−1.2% | 減碼 |
| Gladius Capital Management LP | 753,449 | $2,636 萬 | 7.57% | 00.0% | 不變 |
| Tanglewood Wealth Management, Inc. | 774,676 | $2,711 萬 | 4.60% | −170,484−18.0% | 減碼 |
| VCU Investment Management Co | 792,658 | $2,774 萬 | 100.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 810,584 | $2,836 萬 | 0.08% | −14,357−1.7% | 減碼 |
| 1832 Asset Management L.P. | 812,057 | $2,841 萬 | 0.06% | +14,180+1.8% | 加碼 |
| Creative Planning | 812,512 | $2,843 萬 | 0.04% | −79,486−8.9% | 減碼 |
| GenWealth Group, Inc. | 823,040 | $2,880 萬 | 8.74% | +11,575+1.4% | 加碼 |
| Tiaa Trust, National Association | 840,313 | $2,940 萬 | 0.11% | +840,313 | 新進 |
| Oxbow Advisors, LLC | 847,607 | $2,966 萬 | 4.67% | −10,294−1.2% | 減碼 |
| MML Investors Services, LLC | 854,853 | $2,991 萬 | 0.17% | −146,305−14.6% | 減碼 |
| Parcion Private Wealth LLC | 861,943 | $3,016 萬 | 3.13% | −11,787−1.3% | 減碼 |
| CI Private Wealth, LLC | 876,489 | $3,067 萬 | 0.07% | +51,973+6.3% | 加碼 |
| Mackay Shields LLC | 929,500 | $3,252 萬 | 0.89% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 932,398 | $3,262 萬 | 0.13% | −170,521−15.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 952,832 | $3,334 萬 | 0.03% | −13,714−1.4% | 減碼 |
| Ronald Blue Trust, Inc. | 921,080 | $3,352 萬 | 0.51% | −165,857−15.3% | 減碼 |
| Capital Asset Advisory Services LLC | 968,481 | $3,436 萬 | 2.35% | −7,152−0.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 998,263 | $3,493 萬 | 0.16% | +46,438+4.9% | 加碼 |
| Truist Financial Corp | 1,002,229 | $3,507 萬 | 0.06% | −266,424−21.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,024,412 | $3,584 萬 | 0.06% | −129,790−11.2% | 減碼 |
| Mariner, LLC | 1,047,153 | $3,664 萬 | 0.10% | +13,631+1.3% | 加碼 |
| Mercer Global Advisors Inc | 1,054,702 | $3,690 萬 | 0.14% | −13,534−1.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 1,065,071 | $3,727 萬 | 1.83% | −19,475−1.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,074,479 | $3,760 萬 | 0.15% | −205,283−16.0% | 減碼 |
| Axxcess Wealth Management, LLC | 1,107,742 | $3,876 萬 | 1.32% | +946,138+585.5% | 加碼 |
| Neuberger Berman Group LLC | 1,120,370 | $3,920 萬 | 0.04% | +47,892+4.5% | 加碼 |
| Bank of New York Mellon Corp | 1,242,124 | $4,346 萬 | 0.01% | −571,713−31.5% | 減碼 |
| Tiedemann Advisors, LLC | 1,292,064 | $4,521 萬 | 1.94% | −35,122−2.6% | 減碼 |
| Forbes J M & Co LLP | 1,362,515 | $4,767 萬 | 6.20% | +6,845+0.5% | 加碼 |
| First Command Advisory Services, Inc. | 1,442,503 | $5,047 萬 | 0.66% | +1,442,503 | 新進 |
| Franklin Resources Inc | 1,458,776 | $5,104 萬 | 0.03% | −22,369−1.5% | 減碼 |
| Moon Capital Management LP | 1,559,604 | $5,457 萬 | 65.83% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 1,600,840 | $5,601 萬 | 0.07% | +1,600,840 | 新進 |
| Central Trust Co | 1,601,260 | $5,603 萬 | 1.62% | −24,885−1.5% | 減碼 |
| Stifel Financial Corp | 1,611,559 | $5,639 萬 | 0.08% | −40,909−2.5% | 減碼 |