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
- 1,041
- 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 | 1,231 | $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 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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 9,766 | $34.2 萬 | 0.02% | +23+0.2% | 加碼 |
| American National Bank | 9,768 | $34.2 萬 | 0.06% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 9,833 | $34.4 萬 | 0.21% | −444−4.3% | 減碼 |
| Perennial Investment Advisors, LLC | 9,836 | $34.4 萬 | 0.06% | −62−0.6% | 減碼 |
| LWMG, LLC | 9,884 | $34.6 萬 | 0.09% | −1,395−12.4% | 減碼 |
| Integrated Investment Consultants, LLC | 9,914 | $34.7 萬 | 0.13% | −1,381−12.2% | 減碼 |
| Patten Group, Inc. | 9,922 | $34.7 萬 | 0.10% | −121−1.2% | 減碼 |
| Hengehold Capital Management LLC | 10,000 | $35.0 萬 | 0.05% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,011 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 10,042 | $35.1 萬 | 0.17% | −5,224−34.2% | 減碼 |
| Brooks, Moore & Associates, Inc. | 10,093 | $35.3 萬 | 0.27% | +100+1.0% | 加碼 |
| Independent Wealth Network Inc. | 10,089 | $35.3 萬 | 0.22% | −45−0.4% | 減碼 |
| Appleton Partners Inc | 10,111 | $35.4 萬 | 0.03% | −459−4.3% | 減碼 |
| Inspirion Wealth Advisors, LLC | 10,153 | $35.5 萬 | 0.07% | −800−7.3% | 減碼 |
| PFG Investments, LLC | 10,177 | $35.6 萬 | 0.07% | −9,572−48.5% | 減碼 |
| Granite Harbor Advisors, Inc. | 10,251 | $35.9 萬 | 0.29% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 10,291 | $36.0 萬 | 0.01% | 00.0% | 不變 |
| R.P. Boggs & Co. | 10,294 | $36.0 萬 | 0.28% | −375−3.5% | 減碼 |
| Tradition Wealth Management, LLC | 10,319 | $36.1 萬 | 0.04% | −75−0.7% | 減碼 |
| Connectus Wealth, LLC | 10,432 | $36.5 萬 | 0.01% | +10,432 | 新進 |
| GeoWealth Management, LLC | 10,542 | $37.0 萬 | 0.04% | −705−6.3% | 減碼 |
| Petra Financial Advisors Inc | 10,603 | $37.1 萬 | 0.31% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 10,639 | $37.2 萬 | 0.30% | 00.0% | 不變 |
| Boston Family Office LLC | 10,775 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| EPG Wealth Management LLC | 11,004 | $38.5 萬 | 0.12% | 00.0% | 不變 |
| West Paces Advisors Inc. | 11,015 | $38.5 萬 | 0.12% | −2,179−16.5% | 減碼 |
| Silvia McColl Wealth Management, LLC | 11,071 | $38.7 萬 | 0.39% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 11,128 | $38.9 萬 | 0.13% | +835+8.1% | 加碼 |
| Werba Rubin Papier Wealth Management | 11,250 | $39.4 萬 | 0.14% | +16+0.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 11,306 | $39.6 萬 | 0.08% | −81−0.7% | 減碼 |
| Trilogy Capital Inc. | 11,316 | $39.6 萬 | 0.03% | −1,129−9.1% | 減碼 |
| Asset Dedication, LLC | 11,334 | $39.6 萬 | 0.03% | +278+2.5% | 加碼 |
| TBH Global Asset Management, LLC | 11,335 | $39.7 萬 | 0.08% | −6,568−36.7% | 減碼 |
| Capital Planning Advisors, LLC | 11,345 | $39.7 萬 | 0.08% | +150+1.3% | 加碼 |
| Arkadios Wealth Advisors | 11,352 | $39.7 萬 | 0.04% | −1,827−13.9% | 減碼 |
| Black Diamond Financial, LLC | 11,464 | $40.1 萬 | 0.12% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 11,487 | $40.2 萬 | 0.13% | −1,548−11.9% | 減碼 |
| Kingfisher Capital LLC | 11,523 | $40.3 萬 | 0.11% | −75−0.6% | 減碼 |
| Cape Cod Five Cents Savings Bank | 11,580 | $40.5 萬 | 0.02% | +5,790+100.0% | 加碼 |
| Nwam LLC | 11,619 | $40.7 萬 | 0.04% | −5,579−32.4% | 減碼 |
| Glenview Trust Co | 11,643 | $40.7 萬 | 0.01% | +1,396+13.6% | 加碼 |
| Level Four Advisory Services, LLC | 11,697 | $40.9 萬 | 0.03% | +388+3.4% | 加碼 |
| Pinnacle Associates Ltd | 11,773 | $41.2 萬 | 0.01% | −1,742−12.9% | 減碼 |
| Azimuth Capital Investment Management LLC | 11,793 | $41.3 萬 | 0.02% | −69−0.6% | 減碼 |
| Trustmark National Bank Trust Department | 11,800 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| MBL Wealth, LLC | 11,850 | $41.5 萬 | 0.06% | +600+5.3% | 加碼 |
| Essex Financial Services, Inc. | 11,882 | $41.6 萬 | 0.05% | −13−0.1% | 減碼 |
| Arrowroot Family Office, LLC | 11,931 | $41.7 萬 | 0.33% | +220+1.9% | 加碼 |
| American Trust | 11,941 | $41.8 萬 | 0.03% | −6,607−35.6% | 減碼 |
| Demars Financial Group, LLC | 11,964 | $41.9 萬 | 0.24% | −1,365−10.2% | 減碼 |
| Moors & Cabot, Inc. | 11,993 | $42.0 萬 | 0.03% | −1,600−11.8% | 減碼 |
| Buckingham Strategic Partners | 12,013 | $42.0 萬 | 0.02% | +841+7.5% | 加碼 |
| Callan Capital, LLC | 12,026 | $42.1 萬 | 0.05% | +2,831+30.8% | 加碼 |
| Mid-American Wealth Advisory Group, Inc. | 11,961 | $42.2 萬 | 0.34% | −112,819−90.4% | 減碼 |
| Benedetti & Gucer, Inc. | 12,064 | $42.2 萬 | 0.23% | 00.0% | 不變 |
| PDS Planning, Inc | 12,091 | $42.3 萬 | 0.05% | +41+0.3% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $43.1 萬 | 1.34% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 12,335 | $43.2 萬 | 0.25% | +215+1.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,432 | $43.4 萬 | 0.07% | −31,377−83.0% | 減碼 |
| Grove Bank & Trust | 12,425 | $43.5 萬 | 0.09% | +1,637+15.2% | 加碼 |
| Confluence Investment Management LLC | 12,573 | $44.0 萬 | 0.01% | −6,153−32.9% | 減碼 |
| Regal Investment Advisors LLC | 12,655 | $44.3 萬 | 0.04% | −2,492−16.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 12,815 | $44.8 萬 | 0.05% | −40−0.3% | 減碼 |
| Savant Capital, LLC | 12,818 | $44.8 萬 | 0.01% | −133−1.0% | 減碼 |
| BKD Wealth Advisors, LLC | 12,843 | $44.9 萬 | 0.01% | −331−2.5% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,890 | $45.1 萬 | 0.01% | +8+0.1% | 加碼 |
| Sterling Investment Advisors LLC | 12,994 | $45.5 萬 | 0.29% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 13,000 | $45.5 萬 | 0.09% | −465−3.5% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 13,040 | $45.6 萬 | 0.16% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $45.7 萬 | 0.15% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 13,248 | $46.4 萬 | 0.01% | +5,220+65.0% | 加碼 |
| Kovack Advisors, Inc. | 13,383 | $46.8 萬 | 0.07% | −1,194−8.2% | 減碼 |
| Bleakley Financial Group, LLC | 13,561 | $47.4 萬 | 0.02% | −1,645−10.8% | 減碼 |
| Auxano Advisors, LLC | 13,575 | $47.5 萬 | 0.19% | −1,055−7.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,576 | $47.5 萬 | 0.07% | −2,845−17.3% | 減碼 |
| Keebeck Wealth Management, LLC | 13,690 | $47.9 萬 | 0.08% | +1,150+9.2% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 13,718 | $48.0 萬 | 0.02% | +2,026+17.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $48.4 萬 | 0.16% | 00.0% | 不變 |
| StoneX Group Inc. | 13,846 | $48.4 萬 | 0.05% | +1,411+11.3% | 加碼 |
| Ellis Investment Partners, LLC | 14,031 | $49.1 萬 | 0.13% | +129+0.9% | 加碼 |
| True North Advisors, LLC | 14,039 | $49.1 萬 | 0.15% | −4,210−23.1% | 減碼 |
| Farmers & Merchants Investments Inc | 14,125 | $49.4 萬 | 0.02% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 14,146 | $49.5 萬 | 0.18% | −2,542−15.2% | 減碼 |
| Independent Advisor Alliance | 14,180 | $49.6 萬 | 0.02% | +233+1.7% | 加碼 |
| Capital Investment Advisors, LLC | 14,192 | $49.7 萬 | 0.01% | +1,009+7.7% | 加碼 |
| Mirador Capital Partners LP | 14,714 | $51.5 萬 | 0.12% | −2,244−13.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 14,784 | $51.7 萬 | 0.02% | −5,579−27.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 14,871 | $52.0 萬 | 0.02% | −1,613−9.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 14,302 | $52.0 萬 | 0.12% | +150+1.1% | 加碼 |
| Tarbox Family Office, Inc. | 15,000 | $52.5 萬 | 0.11% | 00.0% | 不變 |
| Mather Group, LLC. | 15,038 | $52.6 萬 | 0.01% | −1,794−10.7% | 減碼 |
| Horan Capital Advisors, LLC. | 15,085 | $52.8 萬 | 0.21% | 00.0% | 不變 |
| EFG Asset Management (Americas) Corp. | 15,354 | $53.4 萬 | 0.13% | +7,676+100.0% | 加碼 |
| Divergent Wealth Advisors, LLC | 15,316 | $53.6 萬 | 0.12% | +3,401+28.5% | 加碼 |
| Marmo Financial Group, LLC | 15,475 | $54.1 萬 | 0.51% | 00.0% | 不變 |
| Intrua Financial, LLC | 15,522 | $54.3 萬 | 0.10% | −950−5.8% | 減碼 |
| Northcape Wealth Management, LLC | 15,535 | $54.4 萬 | 0.21% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 15,554 | $54.4 萬 | 0.22% | +9,149+142.8% | 加碼 |
| Jacobi Capital Management LLC | 15,568 | $54.5 萬 | 0.06% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 15,639 | $54.7 萬 | 0.41% | −286−1.8% | 減碼 |