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 | 1,231 | $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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 25,858 | $90.5 萬 | 0.12% | −20,259−43.9% | 減碼 |
| Regatta Capital Group, LLC | 25,913 | $90.7 萬 | 0.29% | −527−2.0% | 減碼 |
| Red Door Wealth Management, LLC | 25,937 | $90.8 萬 | 0.23% | −725−2.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,018 | $91.0 萬 | 0.04% | −1,435−5.2% | 減碼 |
| Glass Jacobson Investment Advisors llc | 26,914 | $94.2 萬 | 0.43% | −2,247−7.7% | 減碼 |
| Myecfo, LLC | 26,955 | $94.3 萬 | 0.65% | −1,040−3.7% | 減碼 |
| S.A. Mason LLC | 26,982 | $94.4 萬 | 0.68% | −872−3.1% | 減碼 |
| Glovista Investments LLC | 26,732 | $94.7 萬 | 0.56% | −860−3.1% | 減碼 |
| Gibson Capital, LLC | 27,064 | $94.7 萬 | 0.26% | 00.0% | 不變 |
| Alesco Advisors LLC | 27,242 | $95.3 萬 | 0.04% | 00.0% | 不變 |
| Glenmede Trust Co NA | 27,366 | $95.8 萬 | 0.01% | +713+2.7% | 加碼 |
| Nkcfo LLC | 27,450 | $96.0 萬 | 0.53% | 00.0% | 不變 |
| Burns J W & Co Inc | 27,510 | $96.3 萬 | 0.16% | +415+1.5% | 加碼 |
| PBMares Wealth Management LLC | 27,544 | $96.4 萬 | 0.35% | +50.0% | 加碼 |
| Vident Advisory, LLC | 27,552 | $96.4 萬 | 0.03% | +27,552 | 新進 |
| Advanced Research Investment Solutions, LLC | 27,750 | $97.1 萬 | 0.63% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 27,786 | $97.2 萬 | 0.05% | −1,285−4.4% | 減碼 |
| Brown Brothers Harriman & Co | 27,833 | $97.4 萬 | 0.01% | −409−1.4% | 減碼 |
| Forum Financial Management, LP | 27,874 | $97.5 萬 | 0.02% | −9,378−25.2% | 減碼 |
| Courage Capital Management LLC | 28,000 | $98.0 萬 | 3.32% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 28,251 | $98.9 萬 | 0.02% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 28,255 | $98.9 萬 | 0.12% | −1,526−5.1% | 減碼 |
| Atlantic Trust, LLC | 28,432 | $99.5 萬 | 0.33% | +834+3.0% | 加碼 |
| Hamilton Capital, LLC | 28,490 | $99.7 萬 | 0.08% | −130.0% | 減碼 |
| WCG Wealth Advisors LLC | 28,392 | $99.8 萬 | 0.07% | +11,451+67.6% | 加碼 |
| First Hawaiian Bank | 28,710 | $100.5 萬 | 0.03% | +2,685+10.3% | 加碼 |
| Country Club Bank | 29,186 | $103.2 萬 | 0.08% | +106+0.4% | 加碼 |
| First Manhattan Co | 29,932 | $104.7 萬 | 0.00% | +350+1.2% | 加碼 |
| Ifrah Financial Services, Inc. | 30,122 | $105.4 萬 | 0.33% | +396+1.3% | 加碼 |
| Verity Asset Management, Inc. | 30,133 | $105.4 萬 | 0.78% | −5,186−14.7% | 減碼 |
| Ballew Advisors, Inc | 30,729 | $106.1 萬 | 0.87% | −10.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 30,529 | $106.8 萬 | 0.22% | +4,409+16.9% | 加碼 |
| United Capital Financial Advisers, LLC | 30,535 | $106.8 萬 | 0.01% | −4,522−12.9% | 減碼 |
| Perkins Coie Trust Co | 30,744 | $107.5 萬 | 0.30% | −65−0.2% | 減碼 |
| TownSquare Capital, LLC | 31,276 | $109.4 萬 | 0.02% | +2,828+9.9% | 加碼 |
| United Community Bank | 31,392 | $109.8 萬 | 0.54% | 00.0% | 不變 |
| Wolverine Trading, LLC | 31,492 | $110.2 萬 | 0.01% | +31,492 | 新進 |
| Lazard Asset Management LLC | 31,550 | $110.3 萬 | 0.00% | −1,235−3.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 31,716 | $111.0 萬 | 0.08% | +8,150+34.6% | 加碼 |
| Golden State Equity Partners | 31,854 | $111.5 萬 | 0.31% | −318−1.0% | 減碼 |
| Connective Portfolio Management, LLC | 32,029 | $112.1 萬 | 3.41% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 32,075 | $112.2 萬 | 0.89% | −189−0.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 32,098 | $112.3 萬 | 0.01% | +32,098 | 新進 |
| Bridgewealth Advisory Group, LLC | 32,192 | $112.6 萬 | 1.38% | −1,160−3.5% | 減碼 |
| BKA Wealth Consulting, Inc. | 32,198 | $112.7 萬 | 1.88% | −78−0.2% | 減碼 |
| Banque Pictet & Cie SA | 32,400 | $113.4 萬 | 0.01% | −2,559−7.3% | 減碼 |
| Naviter Wealth, LLC | 32,427 | $113.5 萬 | 0.27% | −10,728−24.9% | 減碼 |
| Prospera Financial Services Inc | 32,695 | $114.4 萬 | 0.04% | −24,378−42.7% | 減碼 |
| Holistic Financial Partners | 32,987 | $115.4 萬 | 0.77% | −132−0.4% | 減碼 |
| Bristlecone Advisors, LLC | 33,114 | $115.9 萬 | 0.13% | +380+1.2% | 加碼 |
| Hirtle Callaghan & Co LLC | 33,250 | $116.3 萬 | 0.06% | −4,002−10.7% | 減碼 |
| Cadent Capital Advisors, LLC | 33,312 | $116.6 萬 | 0.57% | −43,881−56.8% | 減碼 |
| London & Capital Asset Management Ltd | 33,343 | $116.7 萬 | 0.11% | +130.0% | 加碼 |
| Americana Partners, LLC | 28,105 | $116.9 萬 | 0.13% | −5,373−16.0% | 減碼 |
| Simmons Bank | 33,424 | $117.0 萬 | 0.10% | −62−0.2% | 減碼 |
| Congress Wealth Management LLC | 33,438 | $117.0 萬 | 0.02% | −504−1.5% | 減碼 |
| Evergreen Capital Management LLC | 33,842 | $118.4 萬 | 0.05% | −362−1.1% | 減碼 |
| Roundview Capital LLC | 34,157 | $119.5 萬 | 0.12% | −1,195−3.4% | 減碼 |
| Satovsky Asset Management LLC | 34,567 | $120.9 萬 | 0.41% | −825−2.3% | 減碼 |
| Signify Wealth | 34,666 | $121.3 萬 | 1.63% | +34,666 | 新進 |
| Vanguard Capital Wealth Advisors | 35,169 | $123.1 萬 | 1.14% | −1,500−4.1% | 減碼 |
| Highline Wealth Partners LLC | 35,586 | $124.5 萬 | 0.77% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 35,598 | $124.6 萬 | 0.04% | −1,490−4.0% | 減碼 |
| ETF Store, Inc. | 33,909 | $125.2 萬 | 0.90% | −1,300−3.7% | 減碼 |
| FWL Investment Management, LLC | 36,000 | $126.0 萬 | 0.85% | −900−2.4% | 減碼 |
| InterOcean Capital Group, LLC | 36,819 | $128.8 萬 | 0.04% | +3,324+9.9% | 加碼 |
| Austin Private Wealth, LLC | 36,820 | $128.8 萬 | 0.19% | −990−2.6% | 減碼 |
| Prudential PLC | 37,516 | $131.3 萬 | 0.02% | −21,610−36.5% | 減碼 |
| M Holdings Securities, Inc. | 37,798 | $132.2 萬 | 0.17% | +9,790+35.0% | 加碼 |
| SlateStone Wealth, LLC | 38,018 | $133.0 萬 | 0.19% | −2,543−6.3% | 減碼 |
| ICONIQ Capital, LLC | 38,140 | $133.5 萬 | 0.03% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,173 | $133.6 萬 | 0.00% | −5,404−12.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 38,393 | $135.1 萬 | 0.12% | +31,096+426.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 38,621 | $135.1 萬 | 0.09% | +38,621 | 新進 |
| Whitener Capital Management, Inc. | 39,020 | $136.5 萬 | 0.55% | +1,854+5.0% | 加碼 |
| TRUE Private Wealth Advisors | 39,427 | $138.0 萬 | 0.19% | −302−0.8% | 減碼 |
| Global Retirement Partners, LLC | 40,012 | $138.1 萬 | 0.07% | −1,296−3.1% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 39,479 | $138.1 萬 | 0.32% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 39,583 | $138.5 萬 | 0.10% | −1,162−2.9% | 減碼 |
| Eqis Capital Management, Inc. | 39,640 | $138.7 萬 | 0.17% | −4,968−11.1% | 減碼 |
| Callan Family Office, LLC | 39,721 | $139.0 萬 | 0.37% | +112+0.3% | 加碼 |
| Bank Ozk | 39,727 | $139.0 萬 | 0.76% | −140.0% | 減碼 |
| Massmutual Trust Co FSB | 40,537 | $141.8 萬 | 0.05% | −22,939−36.1% | 減碼 |
| Confluence Wealth Services, Inc. | 40,769 | $142.7 萬 | 0.28% | −3,784−8.5% | 減碼 |
| IMC-Chicago, LLC | 40,771 | $142.7 萬 | 0.09% | −194,795−82.7% | 減碼 |
| CX Institutional | 40,913 | $143.2 萬 | 0.08% | −417,931−91.1% | 減碼 |
| Wealthsource Partners, LLC | 41,063 | $143.7 萬 | 0.10% | −2,869−6.5% | 減碼 |
| Ieq Capital, LLC | 41,123 | $143.9 萬 | 0.03% | +266+0.7% | 加碼 |
| D. Scott Neal, Inc. | 41,478 | $145.1 萬 | 1.24% | +32,438+358.8% | 加碼 |
| Wedbush Securities Inc | 41,696 | $145.9 萬 | 0.07% | −1,236−2.9% | 減碼 |
| Wade G W & Inc | 41,898 | $146.6 萬 | 0.05% | −1,660−3.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 41,926 | $146.7 萬 | 0.02% | +1,848+4.6% | 加碼 |
| Liberty Wealth Management LLC | 42,006 | $147.0 萬 | 0.37% | +461+1.1% | 加碼 |
| IHT Wealth Management, LLC | 42,161 | $147.5 萬 | 0.07% | +50.0% | 加碼 |
| Meridian Wealth Management, LLC | 42,304 | $148.0 萬 | 0.09% | +27,228+180.6% | 加碼 |
| TrinityPoint Wealth, LLC | 42,307 | $148.0 萬 | 0.29% | −2,959−6.5% | 減碼 |
| Walkner Condon Financial Advisors LLC | 42,344 | $148.2 萬 | 0.39% | +43+0.1% | 加碼 |
| Avantax Advisory Services, Inc. | 42,614 | $149.1 萬 | 0.02% | −25,902−37.8% | 減碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $149.9 萬 | 0.70% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 42,900 | $150.1 萬 | 0.19% | 00.0% | 不變 |