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 |
|---|---|---|---|---|---|
| Hamilton Wealth, LLC | 163,156 | $570.9 萬 | 2.05% | +22,064+15.6% | 加碼 |
| Transform Wealth, LLC | 164,742 | $576.4 萬 | 0.61% | −174,513−51.4% | 減碼 |
| Commerce Bank | 165,190 | $578.0 萬 | 0.05% | +20,275+14.0% | 加碼 |
| Sowell Financial Services LLC | 165,884 | $580.4 萬 | 0.36% | +9,215+5.9% | 加碼 |
| Pariax, LLC | 167,362 | $585.6 萬 | 18.27% | +34,195+25.7% | 加碼 |
| Greenline Partners, LLC | 167,689 | $586.7 萬 | 1.11% | −10.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 168,400 | $589.2 萬 | 0.07% | −200−0.1% | 減碼 |
| Well Done, LLC | 168,449 | $589.4 萬 | 1.31% | +6,915+4.3% | 加碼 |
| Rehmann Capital Advisory Group | 169,551 | $593.3 萬 | 0.55% | −529−0.3% | 減碼 |
| Cape Ann Savings Bank | 170,562 | $596.8 萬 | 4.18% | −6,066−3.4% | 減碼 |
| Lowe Wealth Advisors, LLC | 170,664 | $597.2 萬 | 3.18% | −88,087−34.0% | 減碼 |
| We Are One Seven, LLC | 171,210 | $599.1 萬 | 0.47% | +72,522+73.5% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 172,466 | $603.5 萬 | 2.50% | −557−0.3% | 減碼 |
| Citadel Advisors LLC | 173,000 | $605.3 萬 | 0.01% | +55,907+47.7% | 加碼 |
| NTV Asset Management LLC | 173,900 | $608.5 萬 | 1.10% | +1,750+1.0% | 加碼 |
| Allworth Financial LP | 174,823 | $611.7 萬 | 0.05% | +2,257+1.3% | 加碼 |
| Sepio Capital, LP | 175,315 | $613.4 萬 | 0.53% | +328+0.2% | 加碼 |
| Brown Advisory Inc | 177,046 | $619.5 萬 | 0.01% | +56,286+46.6% | 加碼 |
| Circle Wealth Management, LLC | 177,413 | $620.8 萬 | 0.15% | +177,413 | 新進 |
| GYL Financial Synergies, LLC | 177,524 | $621.2 萬 | 0.60% | −12,952−6.8% | 減碼 |
| First American Trust, FSB | 179,104 | $626.7 萬 | 0.89% | +584+0.3% | 加碼 |
| Sigma Planning Corp | 179,235 | $627.1 萬 | 0.24% | −5,727−3.1% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 181,476 | $635.0 萬 | 2.32% | +842+0.5% | 加碼 |
| Gateway Advisory, LLC | 183,641 | $642.6 萬 | 1.31% | +8,373+4.8% | 加碼 |
| Huntington National Bank | – | $656.3 萬 | 0.07% | – | – |
| GWM Advisors LLC | 187,613 | $656.5 萬 | 0.07% | −4,412−2.3% | 減碼 |
| Archetype Wealth Partners | 187,904 | $657.5 萬 | 1.34% | +1,395+0.7% | 加碼 |
| Wealth Management Partners, LLC | 187,961 | $657.7 萬 | 4.10% | +4,675+2.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 189,745 | $663.9 萬 | 0.14% | +12,355+7.0% | 加碼 |
| Independent Financial Group, LLC | 191,081 | $668.6 萬 | 0.44% | −19,716−9.4% | 減碼 |
| Okabena Investment Services Inc | 192,665 | $674.1 萬 | 5.24% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 194,065 | $679.0 萬 | 0.71% | +1,440+0.7% | 加碼 |
| Silverleafe Capital Partners, LLC | 194,121 | $679.2 萬 | 3.47% | +187,821+2,981.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 194,406 | $680.2 萬 | 0.10% | −74,744−27.8% | 減碼 |
| King Luther Capital Management Corp | – | $695.0 萬 | 0.04% | – | – |
| Norris Financial Group, LLC | 199,988 | $699.8 萬 | 4.85% | −91,985−31.5% | 減碼 |
| Evoke Wealth, LLC | 203,437 | $711.8 萬 | 0.25% | +4,867+2.5% | 加碼 |
| Kingsview Wealth Management, LLC | 205,143 | $717.8 萬 | 0.26% | −92,221−31.0% | 減碼 |
| Prudential Financial Inc | 205,350 | $718.5 萬 | 0.01% | −132,023−39.1% | 減碼 |
| Public Employees Retirement System of Ohio | 205,700 | $719.7 萬 | 0.03% | +75,200+57.6% | 加碼 |
| Forza Wealth Management, LLC | 206,169 | $721.4 萬 | 3.72% | +450+0.2% | 加碼 |
| Leavell Investment Management, Inc. | 206,660 | $723.1 萬 | 0.51% | +4,736+2.3% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 207,924 | $727.5 萬 | 2.41% | −8,089−3.7% | 減碼 |
| Sagil Capital LLP | 210,000 | $734.8 萬 | 8.51% | −205,000−49.4% | 減碼 |
| Highland Financial Advisors, LLC | 216,438 | $757.3 萬 | 3.92% | +2,182+1.0% | 加碼 |
| Sigma Investment Counselors Inc | 216,445 | $757.3 萬 | 0.57% | +2,110+1.0% | 加碼 |
| Upper Left Wealth Management, LLC | 217,449 | $760.9 萬 | 7.92% | +8,304+4.0% | 加碼 |
| AMG National Trust Bank | 218,543 | $764.7 萬 | 0.27% | +8,976+4.3% | 加碼 |
| Aveo Capital Partners, LLC | 218,596 | $764.9 萬 | 1.01% | −31,535−12.6% | 減碼 |
| Ballentine Partners, LLC | 220,278 | $770.8 萬 | 0.18% | +140.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 220,626 | $772.0 萬 | 0.17% | −23,041−9.5% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 221,016 | $773.3 萬 | 4.06% | −3,772−1.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 222,453 | $778.4 萬 | 0.58% | −1,268−0.6% | 減碼 |
| Private Harbour Investment Management & Counsel, LLC | 222,962 | $780.1 萬 | 8.93% | −257−0.1% | 減碼 |
| Signet Investment Advisory Group, Inc. | 224,394 | $785.2 萬 | 5.22% | +2,602+1.2% | 加碼 |
| Elm Partners Management LLC | 225,819 | $790.1 萬 | 0.82% | −202,936−47.3% | 減碼 |
| New Potomac Partners, LLC | 227,008 | $794.3 萬 | 5.47% | +13,814+6.5% | 加碼 |
| Wallington Asset Management, LLC | 238,404 | $834.2 萬 | 1.52% | +8,130+3.5% | 加碼 |
| Verger Capital Management LLC | 239,144 | $836.8 萬 | 7.40% | 00.0% | 不變 |
| Nottingham Advisors, Inc. | 337,048 | $842.1 萬 | 1.30% | −5,963−1.7% | 減碼 |
| Nomura Asset Management Co Ltd | 243,150 | $850.8 萬 | 0.04% | +80,200+49.2% | 加碼 |
| JNBA Financial Advisors | 244,188 | $854.4 萬 | 1.07% | −1,501−0.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 248,871 | $870.8 萬 | 2.11% | +17,597+7.6% | 加碼 |
| American Investment Services, Inc. | 252,907 | $884.9 萬 | 1.89% | −16,583−6.2% | 減碼 |
| Morton Capital Management LLC | 253,544 | $887.2 萬 | 3.14% | +2,263+0.9% | 加碼 |
| Twin Tree Management, LP | 254,345 | $890.0 萬 | 0.30% | −78,592−23.6% | 減碼 |
| Rogco, LP | 255,684 | $894.6 萬 | 4.42% | +255,684 | 新進 |
| Permanens Capital L.P. | 256,221 | $896.5 萬 | 1.53% | −70,215−21.5% | 減碼 |
| Umb Bank N A | 256,945 | $899.1 萬 | 0.14% | −2,067−0.8% | 減碼 |
| TMD Wealth Management, LLC | 257,859 | $902.2 萬 | 2.57% | +7,643+3.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 258,514 | $904.5 萬 | 0.03% | +223,125+630.5% | 加碼 |
| Blair William & Co | 264,526 | $925.6 萬 | 0.04% | −129,128−32.8% | 減碼 |
| Van Hulzen Asset Management, LLC | 273,203 | $955.9 萬 | 0.74% | +3,486+1.3% | 加碼 |
| Perigon Wealth Management, LLC | 273,637 | $957.5 萬 | 0.39% | −9,374−3.3% | 減碼 |
| New York State Common Retirement Fund | 275,900 | $965.4 萬 | 0.01% | +135,700+96.8% | 加碼 |
| Wellington Management Group LLP | 275,900 | $965.4 萬 | 0.00% | +135,700+96.8% | 加碼 |
| LVM Capital Management Ltd | 277,061 | $969.4 萬 | 1.37% | −3,449−1.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 282,104 | $969.5 萬 | 0.13% | −916−0.3% | 減碼 |
| Goldman Sachs Group Inc | 278,163 | $973.3 萬 | 0.00% | −347,923−55.6% | 減碼 |
| Sentinel Trust Co Lba | 278,496 | $974.4 萬 | 1.38% | −10,521−3.6% | 減碼 |
| Townsend & Associates, Inc | 258,338 | $981.9 萬 | 2.07% | +143,998+125.9% | 加碼 |
| Chemistry Wealth Management LLC | 282,591 | $988.8 萬 | 3.27% | +303+0.1% | 加碼 |
| Arlington Capital Management, Inc. | 283,832 | $993.1 萬 | 10.41% | −820−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 289,425 | $1,013 萬 | 0.02% | −260,141−47.3% | 減碼 |
| Fifth Third Securities, Inc. | 292,951 | $1,025 萬 | 1.15% | −1,108−0.4% | 減碼 |
| Parkside Investments, LLC | 295,230 | $1,033 萬 | 1.90% | +1,885+0.6% | 加碼 |
| Legend Financial Advisors, Inc. | 297,297 | $1,040 萬 | 8.88% | +324+0.1% | 加碼 |
| Ambassador Advisors, LLC | 282,636 | $1,042 萬 | 2.54% | −8,215−2.8% | 減碼 |
| DT Investment Partners, LLC | 300,105 | $1,050 萬 | 1.27% | +507+0.2% | 加碼 |
| Cohen & Steers, Inc. | 300,714 | $1,052 萬 | 0.02% | +26,147+9.5% | 加碼 |
| BFSG, LLC | 305,861 | $1,070 萬 | 1.74% | +10,936+3.7% | 加碼 |
| Graham Capital Wealth Management, LLC | 298,609 | $1,087 萬 | 25.63% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 310,875 | $1,088 萬 | 1.13% | +319+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 313,163 | $1,096 萬 | 0.40% | −64,720−17.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 314,586 | $1,101 萬 | 0.14% | +83,680+36.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 318,480 | $1,114 萬 | 0.14% | −1260.0% | 減碼 |
| Brookstone Capital Management | 299,748 | $1,120 萬 | 0.25% | −6,505−2.1% | 減碼 |
| Dakota Wealth Management | 320,630 | $1,122 萬 | 0.50% | +312,127+3,670.8% | 加碼 |
| Timber Creek Capital Management LLC | 322,624 | $1,129 萬 | 4.08% | −3,272−1.0% | 減碼 |
| Howland Capital Management LLC | 322,656 | $1,129 萬 | 0.66% | +23,517+7.9% | 加碼 |