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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 205,350 | $718.5 萬 | 0.01% | −132,023−39.1% | 減碼 |
| Kingsview Wealth Management, LLC | 205,143 | $717.8 萬 | 0.26% | −92,221−31.0% | 減碼 |
| Evoke Wealth, LLC | 203,437 | $711.8 萬 | 0.25% | +4,867+2.5% | 加碼 |
| Norris Financial Group, LLC | 199,988 | $699.8 萬 | 4.85% | −91,985−31.5% | 減碼 |
| King Luther Capital Management Corp | – | $695.0 萬 | 0.04% | – | – |
| Steward Partners Investment Advisory, LLC | 194,406 | $680.2 萬 | 0.10% | −74,744−27.8% | 減碼 |
| Silverleafe Capital Partners, LLC | 194,121 | $679.2 萬 | 3.47% | +187,821+2,981.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 194,065 | $679.0 萬 | 0.71% | +1,440+0.7% | 加碼 |
| Okabena Investment Services Inc | 192,665 | $674.1 萬 | 5.24% | 00.0% | 不變 |
| Independent Financial Group, LLC | 191,081 | $668.6 萬 | 0.44% | −19,716−9.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 189,745 | $663.9 萬 | 0.14% | +12,355+7.0% | 加碼 |
| Wealth Management Partners, LLC | 187,961 | $657.7 萬 | 4.10% | +4,675+2.6% | 加碼 |
| Archetype Wealth Partners | 187,904 | $657.5 萬 | 1.34% | +1,395+0.7% | 加碼 |
| GWM Advisors LLC | 187,613 | $656.5 萬 | 0.07% | −4,412−2.3% | 減碼 |
| Huntington National Bank | – | $656.3 萬 | 0.07% | – | – |
| Gateway Advisory, LLC | 183,641 | $642.6 萬 | 1.31% | +8,373+4.8% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 181,476 | $635.0 萬 | 2.32% | +842+0.5% | 加碼 |
| Sigma Planning Corp | 179,235 | $627.1 萬 | 0.24% | −5,727−3.1% | 減碼 |
| First American Trust, FSB | 179,104 | $626.7 萬 | 0.89% | +584+0.3% | 加碼 |
| GYL Financial Synergies, LLC | 177,524 | $621.2 萬 | 0.60% | −12,952−6.8% | 減碼 |
| Circle Wealth Management, LLC | 177,413 | $620.8 萬 | 0.15% | +177,413 | 新進 |
| Brown Advisory Inc | 177,046 | $619.5 萬 | 0.01% | +56,286+46.6% | 加碼 |
| Sepio Capital, LP | 175,315 | $613.4 萬 | 0.53% | +328+0.2% | 加碼 |
| Allworth Financial LP | 174,823 | $611.7 萬 | 0.05% | +2,257+1.3% | 加碼 |
| NTV Asset Management LLC | 173,900 | $608.5 萬 | 1.10% | +1,750+1.0% | 加碼 |
| Citadel Advisors LLC | 173,000 | $605.3 萬 | 0.01% | +55,907+47.7% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 172,466 | $603.5 萬 | 2.50% | −557−0.3% | 減碼 |
| We Are One Seven, LLC | 171,210 | $599.1 萬 | 0.47% | +72,522+73.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 170,664 | $597.2 萬 | 3.18% | −88,087−34.0% | 減碼 |
| Cape Ann Savings Bank | 170,562 | $596.8 萬 | 4.18% | −6,066−3.4% | 減碼 |
| Rehmann Capital Advisory Group | 169,551 | $593.3 萬 | 0.55% | −529−0.3% | 減碼 |
| Well Done, LLC | 168,449 | $589.4 萬 | 1.31% | +6,915+4.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 168,400 | $589.2 萬 | 0.07% | −200−0.1% | 減碼 |
| Greenline Partners, LLC | 167,689 | $586.7 萬 | 1.11% | −10.0% | 減碼 |
| Pariax, LLC | 167,362 | $585.6 萬 | 18.27% | +34,195+25.7% | 加碼 |
| Sowell Financial Services LLC | 165,884 | $580.4 萬 | 0.36% | +9,215+5.9% | 加碼 |
| Commerce Bank | 165,190 | $578.0 萬 | 0.05% | +20,275+14.0% | 加碼 |
| Transform Wealth, LLC | 164,742 | $576.4 萬 | 0.61% | −174,513−51.4% | 減碼 |
| Hamilton Wealth, LLC | 163,156 | $570.9 萬 | 2.05% | +22,064+15.6% | 加碼 |
| Wellspring Financial Advisors, LLC | 162,770 | $569.5 萬 | 1.67% | −1,875−1.1% | 減碼 |
| BSW Wealth Partners | 161,337 | $564.5 萬 | 1.26% | +384+0.2% | 加碼 |
| Sinecera Capital, LLC | 160,562 | $561.8 萬 | 7.56% | −51,310−24.2% | 減碼 |
| Financial Counselors Inc | 160,152 | $560.4 萬 | 0.11% | +160,152 | 新進 |
| FDx Advisors, Inc. | 160,028 | $559.9 萬 | 0.46% | −204,269−56.1% | 減碼 |
| Ancora Advisors, LLC | 158,235 | $553.7 萬 | 0.15% | +284+0.2% | 加碼 |
| CPA Asset Management LLC | 156,881 | $548.9 萬 | 3.85% | −109−0.1% | 減碼 |
| Systelligence, LLC | 154,508 | $540.6 萬 | 1.52% | −1,158−0.7% | 減碼 |
| Southeast Asset Advisors Inc. | 151,870 | $531.4 萬 | 0.75% | 00.0% | 不變 |
| Toronto Dominion Bank | 150,000 | $524.9 萬 | 0.01% | −200,000−57.1% | 減碼 |
| Private Advisor Group, LLC | 149,808 | $524.2 萬 | 0.05% | −3,570−2.3% | 減碼 |
| Patton Fund Management, Inc. | 149,595 | $523.4 萬 | 1.42% | +10,447+7.5% | 加碼 |
| Insight Wealth Partners, LLC | 148,923 | $521.1 萬 | 4.38% | −1,468−1.0% | 減碼 |
| Omnia Family Wealth, LLC | 148,336 | $519.0 萬 | 3.22% | −29,972−16.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 147,817 | $517.2 萬 | 0.16% | −3,225−2.1% | 減碼 |
| Cranbrook Wealth Management, LLC | 146,940 | $514.1 萬 | 1.52% | −1,828−1.2% | 減碼 |
| Ackerman Capital Advisors, LLC | 145,308 | $508.4 萬 | 1.42% | +19,499+15.5% | 加碼 |
| Barclays PLC | 145,285 | $508.4 萬 | 0.00% | +27,568+23.4% | 加碼 |
| GFS Advisors, LLC | 144,503 | $505.6 萬 | 0.79% | −2,844−1.9% | 減碼 |
| Coastal Bridge Advisors, LLC | 144,465 | $505.5 萬 | 1.36% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 144,130 | $504.3 萬 | 3.32% | +29,426+25.7% | 加碼 |
| Vivaldi Capital Management, LLC | 143,117 | $500.8 萬 | 1.64% | −13,627−8.7% | 減碼 |
| Fermata Advisors, LLC | 140,845 | $492.8 萬 | 1.39% | +11,177+8.6% | 加碼 |
| StrategIQ Financial Group, LLC | 139,834 | $489.3 萬 | 0.57% | 00.0% | 不變 |
| MBA Advisors LLC | 138,254 | $483.8 萬 | 2.97% | +348+0.3% | 加碼 |
| Fairview Capital Investment Management, LLC | 133,479 | $467.0 萬 | 0.30% | +1,692+1.3% | 加碼 |
| Cetera Advisors LLC | 132,954 | $465.2 萬 | 0.07% | −4,280−3.1% | 減碼 |
| Meridian Investment Counsel Inc. | 130,944 | $458.2 萬 | 1.72% | −4,218−3.1% | 減碼 |
| Kades & Cheifetz LLC | 128,848 | $450.8 萬 | 3.57% | −528−0.4% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 127,360 | $445.6 萬 | 1.10% | +1,750+1.4% | 加碼 |
| Pathstone Family Office, LLC | 126,744 | $443.5 萬 | 0.03% | +28,584+29.1% | 加碼 |
| Brinker Capital Investments, LLC | 125,623 | $439.6 萬 | 0.05% | −23,668−15.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 125,623 | $439.6 萬 | 0.05% | −23,668−15.9% | 減碼 |
| Regency Capital Management Inc. | 123,143 | $430.9 萬 | 3.66% | +24,650+25.0% | 加碼 |
| Stableford Capital II LLC | 112,719 | $423.5 萬 | 1.95% | −70.0% | 減碼 |
| Briaud Financial Planning, Inc | 120,722 | $422.4 萬 | 3.42% | −272−0.2% | 減碼 |
| Blueprint Investment Partners LLC | 120,681 | $422.3 萬 | 1.36% | −86,192−41.7% | 減碼 |
| DFPG Investments, LLC | 112,457 | $416.5 萬 | 0.39% | −3,724−3.2% | 減碼 |
| Global Wealth Strategies & Associates | 118,978 | $416.3 萬 | 1.94% | +6,212+5.5% | 加碼 |
| Wills Financial Group, Inc. | 118,648 | $415.1 萬 | 2.25% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 118,285 | $414.3 萬 | 0.01% | +143+0.1% | 加碼 |
| Apollon Wealth Management, LLC | 118,292 | $413.9 萬 | 0.21% | −12,438−9.5% | 減碼 |
| Old Port Advisors | 117,937 | $412.7 萬 | 1.50% | +117,937 | 新進 |
| Atria Investments LLC | 116,257 | $406.8 萬 | 0.07% | +1,051+0.9% | 加碼 |
| Accretive Wealth Partners, LLC | 115,425 | $403.9 萬 | 2.41% | −264−0.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 114,635 | $401.1 萬 | 0.05% | −499−0.4% | 減碼 |
| Altiora Financial Group, LLC | 114,481 | $400.6 萬 | 1.86% | +9,031+8.6% | 加碼 |
| Maltin Wealth Management, Inc. | 113,490 | $397.1 萬 | 2.77% | +2,034+1.8% | 加碼 |
| Cetera Investment Advisers | 112,653 | $394.2 萬 | 0.03% | −15,926−12.4% | 減碼 |
| MainStreet Investment Advisors LLC | 111,609 | $390.5 萬 | 0.46% | −44,236−28.4% | 減碼 |
| Executive Wealth Management, LLC | 111,572 | $390.4 萬 | 0.40% | −179,205−61.6% | 減碼 |
| AdvisorNet Financial, Inc | 110,417 | $386.3 萬 | 0.35% | −579−0.5% | 減碼 |
| Versant Capital Management, Inc | 110,384 | $386.2 萬 | 1.23% | +2,679+2.5% | 加碼 |
| Amplius Wealth Advisors, LLC | 109,055 | $381.6 萬 | 0.51% | −2,899−2.6% | 減碼 |
| Scotia Capital Inc. | 108,071 | $378.2 萬 | 0.03% | −1,003−0.9% | 減碼 |
| Wealthspan Partners, LLC | 106,675 | $373.3 萬 | 2.95% | −3,981−3.6% | 減碼 |
| National Asset Management, Inc. | 106,449 | $372.5 萬 | 0.10% | −44,036−29.3% | 減碼 |
| Fortis Group Advisors, LLC | 99,466 | $371.7 萬 | 1.14% | +13,244+15.4% | 加碼 |
| Chatham Capital Group, Inc. | 105,895 | $370.5 萬 | 0.83% | +10,000+10.4% | 加碼 |
| Kure Advisory, LLC | 104,015 | $363.9 萬 | 2.06% | +104,015 | 新進 |
| Lido Advisors, LLC | 103,674 | $362.8 萬 | 0.04% | −5,336−4.9% | 減碼 |