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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 103,186 | $361.0 萬 | 0.16% | −3,820−3.6% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 102,096 | $357.2 萬 | 1.96% | −6,687−6.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 101,848 | $356.4 萬 | 0.56% | −3,671−3.5% | 減碼 |
| Cypress Capital Group | 101,251 | $354.3 萬 | 0.51% | −292−0.3% | 減碼 |
| Advisory Services Network, LLC | 100,599 | $352.0 萬 | 0.09% | −107,076−51.6% | 減碼 |
| Weil Company, Inc. | 100,326 | $351.0 萬 | 1.74% | −10,157−9.2% | 減碼 |
| DCF Advisers, LLC | 100,000 | $349.9 萬 | 2.44% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 99,894 | $349.5 萬 | 3.07% | −2,160−2.1% | 減碼 |
| HSBC Holdings PLC | 99,513 | $348.2 萬 | 0.00% | +6,263+6.7% | 加碼 |
| Boston Financial Mangement LLC | 99,053 | $346.6 萬 | 0.13% | −831−0.8% | 減碼 |
| Fiduciary Trust Co | 98,259 | $343.8 萬 | 0.06% | −7,302−6.9% | 減碼 |
| Bessemer Group Inc | 98,084 | $343.2 萬 | 0.01% | −1,018−1.0% | 減碼 |
| Corrado Advisors, LLC | 96,804 | $338.7 萬 | 2.33% | +112+0.1% | 加碼 |
| Sage Investment Advisers LLC | 96,730 | $338.5 萬 | 4.64% | +1,350+1.4% | 加碼 |
| Ziegler Capital Management, LLC | 96,690 | $338.3 萬 | 0.14% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 96,485 | $337.6 萬 | 0.12% | −12,105−11.1% | 減碼 |
| Wealth Alliance | 95,399 | $333.8 萬 | 0.53% | +3,377+3.7% | 加碼 |
| Community Bank, N.A. | 93,259 | $326.2 萬 | 0.46% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 93,079 | $325.7 萬 | 1.08% | −12,676−12.0% | 減碼 |
| Twelve Points Wealth Management LLC | 92,717 | $324.4 萬 | 1.62% | +7,731+9.1% | 加碼 |
| E Fund Management Co., Ltd. | 92,633 | $324.1 萬 | 0.25% | +92,633 | 新進 |
| Harvest Fund Management Co., Ltd | 92,521 | $323.7 萬 | 0.57% | +23,065+33.2% | 加碼 |
| Argent Trust Co | 92,087 | $322.2 萬 | 0.18% | −9,925−9.7% | 減碼 |
| WMS Partners, LLC | 91,570 | $320.4 萬 | 0.25% | 00.0% | 不變 |
| NVWM, LLC | 90,929 | $318.2 萬 | 1.04% | −14,976−14.1% | 減碼 |
| Welch & Forbes LLC | 90,542 | $316.8 萬 | 0.05% | −2,500−2.7% | 減碼 |
| D.A. Davidson & Co. | 90,359 | $316.2 萬 | 0.03% | −36,739−28.9% | 減碼 |
| Cambridge Trust Co | 89,207 | $312.1 萬 | 0.14% | −202−0.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 89,018 | $311.5 萬 | 0.21% | −3,859−4.2% | 減碼 |
| SRS Capital Advisors, Inc. | 88,931 | $311.2 萬 | 0.39% | −1,953−2.1% | 減碼 |
| Gradient Investments LLC | 88,812 | $310.8 萬 | 0.08% | +1,427+1.6% | 加碼 |
| Northside Capital Management, LLC | 88,247 | $308.8 萬 | 0.71% | +1,400+1.6% | 加碼 |
| Provenance Wealth Advisors, LLC | 88,208 | $308.6 萬 | 0.50% | +88,208 | 新進 |
| Integrated Advisors Network LLC | 87,987 | $307.9 萬 | 0.19% | −72−0.1% | 減碼 |
| Inscription Capital, LLC | 86,888 | $304.0 萬 | 0.99% | −5,854−6.3% | 減碼 |
| Comerica Securities,inc. | 86,464 | $302.5 萬 | 0.25% | −26,826−23.7% | 減碼 |
| Madden Advisory Services, Inc. | 85,914 | $300.6 萬 | 1.90% | +320+0.4% | 加碼 |
| Parallel Advisors, LLC | 85,057 | $297.6 萬 | 0.10% | −43,837−34.0% | 減碼 |
| Fore Capital, LLC | 85,000 | $297.4 萬 | 5.43% | +85,000 | 新進 |
| Ci Investments Inc. | 84,617 | $296.1 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 82,992 | $290.4 萬 | 0.13% | −11,992−12.6% | 減碼 |
| Relative Value Partners Group, LLC | 82,937 | $290.2 萬 | 0.19% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 82,460 | $288.5 萬 | 1.30% | 00.0% | 不變 |
| Tikvah Management LLC | 82,230 | $287.7 萬 | 1.03% | 00.0% | 不變 |
| Cowa, LLC | 81,553 | $285.4 萬 | 1.93% | +4,057+5.2% | 加碼 |
| Crescent Grove Advisors, LLC | 81,058 | $283.6 萬 | 0.35% | +1,064+1.3% | 加碼 |
| Laird Norton Trust Company, LLC | 80,036 | $280.0 萬 | 0.36% | −7,335−8.4% | 減碼 |
| Jordan Park Group LLC | 79,874 | $279.5 萬 | 0.20% | −3,323−4.0% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 79,756 | $279.1 萬 | 0.78% | −15,801−16.5% | 減碼 |
| waypoint wealth counsel | 79,521 | $278.2 萬 | 2.62% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 79,196 | $277.1 萬 | 1.59% | +2,423+3.2% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 78,851 | $275.9 萬 | 0.90% | −50,952−39.3% | 減碼 |
| Altman Advisors, Inc. | 77,839 | $272.4 萬 | 1.70% | +77,839 | 新進 |
| Robinson Value Management, Ltd. | 77,164 | $270.0 萬 | 2.01% | +3,480+4.7% | 加碼 |
| Vontobel Holding Ltd. | 76,587 | $268.0 萬 | 0.02% | +279+0.4% | 加碼 |
| Whittier Trust Co | 75,107 | $262.7 萬 | 0.05% | +250+0.3% | 加碼 |
| Blue Investment Partners LLC | 74,852 | $261.9 萬 | 2.08% | +3,038+4.2% | 加碼 |
| Signature Securities Group Corporation | 74,723 | $261.5 萬 | 0.99% | +12,681+20.4% | 加碼 |
| Mengis Capital Management, Inc. | 74,463 | $260.5 萬 | 0.54% | −1,250−1.7% | 減碼 |
| First Horizon Advisors, Inc. | 74,197 | $259.6 萬 | 0.09% | −8,879−10.7% | 減碼 |
| Motco | 73,835 | $258.3 萬 | 0.18% | +532+0.7% | 加碼 |
| HB Wealth Management, LLC | 73,823 | $258.3 萬 | 0.04% | +150+0.2% | 加碼 |
| LifePlan Investment Advisors, Inc. | 73,488 | $257.1 萬 | 2.73% | +513+0.7% | 加碼 |
| Marks Group Wealth Management, Inc | 73,367 | $256.7 萬 | 0.32% | −7,588−9.4% | 減碼 |
| Wealthstar Advisors, LLC | 72,894 | $255.1 萬 | 1.11% | −12,064−14.2% | 減碼 |
| Cobblestone Capital Advisors LLC | 71,747 | $251.0 萬 | 0.19% | −95−0.1% | 減碼 |
| J2 Capital Management Inc | 71,582 | $250.5 萬 | 3.17% | −2,678−3.6% | 減碼 |
| Advisory Alpha, LLC | 71,283 | $249.4 萬 | 0.13% | −6,146−7.9% | 減碼 |
| Financial Alternatives, Inc | 70,860 | $247.9 萬 | 2.30% | +225+0.3% | 加碼 |
| Regions Financial Corp | 70,222 | $245.7 萬 | 0.02% | −1,368−1.9% | 減碼 |
| RFG Advisory, LLC | 70,004 | $244.9 萬 | 0.11% | +1,424+2.1% | 加碼 |
| Summit Place Financial Advisors, LLC | 68,915 | $241.1 萬 | 1.72% | +100.0% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 68,873 | $241.0 萬 | 0.52% | −19,066−21.7% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 68,526 | $239.8 萬 | 2.23% | +26,427+62.8% | 加碼 |
| Patriot Investment Management Inc. | 68,402 | $239.3 萬 | 0.22% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 65,747 | $239.3 萬 | 0.05% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 67,010 | $234.5 萬 | 0.91% | +21,804+48.2% | 加碼 |
| Modera Wealth Management, LLC | 65,885 | $230.5 萬 | 0.04% | +3,965+6.4% | 加碼 |
| Integrated Wealth Concepts LLC | 65,693 | $229.9 萬 | 0.04% | −5,010−7.1% | 減碼 |
| Financial Sense Advisors, Inc. | 65,519 | $229.3 萬 | 0.98% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 65,121 | $227.9 萬 | 0.71% | −13,147−16.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $227.4 萬 | 0.66% | 00.0% | 不變 |
| WealthCare Investment Partners, LLC | 65,545 | $227.0 萬 | 1.38% | +17,849+37.4% | 加碼 |
| Intrepid Capital Management Inc | 64,012 | $224.0 萬 | 1.55% | +1,482+2.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 64,028 | $224.0 萬 | 0.08% | −4,255−6.2% | 減碼 |
| Gould Asset Management LLC | 63,240 | $221.3 萬 | 0.62% | −269−0.4% | 減碼 |
| Nadler Financial Group, Inc. | 62,687 | $219.3 萬 | 0.33% | +5,365+9.4% | 加碼 |
| Raymond James Trust N.A. | 62,435 | $218.5 萬 | 0.06% | −5,379−7.9% | 減碼 |
| HRT Financial LP | 62,178 | $217.5 萬 | 0.02% | +62,178 | 新進 |
| Firestone Capital Management | 61,388 | $214.8 萬 | 0.73% | −550−0.9% | 減碼 |
| BOK Financial Private Wealth, Inc. | 60,745 | $212.5 萬 | 0.19% | −1,257,857−95.4% | 減碼 |
| Financial Management Network Inc | 61,429 | $212.1 萬 | 0.70% | −637−1.0% | 減碼 |
| Teamwork Financial Advisors, LLC | 60,336 | $211.1 萬 | 0.34% | +7,019+13.2% | 加碼 |
| Estate Counselors, LLC | 59,335 | $207.6 萬 | 0.28% | 00.0% | 不變 |
| Allie Family Office LLC | 58,819 | $205.8 萬 | 1.66% | −2,446−4.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 58,343 | $204.1 萬 | 0.28% | −1,070−1.8% | 減碼 |
| Winton Group Ltd | 58,250 | $203.8 萬 | 0.17% | 00.0% | 不變 |
| Eagle Strategies LLC | 57,702 | $201.9 萬 | 0.50% | +3,929+7.3% | 加碼 |
| Towerpoint Wealth, LLC | 57,493 | $201.2 萬 | 1.19% | +1,919+3.5% | 加碼 |
| Carlson Capital Management | 57,239 | $200.3 萬 | 0.12% | 00.0% | 不變 |