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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 31,716 | $111.0 萬 | 0.08% | +8,150+34.6% | 加碼 |
| Lazard Asset Management LLC | 31,550 | $110.3 萬 | 0.00% | −1,235−3.8% | 減碼 |
| Wolverine Trading, LLC | 31,492 | $110.2 萬 | 0.01% | +31,492 | 新進 |
| United Community Bank | 31,392 | $109.8 萬 | 0.54% | 00.0% | 不變 |
| TownSquare Capital, LLC | 31,276 | $109.4 萬 | 0.02% | +2,828+9.9% | 加碼 |
| Perkins Coie Trust Co | 30,744 | $107.5 萬 | 0.30% | −65−0.2% | 減碼 |
| United Capital Financial Advisers, LLC | 30,535 | $106.8 萬 | 0.01% | −4,522−12.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 30,529 | $106.8 萬 | 0.22% | +4,409+16.9% | 加碼 |
| Ballew Advisors, Inc | 30,729 | $106.1 萬 | 0.87% | −10.0% | 減碼 |
| Verity Asset Management, Inc. | 30,133 | $105.4 萬 | 0.78% | −5,186−14.7% | 減碼 |
| Ifrah Financial Services, Inc. | 30,122 | $105.4 萬 | 0.33% | +396+1.3% | 加碼 |
| First Manhattan Co | 29,932 | $104.7 萬 | 0.00% | +350+1.2% | 加碼 |
| Country Club Bank | 29,186 | $103.2 萬 | 0.08% | +106+0.4% | 加碼 |
| First Hawaiian Bank | 28,710 | $100.5 萬 | 0.03% | +2,685+10.3% | 加碼 |
| WCG Wealth Advisors LLC | 28,392 | $99.8 萬 | 0.07% | +11,451+67.6% | 加碼 |
| Hamilton Capital, LLC | 28,490 | $99.7 萬 | 0.08% | −130.0% | 減碼 |
| Atlantic Trust, LLC | 28,432 | $99.5 萬 | 0.33% | +834+3.0% | 加碼 |
| AlphaStar Capital Management, LLC | 28,255 | $98.9 萬 | 0.12% | −1,526−5.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 28,251 | $98.9 萬 | 0.02% | 00.0% | 不變 |
| Courage Capital Management LLC | 28,000 | $98.0 萬 | 3.32% | 00.0% | 不變 |
| Forum Financial Management, LP | 27,874 | $97.5 萬 | 0.02% | −9,378−25.2% | 減碼 |
| Brown Brothers Harriman & Co | 27,833 | $97.4 萬 | 0.01% | −409−1.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 27,786 | $97.2 萬 | 0.05% | −1,285−4.4% | 減碼 |
| Advanced Research Investment Solutions, LLC | 27,750 | $97.1 萬 | 0.63% | 00.0% | 不變 |
| Vident Advisory, LLC | 27,552 | $96.4 萬 | 0.03% | +27,552 | 新進 |
| PBMares Wealth Management LLC | 27,544 | $96.4 萬 | 0.35% | +50.0% | 加碼 |
| Burns J W & Co Inc | 27,510 | $96.3 萬 | 0.16% | +415+1.5% | 加碼 |
| Nkcfo LLC | 27,450 | $96.0 萬 | 0.53% | 00.0% | 不變 |
| Glenmede Trust Co NA | 27,366 | $95.8 萬 | 0.01% | +713+2.7% | 加碼 |
| Alesco Advisors LLC | 27,242 | $95.3 萬 | 0.04% | 00.0% | 不變 |
| Gibson Capital, LLC | 27,064 | $94.7 萬 | 0.26% | 00.0% | 不變 |
| Glovista Investments LLC | 26,732 | $94.7 萬 | 0.56% | −860−3.1% | 減碼 |
| S.A. Mason LLC | 26,982 | $94.4 萬 | 0.68% | −872−3.1% | 減碼 |
| Myecfo, LLC | 26,955 | $94.3 萬 | 0.65% | −1,040−3.7% | 減碼 |
| Glass Jacobson Investment Advisors llc | 26,914 | $94.2 萬 | 0.43% | −2,247−7.7% | 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 |
| Red Door Wealth Management, LLC | 25,937 | $90.8 萬 | 0.23% | −725−2.7% | 減碼 |
| Regatta Capital Group, LLC | 25,913 | $90.7 萬 | 0.29% | −527−2.0% | 減碼 |
| United Asset Strategies, Inc. | 25,858 | $90.5 萬 | 0.12% | −20,259−43.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 25,378 | $88.8 萬 | 0.11% | 00.0% | 不變 |
| Signaturefd, LLC | 25,259 | $88.4 萬 | 0.02% | −863−3.3% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,221 | $88.2 萬 | 0.79% | −17−0.1% | 減碼 |
| Freestone Capital Holdings, LLC | 25,171 | $88.1 萬 | 0.05% | +40.0% | 加碼 |
| Credit Suisse AG | 25,159 | $88.0 萬 | 0.00% | +13,063+108.0% | 加碼 |
| Atlas Capital Advisors LLC | 25,000 | $87.5 萬 | 0.14% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 24,948 | $87.3 萬 | 0.01% | −2,791−10.1% | 減碼 |
| Norris Perne & French LLP | 24,882 | $87.1 萬 | 0.08% | +305+1.2% | 加碼 |
| Davenport & Co LLC | 24,815 | $86.8 萬 | 0.01% | +50.0% | 加碼 |
| Woodward Diversified Capital, LLC | 24,681 | $86.4 萬 | 0.62% | −1,687−6.4% | 減碼 |
| Montis Financial, LLC | 24,510 | $85.8 萬 | 0.57% | 00.0% | 不變 |
| Dohj, LLC | 24,611 | $85.3 萬 | 0.38% | +13,013+112.2% | 加碼 |
| J. W. Coons Advisors, LLC | 24,296 | $85.0 萬 | 0.25% | −500−2.0% | 減碼 |
| Pettinga Financial Advisors, LLC | 24,121 | $84.4 萬 | 0.25% | +13,746+132.5% | 加碼 |
| Macroview Investment Management LLC | 24,103 | $84.3 萬 | 1.13% | +1,418+6.3% | 加碼 |
| EWG Elevate Inc. | 24,054 | $84.2 萬 | 0.38% | +954+4.1% | 加碼 |
| Venturi Wealth Management, LLC | 23,909 | $83.7 萬 | 0.07% | −606−2.5% | 減碼 |
| Midwest Financial Group LLC | 23,735 | $83.0 萬 | 0.70% | −150−0.6% | 減碼 |
| Oak Family Advisors, LLC | 23,405 | $81.9 萬 | 0.39% | +354+1.5% | 加碼 |
| Private Trust Co NA | 23,258 | $81.4 萬 | 0.11% | −824−3.4% | 減碼 |
| WealthBridge Capital Management, LLC | 23,068 | $80.7 萬 | 0.33% | +563+2.5% | 加碼 |
| Coldstream Capital Management Inc | 22,975 | $80.4 萬 | 0.03% | +184+0.8% | 加碼 |
| Lake Street Advisors Group, LLC | 22,901 | $80.1 萬 | 0.05% | +50.0% | 加碼 |
| Colony Family Offices, LLC | 22,860 | $80.0 萬 | 0.34% | 00.0% | 不變 |
| Garde Capital, Inc. | 22,820 | $79.8 萬 | 0.07% | 00.0% | 不變 |
| Wealth Quarterback LLC | 22,803 | $79.8 萬 | 0.69% | −2,888−11.2% | 減碼 |
| Stock Yards Bank & Trust Co | 22,800 | $79.8 萬 | 0.03% | +635+2.9% | 加碼 |
| Westside Investment Management, Inc. | 22,780 | $79.7 萬 | 0.23% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 22,708 | $79.5 萬 | 0.32% | +5,666+33.2% | 加碼 |
| Doliver Advisors, LP | 22,712 | $79.5 萬 | 0.24% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 21,766 | $79.2 萬 | 0.72% | 00.0% | 不變 |
| Family Management Corp | 22,533 | $78.8 萬 | 0.18% | 00.0% | 不變 |
| Lake Street Financial LLC | 22,246 | $78.6 萬 | 0.14% | +92+0.4% | 加碼 |
| Natixis Advisors, L.P. | 22,459 | $78.6 萬 | 0.00% | −5,419−19.4% | 減碼 |
| Alpha Financial Partners, LLC | 22,339 | $78.2 萬 | 0.91% | +1,898+9.3% | 加碼 |
| Silver Oak Securities, Inc | 21,948 | $76.8 萬 | 0.17% | −62,076−73.9% | 減碼 |
| Hilltop Holdings Inc. | 21,912 | $76.7 萬 | 0.10% | −780−3.4% | 減碼 |
| TD Private Client Wealth LLC | 21,910 | $76.7 萬 | 0.03% | −3,451−13.6% | 減碼 |
| Spire Wealth Management | 21,677 | $75.8 萬 | 0.03% | −1,008−4.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 21,639 | $75.7 萬 | 0.10% | +372+1.7% | 加碼 |
| Worth Financial Advisory Group, LLC | 21,467 | $75.1 萬 | 0.68% | +1,139+5.6% | 加碼 |
| Interactive Financial Advisors | 21,372 | $74.8 萬 | 0.50% | +781+3.8% | 加碼 |
| Port Capital LLC | 21,350 | $74.7 萬 | 0.05% | 00.0% | 不變 |
| Bank of Nova Scotia | 21,481 | $74.2 萬 | 0.00% | +1,091+5.4% | 加碼 |
| Calton & Associates, Inc. | 21,110 | $73.9 萬 | 1.08% | +21,110 | 新進 |
| Change Path, LLC | 21,049 | $73.7 萬 | 0.05% | −7,829−27.1% | 減碼 |
| Narus Financial Partners, LLC | 20,824 | $72.9 萬 | 0.37% | +1,596+8.3% | 加碼 |
| Authentikos Wealth Advisory, LLC | 20,594 | $72.1 萬 | 0.70% | −996−4.6% | 減碼 |
| Blossom Wealth Management | 20,565 | $72.0 萬 | 2.30% | +330+1.6% | 加碼 |
| CWA Asset Management Group, LLC | 20,450 | $71.6 萬 | 0.05% | −760−3.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 20,317 | $71.1 萬 | 0.16% | −450−2.2% | 減碼 |
| Private Portfolio Partners LLC | 20,313 | $71.1 萬 | 0.18% | −1,930−8.7% | 減碼 |
| PFG Advisors | 20,214 | $70.7 萬 | 0.06% | −12,182−37.6% | 減碼 |
| Snowden Capital Advisors LLC | 19,890 | $69.6 萬 | 0.03% | −28,448−58.9% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $69.6 萬 | 0.73% | 00.0% | 不變 |
| First National Trust Co | 19,709 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 19,535 | $68.4 萬 | 0.10% | 00.0% | 不變 |
| Clarity Financial LLC | 19,460 | $68.1 萬 | 0.12% | +13,013+201.8% | 加碼 |
| Kanawha Capital Management LLC | 19,409 | $67.9 萬 | 0.07% | +125+0.6% | 加碼 |
| EP Wealth Advisors, LLC | 19,400 | $67.9 萬 | 0.01% | −22,005−53.1% | 減碼 |
| Hanson & Doremus Investment Management | 19,359 | $67.7 萬 | 0.14% | −234−1.2% | 減碼 |