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 |
|---|---|---|---|---|---|
| Sentinel Pension Advisors Inc | 19,281 | $67.5 萬 | 0.16% | −5,779−23.1% | 減碼 |
| Strategic Financial Concepts, LLC | 19,204 | $67.2 萬 | 0.23% | +656+3.5% | 加碼 |
| CWM, LLC | 19,155 | $67.0 萬 | 0.00% | +492+2.6% | 加碼 |
| Nations Financial Group Inc, | 18,925 | $66.2 萬 | 0.07% | +2,181+13.0% | 加碼 |
| AlphaCore Capital LLC | 18,654 | $65.3 萬 | 0.10% | +761+4.3% | 加碼 |
| Kornitzer Capital Management Inc | 18,502 | $64.7 萬 | 0.01% | +4,668+33.7% | 加碼 |
| Cardiff Park Advisors, LLC | 18,390 | $64.3 萬 | 0.08% | −505−2.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 18,126 | $63.4 萬 | 0.03% | −1,660−8.4% | 減碼 |
| Fort Point Capital Partners LLC | 17,950 | $62.8 萬 | 0.10% | −11,716−39.5% | 減碼 |
| Phillips Financial Management, LLC | 17,783 | $62.2 萬 | 0.06% | −1,096−5.8% | 減碼 |
| Wealth Management Associates, Inc. | 17,630 | $61.7 萬 | 0.36% | +845+5.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 17,343 | $61.4 萬 | 0.00% | 00.0% | 不變 |
| Crosspoint Financial, LLC | 17,392 | $60.9 萬 | 6.43% | −2,650−13.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,389 | $60.8 萬 | 0.09% | −26−0.1% | 減碼 |
| Wescott Financial Advisory Group, LLC | 17,278 | $60.5 萬 | 0.11% | −203−1.2% | 減碼 |
| WSFS Capital Management, LLC | 17,269 | $60.4 萬 | 0.04% | +10,828+168.1% | 加碼 |
| NBC Securities, Inc. | 17,205 | $60.2 萬 | 0.07% | +17,205 | 新進 |
| Lakeview Capital Partners, LLC | 17,185 | $60.1 萬 | 0.12% | −35,161−67.2% | 減碼 |
| S&CO Inc | 17,174 | $60.0 萬 | 0.05% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 17,147 | $60.0 萬 | 0.04% | −1,623−8.6% | 減碼 |
| McAdam, LLC | 17,136 | $60.0 萬 | 0.05% | −9,845−36.5% | 減碼 |
| Birchcreek Wealth Management, LLC | 17,046 | $59.6 萬 | 0.40% | −17,231−50.3% | 減碼 |
| Mission Creek Capital Partners, Inc. | 17,033 | $59.6 萬 | 0.20% | −169−1.0% | 減碼 |
| Valicenti Advisory Services Inc | 16,875 | $59.0 萬 | 0.20% | −100−0.6% | 減碼 |
| Mill Creek Capital Advisors, LLC | 16,821 | $58.9 萬 | 0.02% | 00.0% | 不變 |
| IFG Advisory, LLC | 16,820 | $58.9 萬 | 0.05% | −175−1.0% | 減碼 |
| Focus Financial Network, Inc. | 16,614 | $58.1 萬 | 0.03% | +115+0.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,525 | $57.8 萬 | 0.01% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 16,388 | $57.3 萬 | 0.16% | +5,237+47.0% | 加碼 |
| ICA Group Wealth Management, LLC | 16,432 | $57.3 萬 | 0.16% | −600−3.5% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $56.9 萬 | 0.06% | 00.0% | 不變 |
| MONECO Advisors, LLC | 16,234 | $56.8 萬 | 0.15% | +73+0.5% | 加碼 |
| Principle Wealth Partners LLC | 16,000 | $56.0 萬 | 0.06% | 00.0% | 不變 |
| Western Wealth Management, LLC | 15,991 | $56.0 萬 | 0.05% | −1,156−6.7% | 減碼 |
| Aberdeen Wealth Management LLC | 15,912 | $55.7 萬 | 0.42% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 15,877 | $55.6 萬 | 0.08% | −1,726−9.8% | 減碼 |
| Granite Bay Wealth Management, LLC | 15,183 | $55.4 萬 | 0.01% | +15,183 | 新進 |
| Hancock Whitney Corp | 15,759 | $55.1 萬 | 0.02% | +4,741+43.0% | 加碼 |
| Emfo, LLC | 15,742 | $55.1 萬 | 0.52% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 15,732 | $55.0 萬 | 0.20% | +15,732 | 新進 |
| Avaii Wealth Management, LLC | 15,639 | $54.7 萬 | 0.41% | −286−1.8% | 減碼 |
| Jacobi Capital Management LLC | 15,568 | $54.5 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 15,554 | $54.4 萬 | 0.22% | +9,149+142.8% | 加碼 |
| Northcape Wealth Management, LLC | 15,535 | $54.4 萬 | 0.21% | 00.0% | 不變 |
| Intrua Financial, LLC | 15,522 | $54.3 萬 | 0.10% | −950−5.8% | 減碼 |
| Marmo Financial Group, LLC | 15,475 | $54.1 萬 | 0.51% | 00.0% | 不變 |
| Divergent Wealth Advisors, LLC | 15,316 | $53.6 萬 | 0.12% | +3,401+28.5% | 加碼 |
| EFG Asset Management (Americas) Corp. | 15,354 | $53.4 萬 | 0.13% | +7,676+100.0% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $52.8 萬 | 0.21% | 00.0% | 不變 |
| Mather Group, LLC. | 15,038 | $52.6 萬 | 0.01% | −1,794−10.7% | 減碼 |
| Tarbox Family Office, Inc. | 15,000 | $52.5 萬 | 0.11% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 14,302 | $52.0 萬 | 0.12% | +150+1.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 14,871 | $52.0 萬 | 0.02% | −1,613−9.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 14,784 | $51.7 萬 | 0.02% | −5,579−27.4% | 減碼 |
| Mirador Capital Partners LP | 14,714 | $51.5 萬 | 0.12% | −2,244−13.2% | 減碼 |
| Capital Investment Advisors, LLC | 14,192 | $49.7 萬 | 0.01% | +1,009+7.7% | 加碼 |
| Independent Advisor Alliance | 14,180 | $49.6 萬 | 0.02% | +233+1.7% | 加碼 |
| Riggs Asset Managment Co. Inc. | 14,146 | $49.5 萬 | 0.18% | −2,542−15.2% | 減碼 |
| Farmers & Merchants Investments Inc | 14,125 | $49.4 萬 | 0.02% | 00.0% | 不變 |
| True North Advisors, LLC | 14,039 | $49.1 萬 | 0.15% | −4,210−23.1% | 減碼 |
| Ellis Investment Partners, LLC | 14,031 | $49.1 萬 | 0.13% | +129+0.9% | 加碼 |
| StoneX Group Inc. | 13,846 | $48.4 萬 | 0.05% | +1,411+11.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $48.4 萬 | 0.16% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 13,718 | $48.0 萬 | 0.02% | +2,026+17.3% | 加碼 |
| Keebeck Wealth Management, LLC | 13,690 | $47.9 萬 | 0.08% | +1,150+9.2% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,576 | $47.5 萬 | 0.07% | −2,845−17.3% | 減碼 |
| Auxano Advisors, LLC | 13,575 | $47.5 萬 | 0.19% | −1,055−7.2% | 減碼 |
| Bleakley Financial Group, LLC | 13,561 | $47.4 萬 | 0.02% | −1,645−10.8% | 減碼 |
| Kovack Advisors, Inc. | 13,383 | $46.8 萬 | 0.07% | −1,194−8.2% | 減碼 |
| Compagnie Lombard Odier SCmA | 13,248 | $46.4 萬 | 0.01% | +5,220+65.0% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $45.7 萬 | 0.15% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 13,040 | $45.6 萬 | 0.16% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 13,000 | $45.5 萬 | 0.09% | −465−3.5% | 減碼 |
| Sterling Investment Advisors LLC | 12,994 | $45.5 萬 | 0.29% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,890 | $45.1 萬 | 0.01% | +8+0.1% | 加碼 |
| BKD Wealth Advisors, LLC | 12,843 | $44.9 萬 | 0.01% | −331−2.5% | 減碼 |
| Savant Capital, LLC | 12,818 | $44.8 萬 | 0.01% | −133−1.0% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 12,815 | $44.8 萬 | 0.05% | −40−0.3% | 減碼 |
| Regal Investment Advisors LLC | 12,655 | $44.3 萬 | 0.04% | −2,492−16.5% | 減碼 |
| Confluence Investment Management LLC | 12,573 | $44.0 萬 | 0.01% | −6,153−32.9% | 減碼 |
| Grove Bank & Trust | 12,425 | $43.5 萬 | 0.09% | +1,637+15.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,432 | $43.4 萬 | 0.07% | −31,377−83.0% | 減碼 |
| Phoenix Wealth Advisors | 12,335 | $43.2 萬 | 0.25% | +215+1.8% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $43.1 萬 | 1.34% | 00.0% | 不變 |
| PDS Planning, Inc | 12,091 | $42.3 萬 | 0.05% | +41+0.3% | 加碼 |
| Benedetti & Gucer, Inc. | 12,064 | $42.2 萬 | 0.23% | 00.0% | 不變 |
| Mid-American Wealth Advisory Group, Inc. | 11,961 | $42.2 萬 | 0.34% | −112,819−90.4% | 減碼 |
| Callan Capital, LLC | 12,026 | $42.1 萬 | 0.05% | +2,831+30.8% | 加碼 |
| Buckingham Strategic Partners | 12,013 | $42.0 萬 | 0.02% | +841+7.5% | 加碼 |
| Moors & Cabot, Inc. | 11,993 | $42.0 萬 | 0.03% | −1,600−11.8% | 減碼 |
| Demars Financial Group, LLC | 11,964 | $41.9 萬 | 0.24% | −1,365−10.2% | 減碼 |
| American Trust | 11,941 | $41.8 萬 | 0.03% | −6,607−35.6% | 減碼 |
| Arrowroot Family Office, LLC | 11,931 | $41.7 萬 | 0.33% | +220+1.9% | 加碼 |
| Essex Financial Services, Inc. | 11,882 | $41.6 萬 | 0.05% | −13−0.1% | 減碼 |
| MBL Wealth, LLC | 11,850 | $41.5 萬 | 0.06% | +600+5.3% | 加碼 |
| Trustmark National Bank Trust Department | 11,800 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 11,793 | $41.3 萬 | 0.02% | −69−0.6% | 減碼 |
| Pinnacle Associates Ltd | 11,773 | $41.2 萬 | 0.01% | −1,742−12.9% | 減碼 |
| Level Four Advisory Services, LLC | 11,697 | $40.9 萬 | 0.03% | +388+3.4% | 加碼 |
| Glenview Trust Co | 11,643 | $40.7 萬 | 0.01% | +1,396+13.6% | 加碼 |