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 4 季 13F 持有人
iShares Gold Trust 在 2023/12/31 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
- 1,153
- 較 2023 年第 3 季 +125 家
- 持有股數
- 3.97 億
- 較 2023 年第 3 季 +963.1 萬 (+2.5%)
- 總市值
- $155.0 億
- 較 2023 年第 3 季 +$19.1 億 (+14.1%)
- 新進機構
- 174
- 另有 317 家加碼
- 清倉機構
- 49
- 另有 432 家減碼
另有 13 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Stephen J. Garry & Associates, LLC | 152,119 | $593.7 萬 | 6.57% | +152,119 | 新進 |
| Scotia Capital Inc. | 152,376 | $594.7 萬 | 0.04% | +44,305+41.0% | 加碼 |
| BSW Wealth Partners | 154,616 | $603.5 萬 | 1.20% | −6,721−4.2% | 減碼 |
| FDx Advisors, Inc. | 155,034 | $605.1 萬 | 0.47% | −4,994−3.1% | 減碼 |
| Nottingham Advisors, Inc. | 249,691 | $606.1 萬 | 0.85% | −87,357−25.9% | 減碼 |
| Insight Wealth Partners, LLC | 155,732 | $607.8 萬 | 4.59% | +6,809+4.6% | 加碼 |
| Ancora Advisors, LLC | 158,235 | $617.6 萬 | 0.15% | 00.0% | 不變 |
| GFS Advisors, LLC | 160,153 | $625.1 萬 | 0.91% | +15,650+10.8% | 加碼 |
| GYL Financial Synergies, LLC | 160,421 | $626.1 萬 | 0.52% | −17,103−9.6% | 減碼 |
| Wellspring Financial Advisors, LLC | 160,677 | $627.1 萬 | 1.56% | −2,093−1.3% | 減碼 |
| Well Done, LLC | 161,206 | $629.2 萬 | 1.23% | −7,243−4.3% | 減碼 |
| Financial Counselors Inc | 161,240 | $629.3 萬 | 0.11% | +1,088+0.7% | 加碼 |
| Ariston Services Group | 161,907 | $631.9 萬 | 6.12% | +161,907 | 新進 |
| Stablepoint Partners, LLC | 163,011 | $636.2 萬 | 1.63% | +163,011 | 新進 |
| We Are One Seven, LLC | 164,970 | $643.9 萬 | 0.37% | −6,240−3.6% | 減碼 |
| Towneley Capital Management, Inc | 165,231 | $644.9 萬 | 1.65% | +165,231 | 新進 |
| Sowell Financial Services LLC | 165,382 | $645.5 萬 | 0.35% | −502−0.3% | 減碼 |
| Cape Ann Savings Bank | 168,490 | $648.5 萬 | 4.29% | −2,072−1.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 166,641 | $650.4 萬 | 3.22% | −4,023−2.4% | 減碼 |
| Weil Company, Inc. | 167,030 | $651.9 萬 | 2.86% | +66,704+66.5% | 加碼 |
| Transform Wealth, LLC | 167,042 | $652.0 萬 | 0.64% | +2,300+1.4% | 加碼 |
| Brown Advisory Inc | 167,456 | $653.6 萬 | 0.01% | −9,590−5.4% | 減碼 |
| Altiora Financial Group, LLC | 167,602 | $654.2 萬 | 1.90% | +53,121+46.4% | 加碼 |
| Greenline Partners, LLC | 167,821 | $655.0 萬 | 1.11% | +132+0.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 168,400 | $657.3 萬 | 0.07% | 00.0% | 不變 |
| Allworth Financial LP | 169,432 | $661.3 萬 | 0.05% | −5,391−3.1% | 減碼 |
| Systelligence, LLC | 169,444 | $661.3 萬 | 1.80% | +14,936+9.7% | 加碼 |
| Independent Financial Group, LLC | 170,657 | $666.1 萬 | 0.36% | −20,424−10.7% | 減碼 |
| King Luther Capital Management Corp | – | $676.9 萬 | 0.03% | – | – |
| Commerce Bank | 174,217 | $680.0 萬 | 0.05% | +9,027+5.5% | 加碼 |
| Gateway Advisory, LLC | 176,598 | $689.3 萬 | 1.32% | −7,043−3.8% | 減碼 |
| Hamilton Wealth, LLC | 177,544 | $693.0 萬 | 2.18% | +14,388+8.8% | 加碼 |
| National Asset Management, Inc. | 179,312 | $699.9 萬 | 0.19% | +72,863+68.4% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 179,639 | $701.1 萬 | 2.42% | +7,173+4.2% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 181,598 | $708.8 萬 | 2.40% | +122+0.1% | 加碼 |
| Okabena Investment Services Inc | 181,742 | $709.3 萬 | 2.76% | −10,923−5.7% | 減碼 |
| GWM Advisors LLC | 185,299 | $717.9 萬 | 0.07% | −2,314−1.2% | 減碼 |
| Sapient Capital LLC | 184,859 | $721.5 萬 | 0.19% | +184,859 | 新進 |
| Rehmann Capital Advisory Group | 184,974 | $722.0 萬 | 0.60% | +15,423+9.1% | 加碼 |
| Huntington National Bank | – | $728.0 萬 | 0.07% | – | – |
| Pariax, LLC | 188,927 | $737.4 萬 | 16.63% | +21,565+12.9% | 加碼 |
| Plum Street Advisors, LLC | 189,664 | $740.3 萬 | 4.93% | +189,664 | 新進 |
| NTV Asset Management LLC | 190,073 | $741.9 萬 | 1.25% | +16,173+9.3% | 加碼 |
| Wealth Management Partners, LLC | 191,410 | $747.1 萬 | 4.17% | +3,449+1.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 192,108 | $749.8 萬 | 0.72% | −1,957−1.0% | 減碼 |
| LifePlan Financial, LLC | 192,713 | $752.2 萬 | 7.53% | +192,713 | 新進 |
| Archetype Wealth Partners | 193,918 | $756.9 萬 | 1.38% | +6,014+3.2% | 加碼 |
| Silverleafe Capital Partners, LLC | 194,878 | $760.6 萬 | 3.60% | +757+0.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 195,879 | $764.5 萬 | 0.14% | −24,747−11.2% | 減碼 |
| Upper Left Wealth Management, LLC | 198,412 | $774.4 萬 | 7.59% | −19,037−8.8% | 減碼 |
| Permanens Capital L.P. | 198,635 | $775.3 萬 | 1.51% | −57,586−22.5% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 198,760 | $775.8 萬 | 2.24% | −9,164−4.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 200,700 | $783.3 萬 | 0.12% | +10,955+5.8% | 加碼 |
| Forza Wealth Management, LLC | 204,644 | $798.7 萬 | 4.41% | −1,525−0.7% | 減碼 |
| Barclays PLC | 207,860 | $811.3 萬 | 0.00% | +62,575+43.1% | 加碼 |
| Highland Financial Advisors, LLC | 209,633 | $818.2 萬 | 3.56% | −6,805−3.1% | 減碼 |
| Leavell Investment Management, Inc. | 210,256 | $820.6 萬 | 0.52% | +3,596+1.7% | 加碼 |
| Ballentine Partners, LLC | 217,064 | $847.2 萬 | 0.17% | −3,214−1.5% | 減碼 |
| Osborne Partners Capital Management, LLC | 217,435 | $848.6 萬 | 0.56% | −5,018−2.3% | 減碼 |
| CPA Asset Management LLC | 218,252 | $851.8 萬 | 5.18% | +61,371+39.1% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 219,012 | $854.8 萬 | 9.83% | −3,950−1.8% | 減碼 |
| Sigma Investment Counselors Inc | 220,526 | $860.7 萬 | 0.61% | +4,081+1.9% | 加碼 |
| New Potomac Partners, LLC | 224,623 | $876.7 萬 | 5.22% | −2,385−1.1% | 減碼 |
| Signet Investment Advisory Group, Inc. | 224,727 | $877.1 萬 | 5.28% | +333+0.1% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 228,947 | $893.6 萬 | 2.60% | +228,947 | 新進 |
| First American Trust, FSB | 230,261 | $898.7 萬 | 1.11% | +51,157+28.6% | 加碼 |
| Resonant Capital Advisors, LLC | 230,631 | $900.2 萬 | 0.87% | −120,787−34.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 231,690 | $904.3 萬 | 0.03% | −26,824−10.4% | 減碼 |
| JNBA Financial Advisors | 238,655 | $931.5 萬 | 1.06% | −5,533−2.3% | 減碼 |
| AMG National Trust Bank | 238,798 | $932.0 萬 | 0.29% | +20,255+9.3% | 加碼 |
| Verger Capital Management LLC | 239,144 | $933.4 萬 | 5.21% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 244,525 | $954.4 萬 | 4.23% | +23,509+10.6% | 加碼 |
| American Investment Services, Inc. | 244,565 | $954.5 萬 | 1.80% | −8,342−3.3% | 減碼 |
| Morton Capital Management LLC | 246,144 | $960.7 萬 | 2.85% | −7,400−2.9% | 減碼 |
| Wallington Asset Management, LLC | 246,304 | $961.3 萬 | 1.62% | +7,900+3.3% | 加碼 |
| Umb Bank N A | 247,711 | $966.8 萬 | 0.14% | −9,234−3.6% | 減碼 |
| Rogco, LP | 252,598 | $985.9 萬 | 4.31% | −3,086−1.2% | 減碼 |
| Executive Wealth Management, LLC | 253,615 | $989.9 萬 | 0.93% | +142,043+127.3% | 加碼 |
| Arlington Capital Management, Inc. | 253,973 | $991.3 萬 | 9.01% | −29,859−10.5% | 減碼 |
| White Lighthouse Investment Management Inc. | 253,976 | $991.3 萬 | 2.17% | +5,105+2.1% | 加碼 |
| Townsend & Associates, Inc | 261,128 | $994.4 萬 | 1.24% | +2,790+1.1% | 加碼 |
| Aveo Capital Partners, LLC | 258,376 | $1,008 萬 | 1.22% | +39,780+18.2% | 加碼 |
| TMD Wealth Management, LLC | 259,104 | $1,011 萬 | 2.64% | +1,245+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 259,711 | $1,014 萬 | 0.14% | +65,305+33.6% | 加碼 |
| Comerica Bank | 260,327 | $1,016 萬 | 0.05% | −331,212−56.0% | 減碼 |
| Cohen & Steers, Inc. | 262,050 | $1,023 萬 | 0.02% | −38,664−12.9% | 減碼 |
| Sentinel Trust Co Lba | 262,782 | $1,026 萬 | 1.35% | −15,714−5.6% | 減碼 |
| Citizens Financial Group Inc | 267,379 | $1,044 萬 | 0.36% | +267,379 | 新進 |
| Norris Financial Group, LLC | 267,543 | $1,044 萬 | 6.34% | +67,555+33.8% | 加碼 |
| New York State Common Retirement Fund | 271,400 | $1,059 萬 | 0.01% | −4,500−1.6% | 減碼 |
| Wellington Management Group LLP | 271,400 | $1,059 萬 | 0.00% | −4,500−1.6% | 減碼 |
| Partners Capital Investment Group, LLP | 271,659 | $1,060 萬 | 0.23% | −83,005−23.4% | 減碼 |
| Perigon Wealth Management, LLC | 272,497 | $1,064 萬 | 0.35% | −1,140−0.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 272,985 | $1,066 萬 | 0.75% | −218−0.1% | 減碼 |
| Blair William & Co | 273,878 | $1,069 萬 | 0.04% | +9,352+3.5% | 加碼 |
| LVM Capital Management Ltd | 276,497 | $1,079 萬 | 1.38% | −564−0.2% | 減碼 |
| IFP Advisors, Inc | 277,478 | $1,083 萬 | 0.51% | +194,486+234.3% | 加碼 |
| Ambassador Advisors, LLC | 287,541 | $1,101 萬 | 2.44% | +4,905+1.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 282,169 | $1,101 萬 | 0.13% | +650.0% | 加碼 |
| Parkside Investments, LLC | 283,268 | $1,106 萬 | 1.87% | −11,962−4.1% | 減碼 |