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
- 1,152
- 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 |
|---|---|---|---|---|---|
| Legend Financial Advisors, Inc. | 289,080 | $1,128 萬 | 9.07% | −8,217−2.8% | 減碼 |
| Fifth Third Securities, Inc. | 291,705 | $1,139 萬 | 1.18% | −1,246−0.4% | 減碼 |
| US Bancorp | 293,437 | $1,145 萬 | 0.02% | −237,967−44.8% | 減碼 |
| Kingsview Wealth Management, LLC | 297,851 | $1,163 萬 | 0.35% | +92,708+45.2% | 加碼 |
| Brookstone Capital Management | 298,706 | $1,166 萬 | 0.23% | −1,042−0.3% | 減碼 |
| Public Employees Retirement System of Ohio | 302,500 | $1,181 萬 | 0.05% | +96,800+47.1% | 加碼 |
| Citigroup Inc | 304,917 | $1,190 萬 | 0.02% | −79,349−20.6% | 減碼 |
| BFSG, LLC | 305,284 | $1,192 萬 | 1.74% | −577−0.2% | 減碼 |
| Bokf, NA | 306,933 | $1,198 萬 | 0.23% | −31,784−9.4% | 減碼 |
| Timber Creek Capital Management LLC | 311,543 | $1,216 萬 | 4.14% | −11,081−3.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 317,362 | $1,239 萬 | 1.15% | +6,487+2.1% | 加碼 |
| Howland Capital Management LLC | 317,969 | $1,241 萬 | 0.66% | −4,687−1.5% | 減碼 |
| Dakota Wealth Management | 318,671 | $1,244 萬 | 0.48% | −1,959−0.6% | 減碼 |
| First Foundation Advisors | 321,250 | $1,254 萬 | 0.57% | −12,501−3.7% | 減碼 |
| Capital Group Private Client Services, Inc. | 321,287 | $1,254 萬 | 0.13% | +2,807+0.9% | 加碼 |
| Modus Advisors, LLC | 324,418 | $1,266 萬 | 5.14% | +864+0.3% | 加碼 |
| AE Wealth Management LLC | 333,233 | $1,272 萬 | 0.06% | −24,159−6.8% | 減碼 |
| Baldwin Brothers Inc | 326,961 | $1,276 萬 | 1.00% | −6,111−1.8% | 減碼 |
| AllGen Financial Advisors, Inc. | 329,144 | $1,285 萬 | 6.68% | +329,144 | 新進 |
| Sage Rhino Capital LLC | 332,489 | $1,298 萬 | 3.33% | +1,554+0.5% | 加碼 |
| Graham Capital Wealth Management, LLC | 333,274 | $1,299 萬 | 34.25% | +34,665+11.6% | 加碼 |
| Elm Partners Management LLC | 341,766 | $1,334 萬 | 1.21% | +115,947+51.3% | 加碼 |
| Sterling Financial Planning, Inc. | 345,741 | $1,349 萬 | 5.84% | −281−0.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 349,085 | $1,362 萬 | 0.19% | −912−0.3% | 減碼 |
| CIBC World Markets Inc. | 355,622 | $1,388 萬 | 0.04% | −49,069−12.1% | 減碼 |
| Assetmark, Inc | 361,335 | $1,410 萬 | 0.05% | +20,021+5.9% | 加碼 |
| Kestra Advisory Services, LLC | 363,993 | $1,421 萬 | 0.12% | +34,414+10.4% | 加碼 |
| Meridian Wealth Advisors, LLC | 367,557 | $1,435 萬 | 3.14% | −10,763−2.8% | 減碼 |
| Cambridge Associates LLC | 368,310 | $1,438 萬 | 0.85% | −38,987−9.6% | 減碼 |
| Fielder Capital Group LLC | 370,954 | $1,448 萬 | 8.75% | +370,954 | 新進 |
| James Investment Research Inc | 371,703 | $1,451 萬 | 1.82% | −10,526−2.8% | 減碼 |
| Vision Capital Management, Inc. | 373,224 | $1,457 萬 | 2.27% | +6,751+1.8% | 加碼 |
| Sunbelt Securities, Inc. | 382,809 | $1,494 萬 | 1.88% | −10,575−2.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 383,128 | $1,495 萬 | 0.19% | +9,541+2.6% | 加碼 |
| Janney Montgomery Scott LLC | 383,669 | $1,498 萬 | 0.05% | +3,356+0.9% | 加碼 |
| Kaydan Wealth Management, Inc. | 384,011 | $1,499 萬 | 6.09% | +384,011 | 新進 |
| Chatham Capital Group, Inc. | 395,930 | $1,545 萬 | 3.13% | +290,035+273.9% | 加碼 |
| Quest Investment Management LLC | 396,021 | $1,546 萬 | 1.94% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 400,209 | $1,562 萬 | 0.19% | +85,623+27.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 406,940 | $1,588 萬 | 0.60% | −16,738−4.0% | 減碼 |
| National Bank of Canada | 415,407 | $1,617 萬 | 0.03% | +16,411+4.1% | 加碼 |
| Spinnaker Trust | 414,871 | $1,619 萬 | 1.10% | +14,649+3.7% | 加碼 |
| JSF Financial, LLC | 423,381 | $1,652 萬 | 5.73% | +3,724+0.9% | 加碼 |
| Tiaa Trust, National Association | 427,664 | $1,669 萬 | 0.06% | −412,649−49.1% | 減碼 |
| Syon Capital LLC | 431,379 | $1,684 萬 | 1.72% | +64,801+17.7% | 加碼 |
| Independent Family Office, LLC | 433,544 | $1,692 萬 | 9.57% | 00.0% | 不變 |
| Toronto Dominion Bank | 440,000 | $1,717 萬 | 0.02% | +290,000+193.3% | 加碼 |
| Cardinal Point Capital Management, ULC | 440,959 | $1,721 萬 | 4.16% | +5,565+1.3% | 加碼 |
| Checchi Capital Advisers, LLC | 445,362 | $1,738 萬 | 1.41% | +56,508+14.5% | 加碼 |
| WESCAP Management Group, Inc. | 451,670 | $1,763 萬 | 5.68% | −4,876−1.1% | 減碼 |
| SkyView Investment Advisors, LLC | 455,197 | $1,779 萬 | 4.45% | +432,489+1,904.6% | 加碼 |
| Foundations Investment Advisors, LLC | 473,009 | $1,840 萬 | 0.49% | +64,798+15.9% | 加碼 |
| Reuter James Wealth Management, LLC | 473,092 | $1,846 萬 | 12.57% | +110,034+30.3% | 加碼 |
| Parcion Private Wealth LLC | 475,421 | $1,856 萬 | 1.70% | −386,522−44.8% | 減碼 |
| Goldman Sachs Group Inc | 476,197 | $1,859 萬 | 0.00% | +198,034+71.2% | 加碼 |
| Cetera Advisor Networks LLC | 483,878 | $1,889 萬 | 0.11% | −9,033−1.8% | 減碼 |
| Resources Investment Advisors, LLC. | 484,625 | $1,891 萬 | 0.33% | −8,042−1.6% | 減碼 |
| Sowa Financial Group, Inc. | 485,170 | $1,894 萬 | 15.45% | −4,105−0.8% | 減碼 |
| Quent Capital, LLC | 487,089 | $1,901 萬 | 2.55% | +13,146+2.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 502,598 | $1,962 萬 | 0.26% | +178,194+54.9% | 加碼 |
| M&T Bank Corp | 503,913 | $1,967 萬 | 0.07% | −37,998−7.0% | 減碼 |
| National Philanthropic Trust | 506,704 | $1,978 萬 | 0.52% | +506,704 | 新進 |
| TD Waterhouse Canada Inc. | 422,730 | $2,043 萬 | 0.19% | +18,127+4.5% | 加碼 |
| EPIQ Capital Group, LLC | 534,147 | $2,085 萬 | 9.93% | +11,883+2.3% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 539,660 | $2,106 萬 | 16.69% | 00.0% | 不變 |
| Stephens Inc | 559,078 | $2,182 萬 | 0.38% | −35,208−5.9% | 減碼 |
| Twin Focus Capital Partners, LLC | 559,850 | $2,185 萬 | 4.45% | +77,165+16.0% | 加碼 |
| Ronald Blue Trust, Inc. | 642,793 | $2,249 萬 | 0.36% | −278,287−30.2% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 584,055 | $2,280 萬 | 12.97% | +3,157+0.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 591,537 | $2,309 萬 | 0.05% | +302,112+104.4% | 加碼 |
| VPR Management LLC | 608,780 | $2,376 萬 | 6.17% | 00.0% | 不變 |
| Carl Stuart Investment Advisor, Inc | 613,757 | $2,395 萬 | 16.33% | −4,698−0.8% | 減碼 |
| West Family Investments, Inc. | 620,540 | $2,440 萬 | 8.26% | −537−0.1% | 減碼 |
| Strategic Point Investment Advisors, LLC | 626,302 | $2,444 萬 | 4.72% | −5,145−0.8% | 減碼 |
| Cadinha & Co LLC | 630,052 | $2,459 萬 | 3.93% | +1,396+0.2% | 加碼 |
| Deutsche Bank AG | 631,698 | $2,466 萬 | 0.01% | +600+0.1% | 加碼 |
| Biltmore Family Office, LLC | 639,874 | $2,497 萬 | 5.14% | −44,620−6.5% | 減碼 |
| Zhang Financial LLC | 653,644 | $2,551 萬 | 2.19% | −75,696−10.4% | 減碼 |
| Narwhal Capital Management | 657,763 | $2,567 萬 | 2.81% | −2910.0% | 減碼 |
| Evercore Wealth Management, LLC | 686,358 | $2,679 萬 | 0.45% | +3,789+0.6% | 加碼 |
| Equitable Holdings, Inc. | 690,768 | $2,696 萬 | 0.33% | −28,535−4.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 737,368 | $2,878 萬 | 2.64% | +300,497+68.8% | 加碼 |
| Gladius Capital Management LP | 753,449 | $2,941 萬 | 18.49% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 792,448 | $3,093 萬 | 0.79% | +615,035+346.7% | 加碼 |
| Creative Planning | 806,553 | $3,148 萬 | 0.06% | −5,959−0.7% | 減碼 |
| GenWealth Group, Inc. | 807,417 | $3,151 萬 | 8.71% | −15,623−1.9% | 減碼 |
| MML Investors Services, LLC | 809,572 | $3,160 萬 | 0.15% | −45,281−5.3% | 減碼 |
| Oxbow Advisors, LLC | 841,652 | $3,285 萬 | 4.98% | −5,955−0.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 868,466 | $3,390 萬 | 0.06% | −155,946−15.2% | 減碼 |
| Capital Asset Advisory Services LLC | 875,368 | $3,417 萬 | 2.11% | −93,113−9.6% | 減碼 |
| Mercer Global Advisors Inc | 924,349 | $3,608 萬 | 0.11% | −130,353−12.4% | 減碼 |
| Mackay Shields LLC | 929,500 | $3,628 萬 | 1.06% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 939,867 | $3,668 萬 | 0.03% | −12,965−1.4% | 減碼 |
| Bank of New York Mellon Corp | 945,168 | $3,689 萬 | 0.01% | −296,956−23.9% | 減碼 |
| Axxcess Wealth Management, LLC | 947,541 | $3,698 萬 | 1.10% | −160,201−14.5% | 減碼 |
| CI Private Wealth, LLC | 984,839 | $3,844 萬 | 0.07% | +108,350+12.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,043,325 | $4,072 萬 | 0.17% | +45,062+4.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 1,055,130 | $4,118 萬 | 1.87% | −9,941−0.9% | 減碼 |
| Truist Financial Corp | 1,082,556 | $4,225 萬 | 0.07% | +80,327+8.0% | 加碼 |
| Cresset Asset Management, LLC | 1,089,580 | $4,253 萬 | 0.26% | −546,643−33.4% | 減碼 |