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 |
|---|---|---|---|---|---|
| Silvia McColl Wealth Management, LLC | 11,071 | $43.2 萬 | 0.39% | 00.0% | 不變 |
| Asset Dedication, LLC | 11,298 | $43.8 萬 | 0.04% | −36−0.3% | 減碼 |
| Werba Rubin Papier Wealth Management | 11,250 | $43.9 萬 | 0.15% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 11,257 | $43.9 萬 | 0.08% | −49−0.4% | 減碼 |
| HRT Financial LP | 11,277 | $44.0 萬 | 0.00% | −50,901−81.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 11,390 | $44.5 萬 | 0.09% | +262+2.4% | 加碼 |
| Black Diamond Financial, LLC | 11,464 | $44.7 萬 | 0.12% | 00.0% | 不變 |
| Kingfisher Capital LLC | 11,523 | $45.0 萬 | 0.12% | 00.0% | 不變 |
| Mid-American Wealth Advisory Group, Inc. | 11,536 | $45.0 萬 | 0.33% | −425−3.6% | 減碼 |
| Benedetti & Gucer, Inc. | 11,552 | $45.1 萬 | 0.24% | −512−4.2% | 減碼 |
| Pinnacle Associates Ltd | 11,598 | $45.3 萬 | 0.01% | −175−1.5% | 減碼 |
| Marex Group plc | 11,600 | $45.3 萬 | 0.02% | +11,600 | 新進 |
| Trustmark National Bank Trust Department | 11,800 | $46.1 萬 | 0.04% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 11,812 | $46.1 萬 | 0.33% | −119−1.0% | 減碼 |
| Moors & Cabot, Inc. | 11,813 | $46.1 萬 | 0.03% | −180−1.5% | 減碼 |
| Crestwood Advisors Group LLC | 11,853 | $46.3 萬 | 0.01% | +11,853 | 新進 |
| Appleton Partners Inc | 11,869 | $46.3 萬 | 0.04% | +1,758+17.4% | 加碼 |
| Essex Financial Services, Inc. | 11,882 | $46.4 萬 | 0.05% | 00.0% | 不變 |
| MBL Wealth, LLC | 11,900 | $46.4 萬 | 0.06% | +50+0.4% | 加碼 |
| Phoenix Wealth Advisors | 11,963 | $46.6 萬 | 0.32% | −372−3.0% | 減碼 |
| Keebeck Wealth Management, LLC | 12,025 | $46.9 萬 | 0.08% | −1,665−12.2% | 減碼 |
| Callan Capital, LLC | 12,026 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 12,161 | $47.5 萬 | 0.05% | +70+0.6% | 加碼 |
| Independent Wealth Network Inc. | 12,300 | $48.0 萬 | 0.25% | +2,211+21.9% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $48.1 萬 | 1.33% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 12,314 | $48.1 萬 | 0.04% | +962+8.5% | 加碼 |
| Community Bank, N.A. | 12,497 | $48.8 萬 | 0.06% | −80,762−86.6% | 減碼 |
| Colonial Trust Co | 12,568 | $49.1 萬 | 0.10% | +3,613+40.3% | 加碼 |
| McAdam, LLC | 12,605 | $49.2 萬 | 0.04% | −4,531−26.4% | 減碼 |
| Steward Partners Investment Solutions, LLC | 12,631 | $49.3 萬 | 0.21% | +12,631 | 新進 |
| Clear Creek Financial Management, LLC | 12,646 | $49.4 萬 | 0.08% | +12,646 | 新進 |
| Sterling Investment Advisors LLC | 12,712 | $49.6 萬 | 0.31% | −282−2.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 12,735 | $49.7 萬 | 0.05% | −80−0.6% | 減碼 |
| Buckingham Strategic Partners | 12,753 | $49.8 萬 | 0.02% | +740+6.2% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $49.9 萬 | 0.17% | −247−1.9% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,817 | $50.0 萬 | 0.01% | −73−0.6% | 減碼 |
| BKD Wealth Advisors, LLC | 12,843 | $50.1 萬 | 0.01% | 00.0% | 不變 |
| Grove Bank & Trust | 12,868 | $50.2 萬 | 0.09% | +443+3.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 12,980 | $50.7 萬 | 0.01% | +6,003+86.0% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $51.0 萬 | 0.15% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 13,087 | $51.1 萬 | 0.16% | +1,600+13.9% | 加碼 |
| KKM Financial LLC | 13,090 | $51.1 萬 | 0.32% | +13,090 | 新進 |
| Pensionmark Financial Group, LLC | 13,145 | $51.3 萬 | 0.07% | +145+1.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 13,189 | $51.5 萬 | 0.03% | +13,189 | 新進 |
| Clarity Financial LLC | 13,269 | $51.8 萬 | 0.09% | −6,191−31.8% | 減碼 |
| Mather Group, LLC. | 13,484 | $52.6 萬 | 0.01% | −1,554−10.3% | 減碼 |
| Balanced Rock Investment Advisor | 13,491 | $52.7 萬 | 0.47% | +13,491 | 新進 |
| SlateStone Wealth, LLC | 13,635 | $53.2 萬 | 0.07% | −24,383−64.1% | 減碼 |
| Confluence Investment Management LLC | 13,666 | $53.3 萬 | 0.01% | +1,093+8.7% | 加碼 |
| MONECO Advisors, LLC | 13,722 | $53.6 萬 | 0.10% | −2,512−15.5% | 減碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $54.0 萬 | 0.16% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,853 | $54.1 萬 | 0.07% | +277+2.0% | 加碼 |
| Bleakley Financial Group, LLC | 13,884 | $54.2 萬 | 0.02% | +323+2.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 13,950 | $54.4 萬 | 0.01% | +13,950 | 新進 |
| Access Investment Management LLC | 14,052 | $54.8 萬 | 0.20% | +14,052 | 新進 |
| Farmers & Merchants Investments Inc | 14,125 | $55.1 萬 | 0.02% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 14,126 | $55.1 萬 | 0.58% | −6,468−31.4% | 減碼 |
| Nwam LLC | 14,205 | $55.4 萬 | 0.04% | +2,586+22.3% | 加碼 |
| Lakeview Capital Partners, LLC | 14,291 | $55.8 萬 | 0.10% | −2,894−16.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 14,297 | $55.8 萬 | 0.01% | +579+4.2% | 加碼 |
| ICA Group Wealth Management, LLC | 14,333 | $55.9 萬 | 0.12% | −2,099−12.8% | 減碼 |
| Ellis Investment Partners, LLC | 14,371 | $56.1 萬 | 0.13% | +340+2.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 14,484 | $56.5 萬 | 0.02% | −387−2.6% | 減碼 |
| Maia Wealth LLC | 14,505 | $56.6 萬 | 0.23% | +14,505 | 新進 |
| Granite Bay Wealth Management, LLC | 15,183 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 14,793 | $57.7 萬 | 0.03% | +3,000+25.4% | 加碼 |
| Independent Advisor Alliance | 14,863 | $58.0 萬 | 0.02% | +683+4.8% | 加碼 |
| Mirador Capital Partners LP | 14,866 | $58.0 萬 | 0.12% | +152+1.0% | 加碼 |
| Capital Investment Advisors, LLC | 14,891 | $58.1 萬 | 0.01% | +699+4.9% | 加碼 |
| Aberdeen Wealth Management LLC | 14,912 | $58.2 萬 | 0.42% | −1,000−6.3% | 減碼 |
| Tarbox Family Office, Inc. | 15,000 | $58.5 萬 | 0.11% | 00.0% | 不變 |
| True North Advisors, LLC | 15,009 | $58.6 萬 | 0.15% | +970+6.9% | 加碼 |
| Auxano Advisors, LLC | 15,070 | $58.8 萬 | 0.20% | +1,495+11.0% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $58.9 萬 | 0.22% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 9,938 | $58.9 萬 | 0.13% | −32,068−76.3% | 減碼 |
| WSFS Capital Management, LLC | 15,163 | $59.2 萬 | 0.04% | −2,106−12.2% | 減碼 |
| Sentinel Pension Advisors Inc | 15,227 | $59.4 萬 | 0.14% | −4,054−21.0% | 減碼 |
| Marmo Financial Group, LLC | 15,241 | $59.5 萬 | 0.45% | −234−1.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 15,260 | $59.6 萬 | 0.03% | +6,383+71.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 15,301 | $59.7 萬 | 0.02% | +517+3.5% | 加碼 |
| Emfo, LLC | 15,304 | $59.7 萬 | 0.56% | −438−2.8% | 減碼 |
| Blue Fin Capital, Inc. | 15,508 | $60.5 萬 | 0.16% | +15,508 | 新進 |
| Northcape Wealth Management, LLC | 15,535 | $60.6 萬 | 0.22% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 15,548 | $60.7 萬 | 0.06% | −20−0.1% | 減碼 |
| Divergent Wealth Advisors, LLC | 15,638 | $61.0 萬 | 0.13% | +322+2.1% | 加碼 |
| Intrua Financial, LLC | 15,897 | $62.0 萬 | 0.10% | +375+2.4% | 加碼 |
| Principle Wealth Partners LLC | 16,000 | $62.4 萬 | 0.05% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 16,178 | $63.1 萬 | 0.04% | −26,126−61.8% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $63.4 萬 | 0.06% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 16,525 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 16,821 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 16,829 | $65.7 萬 | 0.02% | +16,829 | 新進 |
| Kornitzer Capital Management Inc | 16,874 | $65.9 萬 | 0.01% | −1,628−8.8% | 減碼 |
| Valicenti Advisory Services Inc | 16,875 | $65.9 萬 | 0.20% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 16,923 | $66.1 萬 | 0.01% | +3,675+27.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 17,033 | $66.5 萬 | 0.17% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 17,039 | $66.5 萬 | 0.43% | +1,400+9.0% | 加碼 |
| Crosspoint Financial, LLC | 17,056 | $66.6 萬 | 6.61% | −336−1.9% | 減碼 |
| Clearstead Advisors, LLC | 17,164 | $67.0 萬 | 0.04% | +17+0.1% | 加碼 |
| S&CO Inc | 17,174 | $67.0 萬 | 0.05% | 00.0% | 不變 |