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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 17,205 | $67.1 萬 | 0.07% | 00.0% | 不變 |
| Apexium Financial, LP | 17,246 | $67.3 萬 | 0.05% | +17,246 | 新進 |
| Wescott Financial Advisory Group, LLC | 17,278 | $67.4 萬 | 0.09% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 17,337 | $67.7 萬 | 0.22% | +3,191+22.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 17,389 | $67.9 萬 | 0.09% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 17,410 | $68.0 萬 | 0.05% | +11,861+213.8% | 加碼 |
| Wealth Management Associates, Inc. | 17,445 | $68.1 萬 | 0.36% | −185−1.0% | 減碼 |
| First National Trust Co | 17,511 | $68.3 萬 | 0.03% | −2,198−11.2% | 減碼 |
| Fort Point Capital Partners LLC | 17,741 | $69.2 萬 | 0.11% | −209−1.2% | 減碼 |
| Andina Capital Management, LLC | 18,009 | $70.3 萬 | 0.61% | +18,009 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 18,085 | $70.6 萬 | 0.00% | +742+4.3% | 加碼 |
| IFG Advisory, LLC | 18,180 | $71.0 萬 | 0.05% | +1,360+8.1% | 加碼 |
| Nations Financial Group Inc, | 18,212 | $71.1 萬 | 0.07% | −713−3.8% | 減碼 |
| Merit Financial Group, LLC | 18,215 | $71.1 萬 | 0.02% | +9,592+111.2% | 加碼 |
| Strategic Financial Concepts, LLC | 18,257 | $71.3 萬 | 0.42% | −947−4.9% | 減碼 |
| Phillips Financial Management, LLC | 18,269 | $71.3 萬 | 0.06% | +486+2.7% | 加碼 |
| EP Wealth Advisors, LLC | 18,373 | $71.7 萬 | 0.01% | −1,027−5.3% | 減碼 |
| Muirfield Wealth Advisors LLC | 18,383 | $71.7 萬 | 0.76% | +18,383 | 新進 |
| Cardiff Park Advisors, LLC | 18,390 | $71.8 萬 | 0.08% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 18,491 | $72.2 萬 | 0.10% | −1,044−5.3% | 減碼 |
| AlphaCore Capital LLC | 18,654 | $72.8 萬 | 0.11% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 18,676 | $72.9 萬 | 0.14% | −683−3.5% | 減碼 |
| Wealth Quarterback LLC | 18,826 | $73.5 萬 | 0.45% | −3,977−17.4% | 減碼 |
| Bank of Nova Scotia | 19,020 | $74.2 萬 | 0.00% | −2,461−11.5% | 減碼 |
| Hobbs Group Advisors, LLC | 19,082 | $74.5 萬 | 0.33% | +19,082 | 新進 |
| CWA Asset Management Group, LLC | 19,136 | $74.7 萬 | 0.05% | −1,314−6.4% | 減碼 |
| Narus Financial Partners, LLC | 19,253 | $75.1 萬 | 0.36% | −1,571−7.5% | 減碼 |
| United Capital Financial Advisers, LLC | 19,389 | $75.7 萬 | 0.01% | −11,146−36.5% | 減碼 |
| Kanawha Capital Management LLC | 19,478 | $76.0 萬 | 0.07% | +69+0.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 19,533 | $76.2 萬 | 0.09% | +13,101+203.7% | 加碼 |
| Lazard Asset Management LLC | 19,850 | $77.4 萬 | 0.00% | −11,700−37.1% | 減碼 |
| Dohj, LLC | 19,889 | $77.6 萬 | 0.23% | −4,722−19.2% | 減碼 |
| Private Portfolio Partners LLC | 19,897 | $77.7 萬 | 0.18% | −416−2.0% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,932 | $77.8 萬 | 0.72% | +54+0.3% | 加碼 |
| Avory & Company, LLC | 20,000 | $78.1 萬 | 0.55% | +11,000+122.2% | 加碼 |
| Snowden Capital Advisors LLC | 20,103 | $78.5 萬 | 0.03% | +213+1.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 20,152 | $78.7 萬 | 0.03% | +2,026+11.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 20,317 | $79.3 萬 | 0.17% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 20,321 | $79.3 萬 | 0.09% | −1,591−7.3% | 減碼 |
| Inlet Private Wealth, LLC | 20,498 | $80.0 萬 | 0.25% | +20,498 | 新進 |
| Spire Wealth Management | 21,032 | $80.7 萬 | 0.03% | −645−3.0% | 減碼 |
| CWM, LLC | 20,934 | $81.7 萬 | 0.00% | +1,779+9.3% | 加碼 |
| PFG Advisors | 20,968 | $81.8 萬 | 0.07% | +754+3.7% | 加碼 |
| Savant Capital, LLC | 21,133 | $82.5 萬 | 0.01% | +8,315+64.9% | 加碼 |
| Credit Suisse AG | 21,148 | $82.5 萬 | 0.00% | −4,011−15.9% | 減碼 |
| TD Private Client Wealth LLC | 21,176 | $82.6 萬 | 0.03% | −734−3.4% | 減碼 |
| Glovista Investments LLC | 21,204 | $82.8 萬 | 0.38% | −5,528−20.7% | 減碼 |
| Westside Investment Management, Inc. | 21,268 | $83.0 萬 | 0.21% | −1,512−6.6% | 減碼 |
| Blossom Wealth Management | 21,307 | $83.2 萬 | 2.24% | +742+3.6% | 加碼 |
| Port Capital LLC | 21,350 | $83.3 萬 | 0.05% | 00.0% | 不變 |
| Lake Street Financial LLC | 21,389 | $83.5 萬 | 0.13% | −857−3.9% | 減碼 |
| Westover Capital Advisors, LLC | 21,625 | $84.4 萬 | 0.27% | +13,391+162.6% | 加碼 |
| Worth Financial Advisory Group, LLC | 21,687 | $84.6 萬 | 0.68% | +220+1.0% | 加碼 |
| Evoke Wealth, LLC | 21,693 | $84.7 萬 | 1.69% | −181,744−89.3% | 減碼 |
| Terra Nova Asset Management LLC | 21,766 | $85.0 萬 | 0.74% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 21,921 | $85.6 萬 | 0.84% | −418−1.9% | 減碼 |
| Aprio Wealth Management, LLC | 22,003 | $85.9 萬 | 0.19% | +5,615+34.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 22,079 | $86.2 萬 | 0.11% | +440+2.0% | 加碼 |
| First Financial Bankshares Inc | 22,120 | $86.3 萬 | 0.02% | +22,120 | 新進 |
| Stock Yards Bank & Trust Co | 22,162 | $86.5 萬 | 0.03% | −638−2.8% | 減碼 |
| Doliver Advisors, LP | 22,195 | $86.6 萬 | 0.27% | −517−2.3% | 減碼 |
| Kovack Advisors, Inc. | 22,211 | $86.7 萬 | 0.10% | +8,828+66.0% | 加碼 |
| Woodward Diversified Capital, LLC | 22,341 | $87.2 萬 | 0.55% | −2,340−9.5% | 減碼 |
| Family Management Corp | 22,533 | $87.9 萬 | 0.18% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 22,562 | $88.0 萬 | 0.00% | +103+0.5% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,583 | $88.1 萬 | 0.17% | +12,847+132.0% | 加碼 |
| Change Path, LLC | 22,613 | $88.2 萬 | 0.06% | +1,564+7.4% | 加碼 |
| Hirtle Callaghan & Co LLC | 22,649 | $88.4 萬 | 0.04% | −10,601−31.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,789 | $88.9 萬 | 0.03% | −3,229−12.4% | 減碼 |
| Regal Investment Advisors LLC | 22,813 | $89.0 萬 | 0.07% | +10,158+80.3% | 加碼 |
| Colony Family Offices, LLC | 22,860 | $89.2 萬 | 0.31% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 22,867 | $89.2 萬 | 0.04% | −34−0.1% | 減碼 |
| Coldstream Capital Management Inc | 22,938 | $89.5 萬 | 0.03% | −37−0.2% | 減碼 |
| Private Trust Co NA | 22,955 | $89.6 萬 | 0.11% | −303−1.3% | 減碼 |
| Davenport & Co LLC | 23,307 | $91.0 萬 | 0.01% | −1,508−6.1% | 減碼 |
| Toroso Investments, LLC | 23,502 | $91.7 萬 | 0.02% | +14,262+154.4% | 加碼 |
| WealthBridge Capital Management, LLC | 23,548 | $91.9 萬 | 0.34% | +480+2.1% | 加碼 |
| Midwest Financial Group LLC | 23,800 | $92.9 萬 | 0.69% | +65+0.3% | 加碼 |
| Oak Family Advisors, LLC | 23,817 | $93.0 萬 | 0.39% | +412+1.8% | 加碼 |
| Venturi Wealth Management, LLC | 23,909 | $93.3 萬 | 0.07% | 00.0% | 不變 |
| Western Wealth Management, LLC | 23,921 | $93.4 萬 | 0.07% | +7,930+49.6% | 加碼 |
| J. W. Coons Advisors, LLC | 24,296 | $94.8 萬 | 0.26% | 00.0% | 不變 |
| Montis Financial, LLC | 24,339 | $95.0 萬 | 0.56% | −171−0.7% | 減碼 |
| Regatta Capital Group, LLC | 24,619 | $96.1 萬 | 0.25% | −1,294−5.0% | 減碼 |
| Wealthspire Advisors, LLC | 24,722 | $96.5 萬 | 0.01% | −226−0.9% | 減碼 |
| Norris Perne & French LLP | 24,849 | $97.0 萬 | 0.08% | −33−0.1% | 減碼 |
| Atlas Capital Advisors LLC | 25,000 | $97.6 萬 | 0.14% | 00.0% | 不變 |
| Forum Financial Management, LP | 25,026 | $97.7 萬 | 0.02% | −2,848−10.2% | 減碼 |
| BOK Financial Private Wealth, Inc. | 25,046 | $97.8 萬 | 0.08% | −35,699−58.8% | 減碼 |
| Brown Brothers Harriman & Co | 25,059 | $97.8 萬 | 0.01% | −2,774−10.0% | 減碼 |
| Ameritas Advisory Services, LLC | 25,500 | $97.9 萬 | 0.05% | −17,303−40.4% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,221 | $98.4 萬 | 0.80% | 00.0% | 不變 |
| Macroview Investment Management LLC | 25,287 | $98.7 萬 | 1.18% | +1,184+4.9% | 加碼 |
| Freestone Capital Holdings, LLC | 25,382 | $99.1 萬 | 0.04% | +211+0.8% | 加碼 |
| Advanced Research Investment Solutions, LLC | 25,405 | $99.2 萬 | 0.62% | −2,345−8.5% | 減碼 |
| Red Door Wealth Management, LLC | 25,512 | $99.6 萬 | 0.22% | −425−1.6% | 減碼 |
| Glass Jacobson Investment Advisors llc | 25,602 | $99.9 萬 | 0.41% | −1,312−4.9% | 減碼 |
| Golden State Equity Partners | 25,975 | $101.4 萬 | 0.25% | −5,879−18.5% | 減碼 |
| Garde Capital, Inc. | 26,029 | $101.6 萬 | 0.08% | +3,209+14.1% | 加碼 |
| CSS LLC | 26,200 | $102.3 萬 | 0.08% | +26,200 | 新進 |