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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 26,263 | $102.5 萬 | 0.03% | −1,289−4.7% | 減碼 |
| PBMares Wealth Management LLC | 26,468 | $103.3 萬 | 0.31% | −1,076−3.9% | 減碼 |
| United Asset Strategies, Inc. | 26,480 | $103.4 萬 | 0.12% | +622+2.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 26,811 | $103.7 萬 | 0.04% | −975−3.5% | 減碼 |
| Myecfo, LLC | 26,655 | $104.0 萬 | 0.66% | −300−1.1% | 減碼 |
| Focus Financial Network Inc | 26,789 | $104.6 萬 | 0.04% | +26,789 | 新進 |
| Vima LLC | 26,817 | $104.6 萬 | 2.41% | +26,817 | 新進 |
| EWG Elevate Inc. | 26,967 | $105.3 萬 | 0.44% | +2,913+12.1% | 加碼 |
| S.A. Mason LLC | 26,982 | $105.3 萬 | 0.71% | 00.0% | 不變 |
| Gibson Capital, LLC | 27,054 | $105.6 萬 | 0.25% | −100.0% | 減碼 |
| WCG Wealth Advisors LLC | 27,062 | $105.6 萬 | 0.08% | −1,330−4.7% | 減碼 |
| Alesco Advisors LLC | 27,162 | $106.0 萬 | 0.04% | −80−0.3% | 減碼 |
| Glenmede Trust Co NA | 27,284 | $106.5 萬 | 0.01% | −82−0.3% | 減碼 |
| Hamilton Capital, LLC | 27,345 | $106.7 萬 | 0.09% | −1,145−4.0% | 減碼 |
| Nkcfo LLC | 27,450 | $107.1 萬 | 0.58% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 27,982 | $109.2 萬 | 0.02% | +27,982 | 新進 |
| Courage Capital Management LLC | 28,000 | $109.3 萬 | 4.41% | 00.0% | 不變 |
| FFG Partners, LLC | 28,026 | $109.4 萬 | 0.58% | +28,026 | 新進 |
| AlphaStar Capital Management, LLC | 28,282 | $110.4 萬 | 0.10% | +27+0.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,296 | $110.4 萬 | 0.12% | +2,918+11.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 28,384 | $110.8 萬 | 0.36% | +12,830+82.5% | 加碼 |
| Burns J W & Co Inc | 28,500 | $111.2 萬 | 0.16% | +990+3.6% | 加碼 |
| Atlantic Trust, LLC | 28,652 | $111.8 萬 | 0.31% | +220+0.8% | 加碼 |
| First Hawaiian Bank | 28,710 | $112.1 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 28,717 | $112.1 萬 | 0.03% | +3,458+13.7% | 加碼 |
| Country Club Bank | 28,881 | $112.9 萬 | 0.09% | −305−1.0% | 減碼 |
| Americana Partners, LLC | 29,237 | $113.2 萬 | 0.11% | +1,132+4.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 29,488 | $115.1 萬 | 0.00% | −2,610−8.1% | 減碼 |
| TownSquare Capital, LLC | 29,826 | $116.4 萬 | 0.02% | −1,450−4.6% | 減碼 |
| Ifrah Financial Services, Inc. | 29,892 | $116.7 萬 | 0.34% | −230−0.8% | 減碼 |
| Mosley Wealth Management | 29,904 | $116.7 萬 | 1.15% | +29,904 | 新進 |
| First Manhattan Co | 29,932 | $116.8 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 30,075 | $117.4 萬 | 0.04% | −10,462−25.8% | 減碼 |
| Ballew Advisors, Inc | 30,729 | $118.0 萬 | 0.89% | 00.0% | 不變 |
| Prudential PLC | 30,831 | $120.3 萬 | 0.01% | −6,685−17.8% | 減碼 |
| United Community Bank | 31,392 | $122.5 萬 | 0.52% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 31,466 | $122.8 萬 | 0.08% | −250−0.8% | 減碼 |
| Global Retirement Partners, LLC | 32,251 | $123.8 萬 | 0.05% | −7,761−19.4% | 減碼 |
| Cadent Capital Advisors, LLC | 32,122 | $125.4 萬 | 0.63% | −1,190−3.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 32,177 | $125.6 萬 | 0.25% | −7,302−18.5% | 減碼 |
| Plan Group Financial, LLC | 32,289 | $126.0 萬 | 1.11% | −15,305−32.2% | 減碼 |
| Congress Wealth Management LLC | 32,295 | $126.0 萬 | 0.02% | −1,143−3.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 32,346 | $126.2 萬 | 0.02% | +4,095+14.5% | 加碼 |
| Simmons Bank | 32,368 | $126.3 萬 | 0.10% | −1,056−3.2% | 減碼 |
| Banque Pictet & Cie SA | 32,400 | $126.5 萬 | 0.01% | 00.0% | 不變 |
| Naviter Wealth, LLC | 32,427 | $126.6 萬 | 0.25% | 00.0% | 不變 |
| Perkins Coie Trust Co | 32,482 | $126.7 萬 | 0.32% | +1,738+5.7% | 加碼 |
| Bridgewealth Advisory Group, LLC | 32,729 | $127.7 萬 | 0.98% | +537+1.7% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 32,741 | $127.8 萬 | 0.25% | −36,132−52.5% | 減碼 |
| Bristlecone Advisors, LLC | 32,901 | $128.4 萬 | 0.13% | −213−0.6% | 減碼 |
| Holistic Financial Partners | 32,987 | $128.7 萬 | 0.77% | 00.0% | 不變 |
| BKA Wealth Consulting, Inc. | 33,146 | $129.4 萬 | 1.88% | +948+2.9% | 加碼 |
| London & Capital Asset Management Ltd | 33,343 | $130.1 萬 | 0.11% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 30,933 | $132.4 萬 | 1.00% | −1,142−3.6% | 減碼 |
| Roundview Capital LLC | 33,935 | $132.4 萬 | 0.12% | −222−0.6% | 減碼 |
| ETF Store, Inc. | 34,335 | $134.0 萬 | 0.87% | +426+1.3% | 加碼 |
| Satovsky Asset Management LLC | 34,401 | $134.3 萬 | 0.42% | −166−0.5% | 減碼 |
| Highline Wealth Partners LLC | 34,545 | $134.8 萬 | 0.65% | −1,041−2.9% | 減碼 |
| Callan Family Office, LLC | 34,666 | $135.3 萬 | 0.33% | −5,055−12.7% | 減碼 |
| Austin Private Wealth, LLC | 34,717 | $135.5 萬 | 0.17% | −2,103−5.7% | 減碼 |
| Wormser Freres Gestion | 35,200 | $135.6 萬 | 1.10% | +35,200 | 新進 |
| Evergreen Capital Management LLC | 34,854 | $136.0 萬 | 0.06% | +1,012+3.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,482 | $137.1 萬 | 0.00% | −2,691−7.0% | 減碼 |
| FWL Investment Management, LLC | 36,000 | $140.5 萬 | 0.82% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 36,396 | $142.1 萬 | 0.01% | −6,218−14.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 36,509 | $142.5 萬 | 0.27% | +5,980+19.6% | 加碼 |
| Marks Group Wealth Management, Inc | 36,523 | $142.5 萬 | 0.16% | −36,844−50.2% | 減碼 |
| Bank Ozk | 36,835 | $143.8 萬 | 0.70% | −2,892−7.3% | 減碼 |
| Arlington Trust Co LLC | 37,023 | $144.5 萬 | 0.40% | +37,023 | 新進 |
| M Holdings Securities, Inc. | 37,602 | $146.7 萬 | 0.17% | −196−0.5% | 減碼 |
| Trademark Financial Management, LLC | 37,717 | $147.2 萬 | 1.08% | +37,717 | 新進 |
| Integrated Advisors Network LLC | 37,730 | $147.3 萬 | 0.08% | −50,257−57.1% | 減碼 |
| Oppenheimer & Co Inc | 37,992 | $148.3 萬 | 0.03% | −8,511−18.3% | 減碼 |
| TrinityPoint Wealth, LLC | 38,016 | $148.4 萬 | 0.27% | −4,291−10.1% | 減碼 |
| InterOcean Capital Group, LLC | 38,093 | $148.7 萬 | 0.04% | +1,274+3.5% | 加碼 |
| ICONIQ Capital, LLC | 38,140 | $148.9 萬 | 0.03% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 38,621 | $150.7 萬 | 0.09% | 00.0% | 不變 |
| Valued Retirements, Inc. | 38,648 | $150.8 萬 | 2.61% | +38,648 | 新進 |
| Trust Point Inc. | 38,851 | $151.6 萬 | 0.13% | +38,851 | 新進 |
| Sawtooth Solutions, LLC | 38,904 | $151.8 萬 | 0.04% | +3,306+9.3% | 加碼 |
| Whitener Capital Management, Inc. | 39,000 | $152.2 萬 | 0.55% | −20−0.1% | 減碼 |
| Novak & Powell Financial Services, Inc. | 39,349 | $153.6 萬 | 1.02% | +39,349 | 新進 |
| Wealthsource Partners, LLC | 39,863 | $155.6 萬 | 0.10% | −1,200−2.9% | 減碼 |
| TRUE Private Wealth Advisors | 40,068 | $156.4 萬 | 0.20% | +641+1.6% | 加碼 |
| Confluence Wealth Services, Inc. | 40,714 | $158.9 萬 | 0.17% | −55−0.1% | 減碼 |
| D. Scott Neal, Inc. | 40,783 | $159.2 萬 | 1.42% | −695−1.7% | 減碼 |
| Eqis Capital Management, Inc. | 40,942 | $159.8 萬 | 0.13% | +1,302+3.3% | 加碼 |
| Farrell Financial LLC | 45,446 | $160.7 萬 | 1.61% | +45,446 | 新進 |
| Susquehanna International Group, LLP | 41,672 | $162.6 萬 | 0.00% | −356,917−89.5% | 減碼 |
| Wedbush Securities Inc | 42,010 | $164.0 萬 | 0.07% | +314+0.8% | 加碼 |
| Jump Financial, LLC | 42,328 | $165.2 萬 | 0.05% | −10,481−19.8% | 減碼 |
| Strategic Investment Solutions, Inc. | 42,390 | $165.4 萬 | 0.29% | −581,431−93.2% | 減碼 |
| All Season Financial Advisors, Inc. | 42,420 | $165.6 萬 | 1.41% | +42,420 | 新進 |
| Harbour Investments, Inc. | 42,469 | $165.8 萬 | 0.07% | −1,296−3.0% | 減碼 |
| Cutler Group LP | 42,572 | $166.1 萬 | 0.23% | +42,572 | 新進 |
| Knollwood Investment Advisory, LLC | 42,851 | $167.2 萬 | 0.35% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 42,890 | $167.3 萬 | 0.49% | −111−0.3% | 減碼 |
| MMBG Investment Advisors Co. | 42,900 | $167.4 萬 | 0.20% | 00.0% | 不變 |
| K2 Principal Fund, L.P. | 43,200 | $168.6 萬 | 0.39% | +43,200 | 新進 |
| Walkner Condon Financial Advisors LLC | 43,504 | $169.8 萬 | 0.39% | +1,160+2.7% | 加碼 |