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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 43,883 | $171.3 萬 | 0.26% | +43,883 | 新進 |
| Vanguard Capital Wealth Advisors | 43,944 | $171.5 萬 | 1.39% | +8,775+25.0% | 加碼 |
| Tempus Wealth Planning, LLC | 45,343 | $177.0 萬 | 0.78% | +45,343 | 新進 |
| Quantinno Capital Management LP | 45,612 | $178.0 萬 | 0.06% | +45,612 | 新進 |
| Flputnam Investment Management Co | 45,707 | $178.4 萬 | 0.04% | −555−1.2% | 減碼 |
| Advisor Resource Council | 45,934 | $179.3 萬 | 0.21% | +45,934 | 新進 |
| Guidance Capital, Inc | 46,384 | $180.6 萬 | 0.72% | +309+0.7% | 加碼 |
| Apeiron RIA LLC | 46,440 | $181.3 萬 | 0.57% | −230−0.5% | 減碼 |
| WBH Advisory Inc | 46,708 | $182.3 萬 | 0.20% | −3,446−6.9% | 減碼 |
| Winch Advisory Services, LLC | 46,949 | $183.2 萬 | 0.61% | −1,195−2.5% | 減碼 |
| Belpointe Asset Management LLC | 47,198 | $184.2 萬 | 0.16% | −7,755−14.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 47,335 | $184.7 萬 | 0.11% | +7,752+19.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 47,740 | $186.3 萬 | 0.02% | +5,814+13.9% | 加碼 |
| Virtus Family Office LLC | 48,491 | $189.3 萬 | 3.17% | +1,584+3.4% | 加碼 |
| Colony Group, LLC | 48,510 | $189.3 萬 | 0.02% | +48,510 | 新進 |
| Wade G W & Inc | 48,677 | $190.0 萬 | 0.06% | +6,779+16.2% | 加碼 |
| Simplify Asset Management Inc. | 48,714 | $190.1 萬 | 0.29% | −5,514−10.2% | 減碼 |
| Red Mountain Financial, LLC | 48,723 | $190.2 萬 | 2.94% | +48,723 | 新進 |
| Mutual Advisors, LLC | 49,260 | $192.3 萬 | 0.07% | +5,515+12.6% | 加碼 |
| Vicus Capital | 50,660 | $197.7 萬 | 0.20% | −4,160−7.6% | 減碼 |
| Compass Financial Group, Inc. | 52,002 | $203.0 萬 | 1.14% | −692−1.3% | 減碼 |
| NewSquare Capital LLC | 52,076 | $203.3 萬 | 0.19% | +468+0.9% | 加碼 |
| Sunesis Advisors, LLC | 52,214 | $203.8 萬 | 1.24% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 52,288 | $204.1 萬 | 0.09% | +10,127+24.0% | 加碼 |
| MainStreet Investment Advisors LLC | 52,484 | $204.8 萬 | 0.23% | −59,125−53.0% | 減碼 |
| Signify Wealth | 52,495 | $204.9 萬 | 3.09% | +17,829+51.4% | 加碼 |
| Boston Research & Management Inc | 52,753 | $205.8 萬 | 0.55% | 00.0% | 不變 |
| LM Advisors LLC | 52,798 | $206.1 萬 | 0.41% | +52,798 | 新進 |
| Sigma Planning Corp | 53,188 | $207.6 萬 | 0.16% | −126,047−70.3% | 減碼 |
| TriaGen Wealth Management LLC | 53,230 | $207.8 萬 | 0.99% | +245+0.5% | 加碼 |
| Aspect Partners, LLC | 53,236 | $207.8 萬 | 1.34% | +53,236 | 新進 |
| Nadler Financial Group, Inc. | 53,384 | $208.4 萬 | 0.28% | −9,303−14.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,942 | $210.5 萬 | 0.13% | −1,653−3.0% | 減碼 |
| Pinnacle Financial Partners Inc | 54,017 | $210.8 萬 | 0.05% | +3,461+6.8% | 加碼 |
| One Capital Management, LLC | 54,049 | $211.0 萬 | 0.08% | +1,824+3.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $212.6 萬 | 0.03% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 54,736 | $213.6 萬 | 0.43% | +5,477+11.1% | 加碼 |
| Instrumental Wealth, LLC | 56,848 | $216.5 萬 | 2.34% | +2,231+4.1% | 加碼 |
| Lincoln National Corp | 55,847 | $218.0 萬 | 0.04% | +4,089+7.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 55,998 | $218.6 萬 | 0.27% | −2,345−4.0% | 減碼 |
| Avestar Capital, LLC | 56,445 | $220.3 萬 | 0.27% | 00.0% | 不變 |
| Adviser Investments LLC | 56,950 | $222.3 萬 | 0.03% | +50,149+737.4% | 加碼 |
| Carlson Capital Management | 57,373 | $223.9 萬 | 0.11% | +134+0.2% | 加碼 |
| Financial & Tax Architects, LLC | 57,657 | $225.0 萬 | 0.67% | −7,464−11.5% | 減碼 |
| Financial Advocates Investment Management | 57,998 | $226.4 萬 | 0.15% | +14,222+32.5% | 加碼 |
| Winton Group Ltd | 58,250 | $227.3 萬 | 0.17% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 58,655 | $228.9 萬 | 1.25% | +1,162+2.0% | 加碼 |
| Wealthstar Advisors, LLC | 58,724 | $229.2 萬 | 0.85% | −14,170−19.4% | 減碼 |
| Laidlaw Wealth Management LLC | 59,258 | $231.3 萬 | 0.84% | −33,821−36.3% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 59,583 | $232.6 萬 | 0.07% | +21,190+55.2% | 加碼 |
| Eagle Strategies LLC | 61,070 | $238.4 萬 | 0.51% | +3,368+5.8% | 加碼 |
| Raymond James Trust N.A. | 61,347 | $239.4 萬 | 0.06% | −1,088−1.7% | 減碼 |
| Gould Asset Management LLC | 61,743 | $241.0 萬 | 0.62% | −1,497−2.4% | 減碼 |
| Nissay Asset Management Corp | 62,314 | $243.2 萬 | 0.02% | +62,314 | 新進 |
| Battery Global Advisors, LLC | 63,119 | $246.4 萬 | 1.89% | +63,119 | 新進 |
| Financial Management Network Inc | 63,934 | $247.2 萬 | 0.72% | +2,505+4.1% | 加碼 |
| Bradley Foster & Sargent Inc | 63,679 | $248.5 萬 | 0.05% | −2,068−3.1% | 減碼 |
| First Horizon Advisors, Inc. | 63,686 | $248.6 萬 | 0.08% | −10,511−14.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 63,983 | $249.7 萬 | 0.08% | −45−0.1% | 減碼 |
| Intrepid Capital Management Inc | 64,012 | $249.8 萬 | 1.71% | 00.0% | 不變 |
| Regions Financial Corp | 64,215 | $250.6 萬 | 0.02% | −6,007−8.6% | 減碼 |
| Renaissance Technologies LLC | 64,600 | $252.1 萬 | 0.00% | +64,600 | 新進 |
| Integrated Wealth Concepts LLC | 64,769 | $252.8 萬 | 0.04% | −924−1.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $253.7 萬 | 0.49% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 65,379 | $255.2 萬 | 0.96% | −140−0.2% | 減碼 |
| D.A. Davidson & Co. | 65,523 | $255.7 萬 | 0.03% | −24,836−27.5% | 減碼 |
| Ci Investments Inc. | 65,617 | $256.1 萬 | 0.01% | −19,000−22.5% | 減碼 |
| Modera Wealth Management, LLC | 66,108 | $258.0 萬 | 0.04% | +223+0.3% | 加碼 |
| RFG Advisory, LLC | 66,386 | $259.1 萬 | 0.10% | −3,618−5.2% | 減碼 |
| Connective Portfolio Management, LLC | 67,029 | $261.6 萬 | 5.33% | +35,000+109.3% | 加碼 |
| EFG Asset Management (Americas) Corp. | 67,327 | $262.8 萬 | 0.57% | +51,973+338.5% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 67,421 | $263.1 萬 | 0.67% | −12,335−15.5% | 減碼 |
| Patriot Investment Management Inc. | 68,402 | $267.0 萬 | 0.23% | 00.0% | 不變 |
| Financial Alternatives, Inc | 69,657 | $271.9 萬 | 2.30% | −1,203−1.7% | 減碼 |
| Kitching Partners, LLC | 69,803 | $272.4 萬 | 5.48% | +69,803 | 新進 |
| Summit Place Financial Advisors, LLC | 70,453 | $275.0 萬 | 1.80% | +1,538+2.2% | 加碼 |
| Parallel Advisors, LLC | 70,459 | $275.0 萬 | 0.08% | −14,598−17.2% | 減碼 |
| XR Securities LLC | 70,869 | $276.6 萬 | 0.87% | +15,972+29.1% | 加碼 |
| Cobblestone Capital Advisors LLC | 71,341 | $278.4 萬 | 0.18% | −406−0.6% | 減碼 |
| HB Wealth Management, LLC | 71,943 | $280.8 萬 | 0.04% | −1,880−2.5% | 減碼 |
| Motco | 72,101 | $281.4 萬 | 0.18% | −1,734−2.3% | 減碼 |
| Rathbone Brothers plc | 72,475 | $282.9 萬 | 0.02% | +22,445+44.9% | 加碼 |
| Advisory Alpha, LLC | 72,552 | $283.2 萬 | 0.13% | +1,269+1.8% | 加碼 |
| LifePlan Investment Advisors, Inc. | 74,041 | $289.0 萬 | 2.64% | +553+0.8% | 加碼 |
| WealthCare Investment Partners, LLC | 75,775 | $290.7 萬 | 1.59% | +10,230+15.6% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 74,514 | $290.8 萬 | 1.65% | +5,988+8.7% | 加碼 |
| Mengis Capital Management, Inc. | 74,638 | $291.3 萬 | 0.55% | +175+0.2% | 加碼 |
| Signal Advisors Wealth, LLC | 74,948 | $292.5 萬 | 1.01% | +74,948 | 新進 |
| Whittier Trust Co | 75,057 | $292.9 萬 | 0.05% | −50−0.1% | 減碼 |
| Flow Traders U.S. LLC | 76,074 | $296.9 萬 | 0.09% | +76,074 | 新進 |
| Vontobel Holding Ltd. | 76,247 | $297.6 萬 | 0.02% | −340−0.4% | 減碼 |
| Altman Advisors, Inc. | 76,322 | $297.9 萬 | 1.56% | −1,517−1.9% | 減碼 |
| Blueprint Investment Partners LLC | 76,437 | $298.3 萬 | 0.82% | −44,244−36.7% | 減碼 |
| Robinson Value Management, Ltd. | 76,901 | $300.1 萬 | 1.97% | −263−0.3% | 減碼 |
| Blue Investment Partners LLC | 77,434 | $302.2 萬 | 1.97% | +2,582+3.4% | 加碼 |
| Cowa, LLC | 78,081 | $304.8 萬 | 1.90% | −3,472−4.3% | 減碼 |
| waypoint wealth counsel | 78,271 | $305.5 萬 | 2.61% | −1,250−1.6% | 減碼 |
| NavPoint Financial, Inc. | 78,613 | $306.8 萬 | 2.81% | +78,613 | 新進 |
| Silver Oak Securities, Inc | 78,801 | $307.6 萬 | 0.41% | +56,853+259.0% | 加碼 |
| Jordan Park Group LLC | 78,803 | $307.6 萬 | 0.21% | −1,071−1.3% | 減碼 |