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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 79,776 | $311.4 萬 | 0.19% | −9,242−10.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 80,293 | $313.4 萬 | 0.11% | −420,910−84.0% | 減碼 |
| Crescent Grove Advisors, LLC | 80,670 | $314.9 萬 | 0.35% | −388−0.5% | 減碼 |
| Sepio Capital, LP | 81,406 | $317.7 萬 | 0.27% | −93,909−53.6% | 減碼 |
| Allie Family Office LLC | 81,519 | $318.2 萬 | 2.20% | +22,700+38.6% | 加碼 |
| Tikvah Management LLC | 82,230 | $320.9 萬 | 1.10% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 82,460 | $321.8 萬 | 1.40% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 82,679 | $322.7 萬 | 1.11% | +15,669+23.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 82,751 | $323.0 萬 | 1.75% | +3,555+4.5% | 加碼 |
| Relative Value Partners Group, LLC | 82,937 | $323.7 萬 | 0.20% | 00.0% | 不變 |
| Leonard Rickey Investment Advisors P.L.L.C. | 83,293 | $325.1 萬 | 0.96% | +4,442+5.6% | 加碼 |
| Objectivity Squared, LLC | 86,031 | $335.8 萬 | 3.34% | +86,031 | 新進 |
| SRS Capital Advisors, Inc. | 86,489 | $337.6 萬 | 0.38% | −2,442−2.7% | 減碼 |
| Inscription Capital, LLC | 87,590 | $341.9 萬 | 0.93% | +702+0.8% | 加碼 |
| Signature Securities Group Corporation | 87,751 | $342.5 萬 | 1.08% | +13,028+17.4% | 加碼 |
| NVWM, LLC | 87,820 | $342.8 萬 | 1.03% | −3,109−3.4% | 減碼 |
| Cambridge Trust Co | 88,166 | $344.1 萬 | 0.14% | −1,041−1.2% | 減碼 |
| Northside Capital Management, LLC | 88,247 | $344.4 萬 | 1.08% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 88,558 | $345.6 萬 | 0.22% | −4,075−4.4% | 減碼 |
| Gradient Investments LLC | 88,602 | $345.8 萬 | 0.08% | −210−0.2% | 減碼 |
| Provenance Wealth Advisors, LLC | 88,850 | $346.8 萬 | 0.47% | +642+0.7% | 加碼 |
| Argent Trust Co | 89,025 | $347.5 萬 | 0.17% | −3,062−3.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 89,680 | $350.1 萬 | 0.55% | −2,841−3.1% | 減碼 |
| Welch & Forbes LLC | 90,042 | $351.4 萬 | 0.05% | −500−0.6% | 減碼 |
| Moulton Wealth Management, Inc | 91,794 | $352.4 萬 | 4.53% | +35,610+63.4% | 加碼 |
| Two Sigma Securities, LLC | 90,558 | $353.4 萬 | 0.16% | +90,558 | 新進 |
| RiverGlades Family Offices LLC | 92,577 | $353.9 萬 | 2.87% | −7,317−7.3% | 減碼 |
| WMS Partners, LLC | 91,570 | $357.4 萬 | 0.26% | 00.0% | 不變 |
| IMC-Chicago, LLC | 92,014 | $359.1 萬 | 0.11% | +51,243+125.7% | 加碼 |
| HSBC Holdings PLC | 93,368 | $364.4 萬 | 0.00% | −6,145−6.2% | 減碼 |
| Twelve Points Wealth Management LLC | 93,373 | $364.4 萬 | 1.73% | +656+0.7% | 加碼 |
| Madden Advisory Services, Inc. | 93,413 | $364.6 萬 | 2.05% | +7,499+8.7% | 加碼 |
| Fiduciary Trust Co | 93,462 | $364.8 萬 | 0.06% | −4,797−4.9% | 減碼 |
| Lynx Capital Group Ltd | 94,188 | $367.6 萬 | 2.73% | +94,188 | 新進 |
| Wealth Alliance | 94,698 | $369.6 萬 | 0.52% | −701−0.7% | 減碼 |
| VCI Wealth Management LLC | 94,923 | $370.5 萬 | 2.25% | +94,923 | 新進 |
| Fortis Group Advisors, LLC | 99,466 | $371.7 萬 | 0.92% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 95,317 | $372.0 萬 | 0.13% | −3,736−3.8% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $377.4 萬 | 0.17% | 00.0% | 不變 |
| Sage Investment Advisers LLC | 96,730 | $377.5 萬 | 4.58% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 97,611 | $381.0 萬 | 2.08% | +97,611 | 新進 |
| Bessemer Group Inc | 98,084 | $382.9 萬 | 0.01% | 00.0% | 不變 |
| Lido Advisors, LLC | 98,982 | $386.3 萬 | 0.04% | −4,692−4.5% | 減碼 |
| Prudential Financial Inc | 99,066 | $386.7 萬 | 0.01% | −106,284−51.8% | 減碼 |
| DCF Advisers, LLC | 100,000 | $390.3 萬 | 2.64% | 00.0% | 不變 |
| Fore Capital, LLC | 100,000 | $390.3 萬 | 8.34% | +15,000+17.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 100,698 | $393.0 萬 | 0.59% | −1,150−1.1% | 減碼 |
| Versant Capital Management, Inc | 100,914 | $393.9 萬 | 1.17% | −9,470−8.6% | 減碼 |
| Cypress Capital Group | 100,995 | $394.2 萬 | 0.51% | −256−0.3% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 102,096 | $398.5 萬 | 1.93% | 00.0% | 不變 |
| FineMark National Bank & Trust | 102,920 | $401.7 萬 | 0.16% | −266−0.3% | 減碼 |
| Kure Advisory, LLC | 103,845 | $405.3 萬 | 2.10% | −170−0.2% | 減碼 |
| RSM US Wealth Management LLC | 104,230 | $406.8 萬 | 0.11% | +7,745+8.0% | 加碼 |
| Amplius Wealth Advisors, LLC | 105,074 | $410.1 萬 | 0.50% | −3,981−3.7% | 減碼 |
| Regency Capital Management Inc. | 107,142 | $418.2 萬 | 2.81% | −16,001−13.0% | 減碼 |
| Cetera Investment Advisers | 107,466 | $419.4 萬 | 0.03% | −5,187−4.6% | 減碼 |
| Wealthspan Partners, LLC | 107,708 | $420.4 萬 | 2.94% | +1,033+1.0% | 加碼 |
| AdvisorNet Financial, Inc | 108,818 | $424.7 萬 | 0.39% | −1,599−1.4% | 減碼 |
| DFPG Investments, LLC | 111,400 | $430.4 萬 | 0.34% | −1,057−0.9% | 減碼 |
| Stableford Capital II LLC | 113,691 | $436.2 萬 | 1.87% | +972+0.9% | 加碼 |
| Atria Investments LLC | 112,546 | $439.3 萬 | 0.07% | −3,711−3.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 114,113 | $445.4 萬 | 0.02% | −234,543−67.3% | 減碼 |
| Apollon Wealth Management, LLC | 114,161 | $445.6 萬 | 0.15% | −4,131−3.5% | 減碼 |
| Ackerman Capital Advisors, LLC | 114,476 | $446.8 萬 | 1.25% | −30,832−21.2% | 減碼 |
| Synovus Financial Corp | 114,843 | $448.2 萬 | 0.06% | +71,708+166.2% | 加碼 |
| Wills Financial Group, Inc. | 114,928 | $448.6 萬 | 2.26% | −3,720−3.1% | 減碼 |
| Accretive Wealth Partners, LLC | 115,015 | $448.9 萬 | 2.16% | −410−0.4% | 減碼 |
| Maltin Wealth Management, Inc. | 115,762 | $451.8 萬 | 2.88% | +2,272+2.0% | 加碼 |
| Global Wealth Strategies & Associates | 120,183 | $469.1 萬 | 1.95% | +1,205+1.0% | 加碼 |
| Briaud Financial Planning, Inc | 120,535 | $470.4 萬 | 4.01% | −187−0.2% | 減碼 |
| Ieq Capital, LLC | 121,216 | $473.1 萬 | 0.08% | +80,093+194.8% | 加碼 |
| Brinker Capital Investments, LLC | 123,883 | $475.3 萬 | 0.06% | −1,740−1.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 123,883 | $475.3 萬 | 0.06% | −1,740−1.4% | 減碼 |
| Prospera Financial Services Inc | 123,368 | $481.5 萬 | 0.16% | +90,673+277.3% | 加碼 |
| Pathstone Holdings, LLC | 124,792 | $487.1 萬 | 0.03% | +124,792 | 新進 |
| Old Port Advisors | 125,612 | $490.3 萬 | 1.63% | +7,675+6.5% | 加碼 |
| Nomura Asset Management Co Ltd | 127,750 | $498.6 萬 | 0.02% | −115,400−47.5% | 減碼 |
| Kades & Cheifetz LLC | 128,358 | $501.0 萬 | 3.55% | −490−0.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 129,335 | $504.8 萬 | 1.29% | −15,130−10.5% | 減碼 |
| Vivaldi Capital Management, LLC | 134,076 | $505.3 萬 | 1.52% | −9,041−6.3% | 減碼 |
| Custom Portfolio Group LLC | 133,382 | $506.4 萬 | 4.50% | +133,382 | 新進 |
| Hamilton Point Investment Advisors, LLC | 129,918 | $507.1 萬 | 1.02% | +2,558+2.0% | 加碼 |
| Cetera Advisors LLC | 130,071 | $507.7 萬 | 0.07% | −2,883−2.2% | 減碼 |
| Meridian Investment Counsel Inc. | 130,869 | $510.8 萬 | 1.75% | −75−0.1% | 減碼 |
| Sinecera Capital, LLC | 131,008 | $514.8 萬 | 6.11% | −29,554−18.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 132,028 | $515.3 萬 | 0.19% | +132,028 | 新進 |
| Fairview Capital Investment Management, LLC | 134,034 | $523.1 萬 | 0.31% | +555+0.4% | 加碼 |
| Summit Trail Advisors, LLC | 135,304 | $528.1 萬 | 0.17% | −177,859−56.8% | 減碼 |
| Thrivent Financial for Lutherans | 135,568 | $529.1 萬 | 0.01% | +17,283+14.6% | 加碼 |
| Advisory Services Network, LLC | 139,169 | $543.2 萬 | 0.13% | +38,570+38.3% | 加碼 |
| MBA Advisors LLC | 141,314 | $551.5 萬 | 3.07% | +3,060+2.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 143,180 | $558.8 萬 | 0.14% | −4,637−3.1% | 減碼 |
| Omnia Family Wealth, LLC | 143,549 | $560.3 萬 | 2.87% | −4,787−3.2% | 減碼 |
| Fermata Advisors, LLC | 145,163 | $566.6 萬 | 1.35% | +4,318+3.1% | 加碼 |
| Cranbrook Wealth Management, LLC | 145,574 | $568.2 萬 | 1.52% | −1,366−0.9% | 減碼 |
| Patton Fund Management, Inc. | 148,202 | $578.4 萬 | 1.28% | −1,393−0.9% | 減碼 |
| Alhambra Investment Partners LLC | 149,064 | $581.8 萬 | 3.45% | +4,934+3.4% | 加碼 |
| Yeomans Consulting Group, Inc. | 149,322 | $582.8 萬 | 2.90% | +149,322 | 新進 |
| Private Advisor Group, LLC | 151,757 | $592.3 萬 | 0.05% | +1,949+1.3% | 加碼 |
| Southeast Asset Advisors Inc. | 151,820 | $592.6 萬 | 0.79% | −500.0% | 減碼 |