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
- 1,152
- 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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 6,255 | $24.4 萬 | 0.01% | +6,255 | 新進 |
| Van Eck Associates Corp | 6,254 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Aries Wealth Management | 6,165 | $24.1 萬 | 0.09% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 6,135 | $23.9 萬 | 0.12% | 00.0% | 不變 |
| Alterna Wealth Management, Inc | 6,110 | $23.8 萬 | 0.29% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 6,090 | $23.8 萬 | 0.02% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 6,085 | $23.7 萬 | 0.02% | −1,066−14.9% | 減碼 |
| JB Capital LLC | 6,075 | $23.7 萬 | 0.02% | +297+5.1% | 加碼 |
| Proequities, Inc. | 6,071 | $23.7 萬 | 0.02% | +190+3.2% | 加碼 |
| Summit Global Investments | 6,035 | $23.6 萬 | 0.02% | −97−1.6% | 減碼 |
| GTS Securities LLC | 6,045 | $23.6 萬 | 0.01% | +6,045 | 新進 |
| Foundation Wealth Management, LLC | 5,999 | $23.4 萬 | 0.21% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 5,951 | $23.2 萬 | 0.06% | +3+0.1% | 加碼 |
| KCM Investment Advisors LLC | 5,919 | $23.1 萬 | 0.01% | +42+0.7% | 加碼 |
| Marcum Wealth, LLC | 5,898 | $23.0 萬 | 0.02% | +5,898 | 新進 |
| Sovereign Financial Group, Inc. | 5,893 | $23.0 萬 | 0.07% | −9,839−62.5% | 減碼 |
| Warren Street Wealth Advisors, LLC | 5,865 | $22.9 萬 | 0.13% | −68−1.1% | 減碼 |
| Hollencrest Capital Management | 5,850 | $22.8 萬 | 0.02% | −15−0.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 5,828 | $22.7 萬 | 0.01% | −58−1.0% | 減碼 |
| NWF Advisory Services Inc. | 5,812 | $22.7 萬 | 0.05% | −125−2.1% | 減碼 |
| Virtue Capital Management, LLC | 5,852 | $22.7 萬 | 0.05% | −3,318−36.2% | 減碼 |
| Sandy Spring Bank | 5,799 | $22.6 萬 | 0.01% | +373+6.9% | 加碼 |
| Leo Wealth, LLC | 5,731 | $22.6 萬 | 0.02% | +5,731 | 新進 |
| Continuum Wealth Advisors, LLC | 5,770 | $22.5 萬 | 0.15% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 5,809 | $22.5 萬 | 0.03% | −717−11.0% | 減碼 |
| Citizens National Bank Trust Department | 5,735 | $22.4 萬 | 0.06% | +199+3.6% | 加碼 |
| Verus Capital Partners, LLC | 5,714 | $22.3 萬 | 0.03% | +5,714 | 新進 |
| Park Avenue Securities LLC | 5,714 | $22.3 萬 | 0.00% | +5,714 | 新進 |
| Atomi Financial Group, Inc. | 5,691 | $22.2 萬 | 0.03% | +5,691 | 新進 |
| Blue Chip Partners, Inc. | 5,665 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Wolverine Trading, LLC | 5,655 | $22.1 萬 | 0.00% | −25,837−82.0% | 減碼 |
| Oarsman Capital, Inc. | 5,607 | $21.9 萬 | 0.06% | −156−2.7% | 減碼 |
| BlueChip Wealth Advisors LLC | 5,602 | $21.9 萬 | 0.15% | +5,602 | 新進 |
| Baystate Wealth Management LLC | 5,590 | $21.8 萬 | 0.02% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 5,554 | $21.7 萬 | 0.05% | +5,554 | 新進 |
| Diversified Trust Co | 5,543 | $21.6 萬 | 0.01% | +5,543 | 新進 |
| Chapin Davis, Inc. | 5,492 | $21.4 萬 | 0.09% | +5,492 | 新進 |
| Fortitude Family Office, LLC | 5,477 | $21.4 萬 | 0.16% | +5,477 | 新進 |
| Advance Capital Management, Inc. | 5,470 | $21.3 萬 | 0.02% | +5,470 | 新進 |
| Astoria Portfolio Advisors LLC. | 5,513 | $21.2 萬 | 0.09% | +142+2.6% | 加碼 |
| Mechanics Financial Corp | 5,423 | $21.2 萬 | 0.12% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 5,414 | $21.1 萬 | 0.16% | +5,414 | 新進 |
| Greenleaf Trust | 5,366 | $20.9 萬 | 0.00% | +5,366 | 新進 |
| BluePointe Capital Management, LLC | 5,340 | $20.8 萬 | 0.16% | +5,340 | 新進 |
| Merriman Wealth Management, LLC | 5,330 | $20.8 萬 | 0.01% | −1,761−24.8% | 減碼 |
| GeoWealth Management, LLC | 5,340 | $20.8 萬 | 0.02% | −5,202−49.3% | 減碼 |
| West Branch Capital LLC | 5,285 | $20.6 萬 | 0.10% | +285+5.7% | 加碼 |
| Rosenberg Matthew Hamilton | 5,250 | $20.5 萬 | 0.06% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 5,249 | $20.5 萬 | 0.09% | +5,249 | 新進 |
| LaSalle St. Investment Advisors, LLC | 5,245 | $20.5 萬 | 0.14% | −4,797−47.8% | 減碼 |
| Integrity Wealth Solutions LLC | 5,211 | $20.3 萬 | 0.14% | +5,211 | 新進 |
| Certified Advisory Corp | 5,210 | $20.3 萬 | 0.03% | +5,210 | 新進 |
| Boston Private Wealth LLC | 5,195 | $20.3 萬 | 0.00% | −3,518−40.4% | 減碼 |
| Investment Advisory Group, LLC | 5,193 | $20.3 萬 | 0.09% | +5,193 | 新進 |
| Envision Financial Planning, LLC | 5,192 | $20.3 萬 | 0.18% | +5,192 | 新進 |
| Claudia M.P. Batlle, CRP (R) LLC | 5,133 | $20.0 萬 | 0.06% | −888−14.7% | 減碼 |
| Tidemark, LLC | 5,100 | $19.9 萬 | 0.12% | +5,100 | 新進 |
| VisionPoint Advisory Group, LLC | 4,974 | $19.4 萬 | 0.07% | −3,668−42.4% | 減碼 |
| Kiely Wealth Advisory Group, Inc. | 5,081 | $19.4 萬 | 0.11% | +5,081 | 新進 |
| Coppell Advisory Solutions LLC | 4,924 | $19.2 萬 | 0.04% | +4,759+2,884.2% | 加碼 |
| Bourgeon Capital Management LLC | 4,846 | $18.9 萬 | 0.04% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 4,636 | $18.1 萬 | 0.18% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,627 | $18.1 萬 | 0.02% | 00.0% | 不變 |
| Gould Capital, LLC | 4,580 | $17.9 萬 | 0.13% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 4,476 | $17.5 萬 | 0.07% | −5,357−54.5% | 減碼 |
| Advantage Trust Co | 4,102 | $16.0 萬 | 0.13% | +4,102 | 新進 |
| Capital Analysts, LLC | 4,099 | $16.0 萬 | 0.01% | −2,195−34.9% | 減碼 |
| Main Street Group, LTD | 3,700 | $14.4 萬 | 0.05% | +3,700 | 新進 |
| Granite FO LLC | 3,565 | $13.9 萬 | 0.09% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 3,565 | $13.9 萬 | 0.07% | +810+29.4% | 加碼 |
| Winthrop Capital Management, LLC | 3,400 | $13.3 萬 | 0.04% | +3,400 | 新進 |
| Caitlin John, LLC | 3,173 | $12.4 萬 | 0.10% | +3,173 | 新進 |
| First Pacific Financial | 3,050 | $11.9 萬 | 0.04% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,050 | $11.9 萬 | 0.01% | +282+10.2% | 加碼 |
| Carolinas Wealth Consulting LLC | 3,000 | $11.7 萬 | 0.03% | 00.0% | 不變 |
| WealthCollab, LLC | 3,000 | $11.7 萬 | 0.09% | +3,000 | 新進 |
| Armstrong Advisory Group, Inc | 2,993 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 2,968 | $11.6 萬 | 0.03% | +500+20.3% | 加碼 |
| Tennessee Valley Asset Management Partners | 2,904 | $11.3 萬 | 0.03% | +2,904 | 新進 |
| TSFG, LLC | 2,904 | $11.3 萬 | 0.04% | −278−8.7% | 減碼 |
| Acropolis Investment Management, LLC | 2,880 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Kelly Financial Services LLC | 2,863 | $11.2 萬 | 0.05% | −137−4.6% | 減碼 |
| Colonial Trust Advisors | 2,848 | $11.1 萬 | 0.01% | −2,111−42.6% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 3,155 | $10.9 萬 | 0.02% | −28−0.9% | 減碼 |
| Stephens Consulting, LLC | 2,781 | $10.9 萬 | 0.04% | 00.0% | 不變 |
| Financial Perspectives, Inc | 2,753 | $10.7 萬 | 0.04% | 00.0% | 不變 |
| DAGCO, Inc. | 2,719 | $10.6 萬 | 0.10% | +2,719 | 新進 |
| Dynamic Wealth Strategies, LLC | 2,719 | $10.6 萬 | 0.10% | +2,719 | 新進 |
| Bruce G. Allen Investments, LLC | 2,709 | $10.6 萬 | 0.10% | +2,709 | 新進 |
| Horizons Wealth Management | 2,698 | $10.5 萬 | 0.07% | −27−1.0% | 減碼 |
| REAP Financial Group, LLC | 2,562 | $10.0 萬 | 0.03% | +2,562 | 新進 |
| South State Corp. | 2,527 | $9.86 萬 | 0.01% | +829+48.8% | 加碼 |
| Northwest Capital Management Inc | 2,504 | $9.77 萬 | 0.03% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 2,500 | $9.76 萬 | 0.02% | 00.0% | 不變 |
| M&R Capital Management Inc | 2,450 | $9.56 萬 | 0.02% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 2,389 | $9.32 萬 | 0.01% | −1,430−37.4% | 減碼 |
| Nalls Sherbakoff Group, LLC | 2,350 | $9.17 萬 | 0.08% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,219 | $8.66 萬 | 0.01% | +2,219 | 新進 |
| CX Institutional | 2,148 | $8.38 萬 | 0.00% | −38,765−94.7% | 減碼 |
| JFS Wealth Advisors, LLC | 2,143 | $8.36 萬 | 0.01% | 00.0% | 不變 |