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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 473,009 | $1,840 萬 | 0.49% | +64,798+15.9% | 加碼 |
| SkyView Investment Advisors, LLC | 455,197 | $1,779 萬 | 4.45% | +432,489+1,904.6% | 加碼 |
| WESCAP Management Group, Inc. | 451,670 | $1,763 萬 | 5.68% | −4,876−1.1% | 減碼 |
| Checchi Capital Advisers, LLC | 445,362 | $1,738 萬 | 1.41% | +56,508+14.5% | 加碼 |
| Cardinal Point Capital Management, ULC | 440,959 | $1,721 萬 | 4.16% | +5,565+1.3% | 加碼 |
| Toronto Dominion Bank | 440,000 | $1,717 萬 | 0.02% | +290,000+193.3% | 加碼 |
| Independent Family Office, LLC | 433,544 | $1,692 萬 | 9.57% | 00.0% | 不變 |
| Syon Capital LLC | 431,379 | $1,684 萬 | 1.72% | +64,801+17.7% | 加碼 |
| Tiaa Trust, National Association | 427,664 | $1,669 萬 | 0.06% | −412,649−49.1% | 減碼 |
| JSF Financial, LLC | 423,381 | $1,652 萬 | 5.73% | +3,724+0.9% | 加碼 |
| Spinnaker Trust | 414,871 | $1,619 萬 | 1.10% | +14,649+3.7% | 加碼 |
| National Bank of Canada | 415,407 | $1,617 萬 | 0.03% | +16,411+4.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 406,940 | $1,588 萬 | 0.60% | −16,738−4.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 400,209 | $1,562 萬 | 0.19% | +85,623+27.2% | 加碼 |
| Quest Investment Management LLC | 396,021 | $1,546 萬 | 1.94% | 00.0% | 不變 |
| Chatham Capital Group, Inc. | 395,930 | $1,545 萬 | 3.13% | +290,035+273.9% | 加碼 |
| Kaydan Wealth Management, Inc. | 384,011 | $1,499 萬 | 6.09% | +384,011 | 新進 |
| Janney Montgomery Scott LLC | 383,669 | $1,498 萬 | 0.05% | +3,356+0.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 383,128 | $1,495 萬 | 0.19% | +9,541+2.6% | 加碼 |
| Sunbelt Securities, Inc. | 382,809 | $1,494 萬 | 1.88% | −10,575−2.7% | 減碼 |
| Vision Capital Management, Inc. | 373,224 | $1,457 萬 | 2.27% | +6,751+1.8% | 加碼 |
| James Investment Research Inc | 371,703 | $1,451 萬 | 1.82% | −10,526−2.8% | 減碼 |
| Fielder Capital Group LLC | 370,954 | $1,448 萬 | 8.75% | +370,954 | 新進 |
| Cambridge Associates LLC | 368,310 | $1,438 萬 | 0.85% | −38,987−9.6% | 減碼 |
| Meridian Wealth Advisors, LLC | 367,557 | $1,435 萬 | 3.14% | −10,763−2.8% | 減碼 |
| Kestra Advisory Services, LLC | 363,993 | $1,421 萬 | 0.12% | +34,414+10.4% | 加碼 |
| Assetmark, Inc | 361,335 | $1,410 萬 | 0.05% | +20,021+5.9% | 加碼 |
| CIBC World Markets Inc. | 355,622 | $1,388 萬 | 0.04% | −49,069−12.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 349,085 | $1,362 萬 | 0.19% | −912−0.3% | 減碼 |
| Sterling Financial Planning, Inc. | 345,741 | $1,349 萬 | 5.84% | −281−0.1% | 減碼 |
| Elm Partners Management LLC | 341,766 | $1,334 萬 | 1.21% | +115,947+51.3% | 加碼 |
| Graham Capital Wealth Management, LLC | 333,274 | $1,299 萬 | 34.25% | +34,665+11.6% | 加碼 |
| Sage Rhino Capital LLC | 332,489 | $1,298 萬 | 3.33% | +1,554+0.5% | 加碼 |
| AllGen Financial Advisors, Inc. | 329,144 | $1,285 萬 | 6.68% | +329,144 | 新進 |
| Baldwin Brothers Inc | 326,961 | $1,276 萬 | 1.00% | −6,111−1.8% | 減碼 |
| AE Wealth Management LLC | 333,233 | $1,272 萬 | 0.06% | −24,159−6.8% | 減碼 |
| Modus Advisors, LLC | 324,418 | $1,266 萬 | 5.14% | +864+0.3% | 加碼 |
| Capital Group Private Client Services, Inc. | 321,287 | $1,254 萬 | 0.13% | +2,807+0.9% | 加碼 |
| First Foundation Advisors | 321,250 | $1,254 萬 | 0.57% | −12,501−3.7% | 減碼 |
| Dakota Wealth Management | 318,671 | $1,244 萬 | 0.48% | −1,959−0.6% | 減碼 |
| Howland Capital Management LLC | 317,969 | $1,241 萬 | 0.66% | −4,687−1.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 317,362 | $1,239 萬 | 1.15% | +6,487+2.1% | 加碼 |
| Timber Creek Capital Management LLC | 311,543 | $1,216 萬 | 4.14% | −11,081−3.4% | 減碼 |
| Bokf, NA | 306,933 | $1,198 萬 | 0.23% | −31,784−9.4% | 減碼 |
| BFSG, LLC | 305,284 | $1,192 萬 | 1.74% | −577−0.2% | 減碼 |
| Citigroup Inc | 304,917 | $1,190 萬 | 0.02% | −79,349−20.6% | 減碼 |
| Public Employees Retirement System of Ohio | 302,500 | $1,181 萬 | 0.05% | +96,800+47.1% | 加碼 |
| Brookstone Capital Management | 298,706 | $1,166 萬 | 0.23% | −1,042−0.3% | 減碼 |
| Kingsview Wealth Management, LLC | 297,851 | $1,163 萬 | 0.35% | +92,708+45.2% | 加碼 |
| US Bancorp | 293,437 | $1,145 萬 | 0.02% | −237,967−44.8% | 減碼 |
| Fifth Third Securities, Inc. | 291,705 | $1,139 萬 | 1.18% | −1,246−0.4% | 減碼 |
| Legend Financial Advisors, Inc. | 289,080 | $1,128 萬 | 9.07% | −8,217−2.8% | 減碼 |
| Chemistry Wealth Management LLC | 284,536 | $1,111 萬 | 3.35% | +1,945+0.7% | 加碼 |
| Parkside Investments, LLC | 283,268 | $1,106 萬 | 1.87% | −11,962−4.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 282,169 | $1,101 萬 | 0.13% | +650.0% | 加碼 |
| Ambassador Advisors, LLC | 287,541 | $1,101 萬 | 2.44% | +4,905+1.7% | 加碼 |
| IFP Advisors, Inc | 277,478 | $1,083 萬 | 0.51% | +194,486+234.3% | 加碼 |
| LVM Capital Management Ltd | 276,497 | $1,079 萬 | 1.38% | −564−0.2% | 減碼 |
| Blair William & Co | 273,878 | $1,069 萬 | 0.04% | +9,352+3.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 272,985 | $1,066 萬 | 0.75% | −218−0.1% | 減碼 |
| Perigon Wealth Management, LLC | 272,497 | $1,064 萬 | 0.35% | −1,140−0.4% | 減碼 |
| Partners Capital Investment Group, LLP | 271,659 | $1,060 萬 | 0.23% | −83,005−23.4% | 減碼 |
| New York State Common Retirement Fund | 271,400 | $1,059 萬 | 0.01% | −4,500−1.6% | 減碼 |
| Wellington Management Group LLP | 271,400 | $1,059 萬 | 0.00% | −4,500−1.6% | 減碼 |
| Norris Financial Group, LLC | 267,543 | $1,044 萬 | 6.34% | +67,555+33.8% | 加碼 |
| Citizens Financial Group Inc | 267,379 | $1,044 萬 | 0.36% | +267,379 | 新進 |
| Sentinel Trust Co Lba | 262,782 | $1,026 萬 | 1.35% | −15,714−5.6% | 減碼 |
| Cohen & Steers, Inc. | 262,050 | $1,023 萬 | 0.02% | −38,664−12.9% | 減碼 |
| Comerica Bank | 260,327 | $1,016 萬 | 0.05% | −331,212−56.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 259,711 | $1,014 萬 | 0.14% | +65,305+33.6% | 加碼 |
| TMD Wealth Management, LLC | 259,104 | $1,011 萬 | 2.64% | +1,245+0.5% | 加碼 |
| Aveo Capital Partners, LLC | 258,376 | $1,008 萬 | 1.22% | +39,780+18.2% | 加碼 |
| Townsend & Associates, Inc | 261,128 | $994.4 萬 | 1.24% | +2,790+1.1% | 加碼 |
| White Lighthouse Investment Management Inc. | 253,976 | $991.3 萬 | 2.17% | +5,105+2.1% | 加碼 |
| Arlington Capital Management, Inc. | 253,973 | $991.3 萬 | 9.01% | −29,859−10.5% | 減碼 |
| Executive Wealth Management, LLC | 253,615 | $989.9 萬 | 0.93% | +142,043+127.3% | 加碼 |
| Rogco, LP | 252,598 | $985.9 萬 | 4.31% | −3,086−1.2% | 減碼 |
| Umb Bank N A | 247,711 | $966.8 萬 | 0.14% | −9,234−3.6% | 減碼 |
| Wallington Asset Management, LLC | 246,304 | $961.3 萬 | 1.62% | +7,900+3.3% | 加碼 |
| Morton Capital Management LLC | 246,144 | $960.7 萬 | 2.85% | −7,400−2.9% | 減碼 |
| American Investment Services, Inc. | 244,565 | $954.5 萬 | 1.80% | −8,342−3.3% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 244,525 | $954.4 萬 | 4.23% | +23,509+10.6% | 加碼 |
| Verger Capital Management LLC | 239,144 | $933.4 萬 | 5.21% | 00.0% | 不變 |
| AMG National Trust Bank | 238,798 | $932.0 萬 | 0.29% | +20,255+9.3% | 加碼 |
| JNBA Financial Advisors | 238,655 | $931.5 萬 | 1.06% | −5,533−2.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 231,690 | $904.3 萬 | 0.03% | −26,824−10.4% | 減碼 |
| Resonant Capital Advisors, LLC | 230,631 | $900.2 萬 | 0.87% | −120,787−34.4% | 減碼 |
| First American Trust, FSB | 230,261 | $898.7 萬 | 1.11% | +51,157+28.6% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 228,947 | $893.6 萬 | 2.60% | +228,947 | 新進 |
| Signet Investment Advisory Group, Inc. | 224,727 | $877.1 萬 | 5.28% | +333+0.1% | 加碼 |
| New Potomac Partners, LLC | 224,623 | $876.7 萬 | 5.22% | −2,385−1.1% | 減碼 |
| Sigma Investment Counselors Inc | 220,526 | $860.7 萬 | 0.61% | +4,081+1.9% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 219,012 | $854.8 萬 | 9.83% | −3,950−1.8% | 減碼 |
| CPA Asset Management LLC | 218,252 | $851.8 萬 | 5.18% | +61,371+39.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 217,435 | $848.6 萬 | 0.56% | −5,018−2.3% | 減碼 |
| Ballentine Partners, LLC | 217,064 | $847.2 萬 | 0.17% | −3,214−1.5% | 減碼 |
| Leavell Investment Management, Inc. | 210,256 | $820.6 萬 | 0.52% | +3,596+1.7% | 加碼 |
| Highland Financial Advisors, LLC | 209,633 | $818.2 萬 | 3.56% | −6,805−3.1% | 減碼 |
| Barclays PLC | 207,860 | $811.3 萬 | 0.00% | +62,575+43.1% | 加碼 |
| Forza Wealth Management, LLC | 204,644 | $798.7 萬 | 4.41% | −1,525−0.7% | 減碼 |