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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 200,700 | $783.3 萬 | 0.12% | +10,955+5.8% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 198,760 | $775.8 萬 | 2.24% | −9,164−4.4% | 減碼 |
| Permanens Capital L.P. | 198,635 | $775.3 萬 | 1.51% | −57,586−22.5% | 減碼 |
| Upper Left Wealth Management, LLC | 198,412 | $774.4 萬 | 7.59% | −19,037−8.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 195,879 | $764.5 萬 | 0.14% | −24,747−11.2% | 減碼 |
| Silverleafe Capital Partners, LLC | 194,878 | $760.6 萬 | 3.60% | +757+0.4% | 加碼 |
| Archetype Wealth Partners | 193,918 | $756.9 萬 | 1.38% | +6,014+3.2% | 加碼 |
| LifePlan Financial, LLC | 192,713 | $752.2 萬 | 7.53% | +192,713 | 新進 |
| Clear Harbor Asset Management, LLC | 192,108 | $749.8 萬 | 0.72% | −1,957−1.0% | 減碼 |
| Wealth Management Partners, LLC | 191,410 | $747.1 萬 | 4.17% | +3,449+1.8% | 加碼 |
| NTV Asset Management LLC | 190,073 | $741.9 萬 | 1.25% | +16,173+9.3% | 加碼 |
| Plum Street Advisors, LLC | 189,664 | $740.3 萬 | 4.93% | +189,664 | 新進 |
| Pariax, LLC | 188,927 | $737.4 萬 | 16.63% | +21,565+12.9% | 加碼 |
| Huntington National Bank | – | $728.0 萬 | 0.07% | – | – |
| Rehmann Capital Advisory Group | 184,974 | $722.0 萬 | 0.60% | +15,423+9.1% | 加碼 |
| Sapient Capital LLC | 184,859 | $721.5 萬 | 0.19% | +184,859 | 新進 |
| GWM Advisors LLC | 185,299 | $717.9 萬 | 0.07% | −2,314−1.2% | 減碼 |
| Okabena Investment Services Inc | 181,742 | $709.3 萬 | 2.76% | −10,923−5.7% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 181,598 | $708.8 萬 | 2.40% | +122+0.1% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 179,639 | $701.1 萬 | 2.42% | +7,173+4.2% | 加碼 |
| National Asset Management, Inc. | 179,312 | $699.9 萬 | 0.19% | +72,863+68.4% | 加碼 |
| Hamilton Wealth, LLC | 177,544 | $693.0 萬 | 2.18% | +14,388+8.8% | 加碼 |
| Gateway Advisory, LLC | 176,598 | $689.3 萬 | 1.32% | −7,043−3.8% | 減碼 |
| Commerce Bank | 174,217 | $680.0 萬 | 0.05% | +9,027+5.5% | 加碼 |
| King Luther Capital Management Corp | – | $676.9 萬 | 0.03% | – | – |
| Independent Financial Group, LLC | 170,657 | $666.1 萬 | 0.36% | −20,424−10.7% | 減碼 |
| Systelligence, LLC | 169,444 | $661.3 萬 | 1.80% | +14,936+9.7% | 加碼 |
| Allworth Financial LP | 169,432 | $661.3 萬 | 0.05% | −5,391−3.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 168,400 | $657.3 萬 | 0.07% | 00.0% | 不變 |
| Greenline Partners, LLC | 167,821 | $655.0 萬 | 1.11% | +132+0.1% | 加碼 |
| Altiora Financial Group, LLC | 167,602 | $654.2 萬 | 1.90% | +53,121+46.4% | 加碼 |
| Brown Advisory Inc | 167,456 | $653.6 萬 | 0.01% | −9,590−5.4% | 減碼 |
| Transform Wealth, LLC | 167,042 | $652.0 萬 | 0.64% | +2,300+1.4% | 加碼 |
| Weil Company, Inc. | 167,030 | $651.9 萬 | 2.86% | +66,704+66.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 166,641 | $650.4 萬 | 3.22% | −4,023−2.4% | 減碼 |
| Cape Ann Savings Bank | 168,490 | $648.5 萬 | 4.29% | −2,072−1.2% | 減碼 |
| Sowell Financial Services LLC | 165,382 | $645.5 萬 | 0.35% | −502−0.3% | 減碼 |
| Towneley Capital Management, Inc | 165,231 | $644.9 萬 | 1.65% | +165,231 | 新進 |
| We Are One Seven, LLC | 164,970 | $643.9 萬 | 0.37% | −6,240−3.6% | 減碼 |
| Stablepoint Partners, LLC | 163,011 | $636.2 萬 | 1.63% | +163,011 | 新進 |
| Ariston Services Group | 161,907 | $631.9 萬 | 6.12% | +161,907 | 新進 |
| Financial Counselors Inc | 161,240 | $629.3 萬 | 0.11% | +1,088+0.7% | 加碼 |
| Well Done, LLC | 161,206 | $629.2 萬 | 1.23% | −7,243−4.3% | 減碼 |
| Wellspring Financial Advisors, LLC | 160,677 | $627.1 萬 | 1.56% | −2,093−1.3% | 減碼 |
| GYL Financial Synergies, LLC | 160,421 | $626.1 萬 | 0.52% | −17,103−9.6% | 減碼 |
| GFS Advisors, LLC | 160,153 | $625.1 萬 | 0.91% | +15,650+10.8% | 加碼 |
| Ancora Advisors, LLC | 158,235 | $617.6 萬 | 0.15% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 155,732 | $607.8 萬 | 4.59% | +6,809+4.6% | 加碼 |
| Nottingham Advisors, Inc. | 249,691 | $606.1 萬 | 0.85% | −87,357−25.9% | 減碼 |
| FDx Advisors, Inc. | 155,034 | $605.1 萬 | 0.47% | −4,994−3.1% | 減碼 |
| BSW Wealth Partners | 154,616 | $603.5 萬 | 1.20% | −6,721−4.2% | 減碼 |
| Scotia Capital Inc. | 152,376 | $594.7 萬 | 0.04% | +44,305+41.0% | 加碼 |
| Stephen J. Garry & Associates, LLC | 152,119 | $593.7 萬 | 6.57% | +152,119 | 新進 |
| Southeast Asset Advisors Inc. | 151,820 | $592.6 萬 | 0.79% | −500.0% | 減碼 |
| Private Advisor Group, LLC | 151,757 | $592.3 萬 | 0.05% | +1,949+1.3% | 加碼 |
| Yeomans Consulting Group, Inc. | 149,322 | $582.8 萬 | 2.90% | +149,322 | 新進 |
| Alhambra Investment Partners LLC | 149,064 | $581.8 萬 | 3.45% | +4,934+3.4% | 加碼 |
| Patton Fund Management, Inc. | 148,202 | $578.4 萬 | 1.28% | −1,393−0.9% | 減碼 |
| Cranbrook Wealth Management, LLC | 145,574 | $568.2 萬 | 1.52% | −1,366−0.9% | 減碼 |
| Fermata Advisors, LLC | 145,163 | $566.6 萬 | 1.35% | +4,318+3.1% | 加碼 |
| Omnia Family Wealth, LLC | 143,549 | $560.3 萬 | 2.87% | −4,787−3.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 143,180 | $558.8 萬 | 0.14% | −4,637−3.1% | 減碼 |
| MBA Advisors LLC | 141,314 | $551.5 萬 | 3.07% | +3,060+2.2% | 加碼 |
| Advisory Services Network, LLC | 139,169 | $543.2 萬 | 0.13% | +38,570+38.3% | 加碼 |
| Thrivent Financial for Lutherans | 135,568 | $529.1 萬 | 0.01% | +17,283+14.6% | 加碼 |
| Summit Trail Advisors, LLC | 135,304 | $528.1 萬 | 0.17% | −177,859−56.8% | 減碼 |
| Fairview Capital Investment Management, LLC | 134,034 | $523.1 萬 | 0.31% | +555+0.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 132,028 | $515.3 萬 | 0.19% | +132,028 | 新進 |
| Sinecera Capital, LLC | 131,008 | $514.8 萬 | 6.11% | −29,554−18.4% | 減碼 |
| Meridian Investment Counsel Inc. | 130,869 | $510.8 萬 | 1.75% | −75−0.1% | 減碼 |
| Cetera Advisors LLC | 130,071 | $507.7 萬 | 0.07% | −2,883−2.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 129,918 | $507.1 萬 | 1.02% | +2,558+2.0% | 加碼 |
| Custom Portfolio Group LLC | 133,382 | $506.4 萬 | 4.50% | +133,382 | 新進 |
| Vivaldi Capital Management, LLC | 134,076 | $505.3 萬 | 1.52% | −9,041−6.3% | 減碼 |
| Coastal Bridge Advisors, LLC | 129,335 | $504.8 萬 | 1.29% | −15,130−10.5% | 減碼 |
| Kades & Cheifetz LLC | 128,358 | $501.0 萬 | 3.55% | −490−0.4% | 減碼 |
| Nomura Asset Management Co Ltd | 127,750 | $498.6 萬 | 0.02% | −115,400−47.5% | 減碼 |
| Old Port Advisors | 125,612 | $490.3 萬 | 1.63% | +7,675+6.5% | 加碼 |
| Pathstone Holdings, LLC | 124,792 | $487.1 萬 | 0.03% | +124,792 | 新進 |
| Prospera Financial Services Inc | 123,368 | $481.5 萬 | 0.16% | +90,673+277.3% | 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 |
| Ieq Capital, LLC | 121,216 | $473.1 萬 | 0.08% | +80,093+194.8% | 加碼 |
| Briaud Financial Planning, Inc | 120,535 | $470.4 萬 | 4.01% | −187−0.2% | 減碼 |
| Global Wealth Strategies & Associates | 120,183 | $469.1 萬 | 1.95% | +1,205+1.0% | 加碼 |
| Maltin Wealth Management, Inc. | 115,762 | $451.8 萬 | 2.88% | +2,272+2.0% | 加碼 |
| Accretive Wealth Partners, LLC | 115,015 | $448.9 萬 | 2.16% | −410−0.4% | 減碼 |
| Wills Financial Group, Inc. | 114,928 | $448.6 萬 | 2.26% | −3,720−3.1% | 減碼 |
| Synovus Financial Corp | 114,843 | $448.2 萬 | 0.06% | +71,708+166.2% | 加碼 |
| Ackerman Capital Advisors, LLC | 114,476 | $446.8 萬 | 1.25% | −30,832−21.2% | 減碼 |
| Apollon Wealth Management, LLC | 114,161 | $445.6 萬 | 0.15% | −4,131−3.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 114,113 | $445.4 萬 | 0.02% | −234,543−67.3% | 減碼 |
| Atria Investments LLC | 112,546 | $439.3 萬 | 0.07% | −3,711−3.2% | 減碼 |
| Stableford Capital II LLC | 113,691 | $436.2 萬 | 1.87% | +972+0.9% | 加碼 |
| DFPG Investments, LLC | 111,400 | $430.4 萬 | 0.34% | −1,057−0.9% | 減碼 |
| AdvisorNet Financial, Inc | 108,818 | $424.7 萬 | 0.39% | −1,599−1.4% | 減碼 |
| Wealthspan Partners, LLC | 107,708 | $420.4 萬 | 2.94% | +1,033+1.0% | 加碼 |
| Cetera Investment Advisers | 107,466 | $419.4 萬 | 0.03% | −5,187−4.6% | 減碼 |
| Regency Capital Management Inc. | 107,142 | $418.2 萬 | 2.81% | −16,001−13.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 105,074 | $410.1 萬 | 0.50% | −3,981−3.7% | 減碼 |