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 | 1,231 | $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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 104,230 | $406.8 萬 | 0.11% | +7,745+8.0% | 加碼 |
| Kure Advisory, LLC | 103,845 | $405.3 萬 | 2.10% | −170−0.2% | 減碼 |
| FineMark National Bank & Trust | 102,920 | $401.7 萬 | 0.16% | −266−0.3% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 102,096 | $398.5 萬 | 1.93% | 00.0% | 不變 |
| Cypress Capital Group | 100,995 | $394.2 萬 | 0.51% | −256−0.3% | 減碼 |
| Versant Capital Management, Inc | 100,914 | $393.9 萬 | 1.17% | −9,470−8.6% | 減碼 |
| Pekin Hardy Strauss, Inc. | 100,698 | $393.0 萬 | 0.59% | −1,150−1.1% | 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 |
| Prudential Financial Inc | 99,066 | $386.7 萬 | 0.01% | −106,284−51.8% | 減碼 |
| Lido Advisors, LLC | 98,982 | $386.3 萬 | 0.04% | −4,692−4.5% | 減碼 |
| Bessemer Group Inc | 98,084 | $382.9 萬 | 0.01% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 97,611 | $381.0 萬 | 2.08% | +97,611 | 新進 |
| Sage Investment Advisers LLC | 96,730 | $377.5 萬 | 4.58% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 96,690 | $377.4 萬 | 0.17% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 95,317 | $372.0 萬 | 0.13% | −3,736−3.8% | 減碼 |
| Fortis Group Advisors, LLC | 99,466 | $371.7 萬 | 0.92% | 00.0% | 不變 |
| VCI Wealth Management LLC | 94,923 | $370.5 萬 | 2.25% | +94,923 | 新進 |
| Wealth Alliance | 94,698 | $369.6 萬 | 0.52% | −701−0.7% | 減碼 |
| Lynx Capital Group Ltd | 94,188 | $367.6 萬 | 2.73% | +94,188 | 新進 |
| Fiduciary Trust Co | 93,462 | $364.8 萬 | 0.06% | −4,797−4.9% | 減碼 |
| Madden Advisory Services, Inc. | 93,413 | $364.6 萬 | 2.05% | +7,499+8.7% | 加碼 |
| Twelve Points Wealth Management LLC | 93,373 | $364.4 萬 | 1.73% | +656+0.7% | 加碼 |
| HSBC Holdings PLC | 93,368 | $364.4 萬 | 0.00% | −6,145−6.2% | 減碼 |
| IMC-Chicago, LLC | 92,014 | $359.1 萬 | 0.11% | +51,243+125.7% | 加碼 |
| WMS Partners, LLC | 91,570 | $357.4 萬 | 0.26% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 92,577 | $353.9 萬 | 2.87% | −7,317−7.3% | 減碼 |
| Two Sigma Securities, LLC | 90,558 | $353.4 萬 | 0.16% | +90,558 | 新進 |
| Moulton Wealth Management, Inc | 91,794 | $352.4 萬 | 4.53% | +35,610+63.4% | 加碼 |
| Welch & Forbes LLC | 90,042 | $351.4 萬 | 0.05% | −500−0.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 89,680 | $350.1 萬 | 0.55% | −2,841−3.1% | 減碼 |
| Argent Trust Co | 89,025 | $347.5 萬 | 0.17% | −3,062−3.3% | 減碼 |
| Provenance Wealth Advisors, LLC | 88,850 | $346.8 萬 | 0.47% | +642+0.7% | 加碼 |
| Gradient Investments LLC | 88,602 | $345.8 萬 | 0.08% | −210−0.2% | 減碼 |
| E Fund Management Co., Ltd. | 88,558 | $345.6 萬 | 0.22% | −4,075−4.4% | 減碼 |
| Northside Capital Management, LLC | 88,247 | $344.4 萬 | 1.08% | 00.0% | 不變 |
| Cambridge Trust Co | 88,166 | $344.1 萬 | 0.14% | −1,041−1.2% | 減碼 |
| NVWM, LLC | 87,820 | $342.8 萬 | 1.03% | −3,109−3.4% | 減碼 |
| Signature Securities Group Corporation | 87,751 | $342.5 萬 | 1.08% | +13,028+17.4% | 加碼 |
| Inscription Capital, LLC | 87,590 | $341.9 萬 | 0.93% | +702+0.8% | 加碼 |
| SRS Capital Advisors, Inc. | 86,489 | $337.6 萬 | 0.38% | −2,442−2.7% | 減碼 |
| Objectivity Squared, LLC | 86,031 | $335.8 萬 | 3.34% | +86,031 | 新進 |
| Leonard Rickey Investment Advisors P.L.L.C. | 83,293 | $325.1 萬 | 0.96% | +4,442+5.6% | 加碼 |
| Relative Value Partners Group, LLC | 82,937 | $323.7 萬 | 0.20% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 82,751 | $323.0 萬 | 1.75% | +3,555+4.5% | 加碼 |
| Lifeworks Advisors, LLC | 82,679 | $322.7 萬 | 1.11% | +15,669+23.4% | 加碼 |
| Delta Financial Advisors LLC | 82,460 | $321.8 萬 | 1.40% | 00.0% | 不變 |
| Tikvah Management LLC | 82,230 | $320.9 萬 | 1.10% | 00.0% | 不變 |
| Allie Family Office LLC | 81,519 | $318.2 萬 | 2.20% | +22,700+38.6% | 加碼 |
| Sepio Capital, LP | 81,406 | $317.7 萬 | 0.27% | −93,909−53.6% | 減碼 |
| Crescent Grove Advisors, LLC | 80,670 | $314.9 萬 | 0.35% | −388−0.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 80,293 | $313.4 萬 | 0.11% | −420,910−84.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 79,776 | $311.4 萬 | 0.19% | −9,242−10.4% | 減碼 |
| Jordan Park Group LLC | 78,803 | $307.6 萬 | 0.21% | −1,071−1.3% | 減碼 |
| Silver Oak Securities, Inc | 78,801 | $307.6 萬 | 0.41% | +56,853+259.0% | 加碼 |
| NavPoint Financial, Inc. | 78,613 | $306.8 萬 | 2.81% | +78,613 | 新進 |
| waypoint wealth counsel | 78,271 | $305.5 萬 | 2.61% | −1,250−1.6% | 減碼 |
| Cowa, LLC | 78,081 | $304.8 萬 | 1.90% | −3,472−4.3% | 減碼 |
| Blue Investment Partners LLC | 77,434 | $302.2 萬 | 1.97% | +2,582+3.4% | 加碼 |
| Robinson Value Management, Ltd. | 76,901 | $300.1 萬 | 1.97% | −263−0.3% | 減碼 |
| Blueprint Investment Partners LLC | 76,437 | $298.3 萬 | 0.82% | −44,244−36.7% | 減碼 |
| Altman Advisors, Inc. | 76,322 | $297.9 萬 | 1.56% | −1,517−1.9% | 減碼 |
| Vontobel Holding Ltd. | 76,247 | $297.6 萬 | 0.02% | −340−0.4% | 減碼 |
| Flow Traders U.S. LLC | 76,074 | $296.9 萬 | 0.09% | +76,074 | 新進 |
| Whittier Trust Co | 75,057 | $292.9 萬 | 0.05% | −50−0.1% | 減碼 |
| Signal Advisors Wealth, LLC | 74,948 | $292.5 萬 | 1.01% | +74,948 | 新進 |
| Mengis Capital Management, Inc. | 74,638 | $291.3 萬 | 0.55% | +175+0.2% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 74,514 | $290.8 萬 | 1.65% | +5,988+8.7% | 加碼 |
| WealthCare Investment Partners, LLC | 75,775 | $290.7 萬 | 1.59% | +10,230+15.6% | 加碼 |
| LifePlan Investment Advisors, Inc. | 74,041 | $289.0 萬 | 2.64% | +553+0.8% | 加碼 |
| Advisory Alpha, LLC | 72,552 | $283.2 萬 | 0.13% | +1,269+1.8% | 加碼 |
| Rathbone Brothers plc | 72,475 | $282.9 萬 | 0.02% | +22,445+44.9% | 加碼 |
| Motco | 72,101 | $281.4 萬 | 0.18% | −1,734−2.3% | 減碼 |
| HB Wealth Management, LLC | 71,943 | $280.8 萬 | 0.04% | −1,880−2.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 71,341 | $278.4 萬 | 0.18% | −406−0.6% | 減碼 |
| XR Securities LLC | 70,869 | $276.6 萬 | 0.87% | +15,972+29.1% | 加碼 |
| Parallel Advisors, LLC | 70,459 | $275.0 萬 | 0.08% | −14,598−17.2% | 減碼 |
| Summit Place Financial Advisors, LLC | 70,453 | $275.0 萬 | 1.80% | +1,538+2.2% | 加碼 |
| Kitching Partners, LLC | 69,803 | $272.4 萬 | 5.48% | +69,803 | 新進 |
| Financial Alternatives, Inc | 69,657 | $271.9 萬 | 2.30% | −1,203−1.7% | 減碼 |
| Patriot Investment Management Inc. | 68,402 | $267.0 萬 | 0.23% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 67,421 | $263.1 萬 | 0.67% | −12,335−15.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 67,327 | $262.8 萬 | 0.57% | +51,973+338.5% | 加碼 |
| Connective Portfolio Management, LLC | 67,029 | $261.6 萬 | 5.33% | +35,000+109.3% | 加碼 |
| RFG Advisory, LLC | 66,386 | $259.1 萬 | 0.10% | −3,618−5.2% | 減碼 |
| Modera Wealth Management, LLC | 66,108 | $258.0 萬 | 0.04% | +223+0.3% | 加碼 |
| Ci Investments Inc. | 65,617 | $256.1 萬 | 0.01% | −19,000−22.5% | 減碼 |
| D.A. Davidson & Co. | 65,523 | $255.7 萬 | 0.03% | −24,836−27.5% | 減碼 |
| Financial Sense Advisors, Inc. | 65,379 | $255.2 萬 | 0.96% | −140−0.2% | 減碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $253.7 萬 | 0.49% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 64,769 | $252.8 萬 | 0.04% | −924−1.4% | 減碼 |
| Renaissance Technologies LLC | 64,600 | $252.1 萬 | 0.00% | +64,600 | 新進 |
| Regions Financial Corp | 64,215 | $250.6 萬 | 0.02% | −6,007−8.6% | 減碼 |
| Intrepid Capital Management Inc | 64,012 | $249.8 萬 | 1.71% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 63,983 | $249.7 萬 | 0.08% | −45−0.1% | 減碼 |
| First Horizon Advisors, Inc. | 63,686 | $248.6 萬 | 0.08% | −10,511−14.2% | 減碼 |
| Bradley Foster & Sargent Inc | 63,679 | $248.5 萬 | 0.05% | −2,068−3.1% | 減碼 |
| Financial Management Network Inc | 63,934 | $247.2 萬 | 0.72% | +2,505+4.1% | 加碼 |
| Battery Global Advisors, LLC | 63,119 | $246.4 萬 | 1.89% | +63,119 | 新進 |
| Nissay Asset Management Corp | 62,314 | $243.2 萬 | 0.02% | +62,314 | 新進 |