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 |
|---|---|---|---|---|---|
| Gould Asset Management LLC | 61,743 | $241.0 萬 | 0.62% | −1,497−2.4% | 減碼 |
| Raymond James Trust N.A. | 61,347 | $239.4 萬 | 0.06% | −1,088−1.7% | 減碼 |
| Eagle Strategies LLC | 61,070 | $238.4 萬 | 0.51% | +3,368+5.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 59,583 | $232.6 萬 | 0.07% | +21,190+55.2% | 加碼 |
| Laidlaw Wealth Management LLC | 59,258 | $231.3 萬 | 0.84% | −33,821−36.3% | 減碼 |
| Wealthstar Advisors, LLC | 58,724 | $229.2 萬 | 0.85% | −14,170−19.4% | 減碼 |
| Towerpoint Wealth, LLC | 58,655 | $228.9 萬 | 1.25% | +1,162+2.0% | 加碼 |
| Winton Group Ltd | 58,250 | $227.3 萬 | 0.17% | 00.0% | 不變 |
| Financial Advocates Investment Management | 57,998 | $226.4 萬 | 0.15% | +14,222+32.5% | 加碼 |
| Financial & Tax Architects, LLC | 57,657 | $225.0 萬 | 0.67% | −7,464−11.5% | 減碼 |
| Carlson Capital Management | 57,373 | $223.9 萬 | 0.11% | +134+0.2% | 加碼 |
| Adviser Investments LLC | 56,950 | $222.3 萬 | 0.03% | +50,149+737.4% | 加碼 |
| Avestar Capital, LLC | 56,445 | $220.3 萬 | 0.27% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 55,998 | $218.6 萬 | 0.27% | −2,345−4.0% | 減碼 |
| Lincoln National Corp | 55,847 | $218.0 萬 | 0.04% | +4,089+7.9% | 加碼 |
| Instrumental Wealth, LLC | 56,848 | $216.5 萬 | 2.34% | +2,231+4.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 54,736 | $213.6 萬 | 0.43% | +5,477+11.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $212.6 萬 | 0.03% | 00.0% | 不變 |
| One Capital Management, LLC | 54,049 | $211.0 萬 | 0.08% | +1,824+3.5% | 加碼 |
| Pinnacle Financial Partners Inc | 54,017 | $210.8 萬 | 0.05% | +3,461+6.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,942 | $210.5 萬 | 0.13% | −1,653−3.0% | 減碼 |
| Nadler Financial Group, Inc. | 53,384 | $208.4 萬 | 0.28% | −9,303−14.8% | 減碼 |
| Aspect Partners, LLC | 53,236 | $207.8 萬 | 1.34% | +53,236 | 新進 |
| TriaGen Wealth Management LLC | 53,230 | $207.8 萬 | 0.99% | +245+0.5% | 加碼 |
| Sigma Planning Corp | 53,188 | $207.6 萬 | 0.16% | −126,047−70.3% | 減碼 |
| LM Advisors LLC | 52,798 | $206.1 萬 | 0.41% | +52,798 | 新進 |
| Boston Research & Management Inc | 52,753 | $205.8 萬 | 0.55% | 00.0% | 不變 |
| Signify Wealth | 52,495 | $204.9 萬 | 3.09% | +17,829+51.4% | 加碼 |
| MainStreet Investment Advisors LLC | 52,484 | $204.8 萬 | 0.23% | −59,125−53.0% | 減碼 |
| IHT Wealth Management, LLC | 52,288 | $204.1 萬 | 0.09% | +10,127+24.0% | 加碼 |
| Sunesis Advisors, LLC | 52,214 | $203.8 萬 | 1.24% | 00.0% | 不變 |
| NewSquare Capital LLC | 52,076 | $203.3 萬 | 0.19% | +468+0.9% | 加碼 |
| Compass Financial Group, Inc. | 52,002 | $203.0 萬 | 1.14% | −692−1.3% | 減碼 |
| Vicus Capital | 50,660 | $197.7 萬 | 0.20% | −4,160−7.6% | 減碼 |
| Mutual Advisors, LLC | 49,260 | $192.3 萬 | 0.07% | +5,515+12.6% | 加碼 |
| Red Mountain Financial, LLC | 48,723 | $190.2 萬 | 2.94% | +48,723 | 新進 |
| Simplify Asset Management Inc. | 48,714 | $190.1 萬 | 0.29% | −5,514−10.2% | 減碼 |
| Wade G W & Inc | 48,677 | $190.0 萬 | 0.06% | +6,779+16.2% | 加碼 |
| Colony Group, LLC | 48,510 | $189.3 萬 | 0.02% | +48,510 | 新進 |
| Virtus Family Office LLC | 48,491 | $189.3 萬 | 3.17% | +1,584+3.4% | 加碼 |
| Buckingham Strategic Wealth, LLC | 47,740 | $186.3 萬 | 0.02% | +5,814+13.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 47,335 | $184.7 萬 | 0.11% | +7,752+19.6% | 加碼 |
| Belpointe Asset Management LLC | 47,198 | $184.2 萬 | 0.16% | −7,755−14.1% | 減碼 |
| Winch Advisory Services, LLC | 46,949 | $183.2 萬 | 0.61% | −1,195−2.5% | 減碼 |
| WBH Advisory Inc | 46,708 | $182.3 萬 | 0.20% | −3,446−6.9% | 減碼 |
| Apeiron RIA LLC | 46,440 | $181.3 萬 | 0.57% | −230−0.5% | 減碼 |
| Guidance Capital, Inc | 46,384 | $180.6 萬 | 0.72% | +309+0.7% | 加碼 |
| Advisor Resource Council | 45,934 | $179.3 萬 | 0.21% | +45,934 | 新進 |
| Flputnam Investment Management Co | 45,707 | $178.4 萬 | 0.04% | −555−1.2% | 減碼 |
| Quantinno Capital Management LP | 45,612 | $178.0 萬 | 0.06% | +45,612 | 新進 |
| Tempus Wealth Planning, LLC | 45,343 | $177.0 萬 | 0.78% | +45,343 | 新進 |
| Vanguard Capital Wealth Advisors | 43,944 | $171.5 萬 | 1.39% | +8,775+25.0% | 加碼 |
| Dark Forest Capital Management LP | 43,883 | $171.3 萬 | 0.26% | +43,883 | 新進 |
| Walkner Condon Financial Advisors LLC | 43,504 | $169.8 萬 | 0.39% | +1,160+2.7% | 加碼 |
| K2 Principal Fund, L.P. | 43,200 | $168.6 萬 | 0.39% | +43,200 | 新進 |
| MMBG Investment Advisors Co. | 42,900 | $167.4 萬 | 0.20% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 42,890 | $167.3 萬 | 0.49% | −111−0.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $167.2 萬 | 0.35% | 00.0% | 不變 |
| Cutler Group LP | 42,572 | $166.1 萬 | 0.23% | +42,572 | 新進 |
| Harbour Investments, Inc. | 42,469 | $165.8 萬 | 0.07% | −1,296−3.0% | 減碼 |
| All Season Financial Advisors, Inc. | 42,420 | $165.6 萬 | 1.41% | +42,420 | 新進 |
| Strategic Investment Solutions, Inc. | 42,390 | $165.4 萬 | 0.29% | −581,431−93.2% | 減碼 |
| Jump Financial, LLC | 42,328 | $165.2 萬 | 0.05% | −10,481−19.8% | 減碼 |
| Wedbush Securities Inc | 42,010 | $164.0 萬 | 0.07% | +314+0.8% | 加碼 |
| Susquehanna International Group, LLP | 41,672 | $162.6 萬 | 0.00% | −356,917−89.5% | 減碼 |
| Farrell Financial LLC | 45,446 | $160.7 萬 | 1.61% | +45,446 | 新進 |
| Eqis Capital Management, Inc. | 40,942 | $159.8 萬 | 0.13% | +1,302+3.3% | 加碼 |
| D. Scott Neal, Inc. | 40,783 | $159.2 萬 | 1.42% | −695−1.7% | 減碼 |
| Confluence Wealth Services, Inc. | 40,714 | $158.9 萬 | 0.17% | −55−0.1% | 減碼 |
| TRUE Private Wealth Advisors | 40,068 | $156.4 萬 | 0.20% | +641+1.6% | 加碼 |
| Wealthsource Partners, LLC | 39,863 | $155.6 萬 | 0.10% | −1,200−2.9% | 減碼 |
| Novak & Powell Financial Services, Inc. | 39,349 | $153.6 萬 | 1.02% | +39,349 | 新進 |
| Whitener Capital Management, Inc. | 39,000 | $152.2 萬 | 0.55% | −20−0.1% | 減碼 |
| Sawtooth Solutions, LLC | 38,904 | $151.8 萬 | 0.04% | +3,306+9.3% | 加碼 |
| Trust Point Inc. | 38,851 | $151.6 萬 | 0.13% | +38,851 | 新進 |
| Valued Retirements, Inc. | 38,648 | $150.8 萬 | 2.61% | +38,648 | 新進 |
| Robertson Stephens Wealth Management, LLC | 38,621 | $150.7 萬 | 0.09% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 38,140 | $148.9 萬 | 0.03% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 38,093 | $148.7 萬 | 0.04% | +1,274+3.5% | 加碼 |
| TrinityPoint Wealth, LLC | 38,016 | $148.4 萬 | 0.27% | −4,291−10.1% | 減碼 |
| Oppenheimer & Co Inc | 37,992 | $148.3 萬 | 0.03% | −8,511−18.3% | 減碼 |
| Integrated Advisors Network LLC | 37,730 | $147.3 萬 | 0.08% | −50,257−57.1% | 減碼 |
| Trademark Financial Management, LLC | 37,717 | $147.2 萬 | 1.08% | +37,717 | 新進 |
| M Holdings Securities, Inc. | 37,602 | $146.7 萬 | 0.17% | −196−0.5% | 減碼 |
| Arlington Trust Co LLC | 37,023 | $144.5 萬 | 0.40% | +37,023 | 新進 |
| Bank Ozk | 36,835 | $143.8 萬 | 0.70% | −2,892−7.3% | 減碼 |
| Marks Group Wealth Management, Inc | 36,523 | $142.5 萬 | 0.16% | −36,844−50.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 36,509 | $142.5 萬 | 0.27% | +5,980+19.6% | 加碼 |
| Avantax Advisory Services, Inc. | 36,396 | $142.1 萬 | 0.01% | −6,218−14.6% | 減碼 |
| FWL Investment Management, LLC | 36,000 | $140.5 萬 | 0.82% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,482 | $137.1 萬 | 0.00% | −2,691−7.0% | 減碼 |
| Evergreen Capital Management LLC | 34,854 | $136.0 萬 | 0.06% | +1,012+3.0% | 加碼 |
| Wormser Freres Gestion | 35,200 | $135.6 萬 | 1.10% | +35,200 | 新進 |
| Austin Private Wealth, LLC | 34,717 | $135.5 萬 | 0.17% | −2,103−5.7% | 減碼 |
| Callan Family Office, LLC | 34,666 | $135.3 萬 | 0.33% | −5,055−12.7% | 減碼 |
| Highline Wealth Partners LLC | 34,545 | $134.8 萬 | 0.65% | −1,041−2.9% | 減碼 |
| Satovsky Asset Management LLC | 34,401 | $134.3 萬 | 0.42% | −166−0.5% | 減碼 |
| ETF Store, Inc. | 34,335 | $134.0 萬 | 0.87% | +426+1.3% | 加碼 |
| Roundview Capital LLC | 33,935 | $132.4 萬 | 0.12% | −222−0.6% | 減碼 |
| Interchange Capital Partners, LLC | 30,933 | $132.4 萬 | 1.00% | −1,142−3.6% | 減碼 |