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 |
|---|---|---|---|---|---|
| London & Capital Asset Management Ltd | 33,343 | $130.1 萬 | 0.11% | 00.0% | 不變 |
| BKA Wealth Consulting, Inc. | 33,146 | $129.4 萬 | 1.88% | +948+2.9% | 加碼 |
| Holistic Financial Partners | 32,987 | $128.7 萬 | 0.77% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 32,901 | $128.4 萬 | 0.13% | −213−0.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 32,741 | $127.8 萬 | 0.25% | −36,132−52.5% | 減碼 |
| Bridgewealth Advisory Group, LLC | 32,729 | $127.7 萬 | 0.98% | +537+1.7% | 加碼 |
| Perkins Coie Trust Co | 32,482 | $126.7 萬 | 0.32% | +1,738+5.7% | 加碼 |
| Naviter Wealth, LLC | 32,427 | $126.6 萬 | 0.25% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 32,400 | $126.5 萬 | 0.01% | 00.0% | 不變 |
| Simmons Bank | 32,368 | $126.3 萬 | 0.10% | −1,056−3.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 32,346 | $126.2 萬 | 0.02% | +4,095+14.5% | 加碼 |
| Congress Wealth Management LLC | 32,295 | $126.0 萬 | 0.02% | −1,143−3.4% | 減碼 |
| Plan Group Financial, LLC | 32,289 | $126.0 萬 | 1.11% | −15,305−32.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 32,177 | $125.6 萬 | 0.25% | −7,302−18.5% | 減碼 |
| Cadent Capital Advisors, LLC | 32,122 | $125.4 萬 | 0.63% | −1,190−3.6% | 減碼 |
| Global Retirement Partners, LLC | 32,251 | $123.8 萬 | 0.05% | −7,761−19.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 31,466 | $122.8 萬 | 0.08% | −250−0.8% | 減碼 |
| United Community Bank | 31,392 | $122.5 萬 | 0.52% | 00.0% | 不變 |
| Prudential PLC | 30,831 | $120.3 萬 | 0.01% | −6,685−17.8% | 減碼 |
| Ballew Advisors, Inc | 30,729 | $118.0 萬 | 0.89% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 30,075 | $117.4 萬 | 0.04% | −10,462−25.8% | 減碼 |
| First Manhattan Co | 29,932 | $116.8 萬 | 0.00% | 00.0% | 不變 |
| Mosley Wealth Management | 29,904 | $116.7 萬 | 1.15% | +29,904 | 新進 |
| Ifrah Financial Services, Inc. | 29,892 | $116.7 萬 | 0.34% | −230−0.8% | 減碼 |
| TownSquare Capital, LLC | 29,826 | $116.4 萬 | 0.02% | −1,450−4.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 29,488 | $115.1 萬 | 0.00% | −2,610−8.1% | 減碼 |
| Americana Partners, LLC | 29,237 | $113.2 萬 | 0.11% | +1,132+4.0% | 加碼 |
| Country Club Bank | 28,881 | $112.9 萬 | 0.09% | −305−1.0% | 減碼 |
| Signaturefd, LLC | 28,717 | $112.1 萬 | 0.03% | +3,458+13.7% | 加碼 |
| First Hawaiian Bank | 28,710 | $112.1 萬 | 0.04% | 00.0% | 不變 |
| Atlantic Trust, LLC | 28,652 | $111.8 萬 | 0.31% | +220+0.8% | 加碼 |
| Burns J W & Co Inc | 28,500 | $111.2 萬 | 0.16% | +990+3.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 28,384 | $110.8 萬 | 0.36% | +12,830+82.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,296 | $110.4 萬 | 0.12% | +2,918+11.5% | 加碼 |
| AlphaStar Capital Management, LLC | 28,282 | $110.4 萬 | 0.10% | +27+0.1% | 加碼 |
| FFG Partners, LLC | 28,026 | $109.4 萬 | 0.58% | +28,026 | 新進 |
| Courage Capital Management LLC | 28,000 | $109.3 萬 | 4.41% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 27,982 | $109.2 萬 | 0.02% | +27,982 | 新進 |
| Nkcfo LLC | 27,450 | $107.1 萬 | 0.58% | 00.0% | 不變 |
| Hamilton Capital, LLC | 27,345 | $106.7 萬 | 0.09% | −1,145−4.0% | 減碼 |
| Glenmede Trust Co NA | 27,284 | $106.5 萬 | 0.01% | −82−0.3% | 減碼 |
| Alesco Advisors LLC | 27,162 | $106.0 萬 | 0.04% | −80−0.3% | 減碼 |
| WCG Wealth Advisors LLC | 27,062 | $105.6 萬 | 0.08% | −1,330−4.7% | 減碼 |
| Gibson Capital, LLC | 27,054 | $105.6 萬 | 0.25% | −100.0% | 減碼 |
| S.A. Mason LLC | 26,982 | $105.3 萬 | 0.71% | 00.0% | 不變 |
| EWG Elevate Inc. | 26,967 | $105.3 萬 | 0.44% | +2,913+12.1% | 加碼 |
| Vima LLC | 26,817 | $104.6 萬 | 2.41% | +26,817 | 新進 |
| Focus Financial Network Inc | 26,789 | $104.6 萬 | 0.04% | +26,789 | 新進 |
| Myecfo, LLC | 26,655 | $104.0 萬 | 0.66% | −300−1.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 26,811 | $103.7 萬 | 0.04% | −975−3.5% | 減碼 |
| United Asset Strategies, Inc. | 26,480 | $103.4 萬 | 0.12% | +622+2.4% | 加碼 |
| PBMares Wealth Management LLC | 26,468 | $103.3 萬 | 0.31% | −1,076−3.9% | 減碼 |
| Vident Advisory, LLC | 26,263 | $102.5 萬 | 0.03% | −1,289−4.7% | 減碼 |
| CSS LLC | 26,200 | $102.3 萬 | 0.08% | +26,200 | 新進 |
| Garde Capital, Inc. | 26,029 | $101.6 萬 | 0.08% | +3,209+14.1% | 加碼 |
| Golden State Equity Partners | 25,975 | $101.4 萬 | 0.25% | −5,879−18.5% | 減碼 |
| Glass Jacobson Investment Advisors llc | 25,602 | $99.9 萬 | 0.41% | −1,312−4.9% | 減碼 |
| Red Door Wealth Management, LLC | 25,512 | $99.6 萬 | 0.22% | −425−1.6% | 減碼 |
| Advanced Research Investment Solutions, LLC | 25,405 | $99.2 萬 | 0.62% | −2,345−8.5% | 減碼 |
| Freestone Capital Holdings, LLC | 25,382 | $99.1 萬 | 0.04% | +211+0.8% | 加碼 |
| Macroview Investment Management LLC | 25,287 | $98.7 萬 | 1.18% | +1,184+4.9% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,221 | $98.4 萬 | 0.80% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 25,500 | $97.9 萬 | 0.05% | −17,303−40.4% | 減碼 |
| Brown Brothers Harriman & Co | 25,059 | $97.8 萬 | 0.01% | −2,774−10.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 25,046 | $97.8 萬 | 0.08% | −35,699−58.8% | 減碼 |
| Forum Financial Management, LP | 25,026 | $97.7 萬 | 0.02% | −2,848−10.2% | 減碼 |
| Atlas Capital Advisors LLC | 25,000 | $97.6 萬 | 0.14% | 00.0% | 不變 |
| Norris Perne & French LLP | 24,849 | $97.0 萬 | 0.08% | −33−0.1% | 減碼 |
| Wealthspire Advisors, LLC | 24,722 | $96.5 萬 | 0.01% | −226−0.9% | 減碼 |
| Regatta Capital Group, LLC | 24,619 | $96.1 萬 | 0.25% | −1,294−5.0% | 減碼 |
| Montis Financial, LLC | 24,339 | $95.0 萬 | 0.56% | −171−0.7% | 減碼 |
| J. W. Coons Advisors, LLC | 24,296 | $94.8 萬 | 0.26% | 00.0% | 不變 |
| Western Wealth Management, LLC | 23,921 | $93.4 萬 | 0.07% | +7,930+49.6% | 加碼 |
| Venturi Wealth Management, LLC | 23,909 | $93.3 萬 | 0.07% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 23,817 | $93.0 萬 | 0.39% | +412+1.8% | 加碼 |
| Midwest Financial Group LLC | 23,800 | $92.9 萬 | 0.69% | +65+0.3% | 加碼 |
| WealthBridge Capital Management, LLC | 23,548 | $91.9 萬 | 0.34% | +480+2.1% | 加碼 |
| Toroso Investments, LLC | 23,502 | $91.7 萬 | 0.02% | +14,262+154.4% | 加碼 |
| Davenport & Co LLC | 23,307 | $91.0 萬 | 0.01% | −1,508−6.1% | 減碼 |
| Private Trust Co NA | 22,955 | $89.6 萬 | 0.11% | −303−1.3% | 減碼 |
| Coldstream Capital Management Inc | 22,938 | $89.5 萬 | 0.03% | −37−0.2% | 減碼 |
| Lake Street Advisors Group, LLC | 22,867 | $89.2 萬 | 0.04% | −34−0.1% | 減碼 |
| Colony Family Offices, LLC | 22,860 | $89.2 萬 | 0.31% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 22,813 | $89.0 萬 | 0.07% | +10,158+80.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,789 | $88.9 萬 | 0.03% | −3,229−12.4% | 減碼 |
| Hirtle Callaghan & Co LLC | 22,649 | $88.4 萬 | 0.04% | −10,601−31.9% | 減碼 |
| Change Path, LLC | 22,613 | $88.2 萬 | 0.06% | +1,564+7.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,583 | $88.1 萬 | 0.17% | +12,847+132.0% | 加碼 |
| Natixis Advisors, L.P. | 22,562 | $88.0 萬 | 0.00% | +103+0.5% | 加碼 |
| Family Management Corp | 22,533 | $87.9 萬 | 0.18% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 22,341 | $87.2 萬 | 0.55% | −2,340−9.5% | 減碼 |
| Kovack Advisors, Inc. | 22,211 | $86.7 萬 | 0.10% | +8,828+66.0% | 加碼 |
| Doliver Advisors, LP | 22,195 | $86.6 萬 | 0.27% | −517−2.3% | 減碼 |
| Stock Yards Bank & Trust Co | 22,162 | $86.5 萬 | 0.03% | −638−2.8% | 減碼 |
| First Financial Bankshares Inc | 22,120 | $86.3 萬 | 0.02% | +22,120 | 新進 |
| Strategic Wealth Partners, Ltd. | 22,079 | $86.2 萬 | 0.11% | +440+2.0% | 加碼 |
| Aprio Wealth Management, LLC | 22,003 | $85.9 萬 | 0.19% | +5,615+34.3% | 加碼 |
| Alpha Financial Partners, LLC | 21,921 | $85.6 萬 | 0.84% | −418−1.9% | 減碼 |
| Terra Nova Asset Management LLC | 21,766 | $85.0 萬 | 0.74% | 00.0% | 不變 |
| Evoke Wealth, LLC | 21,693 | $84.7 萬 | 1.69% | −181,744−89.3% | 減碼 |