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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 21,687 | $84.6 萬 | 0.68% | +220+1.0% | 加碼 |
| Westover Capital Advisors, LLC | 21,625 | $84.4 萬 | 0.27% | +13,391+162.6% | 加碼 |
| Lake Street Financial LLC | 21,389 | $83.5 萬 | 0.13% | −857−3.9% | 減碼 |
| Port Capital LLC | 21,350 | $83.3 萬 | 0.05% | 00.0% | 不變 |
| Blossom Wealth Management | 21,307 | $83.2 萬 | 2.24% | +742+3.6% | 加碼 |
| Westside Investment Management, Inc. | 21,268 | $83.0 萬 | 0.21% | −1,512−6.6% | 減碼 |
| Glovista Investments LLC | 21,204 | $82.8 萬 | 0.38% | −5,528−20.7% | 減碼 |
| TD Private Client Wealth LLC | 21,176 | $82.6 萬 | 0.03% | −734−3.4% | 減碼 |
| Credit Suisse AG | 21,148 | $82.5 萬 | 0.00% | −4,011−15.9% | 減碼 |
| Savant Capital, LLC | 21,133 | $82.5 萬 | 0.01% | +8,315+64.9% | 加碼 |
| PFG Advisors | 20,968 | $81.8 萬 | 0.07% | +754+3.7% | 加碼 |
| CWM, LLC | 20,934 | $81.7 萬 | 0.00% | +1,779+9.3% | 加碼 |
| Spire Wealth Management | 21,032 | $80.7 萬 | 0.03% | −645−3.0% | 減碼 |
| Inlet Private Wealth, LLC | 20,498 | $80.0 萬 | 0.25% | +20,498 | 新進 |
| Hilltop Holdings Inc. | 20,321 | $79.3 萬 | 0.09% | −1,591−7.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 20,317 | $79.3 萬 | 0.17% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 20,152 | $78.7 萬 | 0.03% | +2,026+11.2% | 加碼 |
| Snowden Capital Advisors LLC | 20,103 | $78.5 萬 | 0.03% | +213+1.1% | 加碼 |
| Avory & Company, LLC | 20,000 | $78.1 萬 | 0.55% | +11,000+122.2% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,932 | $77.8 萬 | 0.72% | +54+0.3% | 加碼 |
| Private Portfolio Partners LLC | 19,897 | $77.7 萬 | 0.18% | −416−2.0% | 減碼 |
| Dohj, LLC | 19,889 | $77.6 萬 | 0.23% | −4,722−19.2% | 減碼 |
| Lazard Asset Management LLC | 19,850 | $77.4 萬 | 0.00% | −11,700−37.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 19,533 | $76.2 萬 | 0.09% | +13,101+203.7% | 加碼 |
| Kanawha Capital Management LLC | 19,478 | $76.0 萬 | 0.07% | +69+0.4% | 加碼 |
| United Capital Financial Advisers, LLC | 19,389 | $75.7 萬 | 0.01% | −11,146−36.5% | 減碼 |
| Narus Financial Partners, LLC | 19,253 | $75.1 萬 | 0.36% | −1,571−7.5% | 減碼 |
| CWA Asset Management Group, LLC | 19,136 | $74.7 萬 | 0.05% | −1,314−6.4% | 減碼 |
| Hobbs Group Advisors, LLC | 19,082 | $74.5 萬 | 0.33% | +19,082 | 新進 |
| Bank of Nova Scotia | 19,020 | $74.2 萬 | 0.00% | −2,461−11.5% | 減碼 |
| Wealth Quarterback LLC | 18,826 | $73.5 萬 | 0.45% | −3,977−17.4% | 減碼 |
| Hanson & Doremus Investment Management | 18,676 | $72.9 萬 | 0.14% | −683−3.5% | 減碼 |
| AlphaCore Capital LLC | 18,654 | $72.8 萬 | 0.11% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 18,491 | $72.2 萬 | 0.10% | −1,044−5.3% | 減碼 |
| Cardiff Park Advisors, LLC | 18,390 | $71.8 萬 | 0.08% | 00.0% | 不變 |
| Muirfield Wealth Advisors LLC | 18,383 | $71.7 萬 | 0.76% | +18,383 | 新進 |
| EP Wealth Advisors, LLC | 18,373 | $71.7 萬 | 0.01% | −1,027−5.3% | 減碼 |
| Phillips Financial Management, LLC | 18,269 | $71.3 萬 | 0.06% | +486+2.7% | 加碼 |
| Strategic Financial Concepts, LLC | 18,257 | $71.3 萬 | 0.42% | −947−4.9% | 減碼 |
| Merit Financial Group, LLC | 18,215 | $71.1 萬 | 0.02% | +9,592+111.2% | 加碼 |
| Nations Financial Group Inc, | 18,212 | $71.1 萬 | 0.07% | −713−3.8% | 減碼 |
| IFG Advisory, LLC | 18,180 | $71.0 萬 | 0.05% | +1,360+8.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 18,085 | $70.6 萬 | 0.00% | +742+4.3% | 加碼 |
| Andina Capital Management, LLC | 18,009 | $70.3 萬 | 0.61% | +18,009 | 新進 |
| Fort Point Capital Partners LLC | 17,741 | $69.2 萬 | 0.11% | −209−1.2% | 減碼 |
| First National Trust Co | 17,511 | $68.3 萬 | 0.03% | −2,198−11.2% | 減碼 |
| Wealth Management Associates, Inc. | 17,445 | $68.1 萬 | 0.36% | −185−1.0% | 減碼 |
| Farther Finance Advisors, LLC | 17,410 | $68.0 萬 | 0.05% | +11,861+213.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 17,389 | $67.9 萬 | 0.09% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 17,337 | $67.7 萬 | 0.22% | +3,191+22.6% | 加碼 |
| Wescott Financial Advisory Group, LLC | 17,278 | $67.4 萬 | 0.09% | 00.0% | 不變 |
| Apexium Financial, LP | 17,246 | $67.3 萬 | 0.05% | +17,246 | 新進 |
| NBC Securities, Inc. | 17,205 | $67.1 萬 | 0.07% | 00.0% | 不變 |
| S&CO Inc | 17,174 | $67.0 萬 | 0.05% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 17,164 | $67.0 萬 | 0.04% | +17+0.1% | 加碼 |
| Crosspoint Financial, LLC | 17,056 | $66.6 萬 | 6.61% | −336−1.9% | 減碼 |
| Avaii Wealth Management, LLC | 17,039 | $66.5 萬 | 0.43% | +1,400+9.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 17,033 | $66.5 萬 | 0.17% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 16,923 | $66.1 萬 | 0.01% | +3,675+27.7% | 加碼 |
| Valicenti Advisory Services Inc | 16,875 | $65.9 萬 | 0.20% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 16,874 | $65.9 萬 | 0.01% | −1,628−8.8% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 16,829 | $65.7 萬 | 0.02% | +16,829 | 新進 |
| Mill Creek Capital Advisors, LLC | 16,821 | $65.7 萬 | 0.02% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 16,525 | $64.5 萬 | 0.01% | 00.0% | 不變 |
| Mill Capital Management, LLC | 16,250 | $63.4 萬 | 0.06% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 16,178 | $63.1 萬 | 0.04% | −26,126−61.8% | 減碼 |
| Principle Wealth Partners LLC | 16,000 | $62.4 萬 | 0.05% | 00.0% | 不變 |
| Intrua Financial, LLC | 15,897 | $62.0 萬 | 0.10% | +375+2.4% | 加碼 |
| Divergent Wealth Advisors, LLC | 15,638 | $61.0 萬 | 0.13% | +322+2.1% | 加碼 |
| Jacobi Capital Management LLC | 15,548 | $60.7 萬 | 0.06% | −20−0.1% | 減碼 |
| Northcape Wealth Management, LLC | 15,535 | $60.6 萬 | 0.22% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 15,508 | $60.5 萬 | 0.16% | +15,508 | 新進 |
| Emfo, LLC | 15,304 | $59.7 萬 | 0.56% | −438−2.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 15,301 | $59.7 萬 | 0.02% | +517+3.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 15,260 | $59.6 萬 | 0.03% | +6,383+71.9% | 加碼 |
| Marmo Financial Group, LLC | 15,241 | $59.5 萬 | 0.45% | −234−1.5% | 減碼 |
| Sentinel Pension Advisors Inc | 15,227 | $59.4 萬 | 0.14% | −4,054−21.0% | 減碼 |
| WSFS Capital Management, LLC | 15,163 | $59.2 萬 | 0.04% | −2,106−12.2% | 減碼 |
| Liberty Wealth Management LLC | 9,938 | $58.9 萬 | 0.13% | −32,068−76.3% | 減碼 |
| Horan Capital Advisors, LLC. | 15,085 | $58.9 萬 | 0.22% | 00.0% | 不變 |
| Auxano Advisors, LLC | 15,070 | $58.8 萬 | 0.20% | +1,495+11.0% | 加碼 |
| True North Advisors, LLC | 15,009 | $58.6 萬 | 0.15% | +970+6.9% | 加碼 |
| Tarbox Family Office, Inc. | 15,000 | $58.5 萬 | 0.11% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 14,912 | $58.2 萬 | 0.42% | −1,000−6.3% | 減碼 |
| Capital Investment Advisors, LLC | 14,891 | $58.1 萬 | 0.01% | +699+4.9% | 加碼 |
| Mirador Capital Partners LP | 14,866 | $58.0 萬 | 0.12% | +152+1.0% | 加碼 |
| Independent Advisor Alliance | 14,863 | $58.0 萬 | 0.02% | +683+4.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 14,793 | $57.7 萬 | 0.03% | +3,000+25.4% | 加碼 |
| Granite Bay Wealth Management, LLC | 15,183 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| Maia Wealth LLC | 14,505 | $56.6 萬 | 0.23% | +14,505 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 14,484 | $56.5 萬 | 0.02% | −387−2.6% | 減碼 |
| Ellis Investment Partners, LLC | 14,371 | $56.1 萬 | 0.13% | +340+2.4% | 加碼 |
| ICA Group Wealth Management, LLC | 14,333 | $55.9 萬 | 0.12% | −2,099−12.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 14,297 | $55.8 萬 | 0.01% | +579+4.2% | 加碼 |
| Lakeview Capital Partners, LLC | 14,291 | $55.8 萬 | 0.10% | −2,894−16.8% | 減碼 |
| Nwam LLC | 14,205 | $55.4 萬 | 0.04% | +2,586+22.3% | 加碼 |
| Authentikos Wealth Advisory, LLC | 14,126 | $55.1 萬 | 0.58% | −6,468−31.4% | 減碼 |
| Farmers & Merchants Investments Inc | 14,125 | $55.1 萬 | 0.02% | 00.0% | 不變 |
| Access Investment Management LLC | 14,052 | $54.8 萬 | 0.20% | +14,052 | 新進 |
| Sequoia Financial Advisors, LLC | 13,950 | $54.4 萬 | 0.01% | +13,950 | 新進 |