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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 13,884 | $54.2 萬 | 0.02% | +323+2.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,853 | $54.1 萬 | 0.07% | +277+2.0% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $54.0 萬 | 0.16% | 00.0% | 不變 |
| MONECO Advisors, LLC | 13,722 | $53.6 萬 | 0.10% | −2,512−15.5% | 減碼 |
| Confluence Investment Management LLC | 13,666 | $53.3 萬 | 0.01% | +1,093+8.7% | 加碼 |
| SlateStone Wealth, LLC | 13,635 | $53.2 萬 | 0.07% | −24,383−64.1% | 減碼 |
| Balanced Rock Investment Advisor | 13,491 | $52.7 萬 | 0.47% | +13,491 | 新進 |
| Mather Group, LLC. | 13,484 | $52.6 萬 | 0.01% | −1,554−10.3% | 減碼 |
| Clarity Financial LLC | 13,269 | $51.8 萬 | 0.09% | −6,191−31.8% | 減碼 |
| Stratos Wealth Advisors, LLC | 13,189 | $51.5 萬 | 0.03% | +13,189 | 新進 |
| Pensionmark Financial Group, LLC | 13,145 | $51.3 萬 | 0.07% | +145+1.1% | 加碼 |
| KKM Financial LLC | 13,090 | $51.1 萬 | 0.32% | +13,090 | 新進 |
| GSB Wealth Management, LLC | 13,087 | $51.1 萬 | 0.16% | +1,600+13.9% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $51.0 萬 | 0.15% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 12,980 | $50.7 萬 | 0.01% | +6,003+86.0% | 加碼 |
| Grove Bank & Trust | 12,868 | $50.2 萬 | 0.09% | +443+3.6% | 加碼 |
| BKD Wealth Advisors, LLC | 12,843 | $50.1 萬 | 0.01% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,817 | $50.0 萬 | 0.01% | −73−0.6% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $49.9 萬 | 0.17% | −247−1.9% | 減碼 |
| Buckingham Strategic Partners | 12,753 | $49.8 萬 | 0.02% | +740+6.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 12,735 | $49.7 萬 | 0.05% | −80−0.6% | 減碼 |
| Sterling Investment Advisors LLC | 12,712 | $49.6 萬 | 0.31% | −282−2.2% | 減碼 |
| Clear Creek Financial Management, LLC | 12,646 | $49.4 萬 | 0.08% | +12,646 | 新進 |
| Steward Partners Investment Solutions, LLC | 12,631 | $49.3 萬 | 0.21% | +12,631 | 新進 |
| McAdam, LLC | 12,605 | $49.2 萬 | 0.04% | −4,531−26.4% | 減碼 |
| Colonial Trust Co | 12,568 | $49.1 萬 | 0.10% | +3,613+40.3% | 加碼 |
| Community Bank, N.A. | 12,497 | $48.8 萬 | 0.06% | −80,762−86.6% | 減碼 |
| Arkadios Wealth Advisors | 12,314 | $48.1 萬 | 0.04% | +962+8.5% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $48.1 萬 | 1.33% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 12,300 | $48.0 萬 | 0.25% | +2,211+21.9% | 加碼 |
| PDS Planning, Inc | 12,161 | $47.5 萬 | 0.05% | +70+0.6% | 加碼 |
| Callan Capital, LLC | 12,026 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 12,025 | $46.9 萬 | 0.08% | −1,665−12.2% | 減碼 |
| Phoenix Wealth Advisors | 11,963 | $46.6 萬 | 0.32% | −372−3.0% | 減碼 |
| MBL Wealth, LLC | 11,900 | $46.4 萬 | 0.06% | +50+0.4% | 加碼 |
| Essex Financial Services, Inc. | 11,882 | $46.4 萬 | 0.05% | 00.0% | 不變 |
| Appleton Partners Inc | 11,869 | $46.3 萬 | 0.04% | +1,758+17.4% | 加碼 |
| Crestwood Advisors Group LLC | 11,853 | $46.3 萬 | 0.01% | +11,853 | 新進 |
| Moors & Cabot, Inc. | 11,813 | $46.1 萬 | 0.03% | −180−1.5% | 減碼 |
| Arrowroot Family Office, LLC | 11,812 | $46.1 萬 | 0.33% | −119−1.0% | 減碼 |
| Trustmark National Bank Trust Department | 11,800 | $46.1 萬 | 0.04% | 00.0% | 不變 |
| Marex Group plc | 11,600 | $45.3 萬 | 0.02% | +11,600 | 新進 |
| Pinnacle Associates Ltd | 11,598 | $45.3 萬 | 0.01% | −175−1.5% | 減碼 |
| Benedetti & Gucer, Inc. | 11,552 | $45.1 萬 | 0.24% | −512−4.2% | 減碼 |
| Mid-American Wealth Advisory Group, Inc. | 11,536 | $45.0 萬 | 0.33% | −425−3.6% | 減碼 |
| Kingfisher Capital LLC | 11,523 | $45.0 萬 | 0.12% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 11,464 | $44.7 萬 | 0.12% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 11,390 | $44.5 萬 | 0.09% | +262+2.4% | 加碼 |
| HRT Financial LP | 11,277 | $44.0 萬 | 0.00% | −50,901−81.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 11,257 | $43.9 萬 | 0.08% | −49−0.4% | 減碼 |
| Werba Rubin Papier Wealth Management | 11,250 | $43.9 萬 | 0.15% | 00.0% | 不變 |
| Asset Dedication, LLC | 11,298 | $43.8 萬 | 0.04% | −36−0.3% | 減碼 |
| Silvia McColl Wealth Management, LLC | 11,071 | $43.2 萬 | 0.39% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 11,065 | $43.2 萬 | 0.06% | −4,812−30.3% | 減碼 |
| Hancock Whitney Corp | 11,018 | $43.0 萬 | 0.02% | −4,741−30.1% | 減碼 |
| West Paces Advisors Inc. | 11,015 | $43.0 萬 | 0.12% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 10,922 | $42.6 萬 | 0.04% | +603+5.8% | 加碼 |
| Capital Planning Advisors, LLC | 10,910 | $42.6 萬 | 0.08% | −435−3.8% | 減碼 |
| Sachetta, LLC | 10,715 | $41.8 萬 | 0.20% | +10,715 | 新進 |
| PFG Investments, LLC | 10,677 | $41.7 萬 | 0.08% | +500+4.9% | 加碼 |
| Viewpoint Capital Management LLC | 10,639 | $41.5 萬 | 0.29% | 00.0% | 不變 |
| EPG Wealth Management LLC | 11,004 | $41.5 萬 | 0.11% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 10,603 | $41.4 萬 | 0.35% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 10,550 | $41.2 萬 | 0.07% | −49,786−82.5% | 減碼 |
| Level Four Advisory Services, LLC | 10,529 | $41.1 萬 | 0.02% | −1,168−10.0% | 減碼 |
| Birchcreek Wealth Management, LLC | 10,502 | $41.0 萬 | 0.25% | −6,544−38.4% | 減碼 |
| Arete Wealth Advisors, LLC | 10,260 | $40.0 萬 | 0.03% | +3,370+48.9% | 加碼 |
| Signature Estate & Investment Advisors LLC | 10,166 | $39.7 萬 | 0.01% | −125−1.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 10,193 | $39.7 萬 | 0.07% | +40+0.4% | 加碼 |
| Brooks, Moore & Associates, Inc. | 10,093 | $39.4 萬 | 0.27% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,011 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 10,000 | $39.0 萬 | 0.05% | 00.0% | 不變 |
| Pettinga Financial Advisors, LLC | 9,980 | $39.0 萬 | 0.10% | −14,141−58.6% | 減碼 |
| Integrated Investment Consultants, LLC | 9,914 | $38.7 萬 | 0.12% | 00.0% | 不變 |
| Central Bank & Trust Co | 9,882 | $38.6 萬 | 0.06% | +8,028+433.0% | 加碼 |
| Shepherd Financial Partners LLC | 9,873 | $38.5 萬 | 0.05% | +2,364+31.5% | 加碼 |
| Perennial Investment Advisors, LLC | 9,836 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 9,793 | $38.2 萬 | 0.02% | +2,197+28.9% | 加碼 |
| Smith & Howard Wealth Management, LLC | 9,746 | $38.0 萬 | 0.13% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 9,728 | $38.0 萬 | 0.02% | +1,845+23.4% | 加碼 |
| Wealthcare Capital Management LLC | 9,682 | $37.8 萬 | 0.04% | +9,682 | 新進 |
| StoneX Group Inc. | 9,664 | $37.7 萬 | 0.04% | −4,182−30.2% | 減碼 |
| DMG Group, LLC | 9,630 | $37.6 萬 | 0.36% | −80−0.8% | 減碼 |
| R.P. Boggs & Co. | 9,605 | $37.5 萬 | 0.26% | −689−6.7% | 減碼 |
| Valeo Financial Advisors, LLC | 9,591 | $37.4 萬 | 0.02% | −175−1.8% | 減碼 |
| Choate Investment Advisors | 9,517 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Williams & Novak, LLC | 9,496 | $37.1 萬 | 0.42% | +9,496 | 新進 |
| Ashford Capital Management Inc | 9,493 | $37.1 萬 | 0.05% | 00.0% | 不變 |
| May Barnhard Investments LLC | 9,420 | $36.8 萬 | 0.19% | +9,420 | 新進 |
| Berkeley Capital Partners, LLC | 9,396 | $36.7 萬 | 0.12% | +353+3.9% | 加碼 |
| Principal Securities, Inc. | 9,375 | $36.6 萬 | 0.01% | +9,375 | 新進 |
| Valmark Advisers, Inc. | 9,299 | $36.3 萬 | 0.01% | +142+1.6% | 加碼 |
| Boston Family Office LLC | 9,275 | $36.2 萬 | 0.03% | −1,500−13.9% | 減碼 |
| Meritage Portfolio Management | 9,210 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Essex Savings Bank | 9,175 | $35.8 萬 | 0.10% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 9,174 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 9,147 | $35.7 萬 | 0.00% | +9,147 | 新進 |
| Endowment Wealth Management, Inc. | 9,121 | $35.6 萬 | 0.30% | +53+0.6% | 加碼 |
| Quadrant Private Wealth Management, LLC | 9,097 | $35.5 萬 | 0.10% | 00.0% | 不變 |
| Patten & Patten Inc | 9,079 | $35.4 萬 | 0.03% | +67+0.7% | 加碼 |