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。
2024 年第 1 季 13F 持有人
iShares Gold Trust 在 2024/3/31 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
- 1,149
- 較 2023 年第 4 季 +15 家
- 持有股數
- 3.74 億
- 較 2023 年第 4 季 −2,184 萬 (−5.5%)
- 總市值
- $157.2 億
- 較 2023 年第 4 季 +$2.68 億 (+1.7%)
- 新進機構
- 91
- 另有 346 家加碼
- 清倉機構
- 76
- 另有 464 家減碼
另有 19 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 154,625 | $649.6 萬 | 1.10% | +90.0% | 加碼 |
| Executive Wealth Management, LLC | 153,586 | $652.1 萬 | 0.57% | −100,029−39.4% | 減碼 |
| Well Done, LLC | 155,573 | $653.6 萬 | 1.29% | −5,633−3.5% | 減碼 |
| Insight Wealth Partners, LLC | 156,509 | $657.5 萬 | 4.27% | +777+0.5% | 加碼 |
| GYL Financial Synergies, LLC | 156,903 | $659.1 萬 | 0.52% | −3,518−2.2% | 減碼 |
| Ancora Advisors, LLC | 157,827 | $663.0 萬 | 0.15% | −408−0.3% | 減碼 |
| Fore Capital, LLC | 158,000 | $663.8 萬 | 12.04% | +58,000+58.0% | 加碼 |
| Vivaldi Capital Management, LLC | 148,985 | $665.7 萬 | 1.94% | +14,909+11.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 158,940 | $667.7 萬 | 0.11% | −36,939−18.9% | 減碼 |
| Ariston Services Group | 161,865 | $680.0 萬 | 6.51% | −420.0% | 減碼 |
| Towneley Capital Management, Inc | 163,657 | $687.5 萬 | 1.69% | −1,574−1.0% | 減碼 |
| Weil Company, Inc. | 165,085 | $693.5 萬 | 2.75% | −1,945−1.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 166,379 | $699.0 萬 | 3.25% | −262−0.2% | 減碼 |
| Greenline Partners, LLC | 167,746 | $704.7 萬 | 1.12% | −750.0% | 減碼 |
| Cape Ann Savings Bank | 168,260 | $706.9 萬 | 4.43% | −230−0.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 168,400 | $707.4 萬 | 0.07% | 00.0% | 不變 |
| Systelligence, LLC | 169,117 | $710.5 萬 | 1.86% | −327−0.2% | 減碼 |
| Independent Financial Group, LLC | 171,214 | $719.3 萬 | 0.33% | +557+0.3% | 加碼 |
| Scotia Capital Inc. | 171,599 | $720.9 萬 | 0.04% | +19,223+12.6% | 加碼 |
| Allworth Financial LP | 171,828 | $721.8 萬 | 0.05% | +2,396+1.4% | 加碼 |
| Commerce Bank | 172,666 | $725.4 萬 | 0.05% | −1,551−0.9% | 減碼 |
| Brown Advisory Inc | 173,279 | $727.9 萬 | 0.01% | +5,823+3.5% | 加碼 |
| Ballentine Partners, LLC | 176,840 | $742.9 萬 | 0.14% | −40,224−18.5% | 減碼 |
| Gateway Advisory, LLC | 181,378 | $762.0 萬 | 1.34% | +4,780+2.7% | 加碼 |
| GWM Advisors LLC | 181,973 | $764.5 萬 | 0.07% | −3,326−1.8% | 減碼 |
| Silverleafe Capital Partners, LLC | 182,081 | $764.9 萬 | 3.06% | −12,797−6.6% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 182,879 | $768.3 萬 | 3.03% | +3,240+1.8% | 加碼 |
| Sapient Capital LLC | 182,902 | $768.4 萬 | 0.17% | −1,957−1.1% | 減碼 |
| Hamilton Wealth, LLC | 183,654 | $771.5 萬 | 2.41% | +6,110+3.4% | 加碼 |
| Cohen & Steers, Inc. | 185,536 | $779.4 萬 | 0.02% | −76,514−29.2% | 減碼 |
| Huntington National Bank | – | $779.4 萬 | 0.06% | – | – |
| Leavell Investment Management, Inc. | 186,574 | $783.8 萬 | 0.45% | −23,682−11.3% | 減碼 |
| Rehmann Capital Advisory Group | 186,992 | $785.6 萬 | 0.59% | +2,018+1.1% | 加碼 |
| NTV Asset Management LLC | 187,207 | $786.5 萬 | 1.20% | −2,866−1.5% | 減碼 |
| Sowell Financial Services LLC | 189,232 | $795.0 萬 | 0.38% | +23,850+14.4% | 加碼 |
| Okabena Investment Services Inc | 189,898 | $797.8 萬 | 2.66% | +8,156+4.5% | 加碼 |
| Plum Street Advisors, LLC | 162,152 | $805.9 萬 | 4.08% | −27,512−14.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 191,886 | $806.1 萬 | 0.71% | −222−0.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 193,068 | $811.1 萬 | 0.03% | +78,955+69.2% | 加碼 |
| Highland Financial Advisors, LLC | 193,735 | $813.9 萬 | 3.26% | −15,898−7.6% | 減碼 |
| Altiora Financial Group, LLC | 196,079 | $823.7 萬 | 2.24% | +28,477+17.0% | 加碼 |
| Wealth Management Partners, LLC | 196,521 | $825.6 萬 | 4.19% | +5,111+2.7% | 加碼 |
| Archetype Wealth Partners | 197,099 | $828.0 萬 | 1.38% | +3,181+1.6% | 加碼 |
| LifePlan Financial, LLC | 197,713 | $830.6 萬 | 7.61% | +5,000+2.6% | 加碼 |
| CPA Asset Management LLC | 197,715 | $830.6 萬 | 4.65% | −20,537−9.4% | 減碼 |
| Renaissance Technologies LLC | 198,500 | $833.9 萬 | 0.01% | +133,900+207.3% | 加碼 |
| Stablepoint Partners, LLC | 199,251 | $837.1 萬 | 1.70% | +36,240+22.2% | 加碼 |
| We Are One Seven, LLC | 199,721 | $839.0 萬 | 0.44% | +34,751+21.1% | 加碼 |
| Toronto Dominion Bank | 200,000 | $840.2 萬 | 0.01% | −240,000−54.5% | 減碼 |
| Prime Capital Investment Advisors, LLC | 200,504 | $842.3 萬 | 0.12% | −196−0.1% | 減碼 |
| Forza Wealth Management, LLC | 203,092 | $853.2 萬 | 4.44% | −1,552−0.8% | 減碼 |
| JNBA Financial Advisors | 207,623 | $872.2 萬 | 0.92% | −31,032−13.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 211,319 | $887.8 萬 | 0.20% | +79,291+60.1% | 加碼 |
| Upper Left Wealth Management, LLC | 211,525 | $888.6 萬 | 8.24% | +13,113+6.6% | 加碼 |
| Yeomans Consulting Group, Inc. | 212,383 | $892.2 萬 | 3.91% | +63,061+42.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 213,192 | $895.6 萬 | 0.55% | −4,243−2.0% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 214,314 | $900.3 萬 | 3.10% | +32,716+18.0% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 215,975 | $907.3 萬 | 9.76% | −3,037−1.4% | 減碼 |
| EFG Asset Management (Americas) Corp. | 220,271 | $925.4 萬 | 2.82% | +152,944+227.2% | 加碼 |
| Barclays PLC | 220,590 | $926.7 萬 | 0.00% | +12,730+6.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 221,694 | $931.3 萬 | 0.02% | −9,996−4.3% | 減碼 |
| Sigma Investment Counselors Inc | 223,672 | $939.6 萬 | 0.61% | +3,146+1.4% | 加碼 |
| New Potomac Partners, LLC | 227,626 | $956.3 萬 | 5.31% | +3,003+1.3% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 229,793 | $965.4 萬 | 4.14% | −14,732−6.0% | 減碼 |
| Evoke Wealth, LLC | 230,098 | $966.6 萬 | 0.29% | +208,405+960.7% | 加碼 |
| Resonant Capital Advisors, LLC | 231,017 | $970.5 萬 | 0.83% | +386+0.2% | 加碼 |
| Signet Investment Advisory Group, Inc. | 233,196 | $979.7 萬 | 5.36% | +8,469+3.8% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 240,083 | $1,009 萬 | 2.61% | +156,790+188.2% | 加碼 |
| American Investment Services, Inc. | 241,126 | $1,013 萬 | 1.80% | −3,439−1.4% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 241,433 | $1,014 萬 | 2.69% | +12,486+5.5% | 加碼 |
| Nottingham Advisors, Inc. | 244,234 | $1,026 萬 | 1.26% | −5,457−2.2% | 減碼 |
| Umb Bank N A | 244,333 | $1,026 萬 | 0.16% | −3,378−1.4% | 減碼 |
| Morton Capital Management LLC | 245,326 | $1,031 萬 | 2.78% | −818−0.3% | 減碼 |
| First American Trust, FSB | 247,446 | $1,040 萬 | 1.09% | +17,185+7.5% | 加碼 |
| Sentinel Trust Co Lba | 247,486 | $1,040 萬 | 1.34% | −15,296−5.8% | 減碼 |
| Rogco, LP | 248,516 | $1,044 萬 | 4.27% | −4,082−1.6% | 減碼 |
| Fifth Third Securities, Inc. | 249,366 | $1,048 萬 | 1.02% | −42,339−14.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 249,607 | $1,049 萬 | 0.12% | −10,104−3.9% | 減碼 |
| Arlington Capital Management, Inc. | 249,925 | $1,050 萬 | 8.73% | −4,048−1.6% | 減碼 |
| K2 Principal Fund, L.P. | 250,000 | $1,050 萬 | 2.50% | +206,800+478.7% | 加碼 |
| Wallington Asset Management, LLC | 250,154 | $1,051 萬 | 1.65% | +3,850+1.6% | 加碼 |
| Parkside Investments, LLC | 251,551 | $1,057 萬 | 1.68% | −31,717−11.2% | 減碼 |
| Sunbelt Securities, Inc. | 255,094 | $1,072 萬 | 1.20% | −127,715−33.4% | 減碼 |
| Norris Financial Group, LLC | 258,211 | $1,085 萬 | 5.95% | −9,332−3.5% | 減碼 |
| Perigon Wealth Management, LLC | 262,711 | $1,104 萬 | 0.33% | −9,786−3.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 265,371 | $1,115 萬 | 2.26% | +11,395+4.5% | 加碼 |
| Aveo Capital Partners, LLC | 258,953 | $1,127 萬 | 1.23% | +577+0.2% | 加碼 |
| AMG National Trust Bank | 272,117 | $1,143 萬 | 0.33% | +33,319+14.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 273,391 | $1,149 萬 | 0.76% | +406+0.1% | 加碼 |
| LVM Capital Management Ltd | 275,112 | $1,156 萬 | 1.37% | −1,385−0.5% | 減碼 |
| Townsend & Associates, Inc | 263,359 | $1,156 萬 | 1.35% | +2,231+0.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 276,645 | $1,162 萬 | 0.07% | +276,645 | 新進 |
| TMD Wealth Management, LLC | 276,687 | $1,162 萬 | 2.71% | +17,583+6.8% | 加碼 |
| US Bancorp | 283,290 | $1,190 萬 | 0.02% | −10,147−3.5% | 減碼 |
| Brookstone Capital Management | 288,620 | $1,212 萬 | 0.22% | −10,086−3.4% | 減碼 |
| Legend Financial Advisors, Inc. | 290,865 | $1,222 萬 | 8.85% | +1,785+0.6% | 加碼 |
| Chemistry Wealth Management LLC | 291,691 | $1,225 萬 | 3.30% | +7,155+2.5% | 加碼 |
| Ambassador Advisors, LLC | 292,082 | $1,227 萬 | 2.23% | +4,541+1.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 296,520 | $1,246 萬 | 0.18% | −52,565−15.1% | 減碼 |
| Permanens Capital L.P. | 299,036 | $1,256 萬 | 1.54% | +100,401+50.5% | 加碼 |