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
- 1,148
- 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 |
|---|---|---|---|---|---|
| Bokf, NA | 300,093 | $1,274 萬 | 0.23% | −6,840−2.2% | 減碼 |
| XR Securities LLC | 305,864 | $1,285 萬 | 3.75% | +234,995+331.6% | 加碼 |
| Timber Creek Capital Management LLC | 306,643 | $1,288 萬 | 4.03% | −4,900−1.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 306,679 | $1,288 萬 | 0.13% | −14,608−4.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 309,004 | $1,298 萬 | 1.08% | −8,358−2.6% | 減碼 |
| Blair William & Co | 309,042 | $1,298 萬 | 0.04% | +35,164+12.8% | 加碼 |
| First Foundation Advisors | 311,792 | $1,310 萬 | 0.52% | −9,458−2.9% | 減碼 |
| BFSG, LLC | 313,256 | $1,316 萬 | 1.74% | +7,972+2.6% | 加碼 |
| Dakota Wealth Management | 317,562 | $1,334 萬 | 0.33% | −1,109−0.3% | 減碼 |
| Baldwin Brothers Inc | 323,096 | $1,357 萬 | 1.02% | −3,865−1.2% | 減碼 |
| Modus Advisors, LLC | 324,789 | $1,364 萬 | 5.05% | +371+0.1% | 加碼 |
| Graham Capital Wealth Management, LLC | 327,585 | $1,376 萬 | 23.47% | −5,689−1.7% | 減碼 |
| Kingsview Wealth Management, LLC | 328,648 | $1,381 萬 | 0.35% | +30,797+10.3% | 加碼 |
| Citigroup Inc | 331,351 | $1,391 萬 | 0.02% | +26,434+8.7% | 加碼 |
| Janney Montgomery Scott LLC | 331,671 | $1,393 萬 | 0.04% | −51,998−13.6% | 減碼 |
| Sage Rhino Capital LLC | 334,525 | $1,405 萬 | 3.32% | +2,036+0.6% | 加碼 |
| AllGen Financial Advisors, Inc. | 337,657 | $1,418 萬 | 5.77% | +8,513+2.6% | 加碼 |
| Verger Capital Management LLC | 343,669 | $1,444 萬 | 7.38% | +104,525+43.7% | 加碼 |
| Sterling Financial Planning, Inc. | 348,104 | $1,462 萬 | 5.92% | +2,363+0.7% | 加碼 |
| Fielder Capital Group LLC | 362,482 | $1,523 萬 | 6.81% | −8,472−2.3% | 減碼 |
| James Investment Research Inc | 363,209 | $1,526 萬 | 1.81% | −8,494−2.3% | 減碼 |
| IFP Advisors, Inc | 364,213 | $1,530 萬 | 0.67% | +86,735+31.3% | 加碼 |
| Public Employees Retirement System of Ohio | 366,800 | $1,541 萬 | 0.06% | +64,300+21.3% | 加碼 |
| Elm Partners Management LLC | 370,268 | $1,555 萬 | 1.23% | +28,502+8.3% | 加碼 |
| Meridian Wealth Advisors, LLC | 370,552 | $1,557 萬 | 2.92% | +2,995+0.8% | 加碼 |
| Vision Capital Management, Inc. | 372,298 | $1,564 萬 | 2.33% | −926−0.2% | 減碼 |
| Assetmark, Inc | 375,538 | $1,578 萬 | 0.05% | +14,203+3.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 386,853 | $1,625 萬 | 0.18% | −13,356−3.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 388,572 | $1,632 萬 | 0.18% | +5,444+1.4% | 加碼 |
| CIBC World Markets Inc. | 394,508 | $1,657 萬 | 0.04% | +38,886+10.9% | 加碼 |
| Cambridge Associates LLC | 394,510 | $1,657 萬 | 0.89% | +26,200+7.1% | 加碼 |
| Quest Investment Management LLC | 396,021 | $1,664 萬 | 1.86% | 00.0% | 不變 |
| Spinnaker Trust | 398,135 | $1,673 萬 | 1.08% | −16,736−4.0% | 減碼 |
| Chatham Capital Group, Inc. | 398,820 | $1,675 萬 | 3.07% | +2,890+0.7% | 加碼 |
| Parcion Private Wealth LLC | 399,697 | $1,679 萬 | 1.48% | −75,724−15.9% | 減碼 |
| Kestra Advisory Services, LLC | 401,435 | $1,686 萬 | 0.11% | +37,442+10.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 406,181 | $1,706 萬 | 0.58% | −759−0.2% | 減碼 |
| M&T Bank Corp | 406,880 | $1,709 萬 | 0.06% | −97,033−19.3% | 減碼 |
| Independent Family Office, LLC | 411,117 | $1,727 萬 | 9.27% | −22,427−5.2% | 減碼 |
| JSF Financial, LLC | 417,912 | $1,756 萬 | 5.50% | −5,469−1.3% | 減碼 |
| Syon Capital LLC | 429,060 | $1,802 萬 | 1.70% | −2,319−0.5% | 減碼 |
| Cardinal Point Capital Management, ULC | 448,487 | $1,884 萬 | 3.58% | +7,528+1.7% | 加碼 |
| WESCAP Management Group, Inc. | 450,586 | $1,893 萬 | 5.49% | −1,084−0.2% | 減碼 |
| Sowa Financial Group, Inc. | 485,170 | $1,894 萬 | 15.45% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 460,543 | $1,935 萬 | 0.04% | −130,994−22.1% | 減碼 |
| Reuter James Wealth Management, LLC | 464,620 | $1,952 萬 | 13.54% | −8,472−1.8% | 減碼 |
| SkyView Investment Advisors, LLC | 481,677 | $2,024 萬 | 3.74% | +26,480+5.8% | 加碼 |
| Resources Investment Advisors, LLC. | 483,461 | $2,031 萬 | 0.32% | −1,164−0.2% | 減碼 |
| Ronald Blue Trust, Inc. | 487,392 | $2,048 萬 | 0.29% | −155,401−24.2% | 減碼 |
| Foundations Investment Advisors, LLC | 495,959 | $2,084 萬 | 0.55% | +22,950+4.9% | 加碼 |
| Quent Capital, LLC | 498,614 | $2,095 萬 | 2.45% | +11,525+2.4% | 加碼 |
| Zhang Financial LLC | 506,712 | $2,129 萬 | 1.58% | −146,932−22.5% | 減碼 |
| National Philanthropic Trust | 510,675 | $2,145 萬 | 0.47% | +3,971+0.8% | 加碼 |
| Checchi Capital Advisers, LLC | 512,290 | $2,152 萬 | 1.68% | +66,928+15.0% | 加碼 |
| Stephens Inc | 527,223 | $2,215 萬 | 0.34% | −31,855−5.7% | 減碼 |
| Gladius Capital Management LP | 534,078 | $2,244 萬 | 22.13% | −219,371−29.1% | 減碼 |
| TD Waterhouse Canada Inc. | 411,146 | $2,246 萬 | 0.17% | −11,584−2.7% | 減碼 |
| Tiaa Trust, National Association | 536,225 | $2,253 萬 | 0.07% | +108,561+25.4% | 加碼 |
| MML Investors Services, LLC | 537,941 | $2,260 萬 | 0.09% | −271,631−33.6% | 減碼 |
| EPIQ Capital Group, LLC | 538,592 | $2,263 萬 | 9.01% | +4,445+0.8% | 加碼 |
| Kaydan Wealth Management, Inc. | 554,056 | $2,328 萬 | 7.94% | +170,045+44.3% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 554,683 | $2,330 萬 | 13.07% | −29,372−5.0% | 減碼 |
| Twin Focus Capital Partners, LLC | 562,720 | $2,364 萬 | 4.50% | +2,870+0.5% | 加碼 |
| Comerica Bank | 566,941 | $2,382 萬 | 0.10% | +306,614+117.8% | 加碼 |
| Dynasty Wealth Management, LLC | 572,441 | $2,405 萬 | 0.77% | +572,441 | 新進 |
| VPR Management LLC | 608,780 | $2,557 萬 | 7.10% | 00.0% | 不變 |
| Cadinha & Co LLC | 619,816 | $2,604 萬 | 4.47% | −10,236−1.6% | 減碼 |
| West Family Investments, Inc. | 620,540 | $2,627 萬 | 8.15% | 00.0% | 不變 |
| Carl Stuart Investment Advisor, Inc | 627,101 | $2,634 萬 | 17.08% | +13,344+2.2% | 加碼 |
| Strategic Point Investment Advisors, LLC | 629,949 | $2,646 萬 | 4.80% | +3,647+0.6% | 加碼 |
| Deutsche Bank AG | 633,098 | $2,660 萬 | 0.01% | +1,400+0.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 648,702 | $2,725 萬 | 0.34% | +146,104+29.1% | 加碼 |
| Evercore Wealth Management, LLC | 677,118 | $2,845 萬 | 0.45% | −9,240−1.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 662,721 | $2,870 萬 | 2.26% | −74,647−10.1% | 減碼 |
| Narwhal Capital Management | 691,515 | $2,905 萬 | 2.84% | +33,752+5.1% | 加碼 |
| Cetera Investment Advisers | 694,118 | $2,916 萬 | 0.07% | +586,652+545.9% | 加碼 |
| Biltmore Family Office, LLC | 705,869 | $2,965 萬 | 5.84% | +65,995+10.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 710,978 | $2,987 萬 | 0.11% | −332,347−31.9% | 減碼 |
| 1832 Asset Management L.P. | 714,618 | $3,002 萬 | 0.05% | +714,618 | 新進 |
| Equitable Holdings, Inc. | 732,901 | $3,079 萬 | 0.35% | +42,133+6.1% | 加碼 |
| National Bank of Canada | 697,460 | $3,115 萬 | 0.05% | +282,053+67.9% | 加碼 |
| Goldman Sachs Group Inc | 783,452 | $3,291 萬 | 0.01% | +307,255+64.5% | 加碼 |
| Creative Planning | 788,339 | $3,312 萬 | 0.04% | −18,214−2.3% | 減碼 |
| Circle Wealth Management, LLC | 792,348 | $3,329 萬 | 0.83% | −1000.0% | 減碼 |
| CRCM LP | 813,165 | $3,416 萬 | 25.70% | +813,165 | 新進 |
| GenWealth Group, Inc. | 846,143 | $3,555 萬 | 8.96% | +38,726+4.8% | 加碼 |
| Bank of New York Mellon Corp | 878,925 | $3,692 萬 | 0.01% | −66,243−7.0% | 減碼 |
| Oxbow Advisors, LLC | 888,890 | $3,734 萬 | 5.13% | +47,238+5.6% | 加碼 |
| Axxcess Wealth Management, LLC | 893,875 | $3,755 萬 | 1.06% | −53,666−5.7% | 減碼 |
| Capital Asset Advisory Services LLC | 875,424 | $3,847 萬 | 2.20% | +560.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 921,751 | $3,872 萬 | 0.03% | −18,116−1.9% | 減碼 |
| Mackay Shields LLC | 929,500 | $3,905 萬 | 1.08% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 935,700 | $3,936 萬 | 0.11% | +11,351+1.2% | 加碼 |
| Allianz SE | 941,548 | $3,955 萬 | 1.25% | +941,548 | 新進 |
| Cresset Asset Management, LLC | 977,195 | $4,105 萬 | 0.20% | −112,385−10.3% | 減碼 |
| CI Private Wealth, LLC | 1,011,603 | $4,250 萬 | 0.08% | +26,764+2.7% | 加碼 |
| Asset Management One Co.,Ltd. | 1,028,782 | $4,322 萬 | 0.17% | −262,700−20.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 1,058,762 | $4,448 萬 | 1.92% | +3,632+0.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 1,067,966 | $4,487 萬 | 0.07% | +199,500+23.0% | 加碼 |
| Truist Financial Corp | 1,126,259 | $4,731 萬 | 0.07% | +43,703+4.0% | 加碼 |