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 |
|---|---|---|---|---|---|
| Mariner, LLC | 1,175,380 | $4,938 萬 | 0.10% | −3,474−0.3% | 減碼 |
| AlTi Global, Inc. | 1,177,361 | $4,946 萬 | 1.38% | −1,456−0.1% | 減碼 |
| Tanglewood Wealth Management, Inc. | 1,205,013 | $5,062 萬 | 6.26% | +17,930+1.5% | 加碼 |
| Neuberger Berman Group LLC | 1,214,938 | $5,104 萬 | 0.04% | −3,497−0.3% | 減碼 |
| Rockefeller Capital Management L.P. | 1,257,475 | $5,283 萬 | 0.15% | −3,297−0.3% | 減碼 |
| Franklin Resources Inc | 1,267,621 | $5,325 萬 | 0.02% | −26,302−2.0% | 減碼 |
| Forbes J M & Co LLP | 1,363,509 | $5,728 萬 | 6.21% | −19,375−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 1,385,307 | $5,820 萬 | 0.13% | −457,585−24.8% | 減碼 |
| First Command Advisory Services, Inc. | 1,460,851 | $6,137 萬 | 0.64% | −4,622−0.3% | 減碼 |
| Central Trust Co | 1,543,024 | $6,482 萬 | 1.61% | −32,525−2.1% | 減碼 |
| Moon Capital Management LP | 1,559,604 | $6,552 萬 | 65.78% | 00.0% | 不變 |
| Money Design Co.,Ltd. | 1,579,406 | $6,635 萬 | 3.61% | −233,957−12.9% | 減碼 |
| Stifel Financial Corp | 1,586,838 | $6,666 萬 | 0.08% | −98,581−5.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,679,054 | $7,054 萬 | 0.23% | −16,807−1.0% | 減碼 |
| Arnhold LLC | 1,782,254 | $7,487 萬 | 7.92% | −25,000−1.4% | 減碼 |
| Baird Financial Group, Inc. | 2,004,478 | $8,421 萬 | 0.18% | −16,659−0.8% | 減碼 |
| GM Advisory Group, Inc. | 2,016,546 | $8,472 萬 | 5.94% | −150,127−6.9% | 減碼 |
| Proficio Capital Partners LLC | 2,099,813 | $8,821 萬 | 9.71% | +8,443+0.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,098,523 | $8,910 萬 | 0.17% | +98,023+4.9% | 加碼 |
| Captrust Financial Advisors | 2,166,692 | $9,102 萬 | 0.33% | −91,107−4.0% | 減碼 |
| Tocqueville Asset Management L.P. | 2,277,395 | $9,567 萬 | 1.56% | −40,892−1.8% | 減碼 |
| Jane Street Group, LLC | 2,415,185 | $1.01 億 | 0.13% | −1,755,943−42.1% | 減碼 |
| Northern Trust Corp | 2,559,799 | $1.08 億 | 0.02% | +42,813+1.7% | 加碼 |
| Equitable Trust Co | 2,694,867 | $1.13 億 | 7.85% | +127,828+5.0% | 加碼 |
| Commonwealth Equity Services, LLC | 2,860,553 | $1.20 億 | 0.20% | −156,000−5.2% | 減碼 |
| Keybank National Association | 3,022,752 | $1.27 億 | 0.52% | +93,186+3.2% | 加碼 |
| Envestnet Asset Management Inc | 3,038,909 | $1.28 億 | 0.05% | +17,402+0.6% | 加碼 |
| Cerity Partners LLC | 3,039,470 | $1.29 億 | 0.34% | −32,624−1.1% | 減碼 |
| Royal Bank of Canada | 3,338,716 | $1.40 億 | 0.03% | −287,874−7.9% | 減碼 |
| BlackRock Inc. | 3,490,272 | $1.47 億 | 0.00% | +82,956+2.4% | 加碼 |
| Packer & Co Ltd | 3,585,100 | $1.51 億 | 52.74% | 00.0% | 不變 |
| Raymond James & Associates | 3,844,075 | $1.61 億 | 0.11% | +162,040+4.4% | 加碼 |
| HighTower Advisors, LLC | 3,873,170 | $1.63 億 | 0.26% | −118,240−3.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,260,514 | $1.79 億 | 0.18% | −208,425−4.7% | 減碼 |
| WealthNavi Inc. | 5,249,427 | $2.21 億 | 2.94% | +834,759+18.9% | 加碼 |
| Ameriprise Financial Inc | 5,433,267 | $2.29 億 | 0.06% | −625,533−10.3% | 減碼 |
| Mizuho Bank, Ltd. | 6,000,000 | $2.52 億 | 26.07% | −2,000,000−25.0% | 減碼 |
| Bank of Montreal | 6,379,185 | $2.65 億 | 0.14% | −573,809−8.3% | 減碼 |
| LPL Financial LLC | 7,059,011 | $2.97 億 | 0.16% | +89,671+1.3% | 加碼 |
| Alliancebernstein L.P. | 9,740,179 | $4.09 億 | 0.14% | −216,210−2.2% | 減碼 |
| JPMorgan Chase & Co | 10,830,911 | $4.55 億 | 0.04% | −1,498,244−12.2% | 減碼 |
| Wells Fargo & Company | 11,205,703 | $4.71 億 | 0.12% | −386,625−3.3% | 減碼 |
| Empower Advisory Group, LLC | 14,881,670 | $6.25 億 | 2.34% | +125,739+0.9% | 加碼 |
| Charles Schwab Investment Advisory, Inc. | 20,374,821 | $8.56 億 | 1.18% | −72,811−0.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,249,413 | $8.93 億 | 0.61% | −323,298−1.5% | 減碼 |
| Morgan Stanley | 21,919,938 | $9.21 億 | 0.07% | +119,493+0.5% | 加碼 |
| FMR LLC | 22,892,225 | $9.62 億 | 0.06% | −82,211−0.4% | 減碼 |
| Bank of America Corp | 33,066,442 | $13.9 億 | 0.14% | −620,447−1.8% | 減碼 |
| UBS Group AG | 0 | $0 | 0.00% | −8,258,567−100.0% | 清倉 |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −1,638,530−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −483,878−100.0% | 清倉 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −282,169−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −271,400−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −271,400−100.0% | 清倉 |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −267,379−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −198,760−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −130,071−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −92,014−100.0% | 清倉 |
| Objectivity Squared, LLC | 0 | $0 | 0.00% | −86,031−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −76,074−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −58,250−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −45,934−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −42,572−100.0% | 清倉 |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −42,420−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −41,672−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −26,263−100.0% | 清倉 |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −25,405−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −22,938−100.0% | 清倉 |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −22,003−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −18,654−100.0% | 清倉 |
| Muirfield Wealth Advisors LLC | 0 | $0 | 0.00% | −18,383−100.0% | 清倉 |
| Apexium Financial, LP | 0 | $0 | 0.00% | −17,246−100.0% | 清倉 |
| Mill Capital Management, LLC | 0 | $0 | 0.00% | −16,250−100.0% | 清倉 |
| True North Advisors, LLC | 0 | $0 | 0.00% | −15,009−100.0% | 清倉 |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −15,183−100.0% | 清倉 |
| Balanced Rock Investment Advisor | 0 | $0 | 0.00% | −13,491−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −13,145−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −11,600−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −11,277−100.0% | 清倉 |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −10,550−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −8,730−100.0% | 清倉 |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −8,227−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −8,121−100.0% | 清倉 |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,075−100.0% | 清倉 |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −7,271−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −6,975−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −6,294−100.0% | 清倉 |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −5,898−100.0% | 清倉 |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −5,731−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,655−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −5,607−100.0% | 清倉 |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −5,492−100.0% | 清倉 |
| Integrity Wealth Solutions LLC | 0 | $0 | 0.00% | −5,211−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −2,904−100.0% | 清倉 |
| DAGCO, Inc. | 0 | $0 | 0.00% | −2,719−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −2,148−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2,090−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,031−100.0% | 清倉 |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,496−100.0% | 清倉 |