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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 10,225 | $43.0 萬 | 0.11% | +245+2.5% | 加碼 |
| Tradition Wealth Management, LLC | 10,233 | $43.0 萬 | 0.04% | −689−6.3% | 減碼 |
| Custom Index Systems, LLC | 10,235 | $43.0 萬 | 0.24% | +10,235 | 新進 |
| Redhawk Wealth Advisors, Inc. | 10,294 | $43.2 萬 | 0.07% | −1,096−9.6% | 減碼 |
| Charles Schwab Investment Management Inc | 10,318 | $43.3 萬 | 0.00% | −6,049,905−99.8% | 減碼 |
| Principal Securities, Inc. | 10,497 | $44.1 萬 | 0.01% | +1,122+12.0% | 加碼 |
| Betterment LLC | 10,490 | $44.1 萬 | 0.00% | +1,445+16.0% | 加碼 |
| CoreCap Advisors, LLC | 10,527 | $44.2 萬 | 0.02% | +10,527 | 新進 |
| Petra Financial Advisors Inc | 10,606 | $44.6 萬 | 0.33% | +30.0% | 加碼 |
| Viewpoint Capital Management LLC | 10,639 | $44.7 萬 | 0.28% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 10,640 | $44.7 萬 | 0.08% | −270−2.5% | 減碼 |
| Black Diamond Financial, LLC | 11,464 | $44.7 萬 | 0.12% | 00.0% | 不變 |
| Asset Dedication, LLC | 10,749 | $45.2 萬 | 0.03% | −549−4.9% | 減碼 |
| Mission Wealth Management, LP | 10,786 | $45.3 萬 | 0.01% | +10,786 | 新進 |
| Bogart Wealth, LLC | 10,787 | $45.3 萬 | 0.02% | +3,000+38.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 10,839 | $45.5 萬 | 0.02% | −4,421−29.0% | 減碼 |
| Davenport & Co LLC | 10,872 | $45.7 萬 | 0.00% | −12,435−53.4% | 減碼 |
| Arete Wealth Advisors, LLC | 10,927 | $45.9 萬 | 0.04% | +667+6.5% | 加碼 |
| Davies Financial Advisors, Inc. | 10,941 | $46.0 萬 | 0.47% | +10,941 | 新進 |
| EPG Wealth Management LLC | 11,004 | $46.2 萬 | 0.11% | 00.0% | 不變 |
| West Paces Advisors Inc. | 11,015 | $46.3 萬 | 0.12% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,018 | $46.3 萬 | 0.02% | 00.0% | 不變 |
| First Financial Bankshares Inc | 11,037 | $46.4 萬 | 0.01% | −11,083−50.1% | 減碼 |
| Winch Advisory Services, LLC | 11,186 | $47.0 萬 | 0.14% | −35,763−76.2% | 減碼 |
| Werba Rubin Papier Wealth Management | 11,250 | $47.3 萬 | 0.14% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 11,257 | $47.3 萬 | 0.08% | 00.0% | 不變 |
| Colonial Trust Co | 11,376 | $47.8 萬 | 0.09% | −1,192−9.5% | 減碼 |
| Sharp Financial Services, LLC | 11,431 | $48.0 萬 | 0.45% | +3,212+39.1% | 加碼 |
| Edmond de Rothschild Holding S.A. | 11,575 | $48.6 萬 | 0.01% | −4,950−30.0% | 減碼 |
| Silvia McColl Wealth Management, LLC | 11,071 | $48.8 萬 | 0.42% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 11,657 | $49.0 萬 | 0.23% | −643−5.2% | 減碼 |
| Woodward Diversified Capital, LLC | 11,695 | $49.1 萬 | 0.31% | −10,646−47.7% | 減碼 |
| Pinnacle Associates Ltd | 11,799 | $49.6 萬 | 0.01% | +201+1.7% | 加碼 |
| Trustmark National Bank Trust Department | 11,800 | $49.6 萬 | 0.04% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 11,895 | $50.0 萬 | 0.05% | +13+0.1% | 加碼 |
| Sentinel Pension Advisors Inc | 11,941 | $50.2 萬 | 0.11% | −3,286−21.6% | 減碼 |
| MBL Wealth, LLC | 12,000 | $50.4 萬 | 0.06% | +100+0.8% | 加碼 |
| ICA Group Wealth Management, LLC | 12,013 | $50.5 萬 | 0.10% | −2,320−16.2% | 減碼 |
| Arkadios Wealth Advisors | 12,014 | $50.5 萬 | 0.04% | −300−2.4% | 減碼 |
| Savant Capital, LLC | 12,023 | $50.5 萬 | 0.01% | −9,110−43.1% | 減碼 |
| Keebeck Wealth Management, LLC | 12,025 | $50.5 萬 | 0.07% | 00.0% | 不變 |
| Callan Capital, LLC | 12,026 | $50.5 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 12,073 | $50.7 萬 | 0.05% | −88−0.7% | 減碼 |
| Arrowroot Family Office, LLC | 12,109 | $50.9 萬 | 0.33% | +297+2.5% | 加碼 |
| Phoenix Wealth Advisors | 12,145 | $51.0 萬 | 0.31% | +182+1.5% | 加碼 |
| Moors & Cabot, Inc. | 12,175 | $51.1 萬 | 0.03% | +362+3.1% | 加碼 |
| WSFS Capital Management, LLC | 20,293 | $51.4 萬 | 0.03% | +5,130+33.8% | 加碼 |
| Wealthgate Family Office, LLC | 12,312 | $51.7 萬 | 1.34% | 00.0% | 不變 |
| Hirtle Callaghan & Co LLC | 12,402 | $52.1 萬 | 0.02% | −10,247−45.2% | 減碼 |
| Bleakley Financial Group, LLC | 12,436 | $52.2 萬 | 0.02% | −1,448−10.4% | 減碼 |
| Venturi Wealth Management, LLC | 12,480 | $52.4 萬 | 0.03% | −11,429−47.8% | 減碼 |
| Mather Group, LLC. | 13,439 | $52.5 萬 | 0.01% | −45−0.3% | 減碼 |
| Sterling Investment Advisors LLC | 12,498 | $52.5 萬 | 0.31% | −214−1.7% | 減碼 |
| Community Bank, N.A. | 12,507 | $52.5 萬 | 0.07% | +10+0.1% | 加碼 |
| TCW Group Inc | 12,525 | $52.6 萬 | 0.01% | +12,525 | 新進 |
| Northcape Wealth Management, LLC | 12,535 | $52.7 萬 | 0.19% | −3,000−19.3% | 減碼 |
| First Hawaiian Bank | 12,568 | $52.8 萬 | 0.02% | −16,142−56.2% | 減碼 |
| BKD Wealth Advisors, LLC | 12,681 | $53.3 萬 | 0.01% | −162−1.3% | 減碼 |
| Lakeview Capital Partners, LLC | 12,710 | $53.4 萬 | 0.09% | −1,581−11.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $53.7 萬 | 0.17% | 00.0% | 不變 |
| Steward Partners Investment Solutions, LLC | 12,839 | $53.9 萬 | 0.09% | +208+1.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,841 | $53.9 萬 | 0.14% | −4,192−24.6% | 減碼 |
| Grove Bank & Trust | 12,868 | $54.1 萬 | 0.09% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 12,873 | $54.1 萬 | 0.01% | −2,018−13.6% | 減碼 |
| Appleton Partners Inc | 12,866 | $54.1 萬 | 0.04% | +997+8.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,913 | $54.2 萬 | 0.06% | −940−6.8% | 減碼 |
| Ingalls & Snyder LLC | 12,931 | $54.3 萬 | 0.02% | +3,946+43.9% | 加碼 |
| Kanawha Capital Management LLC | 12,928 | $54.3 萬 | 0.04% | −6,550−33.6% | 減碼 |
| Independent Advisor Alliance | 13,058 | $54.9 萬 | 0.02% | −1,805−12.1% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $54.9 萬 | 0.15% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 13,076 | $54.9 萬 | 0.15% | −11−0.1% | 減碼 |
| KKM Financial LLC | 13,090 | $55.0 萬 | 0.27% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 13,116 | $55.1 萬 | 0.55% | −1,010−7.1% | 減碼 |
| Clear Creek Financial Management, LLC | 13,225 | $55.6 萬 | 0.07% | +579+4.6% | 加碼 |
| Confluence Investment Management LLC | 13,300 | $55.9 萬 | 0.01% | −366−2.7% | 減碼 |
| SlateStone Wealth, LLC | 13,324 | $56.0 萬 | 0.06% | −311−2.3% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,332 | $56.0 萬 | 0.01% | +515+4.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 13,349 | $56.1 萬 | 0.05% | +614+4.8% | 加碼 |
| Clarity Financial LLC | 13,412 | $56.3 萬 | 0.09% | +143+1.1% | 加碼 |
| Western Wealth Management, LLC | 13,522 | $56.8 萬 | 0.04% | −10,399−43.5% | 減碼 |
| MONECO Advisors, LLC | 13,722 | $57.6 萬 | 0.09% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 13,825 | $58.1 萬 | 0.15% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 13,965 | $58.7 萬 | 0.02% | −519−3.6% | 減碼 |
| American National Bank | 13,976 | $58.7 萬 | 0.08% | +5,100+57.5% | 加碼 |
| Nwam LLC | 13,551 | $58.9 萬 | 0.05% | −654−4.6% | 減碼 |
| Access Investment Management LLC | 14,052 | $59.0 萬 | 0.19% | 00.0% | 不變 |
| Old National Bancorp | 14,100 | $59.2 萬 | 0.01% | +7,250+105.8% | 加碼 |
| Farmers & Merchants Investments Inc | 14,125 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 14,331 | $60.2 萬 | 0.05% | +7,989+126.0% | 加碼 |
| Avaii Wealth Management, LLC | 14,437 | $60.6 萬 | 0.36% | −2,602−15.3% | 減碼 |
| NBC Securities, Inc. | 14,340 | $61.2 萬 | 0.06% | −2,865−16.7% | 減碼 |
| Mirador Capital Partners LP | 14,625 | $61.4 萬 | 0.12% | −241−1.6% | 減碼 |
| Intrua Financial, LLC | 14,647 | $61.5 萬 | 0.10% | −1,250−7.9% | 減碼 |
| Ellis Investment Partners, LLC | 14,734 | $61.9 萬 | 0.13% | +363+2.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 14,770 | $62.0 萬 | 0.02% | −531−3.5% | 減碼 |
| Dark Forest Capital Management LP | 14,796 | $62.2 萬 | 0.11% | −29,087−66.3% | 減碼 |
| Meridian Wealth Management, LLC | 14,816 | $62.2 萬 | 0.10% | −1,362−8.4% | 減碼 |
| Tarbox Family Office, Inc. | 15,000 | $63.0 萬 | 0.11% | 00.0% | 不變 |
| Andina Capital Management, LLC | 15,070 | $63.3 萬 | 0.49% | −2,939−16.3% | 減碼 |
| Horan Capital Advisors, LLC. | 15,085 | $63.4 萬 | 0.23% | 00.0% | 不變 |