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 |
|---|---|---|---|---|---|
| Marmo Financial Group, LLC | 15,241 | $64.0 萬 | 0.39% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 15,284 | $64.2 萬 | 0.06% | −264−1.7% | 減碼 |
| Emfo, LLC | 15,304 | $64.3 萬 | 0.59% | 00.0% | 不變 |
| Divergent Wealth Advisors, LLC | 15,447 | $64.9 萬 | 0.13% | −191−1.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 15,489 | $65.1 萬 | 0.04% | +2,300+17.4% | 加碼 |
| Blue Fin Capital, Inc. | 15,508 | $65.1 萬 | 0.15% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 15,912 | $66.8 萬 | 0.39% | +1,000+6.7% | 加碼 |
| Principle Wealth Partners LLC | 16,000 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 16,305 | $68.5 萬 | 0.39% | +9,041+124.5% | 加碼 |
| Valicenti Advisory Services Inc | 16,475 | $69.2 萬 | 0.19% | −400−2.4% | 減碼 |
| Hanson & Doremus Investment Management | 16,491 | $69.3 萬 | 0.12% | −2,185−11.7% | 減碼 |
| Titleist Asset Management, LLC | 16,535 | $69.5 萬 | 0.12% | +7,511+83.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 16,637 | $69.7 萬 | 0.00% | −1,448−8.0% | 減碼 |
| Wescott Financial Advisory Group, LLC | 16,683 | $70.1 萬 | 0.09% | −595−3.4% | 減碼 |
| Farther Finance Advisors, LLC | 16,575 | $70.4 萬 | 0.04% | −835−4.8% | 減碼 |
| United Capital Financial Advisers, LLC | 16,782 | $70.5 萬 | 0.01% | −2,607−13.4% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 16,789 | $70.5 萬 | 0.02% | −40−0.2% | 減碼 |
| Mill Creek Capital Advisors, LLC | 16,821 | $70.7 萬 | 0.02% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 17,004 | $71.4 萬 | 0.21% | −333−1.9% | 減碼 |
| Crosspoint Financial, LLC | 17,056 | $71.7 萬 | 6.13% | 00.0% | 不變 |
| S&CO Inc | 17,174 | $72.1 萬 | 0.05% | 00.0% | 不變 |
| Nations Financial Group Inc, | 17,295 | $72.7 萬 | 0.06% | −917−5.0% | 減碼 |
| CWA Asset Management Group, LLC | 17,299 | $72.7 萬 | 0.04% | −1,837−9.6% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,389 | $73.1 萬 | 0.12% | 00.0% | 不變 |
| First National Trust Co | 17,447 | $73.3 萬 | 0.03% | −64−0.4% | 減碼 |
| Worth Asset Management, LLC | 17,497 | $73.5 萬 | 0.45% | +17,497 | 新進 |
| Clearstead Advisors, LLC | 16,788 | $74.2 萬 | 0.04% | −376−2.2% | 減碼 |
| Bank of Nova Scotia | 17,671 | $74.2 萬 | 0.00% | −1,349−7.1% | 減碼 |
| NFP Retirement, Inc. | 17,880 | $75.1 萬 | 0.06% | +17,880 | 新進 |
| Kornitzer Capital Management Inc | 18,086 | $76.0 萬 | 0.01% | +1,212+7.2% | 加碼 |
| Natixis Advisors, L.P. | 18,083 | $76.0 萬 | 0.00% | −4,479−19.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 18,194 | $76.4 萬 | 0.03% | −1,958−9.7% | 減碼 |
| Phillips Financial Management, LLC | 18,269 | $76.7 萬 | 0.06% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 18,390 | $77.3 萬 | 0.07% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 18,487 | $77.7 萬 | 0.11% | +746+4.2% | 加碼 |
| Strategic Financial Concepts, LLC | 18,634 | $78.3 萬 | 0.19% | +377+2.1% | 加碼 |
| EP Wealth Advisors, LLC | 18,635 | $78.3 萬 | 0.01% | +262+1.4% | 加碼 |
| Silver Oak Securities, Inc | 18,696 | $78.5 萬 | 0.12% | −60,105−76.3% | 減碼 |
| Wealth Management Associates, Inc. | 17,928 | $78.8 萬 | 0.37% | +483+2.8% | 加碼 |
| TAP Consulting, LLC | 18,822 | $79.1 萬 | 0.17% | +18,822 | 新進 |
| Narus Financial Partners, LLC | 18,915 | $79.5 萬 | 0.34% | −338−1.8% | 減碼 |
| Cascade Financial Partners, LLC | 17,942 | $79.5 萬 | 0.11% | +17,942 | 新進 |
| Sheets Smith Wealth Management | 18,944 | $79.6 萬 | 0.09% | +453+2.4% | 加碼 |
| IFG Advisory, LLC | 19,012 | $79.9 萬 | 0.06% | +832+4.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 19,013 | $79.9 萬 | 0.09% | −520−2.7% | 減碼 |
| Dohj, LLC | 19,237 | $80.8 萬 | 0.21% | −652−3.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 19,352 | $81.3 萬 | 0.01% | +2,429+14.4% | 加碼 |
| RFG Advisory, LLC | 19,380 | $81.4 萬 | 0.03% | −47,006−70.8% | 減碼 |
| Private Portfolio Partners LLC | 19,497 | $81.9 萬 | 0.17% | −400−2.0% | 減碼 |
| Merit Financial Group, LLC | 18,835 | $82.0 萬 | 0.02% | +620+3.4% | 加碼 |
| Wealth Quarterback LLC | 19,568 | $82.2 萬 | 0.46% | +742+3.9% | 加碼 |
| Lazard Asset Management LLC | 19,850 | $83.3 萬 | 0.00% | 00.0% | 不變 |
| Bright Financial Advisors, Inc. | 18,978 | $83.3 萬 | 0.66% | +18,978 | 新進 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $83.5 萬 | 0.68% | −54−0.3% | 減碼 |
| NewEdge Wealth, LLC | 19,211 | $83.7 萬 | 0.02% | +11,184+139.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 19,995 | $84.0 萬 | 0.01% | +19,995 | 新進 |
| Avory & Company, LLC | 20,000 | $84.0 萬 | 0.57% | 00.0% | 不變 |
| Signaturefd, LLC | 20,099 | $84.4 萬 | 0.02% | −8,618−30.0% | 減碼 |
| Hilltop Holdings Inc. | 20,115 | $84.5 萬 | 0.09% | −206−1.0% | 減碼 |
| Auxano Advisors, LLC | 20,283 | $85.2 萬 | 0.25% | +5,213+34.6% | 加碼 |
| London & Capital Asset Management Ltd | 20,347 | $85.5 萬 | 0.07% | −12,996−39.0% | 減碼 |
| Kovack Advisors, Inc. | 20,515 | $86.2 萬 | 0.10% | −1,696−7.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 20,744 | $87.1 萬 | 0.04% | +5,951+40.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 21,095 | $88.6 萬 | 0.07% | −3,951−15.8% | 減碼 |
| Stock Yards Bank & Trust Co | 21,162 | $88.9 萬 | 0.03% | −1,000−4.5% | 減碼 |
| Private Trust Co NA | 21,270 | $89.4 萬 | 0.10% | −1,685−7.3% | 減碼 |
| Westside Investment Management, Inc. | 21,268 | $89.4 萬 | 0.21% | 00.0% | 不變 |
| Spire Wealth Management | 21,289 | $89.4 萬 | 0.02% | +257+1.2% | 加碼 |
| Port Capital LLC | 21,350 | $89.7 萬 | 0.04% | 00.0% | 不變 |
| Lake Street Financial LLC | 21,389 | $89.9 萬 | 0.12% | 00.0% | 不變 |
| Doliver Advisors, LP | 21,395 | $89.9 萬 | 0.25% | −800−3.6% | 減碼 |
| Alpha Financial Partners, LLC | 21,443 | $90.1 萬 | 0.82% | −478−2.2% | 減碼 |
| PFG Advisors | 21,496 | $90.3 萬 | 0.07% | +528+2.5% | 加碼 |
| Cadent Capital Advisors, LLC | 21,508 | $90.4 萬 | 0.36% | −10,614−33.0% | 減碼 |
| Blossom Wealth Management | 21,515 | $90.4 萬 | 2.18% | +208+1.0% | 加碼 |
| Belpointe Asset Management LLC | 21,541 | $90.5 萬 | 0.07% | −25,657−54.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 21,617 | $90.8 萬 | 0.17% | +1,300+6.4% | 加碼 |
| Compton Wealth Advisory Group, LLC | 21,630 | $90.9 萬 | 0.25% | +21,630 | 新進 |
| Terra Nova Asset Management LLC | 21,766 | $91.4 萬 | 0.73% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 21,895 | $92.0 萬 | 0.64% | +208+1.0% | 加碼 |
| Burns J W & Co Inc | 21,950 | $92.2 萬 | 0.13% | −6,550−23.0% | 減碼 |
| TD Private Client Wealth LLC | 22,073 | $92.7 萬 | 0.03% | +897+4.2% | 加碼 |
| Interactive Financial Advisors | 22,463 | $94.4 萬 | 0.52% | +22,463 | 新進 |
| Family Management Corp | 22,533 | $94.7 萬 | 0.17% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 22,744 | $95.5 萬 | 0.47% | −9,985−30.5% | 減碼 |
| Colony Family Offices, LLC | 22,860 | $96.0 萬 | 0.31% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 22,867 | $96.1 萬 | 0.04% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 23,496 | $98.7 萬 | 0.22% | −800−3.3% | 減碼 |
| Regal Investment Advisors LLC | 23,524 | $98.8 萬 | 0.07% | +711+3.1% | 加碼 |
| Midwest Financial Group LLC | 23,595 | $99.1 萬 | 0.67% | −205−0.9% | 減碼 |
| WealthBridge Capital Management, LLC | 23,998 | $100.8 萬 | 0.34% | +450+1.9% | 加碼 |
| Glass Jacobson Investment Advisors llc | 24,156 | $101.5 萬 | 0.38% | −1,446−5.6% | 減碼 |
| PFG Investments, LLC | 24,198 | $101.7 萬 | 0.06% | +13,521+126.6% | 加碼 |
| Regatta Capital Group, LLC | 24,571 | $103.2 萬 | 0.23% | −48−0.2% | 減碼 |
| Norris Perne & French LLP | 24,585 | $103.3 萬 | 0.07% | −264−1.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,619 | $103.4 萬 | 0.03% | +1,830+8.0% | 加碼 |
| Wealthspire Advisors, LLC | 24,681 | $103.7 萬 | 0.01% | −41−0.2% | 減碼 |
| Red Door Wealth Management, LLC | 24,698 | $103.8 萬 | 0.20% | −814−3.2% | 減碼 |
| Main Street Financial Solutions, LLC | 24,724 | $103.9 萬 | 0.11% | +13,659+123.4% | 加碼 |
| Forum Financial Management, LP | 25,035 | $105.2 萬 | 0.02% | +90.0% | 加碼 |