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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 25,059 | $105.3 萬 | 0.01% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 25,116 | $105.5 萬 | 0.12% | +3,037+13.8% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,196 | $105.8 萬 | 0.79% | −25−0.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 25,217 | $105.9 萬 | 0.11% | −3,079−10.9% | 減碼 |
| Macroview Investment Management LLC | 25,287 | $106.2 萬 | 1.18% | 00.0% | 不變 |
| New England Private Wealth Advisors LLC | 25,291 | $106.4 萬 | 0.19% | +25,291 | 新進 |
| Oak Family Advisors, LLC | 25,521 | $107.2 萬 | 0.41% | +1,704+7.2% | 加碼 |
| Hamilton Capital, LLC | 25,958 | $109.0 萬 | 0.08% | −1,387−5.1% | 減碼 |
| Garde Capital, Inc. | 26,029 | $109.3 萬 | 0.08% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 26,022 | $109.3 萬 | 0.17% | −2,362−8.3% | 減碼 |
| Vima LLC | 29,503 | $110.3 萬 | 1.27% | +2,686+10.0% | 加碼 |
| United Asset Strategies, Inc. | 26,329 | $110.6 萬 | 0.11% | −151−0.6% | 減碼 |
| Gibson Capital, LLC | 26,454 | $111.1 萬 | 0.24% | −600−2.2% | 減碼 |
| Freestone Capital Holdings, LLC | 26,754 | $112.4 萬 | 0.04% | +1,372+5.4% | 加碼 |
| Myecfo, LLC | 26,785 | $112.5 萬 | 0.66% | +130+0.5% | 加碼 |
| Americana Partners, LLC | 26,824 | $112.7 萬 | 0.09% | −2,413−8.3% | 減碼 |
| Country Club Bank | 26,920 | $113.1 萬 | 0.08% | −1,961−6.8% | 減碼 |
| Glenmede Trust Co NA | 27,133 | $114.0 萬 | 0.01% | −151−0.6% | 減碼 |
| Alesco Advisors LLC | 27,162 | $114.1 萬 | 0.04% | 00.0% | 不變 |
| S.A. Mason LLC | 27,174 | $114.2 萬 | 0.69% | +192+0.7% | 加碼 |
| FFG Partners, LLC | 27,256 | $114.5 萬 | 0.50% | −770−2.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,261 | $114.5 萬 | 0.20% | +4,678+20.7% | 加碼 |
| Hartline Investment Corp | 27,261 | $114.5 萬 | 0.20% | +27,261 | 新進 |
| Dynamic Advisor Solutions LLC | 27,311 | $114.7 萬 | 0.04% | +500+1.9% | 加碼 |
| PBMares Wealth Management LLC | 27,373 | $115.0 萬 | 0.30% | +905+3.4% | 加碼 |
| Nkcfo LLC | 27,450 | $115.3 萬 | 0.69% | 00.0% | 不變 |
| EWG Elevate Inc. | 27,471 | $115.4 萬 | 0.44% | +504+1.9% | 加碼 |
| TownSquare Capital, LLC | 27,878 | $117.1 萬 | 0.02% | −1,948−6.5% | 減碼 |
| Courage Capital Management LLC | 28,000 | $117.6 萬 | 3.41% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 28,373 | $119.2 萬 | 0.10% | −4,528−13.8% | 減碼 |
| BKA Wealth Consulting, Inc. | 28,707 | $120.6 萬 | 1.56% | −4,439−13.4% | 減碼 |
| Oppenheimer & Co Inc | 28,712 | $120.6 萬 | 0.02% | −9,280−24.4% | 減碼 |
| AlphaStar Capital Management, LLC | 28,832 | $121.1 萬 | 0.12% | +550+1.9% | 加碼 |
| Atlantic Trust, LLC | 28,846 | $121.2 萬 | 0.32% | +194+0.7% | 加碼 |
| Change Path, LLC | 28,969 | $121.7 萬 | 0.05% | +6,356+28.1% | 加碼 |
| Interchange Capital Partners, LLC | 29,408 | $123.5 萬 | 0.83% | −1,525−4.9% | 減碼 |
| Massmutual Trust Co FSB | 29,709 | $124.8 萬 | 0.04% | −366−1.2% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 33,494 | $125.2 萬 | 0.08% | −26,089−43.8% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 29,894 | $125.6 萬 | 0.20% | −2,847−8.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 30,119 | $126.5 萬 | 0.00% | +631+2.1% | 加碼 |
| Ifrah Financial Services, Inc. | 30,150 | $126.7 萬 | 0.36% | +258+0.9% | 加碼 |
| United Community Bank | 30,192 | $126.8 萬 | 0.49% | −1,200−3.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 30,821 | $129.5 萬 | 0.02% | −1,525−4.7% | 減碼 |
| Westover Capital Advisors, LLC | 30,834 | $129.5 萬 | 0.38% | +9,209+42.6% | 加碼 |
| Mosley Wealth Management | 30,932 | $129.9 萬 | 1.22% | +1,028+3.4% | 加碼 |
| King Luther Capital Management Corp | – | $130.0 萬 | 0.01% | – | – |
| AAFMAA Wealth Management & Trust LLC | 31,025 | $130.3 萬 | 0.71% | −43,489−58.4% | 減碼 |
| Austin Private Wealth, LLC | 30,132 | $131.0 萬 | 0.15% | −4,585−13.2% | 減碼 |
| First Manhattan Co | 31,582 | $132.7 萬 | 0.00% | +1,650+5.5% | 加碼 |
| ETF Store, Inc. | 31,618 | $132.8 萬 | 0.76% | −2,717−7.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 31,759 | $133.4 萬 | 0.08% | +293+0.9% | 加碼 |
| Montis Financial, LLC | 31,879 | $133.9 萬 | 0.64% | +7,540+31.0% | 加碼 |
| Connective Portfolio Management, LLC | 32,029 | $134.6 萬 | 2.37% | −35,000−52.2% | 減碼 |
| CWM, LLC | 32,076 | $134.8 萬 | 0.01% | +11,142+53.2% | 加碼 |
| Global Retirement Partners, LLC | 32,149 | $135.1 萬 | 0.05% | −102−0.3% | 減碼 |
| Simmons Bank | 32,168 | $135.1 萬 | 0.10% | −200−0.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 32,177 | $135.2 萬 | 0.24% | 00.0% | 不變 |
| Ballew Advisors, Inc | 30,729 | $135.3 萬 | 0.93% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 32,400 | $136.1 萬 | 0.01% | 00.0% | 不變 |
| FWL Investment Management, LLC | 32,450 | $136.3 萬 | 0.75% | −3,550−9.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,536 | $136.7 萬 | 0.00% | −2,946−8.3% | 減碼 |
| Financial Advocates Investment Management | 33,158 | $137.4 萬 | 0.08% | −24,840−42.8% | 減碼 |
| WCG Wealth Advisors LLC | 32,943 | $138.4 萬 | 0.12% | +5,881+21.7% | 加碼 |
| Holistic Financial Partners | 32,987 | $138.6 萬 | 0.70% | 00.0% | 不變 |
| Prospera Financial Services Inc | 33,137 | $139.2 萬 | 0.04% | −90,231−73.1% | 減碼 |
| Highline Wealth Partners LLC | 33,557 | $141.0 萬 | 0.57% | −988−2.9% | 減碼 |
| Roundview Capital LLC | 33,776 | $141.9 萬 | 0.12% | −159−0.5% | 減碼 |
| Fidelis Capital Partners, LLC | 33,860 | $142.2 萬 | 0.22% | +33,860 | 新進 |
| Marks Group Wealth Management, Inc | 34,055 | $143.1 萬 | 0.15% | −2,468−6.8% | 減碼 |
| Satovsky Asset Management LLC | 34,318 | $144.2 萬 | 0.42% | −83−0.2% | 減碼 |
| Callan Family Office, LLC | 34,716 | $145.8 萬 | 0.34% | +50+0.1% | 加碼 |
| Avantax Advisory Services, Inc. | 34,794 | $146.2 萬 | 0.01% | −1,602−4.4% | 減碼 |
| Evergreen Capital Management LLC | 35,087 | $147.4 萬 | 0.06% | +233+0.7% | 加碼 |
| Guidance Capital, Inc | 32,781 | $147.9 萬 | 0.54% | −13,603−29.3% | 減碼 |
| Perkins Coie Trust Co | 35,398 | $148.7 萬 | 0.35% | +2,916+9.0% | 加碼 |
| Inlet Private Wealth, LLC | 35,498 | $149.1 萬 | 0.42% | +15,000+73.2% | 加碼 |
| Eqis Capital Management, Inc. | 35,973 | $151.1 萬 | 0.12% | −4,969−12.1% | 減碼 |
| Bank Ozk | 36,875 | $154.9 萬 | 0.69% | +40+0.1% | 加碼 |
| Arlington Trust Co LLC | 37,023 | $155.5 萬 | 0.40% | 00.0% | 不變 |
| Eagle Strategies LLC | 37,328 | $156.8 萬 | 0.35% | −23,742−38.9% | 減碼 |
| Integrated Advisors Network LLC | 37,355 | $156.9 萬 | 0.08% | −375−1.0% | 減碼 |
| M Holdings Securities, Inc. | 37,598 | $157.9 萬 | 0.27% | −40.0% | 減碼 |
| InterOcean Capital Group, LLC | 37,596 | $157.9 萬 | 0.04% | −497−1.3% | 減碼 |
| TrinityPoint Wealth, LLC | 38,008 | $159.7 萬 | 0.26% | −80.0% | 減碼 |
| TRUE Private Wealth Advisors | 38,068 | $159.9 萬 | 0.18% | −2,000−5.0% | 減碼 |
| ICONIQ Capital, LLC | 38,140 | $160.2 萬 | 0.03% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 38,277 | $160.8 萬 | 0.08% | −9,058−19.1% | 減碼 |
| Valued Retirements, Inc. | 38,447 | $161.5 萬 | 2.58% | −201−0.5% | 減碼 |
| Trust Point Inc. | 38,459 | $161.6 萬 | 0.13% | −392−1.0% | 減碼 |
| Novak & Powell Financial Services, Inc. | 39,292 | $165.1 萬 | 1.23% | −57−0.1% | 減碼 |
| Whitener Capital Management, Inc. | 39,895 | $167.6 萬 | 0.55% | +895+2.3% | 加碼 |
| Synovus Financial Corp | 40,105 | $168.5 萬 | 0.02% | −74,738−65.1% | 減碼 |
| Mutual Advisors, LLC | 40,420 | $169.8 萬 | 0.05% | −8,840−17.9% | 減碼 |
| Battery Global Advisors, LLC | 40,785 | $171.3 萬 | 1.39% | −22,334−35.4% | 減碼 |
| Verity Asset Management, Inc. | 41,116 | $172.7 萬 | 0.96% | +41,116 | 新進 |
| Snowden Capital Advisors LLC | 41,189 | $173.0 萬 | 0.05% | +21,086+104.9% | 加碼 |
| Ameritas Advisory Services, LLC | 40,732 | $175.0 萬 | 0.07% | +15,232+59.7% | 加碼 |
| Confluence Wealth Services, Inc. | 41,763 | $175.4 萬 | 0.16% | +1,049+2.6% | 加碼 |
| WBH Advisory Inc | 41,894 | $176.0 萬 | 0.18% | −4,814−10.3% | 減碼 |
| Partners Capital Investment Group, LLP | 42,088 | $176.8 萬 | 0.05% | −229,571−84.5% | 減碼 |