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 |
|---|---|---|---|---|---|
| Sunesis Advisors, LLC | 42,548 | $178.7 萬 | 1.05% | −9,666−18.5% | 減碼 |
| SignalPoint Asset Management, LLC | 42,586 | $179.1 萬 | 0.49% | −304−0.7% | 減碼 |
| Transcendent Capital Group LLC | 42,754 | $179.6 萬 | 1.04% | +42,754 | 新進 |
| Knollwood Investment Advisory, LLC | 42,851 | $180.0 萬 | 0.33% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 42,900 | $180.2 萬 | 0.19% | 00.0% | 不變 |
| Simplify Asset Management Inc. | 43,200 | $181.5 萬 | 0.17% | −5,514−11.3% | 減碼 |
| Wedbush Securities Inc | 43,341 | $182.1 萬 | 0.07% | +1,331+3.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 43,355 | $182.1 萬 | 0.29% | +6,846+18.8% | 加碼 |
| Walkner Condon Financial Advisors LLC | 43,483 | $182.7 萬 | 0.39% | −210.0% | 減碼 |
| Harbour Investments, Inc. | 43,802 | $184.0 萬 | 0.07% | +1,333+3.1% | 加碼 |
| Congress Wealth Management LLC | 43,815 | $184.1 萬 | 0.03% | +11,520+35.7% | 加碼 |
| D. Scott Neal, Inc. | 44,249 | $185.9 萬 | 1.22% | +3,466+8.5% | 加碼 |
| Focus Financial Network, Inc. | 41,652 | $187.4 萬 | 0.09% | +41,652 | 新進 |
| Econ Financial Services Corp | 45,823 | $192.5 萬 | 1.20% | +45,823 | 新進 |
| Flputnam Investment Management Co | 46,584 | $195.7 萬 | 0.04% | +877+1.9% | 加碼 |
| D.A. Davidson & Co. | 46,693 | $196.2 萬 | 0.02% | −18,830−28.7% | 減碼 |
| Farrell Financial LLC | 46,711 | $196.2 萬 | 1.61% | +1,265+2.8% | 加碼 |
| Vanguard Capital Wealth Advisors | 46,861 | $196.9 萬 | 1.38% | +2,917+6.6% | 加碼 |
| Wormser Freres Gestion | 45,250 | $196.9 萬 | 1.35% | +10,050+28.6% | 加碼 |
| Lincoln National Corp | 46,986 | $197.4 萬 | 0.03% | −8,861−15.9% | 減碼 |
| Northside Capital Management, LLC | 47,097 | $197.9 萬 | 0.35% | −41,150−46.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 47,125 | $198.0 萬 | 0.11% | +8,504+22.0% | 加碼 |
| Plan Group Financial, LLC | 47,609 | $200.0 萬 | 1.31% | +15,320+47.4% | 加碼 |
| Vicus Capital | 47,710 | $200.4 萬 | 0.18% | −2,950−5.8% | 減碼 |
| Trademark Financial Management, LLC | 48,111 | $202.1 萬 | 1.68% | +10,394+27.6% | 加碼 |
| Virtus Family Office LLC | 48,333 | $203.1 萬 | 3.24% | −158−0.3% | 減碼 |
| Apeiron RIA LLC | 48,998 | $205.8 萬 | 0.60% | +2,558+5.5% | 加碼 |
| Simplicity Wealth,LLC | 50,459 | $212.0 萬 | 0.05% | +50,459 | 新進 |
| Compass Financial Group, Inc. | 50,865 | $213.7 萬 | 1.14% | −1,137−2.2% | 減碼 |
| Two Sigma Securities, LLC | 50,926 | $213.9 萬 | 0.10% | −39,632−43.8% | 減碼 |
| IHT Wealth Management, LLC | 51,055 | $214.5 萬 | 0.09% | −1,233−2.4% | 減碼 |
| Nadler Financial Group, Inc. | 51,312 | $215.6 萬 | 0.27% | −2,072−3.9% | 減碼 |
| MainStreet Investment Advisors LLC | 52,484 | $220.5 萬 | 0.26% | 00.0% | 不變 |
| Ci Investments Inc. | 52,617 | $221.0 萬 | 0.01% | −13,000−19.8% | 減碼 |
| Boston Research & Management Inc | 52,623 | $221.0 萬 | 0.55% | −130−0.2% | 減碼 |
| LM Advisors LLC | 52,798 | $221.8 萬 | 0.35% | 00.0% | 不變 |
| Allie Family Office LLC | 53,262 | $223.8 萬 | 1.32% | −28,257−34.7% | 減碼 |
| NewSquare Capital LLC | 53,532 | $224.9 萬 | 0.20% | +1,456+2.8% | 加碼 |
| Pinnacle Financial Partners Inc | 53,586 | $225.1 萬 | 0.05% | −431−0.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 53,673 | $225.5 萬 | 0.02% | +5,933+12.4% | 加碼 |
| Laidlaw Wealth Management LLC | 53,681 | $225.5 萬 | 1.26% | −5,577−9.4% | 減碼 |
| Instrumental Wealth, LLC | 51,266 | $228.5 萬 | 0.99% | −5,582−9.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $228.9 萬 | 0.04% | 00.0% | 不變 |
| Aspect Partners, LLC | 54,526 | $229.1 萬 | 1.81% | +1,290+2.4% | 加碼 |
| First Horizon Advisors, Inc. | 54,999 | $231.1 萬 | 0.07% | −8,687−13.6% | 減碼 |
| One Capital Management, LLC | 55,954 | $235.1 萬 | 0.09% | +1,905+3.5% | 加碼 |
| Avestar Capital, LLC | 56,445 | $237.1 萬 | 0.27% | 00.0% | 不變 |
| Adviser Investments LLC | 56,610 | $237.8 萬 | 0.03% | −340−0.6% | 減碼 |
| Integrated Wealth Concepts LLC | 56,747 | $238.4 萬 | 0.03% | −8,022−12.4% | 減碼 |
| Carlson Capital Management | 57,234 | $240.4 萬 | 0.11% | −139−0.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 57,387 | $241.1 萬 | 0.28% | +1,389+2.5% | 加碼 |
| Raymond James Trust N.A. | 58,627 | $246.3 萬 | 0.06% | −2,720−4.4% | 減碼 |
| Financial & Tax Architects, LLC | 58,972 | $247.7 萬 | 0.68% | +1,315+2.3% | 加碼 |
| Firestone Capital Management | 60,219 | $253.0 萬 | 0.70% | +60,219 | 新進 |
| Signify Wealth | 60,241 | $253.1 萬 | 4.20% | +7,746+14.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,009 | $256.3 萬 | 0.12% | +7,067+13.1% | 加碼 |
| Gould Asset Management LLC | 61,029 | $256.4 萬 | 0.62% | −714−1.2% | 減碼 |
| Regions Financial Corp | 61,163 | $256.9 萬 | 0.02% | −3,052−4.8% | 減碼 |
| Intrepid Capital Management Inc | 61,193 | $257.1 萬 | 1.67% | −2,819−4.4% | 減碼 |
| Towerpoint Wealth, LLC | 61,782 | $259.5 萬 | 1.30% | +3,127+5.3% | 加碼 |
| Nissay Asset Management Corp | 62,314 | $261.8 萬 | 0.02% | 00.0% | 不變 |
| Wealthstar Advisors, LLC | 62,328 | $261.8 萬 | 0.91% | +3,604+6.1% | 加碼 |
| Modera Wealth Management, LLC | 63,717 | $267.7 萬 | 0.04% | −2,391−3.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 63,933 | $268.6 萬 | 0.52% | +9,197+16.8% | 加碼 |
| Citadel Advisors LLC | 64,630 | $271.5 萬 | 0.00% | +64,630 | 新進 |
| China Universal Asset Management Co., Ltd. | 65,000 | $273.1 萬 | 0.35% | 00.0% | 不變 |
| Cambridge Trust Co | 65,014 | $273.1 萬 | 0.10% | −23,152−26.3% | 減碼 |
| Financial Sense Advisors, Inc. | 65,609 | $275.6 萬 | 0.98% | +230+0.4% | 加碼 |
| Financial Management Network Inc | 64,160 | $277.3 萬 | 0.70% | +226+0.4% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 66,079 | $277.6 萬 | 0.65% | −1,342−2.0% | 減碼 |
| Patriot Investment Management Inc. | 66,729 | $280.3 萬 | 0.22% | −1,673−2.4% | 減碼 |
| Rathbone Brothers plc | 66,830 | $280.8 萬 | 0.02% | −5,645−7.8% | 減碼 |
| Crescent Grove Advisors, LLC | 67,194 | $282.3 萬 | 0.29% | −13,476−16.7% | 減碼 |
| Prudential PLC | 67,211 | $282.4 萬 | 0.02% | +36,380+118.0% | 加碼 |
| Bradley Foster & Sargent Inc | 67,340 | $282.9 萬 | 0.05% | +3,661+5.7% | 加碼 |
| Parallel Advisors, LLC | 68,969 | $289.7 萬 | 0.08% | −1,490−2.1% | 減碼 |
| Financial Alternatives, Inc | 69,609 | $292.4 萬 | 2.26% | −48−0.1% | 減碼 |
| Kitching Partners, LLC | 69,953 | $293.9 萬 | 5.58% | +150+0.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 70,644 | $296.8 萬 | 0.19% | −697−1.0% | 減碼 |
| Advisory Alpha, LLC | 70,746 | $297.2 萬 | 0.12% | −1,806−2.5% | 減碼 |
| Evermay Wealth Management LLC | 71,042 | $298.4 萬 | 0.45% | +71,042 | 新進 |
| Motco | 72,457 | $304.4 萬 | 0.18% | +356+0.5% | 加碼 |
| LifePlan Investment Advisors, Inc. | 72,552 | $304.8 萬 | 2.43% | −1,489−2.0% | 減碼 |
| Mengis Capital Management, Inc. | 73,123 | $307.2 萬 | 0.47% | −1,515−2.0% | 減碼 |
| HB Wealth Management, LLC | 73,319 | $308.0 萬 | 0.04% | +1,376+1.9% | 加碼 |
| Sepio Capital, LP | 75,142 | $315.7 萬 | 0.27% | −6,264−7.7% | 減碼 |
| E Fund Management Co., Ltd. | 75,324 | $316.4 萬 | 0.20% | −13,234−14.9% | 減碼 |
| NavPoint Financial, Inc. | 75,667 | $317.9 萬 | 2.76% | −2,946−3.7% | 減碼 |
| Whittier Trust Co | 75,735 | $318.1 萬 | 0.05% | +678+0.9% | 加碼 |
| Vontobel Holding Ltd. | 75,901 | $318.9 萬 | 0.03% | −346−0.5% | 減碼 |
| Relative Value Partners Group, LLC | 82,937 | $319.2 萬 | 0.20% | 00.0% | 不變 |
| Camden National Bank | 76,116 | $319.8 萬 | 0.56% | +68,783+938.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 76,195 | $320.1 萬 | 0.17% | −3,581−4.5% | 減碼 |
| TriaGen Wealth Management LLC | 76,205 | $320.1 萬 | 1.33% | +22,975+43.2% | 加碼 |
| Robinson Value Management, Ltd. | 76,293 | $320.5 萬 | 2.15% | −608−0.8% | 減碼 |
| Atomi Financial Group, Inc. | 77,064 | $323.7 萬 | 0.30% | +71,373+1,254.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 77,477 | $325.4 萬 | 0.09% | +13,494+21.1% | 加碼 |
| Blue Investment Partners LLC | 78,022 | $327.8 萬 | 1.71% | +588+0.8% | 加碼 |
| Atria Investments LLC | 78,723 | $330.7 萬 | 0.05% | −33,823−30.1% | 減碼 |
| waypoint wealth counsel | 78,760 | $330.9 萬 | 2.55% | +489+0.6% | 加碼 |