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 |
|---|---|---|---|---|---|
| Altman Advisors, Inc. | 78,681 | $334.1 萬 | 1.63% | +2,359+3.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 79,664 | $334.7 萬 | 0.10% | −629−0.8% | 減碼 |
| VCI Wealth Management LLC | 81,013 | $340.3 萬 | 2.30% | −13,910−14.7% | 減碼 |
| Cowa, LLC | 81,078 | $340.6 萬 | 2.01% | +2,997+3.8% | 加碼 |
| Delta Financial Advisors LLC | 81,953 | $344.3 萬 | 1.36% | −507−0.6% | 減碼 |
| Tikvah Management LLC | 82,230 | $345.4 萬 | 1.08% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 83,199 | $349.5 萬 | 0.37% | −3,290−3.8% | 減碼 |
| Prudential Financial Inc | 84,109 | $353.3 萬 | 0.00% | −14,957−15.1% | 減碼 |
| Ieq Capital, LLC | 85,035 | $357.2 萬 | 0.05% | −36,181−29.8% | 減碼 |
| Blueprint Investment Partners LLC | 87,118 | $366.0 萬 | 0.72% | +10,681+14.0% | 加碼 |
| Summit Place Financial Advisors, LLC | 88,572 | $372.1 萬 | 2.18% | +18,119+25.7% | 加碼 |
| National Asset Management, Inc. | 106,449 | $372.5 萬 | 0.10% | −72,863−40.6% | 減碼 |
| NVWM, LLC | 88,864 | $373.3 萬 | 1.02% | +1,044+1.2% | 加碼 |
| Inscription Capital, LLC | 88,903 | $373.5 萬 | 0.62% | +1,313+1.5% | 加碼 |
| Argent Trust Co | 90,035 | $378.2 萬 | 0.17% | +1,010+1.1% | 加碼 |
| CSS LLC | 90,200 | $378.9 萬 | 0.31% | +64,000+244.3% | 加碼 |
| Welch & Forbes LLC | 90,374 | $379.7 萬 | 0.05% | +332+0.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 90,435 | $379.9 萬 | 0.34% | +755+0.8% | 加碼 |
| Nomura Asset Management Co Ltd | 90,500 | $380.2 萬 | 0.01% | −37,250−29.2% | 減碼 |
| Gradient Investments LLC | 91,138 | $382.9 萬 | 0.09% | +2,536+2.9% | 加碼 |
| Moulton Wealth Management, Inc | 91,152 | $382.9 萬 | 4.02% | −642−0.7% | 減碼 |
| Diversify Advisory Services, LLC | 90,238 | $383.2 萬 | 0.23% | +90,238 | 新進 |
| Signature Securities Group Corporation | 92,126 | $387.0 萬 | 1.08% | +4,375+5.0% | 加碼 |
| Provenance Wealth Advisors, LLC | 92,590 | $389.0 萬 | 0.55% | +3,740+4.2% | 加碼 |
| Madden Advisory Services, Inc. | 92,636 | $389.2 萬 | 2.05% | −777−0.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 92,740 | $389.6 萬 | 1.92% | +9,989+12.1% | 加碼 |
| Fiduciary Trust Co | 92,927 | $390.4 萬 | 0.06% | −535−0.6% | 減碼 |
| HSBC Holdings PLC | 93,250 | $391.7 萬 | 0.00% | −118−0.1% | 減碼 |
| Sage Investment Advisers LLC | 94,030 | $395.0 萬 | 4.53% | −2,700−2.8% | 減碼 |
| Wealth Alliance | 94,586 | $397.4 萬 | 0.52% | −112−0.1% | 減碼 |
| RiverGlades Family Offices LLC | 89,722 | $397.7 萬 | 3.17% | −2,855−3.1% | 減碼 |
| Boston Financial Mangement LLC | 95,317 | $400.4 萬 | 0.13% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 95,471 | $401.0 萬 | 0.45% | −9,603−9.1% | 減碼 |
| Hilltop National Bank | 96,168 | $404.0 萬 | 1.37% | +96,168 | 新進 |
| Ziegler Capital Management, LLC | 96,690 | $406.2 萬 | 0.16% | 00.0% | 不變 |
| Cypress Capital Group | 97,141 | $408.1 萬 | 0.49% | −3,854−3.8% | 減碼 |
| Deane Retirement Strategies, Inc. | 97,277 | $408.2 萬 | 2.07% | −334−0.3% | 減碼 |
| Bessemer Group Inc | 97,724 | $410.6 萬 | 0.01% | −360−0.4% | 減碼 |
| Twelve Points Wealth Management LLC | 97,882 | $411.2 萬 | 1.51% | +4,509+4.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 98,198 | $412.5 萬 | 0.56% | −2,500−2.5% | 減碼 |
| WMS Partners, LLC | 99,570 | $418.3 萬 | 0.29% | +8,000+8.7% | 加碼 |
| DCF Advisers, LLC | 100,000 | $420.1 萬 | 2.53% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 100,177 | $420.8 萬 | 0.11% | −4,053−3.9% | 減碼 |
| Lido Advisors, LLC | 101,428 | $426.1 萬 | 0.04% | +2,446+2.5% | 加碼 |
| Versant Capital Management, Inc | 101,750 | $427.5 萬 | 1.22% | +836+0.8% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 102,096 | $428.9 萬 | 1.95% | 00.0% | 不變 |
| Jordan Park Group LLC | 102,240 | $429.5 萬 | 0.27% | +23,437+29.7% | 加碼 |
| Lynx Capital Group Ltd | 102,757 | $431.7 萬 | 2.91% | +8,569+9.1% | 加碼 |
| Tudor Investment Corp Et Al | 104,209 | $437.8 萬 | 0.05% | +76,227+272.4% | 加碼 |
| Colony Group, LLC | 104,255 | $438.0 萬 | 0.04% | +55,745+114.9% | 加碼 |
| WealthCare Investment Partners, LLC | 104,743 | $440.0 萬 | 2.13% | +28,968+38.2% | 加碼 |
| Kure Advisory, LLC | 107,761 | $452.7 萬 | 3.87% | +3,916+3.8% | 加碼 |
| Apollon Wealth Management, LLC | 107,859 | $453.1 萬 | 0.14% | −6,302−5.5% | 減碼 |
| Lifeworks Advisors, LLC | 109,381 | $459.5 萬 | 1.29% | +26,702+32.3% | 加碼 |
| AdvisorNet Financial, Inc | 109,561 | $460.3 萬 | 0.44% | +743+0.7% | 加碼 |
| FineMark National Bank & Trust | 110,684 | $465.0 萬 | 0.17% | +7,764+7.5% | 加碼 |
| Wealthspan Partners, LLC | 111,482 | $468.3 萬 | 2.76% | +3,774+3.5% | 加碼 |
| Regency Capital Management Inc. | 113,020 | $474.8 萬 | 3.02% | +5,878+5.5% | 加碼 |
| Prairie Wealth Advisors, Inc. | 113,792 | $478.0 萬 | 2.24% | +113,792 | 新進 |
| Stableford Capital II LLC | 113,801 | $478.1 萬 | 1.92% | +110+0.1% | 加碼 |
| Wills Financial Group, Inc. | 114,268 | $480.0 萬 | 2.26% | −660−0.6% | 減碼 |
| Ackerman Capital Advisors, LLC | 114,312 | $480.2 萬 | 1.33% | −164−0.1% | 減碼 |
| Foguth Wealth Management, LLC. | 116,411 | $489.0 萬 | 2.62% | +116,411 | 新進 |
| Accretive Wealth Partners, LLC | 115,300 | $501.8 萬 | 2.22% | +285+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 120,258 | $505.2 萬 | 0.05% | −3,625−2.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 120,258 | $505.2 萬 | 0.05% | −3,625−2.9% | 減碼 |
| Briaud Financial Planning, Inc | 120,390 | $505.8 萬 | 2.87% | −145−0.1% | 減碼 |
| Maltin Wealth Management, Inc. | 121,284 | $509.5 萬 | 2.87% | +5,522+4.8% | 加碼 |
| Signal Advisors Wealth, LLC | 122,436 | $514.4 萬 | 1.28% | +47,488+63.4% | 加碼 |
| FDx Advisors, Inc. | 123,513 | $518.9 萬 | 0.79% | −31,521−20.3% | 減碼 |
| Global Wealth Strategies & Associates | 123,943 | $520.7 萬 | 1.96% | +3,760+3.1% | 加碼 |
| Modern Wealth Management, LLC | 125,159 | $525.8 萬 | 0.49% | +125,159 | 新進 |
| Sigma Planning Corp | 125,684 | $528.0 萬 | 0.17% | +72,496+136.3% | 加碼 |
| Meridian Investment Counsel Inc. | 126,692 | $532.2 萬 | 1.77% | −4,177−3.2% | 減碼 |
| Summit Trail Advisors, LLC | 127,692 | $536.4 萬 | 0.14% | −7,612−5.6% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 128,571 | $540.1 萬 | 1.06% | −1,347−1.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 129,010 | $542.0 萬 | 1.25% | −325−0.3% | 減碼 |
| Kades & Cheifetz LLC | 129,752 | $545.1 萬 | 3.49% | +1,394+1.1% | 加碼 |
| Sinecera Capital, LLC | 127,101 | $548.9 萬 | 7.61% | −3,907−3.0% | 減碼 |
| Thrivent Financial for Lutherans | 134,821 | $566.4 萬 | 0.01% | −747−0.6% | 減碼 |
| Custom Portfolio Group LLC | 139,249 | $569.7 萬 | 4.69% | +5,867+4.4% | 加碼 |
| Pathstone Holdings, LLC | 135,848 | $570.7 萬 | 0.03% | +11,056+8.9% | 加碼 |
| Fairview Capital Investment Management, LLC | 136,291 | $572.6 萬 | 0.32% | +2,257+1.7% | 加碼 |
| Old Port Advisors | 136,484 | $573.4 萬 | 1.76% | +10,872+8.7% | 加碼 |
| Fortis Group Advisors, LLC | 136,786 | $574.6 萬 | 1.06% | +37,320+37.5% | 加碼 |
| Financial Counselors Inc | 137,082 | $575.9 萬 | 0.10% | −24,158−15.0% | 減碼 |
| Omnia Family Wealth, LLC | 138,527 | $582.0 萬 | 2.73% | −5,022−3.5% | 減碼 |
| Private Advisor Group, LLC | 139,257 | $585.0 萬 | 0.04% | −12,500−8.2% | 減碼 |
| Fermata Advisors, LLC | 139,689 | $586.8 萬 | 1.32% | −5,474−3.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 140,504 | $590.3 萬 | 0.93% | −20,173−12.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 141,186 | $593.1 萬 | 0.13% | −1,994−1.4% | 減碼 |
| Cranbrook Wealth Management, LLC | 144,376 | $606.5 萬 | 1.53% | −1,198−0.8% | 減碼 |
| MBA Advisors LLC | 144,901 | $608.7 萬 | 3.15% | +3,587+2.5% | 加碼 |
| Advisory Services Network, LLC | 145,619 | $611.7 萬 | 0.14% | +6,450+4.6% | 加碼 |
| Alhambra Investment Partners LLC | 149,958 | $630.0 萬 | 3.44% | +894+0.6% | 加碼 |
| AE Wealth Management LLC | 150,066 | $630.4 萬 | 0.07% | −183,167−55.0% | 減碼 |
| Stephen J. Garry & Associates, LLC | 150,994 | $634.3 萬 | 6.56% | −1,125−0.7% | 減碼 |
| Southeast Asset Advisors Inc. | 151,820 | $637.8 萬 | 0.77% | 00.0% | 不變 |
| GFS Advisors, LLC | 152,898 | $642.3 萬 | 1.06% | −7,255−4.5% | 減碼 |
| Patton Fund Management, Inc. | 153,993 | $646.9 萬 | 1.17% | +5,791+3.9% | 加碼 |