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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 483,461 | $2,031 萬 | 0.32% | −1,164−0.2% | 減碼 |
| SkyView Investment Advisors, LLC | 481,677 | $2,024 萬 | 3.74% | +26,480+5.8% | 加碼 |
| Reuter James Wealth Management, LLC | 464,620 | $1,952 萬 | 13.54% | −8,472−1.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 460,543 | $1,935 萬 | 0.04% | −130,994−22.1% | 減碼 |
| Sowa Financial Group, Inc. | 485,170 | $1,894 萬 | 15.45% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 450,586 | $1,893 萬 | 5.49% | −1,084−0.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 448,487 | $1,884 萬 | 3.58% | +7,528+1.7% | 加碼 |
| Syon Capital LLC | 429,060 | $1,802 萬 | 1.70% | −2,319−0.5% | 減碼 |
| JSF Financial, LLC | 417,912 | $1,756 萬 | 5.50% | −5,469−1.3% | 減碼 |
| Independent Family Office, LLC | 411,117 | $1,727 萬 | 9.27% | −22,427−5.2% | 減碼 |
| M&T Bank Corp | 406,880 | $1,709 萬 | 0.06% | −97,033−19.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 406,181 | $1,706 萬 | 0.58% | −759−0.2% | 減碼 |
| Kestra Advisory Services, LLC | 401,435 | $1,686 萬 | 0.11% | +37,442+10.3% | 加碼 |
| Parcion Private Wealth LLC | 399,697 | $1,679 萬 | 1.48% | −75,724−15.9% | 減碼 |
| Chatham Capital Group, Inc. | 398,820 | $1,675 萬 | 3.07% | +2,890+0.7% | 加碼 |
| Spinnaker Trust | 398,135 | $1,673 萬 | 1.08% | −16,736−4.0% | 減碼 |
| Quest Investment Management LLC | 396,021 | $1,664 萬 | 1.86% | 00.0% | 不變 |
| Cambridge Associates LLC | 394,510 | $1,657 萬 | 0.89% | +26,200+7.1% | 加碼 |
| CIBC World Markets Inc. | 394,508 | $1,657 萬 | 0.04% | +38,886+10.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 388,572 | $1,632 萬 | 0.18% | +5,444+1.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 386,853 | $1,625 萬 | 0.18% | −13,356−3.3% | 減碼 |
| Assetmark, Inc | 375,538 | $1,578 萬 | 0.05% | +14,203+3.9% | 加碼 |
| Vision Capital Management, Inc. | 372,298 | $1,564 萬 | 2.33% | −926−0.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 370,552 | $1,557 萬 | 2.92% | +2,995+0.8% | 加碼 |
| Elm Partners Management LLC | 370,268 | $1,555 萬 | 1.23% | +28,502+8.3% | 加碼 |
| Public Employees Retirement System of Ohio | 366,800 | $1,541 萬 | 0.06% | +64,300+21.3% | 加碼 |
| IFP Advisors, Inc | 364,213 | $1,530 萬 | 0.67% | +86,735+31.3% | 加碼 |
| James Investment Research Inc | 363,209 | $1,526 萬 | 1.81% | −8,494−2.3% | 減碼 |
| Fielder Capital Group LLC | 362,482 | $1,523 萬 | 6.81% | −8,472−2.3% | 減碼 |
| Sterling Financial Planning, Inc. | 348,104 | $1,462 萬 | 5.92% | +2,363+0.7% | 加碼 |
| Verger Capital Management LLC | 343,669 | $1,444 萬 | 7.38% | +104,525+43.7% | 加碼 |
| AllGen Financial Advisors, Inc. | 337,657 | $1,418 萬 | 5.77% | +8,513+2.6% | 加碼 |
| Sage Rhino Capital LLC | 334,525 | $1,405 萬 | 3.32% | +2,036+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 331,671 | $1,393 萬 | 0.04% | −51,998−13.6% | 減碼 |
| Citigroup Inc | 331,351 | $1,391 萬 | 0.02% | +26,434+8.7% | 加碼 |
| Kingsview Wealth Management, LLC | 328,648 | $1,381 萬 | 0.35% | +30,797+10.3% | 加碼 |
| Graham Capital Wealth Management, LLC | 327,585 | $1,376 萬 | 23.47% | −5,689−1.7% | 減碼 |
| Modus Advisors, LLC | 324,789 | $1,364 萬 | 5.05% | +371+0.1% | 加碼 |
| Baldwin Brothers Inc | 323,096 | $1,357 萬 | 1.02% | −3,865−1.2% | 減碼 |
| Dakota Wealth Management | 317,562 | $1,334 萬 | 0.33% | −1,109−0.3% | 減碼 |
| BFSG, LLC | 313,256 | $1,316 萬 | 1.74% | +7,972+2.6% | 加碼 |
| First Foundation Advisors | 311,792 | $1,310 萬 | 0.52% | −9,458−2.9% | 減碼 |
| Blair William & Co | 309,042 | $1,298 萬 | 0.04% | +35,164+12.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 309,004 | $1,298 萬 | 1.08% | −8,358−2.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 306,679 | $1,288 萬 | 0.13% | −14,608−4.5% | 減碼 |
| Timber Creek Capital Management LLC | 306,643 | $1,288 萬 | 4.03% | −4,900−1.6% | 減碼 |
| XR Securities LLC | 305,864 | $1,285 萬 | 3.75% | +234,995+331.6% | 加碼 |
| Bokf, NA | 300,093 | $1,274 萬 | 0.23% | −6,840−2.2% | 減碼 |
| Howland Capital Management LLC | 303,080 | $1,273 萬 | 0.61% | −14,889−4.7% | 減碼 |
| Permanens Capital L.P. | 299,036 | $1,256 萬 | 1.54% | +100,401+50.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 296,520 | $1,246 萬 | 0.18% | −52,565−15.1% | 減碼 |
| Ambassador Advisors, LLC | 292,082 | $1,227 萬 | 2.23% | +4,541+1.6% | 加碼 |
| Chemistry Wealth Management LLC | 291,691 | $1,225 萬 | 3.30% | +7,155+2.5% | 加碼 |
| Legend Financial Advisors, Inc. | 290,865 | $1,222 萬 | 8.85% | +1,785+0.6% | 加碼 |
| Brookstone Capital Management | 288,620 | $1,212 萬 | 0.22% | −10,086−3.4% | 減碼 |
| US Bancorp | 283,290 | $1,190 萬 | 0.02% | −10,147−3.5% | 減碼 |
| TMD Wealth Management, LLC | 276,687 | $1,162 萬 | 2.71% | +17,583+6.8% | 加碼 |
| Resona Asset Management Co.,Ltd. | 276,645 | $1,162 萬 | 0.07% | +276,645 | 新進 |
| Townsend & Associates, Inc | 263,359 | $1,156 萬 | 1.35% | +2,231+0.9% | 加碼 |
| LVM Capital Management Ltd | 275,112 | $1,156 萬 | 1.37% | −1,385−0.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 273,391 | $1,149 萬 | 0.76% | +406+0.1% | 加碼 |
| AMG National Trust Bank | 272,117 | $1,143 萬 | 0.33% | +33,319+14.0% | 加碼 |
| Aveo Capital Partners, LLC | 258,953 | $1,127 萬 | 1.23% | +577+0.2% | 加碼 |
| White Lighthouse Investment Management Inc. | 265,371 | $1,115 萬 | 2.26% | +11,395+4.5% | 加碼 |
| Perigon Wealth Management, LLC | 262,711 | $1,104 萬 | 0.33% | −9,786−3.6% | 減碼 |
| Norris Financial Group, LLC | 258,211 | $1,085 萬 | 5.95% | −9,332−3.5% | 減碼 |
| Sunbelt Securities, Inc. | 255,094 | $1,072 萬 | 1.20% | −127,715−33.4% | 減碼 |
| Parkside Investments, LLC | 251,551 | $1,057 萬 | 1.68% | −31,717−11.2% | 減碼 |
| Wallington Asset Management, LLC | 250,154 | $1,051 萬 | 1.65% | +3,850+1.6% | 加碼 |
| K2 Principal Fund, L.P. | 250,000 | $1,050 萬 | 2.50% | +206,800+478.7% | 加碼 |
| Arlington Capital Management, Inc. | 249,925 | $1,050 萬 | 8.73% | −4,048−1.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 249,607 | $1,049 萬 | 0.12% | −10,104−3.9% | 減碼 |
| Fifth Third Securities, Inc. | 249,366 | $1,048 萬 | 1.02% | −42,339−14.5% | 減碼 |
| Rogco, LP | 248,516 | $1,044 萬 | 4.27% | −4,082−1.6% | 減碼 |
| Sentinel Trust Co Lba | 247,486 | $1,040 萬 | 1.34% | −15,296−5.8% | 減碼 |
| First American Trust, FSB | 247,446 | $1,040 萬 | 1.09% | +17,185+7.5% | 加碼 |
| Morton Capital Management LLC | 245,326 | $1,031 萬 | 2.78% | −818−0.3% | 減碼 |
| Umb Bank N A | 244,333 | $1,026 萬 | 0.16% | −3,378−1.4% | 減碼 |
| Nottingham Advisors, Inc. | 244,234 | $1,026 萬 | 1.26% | −5,457−2.2% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 241,433 | $1,014 萬 | 2.69% | +12,486+5.5% | 加碼 |
| American Investment Services, Inc. | 241,126 | $1,013 萬 | 1.80% | −3,439−1.4% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 240,083 | $1,009 萬 | 2.61% | +156,790+188.2% | 加碼 |
| Signet Investment Advisory Group, Inc. | 233,196 | $979.7 萬 | 5.36% | +8,469+3.8% | 加碼 |
| Resonant Capital Advisors, LLC | 231,017 | $970.5 萬 | 0.83% | +386+0.2% | 加碼 |
| Evoke Wealth, LLC | 230,098 | $966.6 萬 | 0.29% | +208,405+960.7% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 229,793 | $965.4 萬 | 4.14% | −14,732−6.0% | 減碼 |
| New Potomac Partners, LLC | 227,626 | $956.3 萬 | 5.31% | +3,003+1.3% | 加碼 |
| Sigma Investment Counselors Inc | 223,672 | $939.6 萬 | 0.61% | +3,146+1.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 221,694 | $931.3 萬 | 0.02% | −9,996−4.3% | 減碼 |
| Barclays PLC | 220,590 | $926.7 萬 | 0.00% | +12,730+6.1% | 加碼 |
| EFG Asset Management (Americas) Corp. | 220,271 | $925.4 萬 | 2.82% | +152,944+227.2% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 215,975 | $907.3 萬 | 9.76% | −3,037−1.4% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 214,314 | $900.3 萬 | 3.10% | +32,716+18.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 213,192 | $895.6 萬 | 0.55% | −4,243−2.0% | 減碼 |
| Yeomans Consulting Group, Inc. | 212,383 | $892.2 萬 | 3.91% | +63,061+42.2% | 加碼 |
| Upper Left Wealth Management, LLC | 211,525 | $888.6 萬 | 8.24% | +13,113+6.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 211,319 | $887.8 萬 | 0.20% | +79,291+60.1% | 加碼 |
| JNBA Financial Advisors | 207,623 | $872.2 萬 | 0.92% | −31,032−13.0% | 減碼 |
| Forza Wealth Management, LLC | 203,092 | $853.2 萬 | 4.44% | −1,552−0.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 200,504 | $842.3 萬 | 0.12% | −196−0.1% | 減碼 |