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
- 1,148
- 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 200,000 | $840.2 萬 | 0.01% | −240,000−54.5% | 減碼 |
| We Are One Seven, LLC | 199,721 | $839.0 萬 | 0.44% | +34,751+21.1% | 加碼 |
| Stablepoint Partners, LLC | 199,251 | $837.1 萬 | 1.70% | +36,240+22.2% | 加碼 |
| Renaissance Technologies LLC | 198,500 | $833.9 萬 | 0.01% | +133,900+207.3% | 加碼 |
| CPA Asset Management LLC | 197,715 | $830.6 萬 | 4.65% | −20,537−9.4% | 減碼 |
| LifePlan Financial, LLC | 197,713 | $830.6 萬 | 7.61% | +5,000+2.6% | 加碼 |
| Archetype Wealth Partners | 197,099 | $828.0 萬 | 1.38% | +3,181+1.6% | 加碼 |
| Wealth Management Partners, LLC | 196,521 | $825.6 萬 | 4.19% | +5,111+2.7% | 加碼 |
| Altiora Financial Group, LLC | 196,079 | $823.7 萬 | 2.24% | +28,477+17.0% | 加碼 |
| Highland Financial Advisors, LLC | 193,735 | $813.9 萬 | 3.26% | −15,898−7.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 193,068 | $811.1 萬 | 0.03% | +78,955+69.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 191,886 | $806.1 萬 | 0.71% | −222−0.1% | 減碼 |
| Plum Street Advisors, LLC | 162,152 | $805.9 萬 | 4.08% | −27,512−14.5% | 減碼 |
| Okabena Investment Services Inc | 189,898 | $797.8 萬 | 2.66% | +8,156+4.5% | 加碼 |
| Sowell Financial Services LLC | 189,232 | $795.0 萬 | 0.38% | +23,850+14.4% | 加碼 |
| NTV Asset Management LLC | 187,207 | $786.5 萬 | 1.20% | −2,866−1.5% | 減碼 |
| Rehmann Capital Advisory Group | 186,992 | $785.6 萬 | 0.59% | +2,018+1.1% | 加碼 |
| Leavell Investment Management, Inc. | 186,574 | $783.8 萬 | 0.45% | −23,682−11.3% | 減碼 |
| Huntington National Bank | – | $779.4 萬 | 0.06% | – | – |
| Cohen & Steers, Inc. | 185,536 | $779.4 萬 | 0.02% | −76,514−29.2% | 減碼 |
| Hamilton Wealth, LLC | 183,654 | $771.5 萬 | 2.41% | +6,110+3.4% | 加碼 |
| Sapient Capital LLC | 182,902 | $768.4 萬 | 0.17% | −1,957−1.1% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 182,879 | $768.3 萬 | 3.03% | +3,240+1.8% | 加碼 |
| Silverleafe Capital Partners, LLC | 182,081 | $764.9 萬 | 3.06% | −12,797−6.6% | 減碼 |
| GWM Advisors LLC | 181,973 | $764.5 萬 | 0.07% | −3,326−1.8% | 減碼 |
| Gateway Advisory, LLC | 181,378 | $762.0 萬 | 1.34% | +4,780+2.7% | 加碼 |
| Ballentine Partners, LLC | 176,840 | $742.9 萬 | 0.14% | −40,224−18.5% | 減碼 |
| Brown Advisory Inc | 173,279 | $727.9 萬 | 0.01% | +5,823+3.5% | 加碼 |
| Commerce Bank | 172,666 | $725.4 萬 | 0.05% | −1,551−0.9% | 減碼 |
| Allworth Financial LP | 171,828 | $721.8 萬 | 0.05% | +2,396+1.4% | 加碼 |
| Scotia Capital Inc. | 171,599 | $720.9 萬 | 0.04% | +19,223+12.6% | 加碼 |
| Independent Financial Group, LLC | 171,214 | $719.3 萬 | 0.33% | +557+0.3% | 加碼 |
| Systelligence, LLC | 169,117 | $710.5 萬 | 1.86% | −327−0.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 168,400 | $707.4 萬 | 0.07% | 00.0% | 不變 |
| Cape Ann Savings Bank | 168,260 | $706.9 萬 | 4.43% | −230−0.1% | 減碼 |
| Greenline Partners, LLC | 167,746 | $704.7 萬 | 1.12% | −750.0% | 減碼 |
| Lowe Wealth Advisors, LLC | 166,379 | $699.0 萬 | 3.25% | −262−0.2% | 減碼 |
| Weil Company, Inc. | 165,085 | $693.5 萬 | 2.75% | −1,945−1.2% | 減碼 |
| Towneley Capital Management, Inc | 163,657 | $687.5 萬 | 1.69% | −1,574−1.0% | 減碼 |
| Ariston Services Group | 161,865 | $680.0 萬 | 6.51% | −420.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 158,940 | $667.7 萬 | 0.11% | −36,939−18.9% | 減碼 |
| Vivaldi Capital Management, LLC | 148,985 | $665.7 萬 | 1.94% | +14,909+11.1% | 加碼 |
| Fore Capital, LLC | 158,000 | $663.8 萬 | 12.04% | +58,000+58.0% | 加碼 |
| Ancora Advisors, LLC | 157,827 | $663.0 萬 | 0.15% | −408−0.3% | 減碼 |
| GYL Financial Synergies, LLC | 156,903 | $659.1 萬 | 0.52% | −3,518−2.2% | 減碼 |
| Insight Wealth Partners, LLC | 156,509 | $657.5 萬 | 4.27% | +777+0.5% | 加碼 |
| Well Done, LLC | 155,573 | $653.6 萬 | 1.29% | −5,633−3.5% | 減碼 |
| Executive Wealth Management, LLC | 153,586 | $652.1 萬 | 0.57% | −100,029−39.4% | 減碼 |
| BSW Wealth Partners | 154,625 | $649.6 萬 | 1.10% | +90.0% | 加碼 |
| Patton Fund Management, Inc. | 153,993 | $646.9 萬 | 1.17% | +5,791+3.9% | 加碼 |
| GFS Advisors, LLC | 152,898 | $642.3 萬 | 1.06% | −7,255−4.5% | 減碼 |
| Southeast Asset Advisors Inc. | 151,820 | $637.8 萬 | 0.77% | 00.0% | 不變 |
| Stephen J. Garry & Associates, LLC | 150,994 | $634.3 萬 | 6.56% | −1,125−0.7% | 減碼 |
| AE Wealth Management LLC | 150,066 | $630.4 萬 | 0.07% | −183,167−55.0% | 減碼 |
| Alhambra Investment Partners LLC | 149,958 | $630.0 萬 | 3.44% | +894+0.6% | 加碼 |
| Advisory Services Network, LLC | 145,619 | $611.7 萬 | 0.14% | +6,450+4.6% | 加碼 |
| MBA Advisors LLC | 144,901 | $608.7 萬 | 3.15% | +3,587+2.5% | 加碼 |
| Cranbrook Wealth Management, LLC | 144,376 | $606.5 萬 | 1.53% | −1,198−0.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 141,186 | $593.1 萬 | 0.13% | −1,994−1.4% | 減碼 |
| Wellspring Financial Advisors, LLC | 140,504 | $590.3 萬 | 0.93% | −20,173−12.6% | 減碼 |
| Fermata Advisors, LLC | 139,689 | $586.8 萬 | 1.32% | −5,474−3.8% | 減碼 |
| Private Advisor Group, LLC | 139,257 | $585.0 萬 | 0.04% | −12,500−8.2% | 減碼 |
| Omnia Family Wealth, LLC | 138,527 | $582.0 萬 | 2.73% | −5,022−3.5% | 減碼 |
| Financial Counselors Inc | 137,082 | $575.9 萬 | 0.10% | −24,158−15.0% | 減碼 |
| Fortis Group Advisors, LLC | 136,786 | $574.6 萬 | 1.06% | +37,320+37.5% | 加碼 |
| Old Port Advisors | 136,484 | $573.4 萬 | 1.76% | +10,872+8.7% | 加碼 |
| Fairview Capital Investment Management, LLC | 136,291 | $572.6 萬 | 0.32% | +2,257+1.7% | 加碼 |
| Pathstone Holdings, LLC | 135,848 | $570.7 萬 | 0.03% | +11,056+8.9% | 加碼 |
| Custom Portfolio Group LLC | 139,249 | $569.7 萬 | 4.69% | +5,867+4.4% | 加碼 |
| Thrivent Financial for Lutherans | 134,821 | $566.4 萬 | 0.01% | −747−0.6% | 減碼 |
| Sinecera Capital, LLC | 127,101 | $548.9 萬 | 7.61% | −3,907−3.0% | 減碼 |
| Kades & Cheifetz LLC | 129,752 | $545.1 萬 | 3.49% | +1,394+1.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 129,010 | $542.0 萬 | 1.25% | −325−0.3% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 128,571 | $540.1 萬 | 1.06% | −1,347−1.0% | 減碼 |
| Summit Trail Advisors, LLC | 127,692 | $536.4 萬 | 0.14% | −7,612−5.6% | 減碼 |
| Meridian Investment Counsel Inc. | 126,692 | $532.2 萬 | 1.77% | −4,177−3.2% | 減碼 |
| Sigma Planning Corp | 125,684 | $528.0 萬 | 0.17% | +72,496+136.3% | 加碼 |
| Modern Wealth Management, LLC | 125,159 | $525.8 萬 | 0.49% | +125,159 | 新進 |
| Global Wealth Strategies & Associates | 123,943 | $520.7 萬 | 1.96% | +3,760+3.1% | 加碼 |
| FDx Advisors, Inc. | 123,513 | $518.9 萬 | 0.79% | −31,521−20.3% | 減碼 |
| Signal Advisors Wealth, LLC | 122,436 | $514.4 萬 | 1.28% | +47,488+63.4% | 加碼 |
| Maltin Wealth Management, Inc. | 121,284 | $509.5 萬 | 2.87% | +5,522+4.8% | 加碼 |
| Briaud Financial Planning, Inc | 120,390 | $505.8 萬 | 2.87% | −145−0.1% | 減碼 |
| 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 |
| Accretive Wealth Partners, LLC | 115,300 | $501.8 萬 | 2.22% | +285+0.2% | 加碼 |
| Foguth Wealth Management, LLC. | 116,411 | $489.0 萬 | 2.62% | +116,411 | 新進 |
| Ackerman Capital Advisors, LLC | 114,312 | $480.2 萬 | 1.33% | −164−0.1% | 減碼 |
| Wills Financial Group, Inc. | 114,268 | $480.0 萬 | 2.26% | −660−0.6% | 減碼 |
| Stableford Capital II LLC | 113,801 | $478.1 萬 | 1.92% | +110+0.1% | 加碼 |
| Prairie Wealth Advisors, Inc. | 113,792 | $478.0 萬 | 2.24% | +113,792 | 新進 |
| Regency Capital Management Inc. | 113,020 | $474.8 萬 | 3.02% | +5,878+5.5% | 加碼 |
| Wealthspan Partners, LLC | 111,482 | $468.3 萬 | 2.76% | +3,774+3.5% | 加碼 |
| FineMark National Bank & Trust | 110,684 | $465.0 萬 | 0.17% | +7,764+7.5% | 加碼 |
| AdvisorNet Financial, Inc | 109,561 | $460.3 萬 | 0.44% | +743+0.7% | 加碼 |
| Lifeworks Advisors, LLC | 109,381 | $459.5 萬 | 1.29% | +26,702+32.3% | 加碼 |
| Apollon Wealth Management, LLC | 107,859 | $453.1 萬 | 0.14% | −6,302−5.5% | 減碼 |
| Kure Advisory, LLC | 107,761 | $452.7 萬 | 3.87% | +3,916+3.8% | 加碼 |
| WealthCare Investment Partners, LLC | 104,743 | $440.0 萬 | 2.13% | +28,968+38.2% | 加碼 |
| Colony Group, LLC | 104,255 | $438.0 萬 | 0.04% | +55,745+114.9% | 加碼 |