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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 104,209 | $437.8 萬 | 0.05% | +76,227+272.4% | 加碼 |
| Lynx Capital Group Ltd | 102,757 | $431.7 萬 | 2.91% | +8,569+9.1% | 加碼 |
| Jordan Park Group LLC | 102,240 | $429.5 萬 | 0.27% | +23,437+29.7% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 102,096 | $428.9 萬 | 1.95% | 00.0% | 不變 |
| Versant Capital Management, Inc | 101,750 | $427.5 萬 | 1.22% | +836+0.8% | 加碼 |
| Lido Advisors, LLC | 101,428 | $426.1 萬 | 0.04% | +2,446+2.5% | 加碼 |
| RSM US Wealth Management LLC | 100,177 | $420.8 萬 | 0.11% | −4,053−3.9% | 減碼 |
| DCF Advisers, LLC | 100,000 | $420.1 萬 | 2.53% | 00.0% | 不變 |
| WMS Partners, LLC | 99,570 | $418.3 萬 | 0.29% | +8,000+8.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 98,198 | $412.5 萬 | 0.56% | −2,500−2.5% | 減碼 |
| Twelve Points Wealth Management LLC | 97,882 | $411.2 萬 | 1.51% | +4,509+4.8% | 加碼 |
| Bessemer Group Inc | 97,724 | $410.6 萬 | 0.01% | −360−0.4% | 減碼 |
| Deane Retirement Strategies, Inc. | 97,277 | $408.2 萬 | 2.07% | −334−0.3% | 減碼 |
| Cypress Capital Group | 97,141 | $408.1 萬 | 0.49% | −3,854−3.8% | 減碼 |
| Ziegler Capital Management, LLC | 96,690 | $406.2 萬 | 0.16% | 00.0% | 不變 |
| Hilltop National Bank | 96,168 | $404.0 萬 | 1.37% | +96,168 | 新進 |
| Amplius Wealth Advisors, LLC | 95,471 | $401.0 萬 | 0.45% | −9,603−9.1% | 減碼 |
| Boston Financial Mangement LLC | 95,317 | $400.4 萬 | 0.13% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 89,722 | $397.7 萬 | 3.17% | −2,855−3.1% | 減碼 |
| Wealth Alliance | 94,586 | $397.4 萬 | 0.52% | −112−0.1% | 減碼 |
| Sage Investment Advisers LLC | 94,030 | $395.0 萬 | 4.53% | −2,700−2.8% | 減碼 |
| HSBC Holdings PLC | 93,250 | $391.7 萬 | 0.00% | −118−0.1% | 減碼 |
| Fiduciary Trust Co | 92,927 | $390.4 萬 | 0.06% | −535−0.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 92,740 | $389.6 萬 | 1.92% | +9,989+12.1% | 加碼 |
| Madden Advisory Services, Inc. | 92,636 | $389.2 萬 | 2.05% | −777−0.8% | 減碼 |
| Provenance Wealth Advisors, LLC | 92,590 | $389.0 萬 | 0.55% | +3,740+4.2% | 加碼 |
| Signature Securities Group Corporation | 92,126 | $387.0 萬 | 1.08% | +4,375+5.0% | 加碼 |
| Diversify Advisory Services, LLC | 90,238 | $383.2 萬 | 0.23% | +90,238 | 新進 |
| Moulton Wealth Management, Inc | 91,152 | $382.9 萬 | 4.02% | −642−0.7% | 減碼 |
| Gradient Investments LLC | 91,138 | $382.9 萬 | 0.09% | +2,536+2.9% | 加碼 |
| Nomura Asset Management Co Ltd | 90,500 | $380.2 萬 | 0.01% | −37,250−29.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 90,435 | $379.9 萬 | 0.34% | +755+0.8% | 加碼 |
| Welch & Forbes LLC | 90,374 | $379.7 萬 | 0.05% | +332+0.4% | 加碼 |
| CSS LLC | 90,200 | $378.9 萬 | 0.31% | +64,000+244.3% | 加碼 |
| Argent Trust Co | 90,035 | $378.2 萬 | 0.17% | +1,010+1.1% | 加碼 |
| Inscription Capital, LLC | 88,903 | $373.5 萬 | 0.62% | +1,313+1.5% | 加碼 |
| NVWM, LLC | 88,864 | $373.3 萬 | 1.02% | +1,044+1.2% | 加碼 |
| National Asset Management, Inc. | 106,449 | $372.5 萬 | 0.10% | −72,863−40.6% | 減碼 |
| Summit Place Financial Advisors, LLC | 88,572 | $372.1 萬 | 2.18% | +18,119+25.7% | 加碼 |
| Blueprint Investment Partners LLC | 87,118 | $366.0 萬 | 0.72% | +10,681+14.0% | 加碼 |
| Ieq Capital, LLC | 85,035 | $357.2 萬 | 0.05% | −36,181−29.8% | 減碼 |
| Prudential Financial Inc | 84,109 | $353.3 萬 | 0.00% | −14,957−15.1% | 減碼 |
| SRS Capital Advisors, Inc. | 83,199 | $349.5 萬 | 0.37% | −3,290−3.8% | 減碼 |
| Tikvah Management LLC | 82,230 | $345.4 萬 | 1.08% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 81,953 | $344.3 萬 | 1.36% | −507−0.6% | 減碼 |
| Cowa, LLC | 81,078 | $340.6 萬 | 2.01% | +2,997+3.8% | 加碼 |
| VCI Wealth Management LLC | 81,013 | $340.3 萬 | 2.30% | −13,910−14.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 79,664 | $334.7 萬 | 0.10% | −629−0.8% | 減碼 |
| Altman Advisors, Inc. | 78,681 | $334.1 萬 | 1.63% | +2,359+3.1% | 加碼 |
| waypoint wealth counsel | 78,760 | $330.9 萬 | 2.55% | +489+0.6% | 加碼 |
| Atria Investments LLC | 78,723 | $330.7 萬 | 0.05% | −33,823−30.1% | 減碼 |
| Blue Investment Partners LLC | 78,022 | $327.8 萬 | 1.71% | +588+0.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 77,477 | $325.4 萬 | 0.09% | +13,494+21.1% | 加碼 |
| Atomi Financial Group, Inc. | 77,064 | $323.7 萬 | 0.30% | +71,373+1,254.1% | 加碼 |
| Robinson Value Management, Ltd. | 76,293 | $320.5 萬 | 2.15% | −608−0.8% | 減碼 |
| TriaGen Wealth Management LLC | 76,205 | $320.1 萬 | 1.33% | +22,975+43.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 76,195 | $320.1 萬 | 0.17% | −3,581−4.5% | 減碼 |
| Camden National Bank | 76,116 | $319.8 萬 | 0.56% | +68,783+938.0% | 加碼 |
| Relative Value Partners Group, LLC | 82,937 | $319.2 萬 | 0.20% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 75,901 | $318.9 萬 | 0.03% | −346−0.5% | 減碼 |
| Whittier Trust Co | 75,735 | $318.1 萬 | 0.05% | +678+0.9% | 加碼 |
| NavPoint Financial, Inc. | 75,667 | $317.9 萬 | 2.76% | −2,946−3.7% | 減碼 |
| E Fund Management Co., Ltd. | 75,324 | $316.4 萬 | 0.20% | −13,234−14.9% | 減碼 |
| Sepio Capital, LP | 75,142 | $315.7 萬 | 0.27% | −6,264−7.7% | 減碼 |
| HB Wealth Management, LLC | 73,319 | $308.0 萬 | 0.04% | +1,376+1.9% | 加碼 |
| Mengis Capital Management, Inc. | 73,123 | $307.2 萬 | 0.47% | −1,515−2.0% | 減碼 |
| LifePlan Investment Advisors, Inc. | 72,552 | $304.8 萬 | 2.43% | −1,489−2.0% | 減碼 |
| Motco | 72,457 | $304.4 萬 | 0.18% | +356+0.5% | 加碼 |
| Evermay Wealth Management LLC | 71,042 | $298.4 萬 | 0.45% | +71,042 | 新進 |
| Advisory Alpha, LLC | 70,746 | $297.2 萬 | 0.12% | −1,806−2.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 70,644 | $296.8 萬 | 0.19% | −697−1.0% | 減碼 |
| Kitching Partners, LLC | 69,953 | $293.9 萬 | 5.58% | +150+0.2% | 加碼 |
| Financial Alternatives, Inc | 69,609 | $292.4 萬 | 2.26% | −48−0.1% | 減碼 |
| Parallel Advisors, LLC | 68,969 | $289.7 萬 | 0.08% | −1,490−2.1% | 減碼 |
| Bradley Foster & Sargent Inc | 67,340 | $282.9 萬 | 0.05% | +3,661+5.7% | 加碼 |
| Prudential PLC | 67,211 | $282.4 萬 | 0.02% | +36,380+118.0% | 加碼 |
| Crescent Grove Advisors, LLC | 67,194 | $282.3 萬 | 0.29% | −13,476−16.7% | 減碼 |
| Rathbone Brothers plc | 66,830 | $280.8 萬 | 0.02% | −5,645−7.8% | 減碼 |
| Patriot Investment Management Inc. | 66,729 | $280.3 萬 | 0.22% | −1,673−2.4% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 66,079 | $277.6 萬 | 0.65% | −1,342−2.0% | 減碼 |
| Financial Management Network Inc | 64,160 | $277.3 萬 | 0.70% | +226+0.4% | 加碼 |
| Financial Sense Advisors, Inc. | 65,609 | $275.6 萬 | 0.98% | +230+0.4% | 加碼 |
| Cambridge Trust Co | 65,014 | $273.1 萬 | 0.10% | −23,152−26.3% | 減碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $273.1 萬 | 0.35% | 00.0% | 不變 |
| Citadel Advisors LLC | 64,630 | $271.5 萬 | 0.00% | +64,630 | 新進 |
| FinTrust Capital Advisors, LLC | 63,933 | $268.6 萬 | 0.52% | +9,197+16.8% | 加碼 |
| Modera Wealth Management, LLC | 63,717 | $267.7 萬 | 0.04% | −2,391−3.6% | 減碼 |
| Wealthstar Advisors, LLC | 62,328 | $261.8 萬 | 0.91% | +3,604+6.1% | 加碼 |
| Nissay Asset Management Corp | 62,314 | $261.8 萬 | 0.02% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 61,782 | $259.5 萬 | 1.30% | +3,127+5.3% | 加碼 |
| Intrepid Capital Management Inc | 61,193 | $257.1 萬 | 1.67% | −2,819−4.4% | 減碼 |
| Regions Financial Corp | 61,163 | $256.9 萬 | 0.02% | −3,052−4.8% | 減碼 |
| Gould Asset Management LLC | 61,029 | $256.4 萬 | 0.62% | −714−1.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61,009 | $256.3 萬 | 0.12% | +7,067+13.1% | 加碼 |
| Signify Wealth | 60,241 | $253.1 萬 | 4.20% | +7,746+14.8% | 加碼 |
| Firestone Capital Management | 60,219 | $253.0 萬 | 0.70% | +60,219 | 新進 |
| Financial & Tax Architects, LLC | 58,972 | $247.7 萬 | 0.68% | +1,315+2.3% | 加碼 |
| Raymond James Trust N.A. | 58,627 | $246.3 萬 | 0.06% | −2,720−4.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 57,387 | $241.1 萬 | 0.28% | +1,389+2.5% | 加碼 |
| Carlson Capital Management | 57,234 | $240.4 萬 | 0.11% | −139−0.2% | 減碼 |