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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 56,747 | $238.4 萬 | 0.03% | −8,022−12.4% | 減碼 |
| Adviser Investments LLC | 56,610 | $237.8 萬 | 0.03% | −340−0.6% | 減碼 |
| Avestar Capital, LLC | 56,445 | $237.1 萬 | 0.27% | 00.0% | 不變 |
| One Capital Management, LLC | 55,954 | $235.1 萬 | 0.09% | +1,905+3.5% | 加碼 |
| First Horizon Advisors, Inc. | 54,999 | $231.1 萬 | 0.07% | −8,687−13.6% | 減碼 |
| Aspect Partners, LLC | 54,526 | $229.1 萬 | 1.81% | +1,290+2.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $228.9 萬 | 0.04% | 00.0% | 不變 |
| Instrumental Wealth, LLC | 51,266 | $228.5 萬 | 0.99% | −5,582−9.8% | 減碼 |
| Laidlaw Wealth Management LLC | 53,681 | $225.5 萬 | 1.26% | −5,577−9.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 53,673 | $225.5 萬 | 0.02% | +5,933+12.4% | 加碼 |
| Pinnacle Financial Partners Inc | 53,586 | $225.1 萬 | 0.05% | −431−0.8% | 減碼 |
| NewSquare Capital LLC | 53,532 | $224.9 萬 | 0.20% | +1,456+2.8% | 加碼 |
| Allie Family Office LLC | 53,262 | $223.8 萬 | 1.32% | −28,257−34.7% | 減碼 |
| LM Advisors LLC | 52,798 | $221.8 萬 | 0.35% | 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 |
| MainStreet Investment Advisors LLC | 52,484 | $220.5 萬 | 0.26% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 51,312 | $215.6 萬 | 0.27% | −2,072−3.9% | 減碼 |
| IHT Wealth Management, LLC | 51,055 | $214.5 萬 | 0.09% | −1,233−2.4% | 減碼 |
| Two Sigma Securities, LLC | 50,926 | $213.9 萬 | 0.10% | −39,632−43.8% | 減碼 |
| Compass Financial Group, Inc. | 50,865 | $213.7 萬 | 1.14% | −1,137−2.2% | 減碼 |
| Simplicity Wealth,LLC | 50,459 | $212.0 萬 | 0.05% | +50,459 | 新進 |
| Apeiron RIA LLC | 48,998 | $205.8 萬 | 0.60% | +2,558+5.5% | 加碼 |
| Virtus Family Office LLC | 48,333 | $203.1 萬 | 3.24% | −158−0.3% | 減碼 |
| Trademark Financial Management, LLC | 48,111 | $202.1 萬 | 1.68% | +10,394+27.6% | 加碼 |
| Vicus Capital | 47,710 | $200.4 萬 | 0.18% | −2,950−5.8% | 減碼 |
| Plan Group Financial, LLC | 47,609 | $200.0 萬 | 1.31% | +15,320+47.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 47,125 | $198.0 萬 | 0.11% | +8,504+22.0% | 加碼 |
| Northside Capital Management, LLC | 47,097 | $197.9 萬 | 0.35% | −41,150−46.6% | 減碼 |
| Lincoln National Corp | 46,986 | $197.4 萬 | 0.03% | −8,861−15.9% | 減碼 |
| Wormser Freres Gestion | 45,250 | $196.9 萬 | 1.35% | +10,050+28.6% | 加碼 |
| Vanguard Capital Wealth Advisors | 46,861 | $196.9 萬 | 1.38% | +2,917+6.6% | 加碼 |
| Farrell Financial LLC | 46,711 | $196.2 萬 | 1.61% | +1,265+2.8% | 加碼 |
| D.A. Davidson & Co. | 46,693 | $196.2 萬 | 0.02% | −18,830−28.7% | 減碼 |
| Flputnam Investment Management Co | 46,584 | $195.7 萬 | 0.04% | +877+1.9% | 加碼 |
| Econ Financial Services Corp | 45,823 | $192.5 萬 | 1.20% | +45,823 | 新進 |
| Focus Financial Network, Inc. | 41,652 | $187.4 萬 | 0.09% | +41,652 | 新進 |
| D. Scott Neal, Inc. | 44,249 | $185.9 萬 | 1.22% | +3,466+8.5% | 加碼 |
| Congress Wealth Management LLC | 43,815 | $184.1 萬 | 0.03% | +11,520+35.7% | 加碼 |
| Harbour Investments, Inc. | 43,802 | $184.0 萬 | 0.07% | +1,333+3.1% | 加碼 |
| Walkner Condon Financial Advisors LLC | 43,483 | $182.7 萬 | 0.39% | −210.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 43,355 | $182.1 萬 | 0.29% | +6,846+18.8% | 加碼 |
| Wedbush Securities Inc | 43,341 | $182.1 萬 | 0.07% | +1,331+3.2% | 加碼 |
| Simplify Asset Management Inc. | 43,200 | $181.5 萬 | 0.17% | −5,514−11.3% | 減碼 |
| MMBG Investment Advisors Co. | 42,900 | $180.2 萬 | 0.19% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 42,851 | $180.0 萬 | 0.33% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 42,754 | $179.6 萬 | 1.04% | +42,754 | 新進 |
| SignalPoint Asset Management, LLC | 42,586 | $179.1 萬 | 0.49% | −304−0.7% | 減碼 |
| Sunesis Advisors, LLC | 42,548 | $178.7 萬 | 1.05% | −9,666−18.5% | 減碼 |
| Partners Capital Investment Group, LLP | 42,088 | $176.8 萬 | 0.05% | −229,571−84.5% | 減碼 |
| WBH Advisory Inc | 41,894 | $176.0 萬 | 0.18% | −4,814−10.3% | 減碼 |
| Confluence Wealth Services, Inc. | 41,763 | $175.4 萬 | 0.16% | +1,049+2.6% | 加碼 |
| Ameritas Advisory Services, LLC | 40,732 | $175.0 萬 | 0.07% | +15,232+59.7% | 加碼 |
| Snowden Capital Advisors LLC | 41,189 | $173.0 萬 | 0.05% | +21,086+104.9% | 加碼 |
| Verity Asset Management, Inc. | 41,116 | $172.7 萬 | 0.96% | +41,116 | 新進 |
| Battery Global Advisors, LLC | 40,785 | $171.3 萬 | 1.39% | −22,334−35.4% | 減碼 |
| Mutual Advisors, LLC | 40,420 | $169.8 萬 | 0.05% | −8,840−17.9% | 減碼 |
| Synovus Financial Corp | 40,105 | $168.5 萬 | 0.02% | −74,738−65.1% | 減碼 |
| Whitener Capital Management, Inc. | 39,895 | $167.6 萬 | 0.55% | +895+2.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 39,292 | $165.1 萬 | 1.23% | −57−0.1% | 減碼 |
| Trust Point Inc. | 38,459 | $161.6 萬 | 0.13% | −392−1.0% | 減碼 |
| Valued Retirements, Inc. | 38,447 | $161.5 萬 | 2.58% | −201−0.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 38,277 | $160.8 萬 | 0.08% | −9,058−19.1% | 減碼 |
| ICONIQ Capital, LLC | 38,140 | $160.2 萬 | 0.03% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 38,068 | $159.9 萬 | 0.18% | −2,000−5.0% | 減碼 |
| TrinityPoint Wealth, LLC | 38,008 | $159.7 萬 | 0.26% | −80.0% | 減碼 |
| InterOcean Capital Group, LLC | 37,596 | $157.9 萬 | 0.04% | −497−1.3% | 減碼 |
| M Holdings Securities, Inc. | 37,598 | $157.9 萬 | 0.27% | −40.0% | 減碼 |
| Integrated Advisors Network LLC | 37,355 | $156.9 萬 | 0.08% | −375−1.0% | 減碼 |
| Eagle Strategies LLC | 37,328 | $156.8 萬 | 0.35% | −23,742−38.9% | 減碼 |
| Arlington Trust Co LLC | 37,023 | $155.5 萬 | 0.40% | 00.0% | 不變 |
| Bank Ozk | 36,875 | $154.9 萬 | 0.69% | +40+0.1% | 加碼 |
| Eqis Capital Management, Inc. | 35,973 | $151.1 萬 | 0.12% | −4,969−12.1% | 減碼 |
| Inlet Private Wealth, LLC | 35,498 | $149.1 萬 | 0.42% | +15,000+73.2% | 加碼 |
| Perkins Coie Trust Co | 35,398 | $148.7 萬 | 0.35% | +2,916+9.0% | 加碼 |
| Guidance Capital, Inc | 32,781 | $147.9 萬 | 0.54% | −13,603−29.3% | 減碼 |
| Evergreen Capital Management LLC | 35,087 | $147.4 萬 | 0.06% | +233+0.7% | 加碼 |
| Avantax Advisory Services, Inc. | 34,794 | $146.2 萬 | 0.01% | −1,602−4.4% | 減碼 |
| Callan Family Office, LLC | 34,716 | $145.8 萬 | 0.34% | +50+0.1% | 加碼 |
| Satovsky Asset Management LLC | 34,318 | $144.2 萬 | 0.42% | −83−0.2% | 減碼 |
| Marks Group Wealth Management, Inc | 34,055 | $143.1 萬 | 0.15% | −2,468−6.8% | 減碼 |
| Fidelis Capital Partners, LLC | 33,860 | $142.2 萬 | 0.22% | +33,860 | 新進 |
| Roundview Capital LLC | 33,776 | $141.9 萬 | 0.12% | −159−0.5% | 減碼 |
| Highline Wealth Partners LLC | 33,557 | $141.0 萬 | 0.57% | −988−2.9% | 減碼 |
| Prospera Financial Services Inc | 33,137 | $139.2 萬 | 0.04% | −90,231−73.1% | 減碼 |
| Holistic Financial Partners | 32,987 | $138.6 萬 | 0.70% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 32,943 | $138.4 萬 | 0.12% | +5,881+21.7% | 加碼 |
| Financial Advocates Investment Management | 33,158 | $137.4 萬 | 0.08% | −24,840−42.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,536 | $136.7 萬 | 0.00% | −2,946−8.3% | 減碼 |
| FWL Investment Management, LLC | 32,450 | $136.3 萬 | 0.75% | −3,550−9.9% | 減碼 |
| Banque Pictet & Cie SA | 32,400 | $136.1 萬 | 0.01% | 00.0% | 不變 |
| Ballew Advisors, Inc | 30,729 | $135.3 萬 | 0.93% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 32,177 | $135.2 萬 | 0.24% | 00.0% | 不變 |
| Simmons Bank | 32,168 | $135.1 萬 | 0.10% | −200−0.6% | 減碼 |
| Global Retirement Partners, LLC | 32,149 | $135.1 萬 | 0.05% | −102−0.3% | 減碼 |
| CWM, LLC | 32,076 | $134.8 萬 | 0.01% | +11,142+53.2% | 加碼 |
| Connective Portfolio Management, LLC | 32,029 | $134.6 萬 | 2.37% | −35,000−52.2% | 減碼 |
| Montis Financial, LLC | 31,879 | $133.9 萬 | 0.64% | +7,540+31.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 31,759 | $133.4 萬 | 0.08% | +293+0.9% | 加碼 |
| ETF Store, Inc. | 31,618 | $132.8 萬 | 0.76% | −2,717−7.9% | 減碼 |