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 |
|---|---|---|---|---|---|
| First Manhattan Co | 31,582 | $132.7 萬 | 0.00% | +1,650+5.5% | 加碼 |
| Austin Private Wealth, LLC | 30,132 | $131.0 萬 | 0.15% | −4,585−13.2% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 31,025 | $130.3 萬 | 0.71% | −43,489−58.4% | 減碼 |
| King Luther Capital Management Corp | – | $130.0 萬 | 0.01% | – | – |
| Mosley Wealth Management | 30,932 | $129.9 萬 | 1.22% | +1,028+3.4% | 加碼 |
| Westover Capital Advisors, LLC | 30,834 | $129.5 萬 | 0.38% | +9,209+42.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 30,821 | $129.5 萬 | 0.02% | −1,525−4.7% | 減碼 |
| United Community Bank | 30,192 | $126.8 萬 | 0.49% | −1,200−3.8% | 減碼 |
| Ifrah Financial Services, Inc. | 30,150 | $126.7 萬 | 0.36% | +258+0.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 30,119 | $126.5 萬 | 0.00% | +631+2.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 29,894 | $125.6 萬 | 0.20% | −2,847−8.7% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 33,494 | $125.2 萬 | 0.08% | −26,089−43.8% | 減碼 |
| Massmutual Trust Co FSB | 29,709 | $124.8 萬 | 0.04% | −366−1.2% | 減碼 |
| Interchange Capital Partners, LLC | 29,408 | $123.5 萬 | 0.83% | −1,525−4.9% | 減碼 |
| Change Path, LLC | 28,969 | $121.7 萬 | 0.05% | +6,356+28.1% | 加碼 |
| Atlantic Trust, LLC | 28,846 | $121.2 萬 | 0.32% | +194+0.7% | 加碼 |
| AlphaStar Capital Management, LLC | 28,832 | $121.1 萬 | 0.12% | +550+1.9% | 加碼 |
| Oppenheimer & Co Inc | 28,712 | $120.6 萬 | 0.02% | −9,280−24.4% | 減碼 |
| BKA Wealth Consulting, Inc. | 28,707 | $120.6 萬 | 1.56% | −4,439−13.4% | 減碼 |
| Bristlecone Advisors, LLC | 28,373 | $119.2 萬 | 0.10% | −4,528−13.8% | 減碼 |
| Courage Capital Management LLC | 28,000 | $117.6 萬 | 3.41% | 00.0% | 不變 |
| TownSquare Capital, LLC | 27,878 | $117.1 萬 | 0.02% | −1,948−6.5% | 減碼 |
| EWG Elevate Inc. | 27,471 | $115.4 萬 | 0.44% | +504+1.9% | 加碼 |
| Nkcfo LLC | 27,450 | $115.3 萬 | 0.69% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 27,373 | $115.0 萬 | 0.30% | +905+3.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 27,311 | $114.7 萬 | 0.04% | +500+1.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,261 | $114.5 萬 | 0.20% | +4,678+20.7% | 加碼 |
| Hartline Investment Corp | 27,261 | $114.5 萬 | 0.20% | +27,261 | 新進 |
| FFG Partners, LLC | 27,256 | $114.5 萬 | 0.50% | −770−2.7% | 減碼 |
| S.A. Mason LLC | 27,174 | $114.2 萬 | 0.69% | +192+0.7% | 加碼 |
| Alesco Advisors LLC | 27,162 | $114.1 萬 | 0.04% | 00.0% | 不變 |
| Glenmede Trust Co NA | 27,133 | $114.0 萬 | 0.01% | −151−0.6% | 減碼 |
| Country Club Bank | 26,920 | $113.1 萬 | 0.08% | −1,961−6.8% | 減碼 |
| Americana Partners, LLC | 26,824 | $112.7 萬 | 0.09% | −2,413−8.3% | 減碼 |
| Myecfo, LLC | 26,785 | $112.5 萬 | 0.66% | +130+0.5% | 加碼 |
| Freestone Capital Holdings, LLC | 26,754 | $112.4 萬 | 0.04% | +1,372+5.4% | 加碼 |
| Gibson Capital, LLC | 26,454 | $111.1 萬 | 0.24% | −600−2.2% | 減碼 |
| United Asset Strategies, Inc. | 26,329 | $110.6 萬 | 0.11% | −151−0.6% | 減碼 |
| Vima LLC | 29,503 | $110.3 萬 | 1.27% | +2,686+10.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 26,022 | $109.3 萬 | 0.17% | −2,362−8.3% | 減碼 |
| Garde Capital, Inc. | 26,029 | $109.3 萬 | 0.08% | 00.0% | 不變 |
| Hamilton Capital, LLC | 25,958 | $109.0 萬 | 0.08% | −1,387−5.1% | 減碼 |
| Oak Family Advisors, LLC | 25,521 | $107.2 萬 | 0.41% | +1,704+7.2% | 加碼 |
| New England Private Wealth Advisors LLC | 25,291 | $106.4 萬 | 0.19% | +25,291 | 新進 |
| Macroview Investment Management LLC | 25,287 | $106.2 萬 | 1.18% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 25,217 | $105.9 萬 | 0.11% | −3,079−10.9% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,196 | $105.8 萬 | 0.79% | −25−0.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 25,116 | $105.5 萬 | 0.12% | +3,037+13.8% | 加碼 |
| Brown Brothers Harriman & Co | 25,059 | $105.3 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 25,035 | $105.2 萬 | 0.02% | +90.0% | 加碼 |
| Main Street Financial Solutions, LLC | 24,724 | $103.9 萬 | 0.11% | +13,659+123.4% | 加碼 |
| Red Door Wealth Management, LLC | 24,698 | $103.8 萬 | 0.20% | −814−3.2% | 減碼 |
| Wealthspire Advisors, LLC | 24,681 | $103.7 萬 | 0.01% | −41−0.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,619 | $103.4 萬 | 0.03% | +1,830+8.0% | 加碼 |
| Norris Perne & French LLP | 24,585 | $103.3 萬 | 0.07% | −264−1.1% | 減碼 |
| Regatta Capital Group, LLC | 24,571 | $103.2 萬 | 0.23% | −48−0.2% | 減碼 |
| PFG Investments, LLC | 24,198 | $101.7 萬 | 0.06% | +13,521+126.6% | 加碼 |
| Glass Jacobson Investment Advisors llc | 24,156 | $101.5 萬 | 0.38% | −1,446−5.6% | 減碼 |
| WealthBridge Capital Management, LLC | 23,998 | $100.8 萬 | 0.34% | +450+1.9% | 加碼 |
| Midwest Financial Group LLC | 23,595 | $99.1 萬 | 0.67% | −205−0.9% | 減碼 |
| Regal Investment Advisors LLC | 23,524 | $98.8 萬 | 0.07% | +711+3.1% | 加碼 |
| J. W. Coons Advisors, LLC | 23,496 | $98.7 萬 | 0.22% | −800−3.3% | 減碼 |
| Lake Street Advisors Group, LLC | 22,867 | $96.1 萬 | 0.04% | 00.0% | 不變 |
| Colony Family Offices, LLC | 22,860 | $96.0 萬 | 0.31% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 22,744 | $95.5 萬 | 0.47% | −9,985−30.5% | 減碼 |
| Family Management Corp | 22,533 | $94.7 萬 | 0.17% | 00.0% | 不變 |
| Interactive Financial Advisors | 22,463 | $94.4 萬 | 0.52% | +22,463 | 新進 |
| TD Private Client Wealth LLC | 22,073 | $92.7 萬 | 0.03% | +897+4.2% | 加碼 |
| Burns J W & Co Inc | 21,950 | $92.2 萬 | 0.13% | −6,550−23.0% | 減碼 |
| Worth Financial Advisory Group, LLC | 21,895 | $92.0 萬 | 0.64% | +208+1.0% | 加碼 |
| Terra Nova Asset Management LLC | 21,766 | $91.4 萬 | 0.73% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 21,630 | $90.9 萬 | 0.25% | +21,630 | 新進 |
| Mraz, Amerine & Associates, Inc. | 21,617 | $90.8 萬 | 0.17% | +1,300+6.4% | 加碼 |
| Belpointe Asset Management LLC | 21,541 | $90.5 萬 | 0.07% | −25,657−54.4% | 減碼 |
| Blossom Wealth Management | 21,515 | $90.4 萬 | 2.18% | +208+1.0% | 加碼 |
| Cadent Capital Advisors, LLC | 21,508 | $90.4 萬 | 0.36% | −10,614−33.0% | 減碼 |
| PFG Advisors | 21,496 | $90.3 萬 | 0.07% | +528+2.5% | 加碼 |
| Alpha Financial Partners, LLC | 21,443 | $90.1 萬 | 0.82% | −478−2.2% | 減碼 |
| Doliver Advisors, LP | 21,395 | $89.9 萬 | 0.25% | −800−3.6% | 減碼 |
| Lake Street Financial LLC | 21,389 | $89.9 萬 | 0.12% | 00.0% | 不變 |
| Port Capital LLC | 21,350 | $89.7 萬 | 0.04% | 00.0% | 不變 |
| Spire Wealth Management | 21,289 | $89.4 萬 | 0.02% | +257+1.2% | 加碼 |
| Westside Investment Management, Inc. | 21,268 | $89.4 萬 | 0.21% | 00.0% | 不變 |
| Private Trust Co NA | 21,270 | $89.4 萬 | 0.10% | −1,685−7.3% | 減碼 |
| Stock Yards Bank & Trust Co | 21,162 | $88.9 萬 | 0.03% | −1,000−4.5% | 減碼 |
| BOK Financial Private Wealth, Inc. | 21,095 | $88.6 萬 | 0.07% | −3,951−15.8% | 減碼 |
| Azimuth Capital Investment Management LLC | 20,744 | $87.1 萬 | 0.04% | +5,951+40.2% | 加碼 |
| Kovack Advisors, Inc. | 20,515 | $86.2 萬 | 0.10% | −1,696−7.6% | 減碼 |
| London & Capital Asset Management Ltd | 20,347 | $85.5 萬 | 0.07% | −12,996−39.0% | 減碼 |
| Auxano Advisors, LLC | 20,283 | $85.2 萬 | 0.25% | +5,213+34.6% | 加碼 |
| Hilltop Holdings Inc. | 20,115 | $84.5 萬 | 0.09% | −206−1.0% | 減碼 |
| Signaturefd, LLC | 20,099 | $84.4 萬 | 0.02% | −8,618−30.0% | 減碼 |
| Avory & Company, LLC | 20,000 | $84.0 萬 | 0.57% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 19,995 | $84.0 萬 | 0.01% | +19,995 | 新進 |
| NewEdge Wealth, LLC | 19,211 | $83.7 萬 | 0.02% | +11,184+139.3% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $83.5 萬 | 0.68% | −54−0.3% | 減碼 |
| Bright Financial Advisors, Inc. | 18,978 | $83.3 萬 | 0.66% | +18,978 | 新進 |
| Lazard Asset Management LLC | 19,850 | $83.3 萬 | 0.00% | 00.0% | 不變 |
| Wealth Quarterback LLC | 19,568 | $82.2 萬 | 0.46% | +742+3.9% | 加碼 |
| Merit Financial Group, LLC | 18,835 | $82.0 萬 | 0.02% | +620+3.4% | 加碼 |