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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 2 季與 2024 年第 1 季比較

持有 iShares Gold Trust 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

IAU 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數1,148161,177+45
股數3.74 億28.9 萬3.75 億+145.6 萬 (+0.4%)
市值$157.2 億$1,213 萬$165.0 億+$7.90 億 (+5.0%)

16 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(100 家)

2024 年第 2 季季末持有 iShares Gold Trust、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 IAU 的機構
機構股數市值佔組合 %
UBS Group AG8,073,218$3.55 億0.11%
Sanctuary Advisors, LLC590,459$2,613 萬0.19%
Twin Tree Management, LP476,311$2,092 萬0.61%
Anderson Hoagland & Co444,626$1,986 萬2.08%
Gimbal Financial308,614$1,408 萬10.36%
Bellwether Advisors, LLC310,470$1,364 萬2.86%
Pictet Asset Management Holding SA279,000$1,226 萬0.01%
IMC-Chicago, LLC159,662$701.4 萬0.22%
McMahon Financial Advisors, LLC151,553$665.8 萬1.45%
New Millennium Group LLC116,995$514.0 萬3.36%
Axiom Advisory, LLC112,203$495.8 萬0.05%
Fiduciary Financial Group, LLC95,945$447.7 萬1.08%
F/M Investments LLC96,690$424.8 萬0.15%
Veridan Wealth LLC40,971$255.5 萬1.02%
Wiley Bros.-Aintree Capital, LLC55,592$244.2 萬0.11%
Berkshire Asset Management LLC54,758$240.6 萬0.12%
Lynx Investment Advisory50,889$223.6 萬1.66%
Smith Thornton Advisors LLC49,023$215.4 萬1.59%
Red Mountain Financial, LLC46,314$203.5 萬2.45%
Strategic Investment Solutions, Inc.45,886$179.6 萬0.58%
Magnolia Capital Advisors LLC38,339$168.4 萬0.94%
Sage Mountain Advisors LLC35,786$157.2 萬0.15%
Grant Street Asset Management, Inc.33,900$148.9 萬0.47%
Flow Traders U.S. LLC33,461$147.0 萬0.07%
Strategy Asset Managers LLC38,125$138.7 萬0.31%
TPG Advisors LLC27,507$120.8 萬1.03%
Ayrshire Capital Management LLC26,801$117.7 萬0.60%
Millennium Management LLC26,230$115.2 萬0.00%
Vident Advisory, LLC25,774$113.2 萬0.03%
Insigneo Advisory Services, LLC24,469$111.3 萬0.13%
Hutchinson Capital Management23,132$101.6 萬0.21%
Sageworth Trust Co22,496$98.8 萬0.06%
Golden State Equity Partners22,039$96.8 萬0.20%
Y.D. More Investments Ltd18,000$79.1 萬0.08%
Hobbs Group Advisors, LLC17,810$78.2 萬0.30%
Silverlake Wealth Management LLC17,741$77.9 萬0.32%
Mill Capital Management, LLC16,250$71.4 萬0.06%
Vise Technologies, Inc.16,246$71.4 萬0.13%
Pensionmark Financial Group, LLC15,715$69.0 萬0.04%
AQR Capital Management LLC15,551$68.3 萬0.00%
HRT Financial LP14,885$65.3 萬0.00%
Aprio Wealth Management, LLC13,743$60.4 萬0.11%
Strengthening Families & Communities, LLC13,416$59.0 萬0.17%
Maia Wealth LLC12,795$58.5 萬0.18%
BEAM Asset Management, LLC12,904$56.7 萬0.19%
Wealthgarden F.S. LLC11,354$49.9 萬0.53%
Pinnacle Bancorp, Inc.11,117$48.8 萬0.14%
True North Advisors, LLC10,650$46.8 萬0.12%
ABLE Financial Group, LLC7,660$33.7 萬0.12%
New Republic Capital, LLC7,286$32.0 萬0.16%
Balboa Wealth Partners7,105$31.2 萬0.08%
Burke & Herbert Bank & Trust Co6,544$28.7 萬0.07%
Money Concepts Capital Corp6,488$28.5 萬0.02%
Camden Capital, LLC6,468$28.4 萬0.02%
Sand Hill Global Advisors, LLC6,457$28.4 萬0.01%
Founders Financial Securities LLC6,055$26.6 萬0.03%
Alpha Cubed Investments, LLC5,603$24.6 萬0.01%
Sanders Morris Harris LLC5,498$24.2 萬0.04%
Carrera Capital Advisors5,161$22.7 萬0.07%
Center For Asset Management LLC5,120$22.5 萬0.15%
Presidio Capital Management, LLC5,120$22.5 萬0.16%
Teamwork Financial Advisors, LLC5,094$22.4 萬0.03%
Schmidt P J Investment Management Inc5,051$22.2 萬0.04%
Citizens Financial Group Inc4,994$21.9 萬0.00%
First Heartland Consultants, Inc.7,993$21.9 萬0.02%
Pallas Capital Advisors LLC4,735$21.9 萬0.01%
SageView Advisory Group, LLC4,897$21.5 萬0.01%
One Charles Private Wealth Services, LLC4,729$20.8 萬0.09%
NDVR, Inc.4,674$20.5 萬0.21%
Centennial Wealth Advisory LLC4,665$20.5 萬0.09%
Pillar Wealth Advisors, LLC4,662$20.5 萬0.25%
Klingman & Associates, LLC4,650$20.4 萬0.01%
Hillcrest Wealth Advisors - NY, LLC4,650$20.4 萬0.11%
Guidance Point Advisors, LLC4,622$20.3 萬0.06%
Insight 2811, Inc.4,620$20.3 萬0.11%
Awm Capital, LLC4,603$20.2 萬0.03%
TCG Advisory Services, LLC4,566$20.1 萬0.01%
ORG Partners LLC4,124$18.2 萬0.02%
Triad Wealth Partners, LLC3,980$17.5 萬0.09%
Parkside Financial Bank & Trust3,305$14.5 萬0.02%
Cromwell Holdings LLC2,438$10.7 萬0.06%
Headlands Technologies LLC1,724$7.57 萬0.01%
Coppell Advisory Solutions LLC1,307$5.74 萬0.01%
Chris Bulman Inc969$4.26 萬0.03%
Pacifica Partners Inc.796$3.55 萬0.02%
Opal Wealth Advisors, LLC782$3.44 萬0.01%
1620 Investment Advisors, Inc.708$3.11 萬0.02%
Hoey Investments, Inc575$2.53 萬0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.500$2.20 萬0.01%
Compass Wealth Management LLC415$1.82 萬0.00%
Ruedi Wealth Management, Inc.330$1.45 萬0.01%
Financial Network Wealth Advisors LLC252$1.11 萬0.01%
Unique Wealth Strategies, LLC200$8,4020.00%
Iron Horse Wealth Management, LLC169$7,4240.00%
WFA of San Diego, LLC150$6,5900.01%
SWS Partners105$4,6120.00%
Ridgewood Investments LLC91$3,9980.00%
Princeton Global Asset Management LLC48$2,1090.00%
Painted Porch Advisors LLC40$1,7570.00%
CKW Financial Group9$00.00%

清倉機構(55 家)

2024 年第 1 季季末持有 iShares Gold Trust、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 IAU 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Charles Schwab Investment Advisory, Inc.20,374,821$8.56 億
Mizuho Bank, Ltd.6,000,000$2.52 億
Gladius Capital Management LP534,078$2,244 萬
XR Securities LLC305,864$1,285 萬
Evoke Wealth, LLC230,098$966.6 萬
Toronto Dominion Bank200,000$840.2 萬
Renaissance Technologies LLC198,500$833.9 萬
Executive Wealth Management, LLC153,586$652.1 萬
Jordan Park Group LLC102,240$429.5 萬
Wealthstar Advisors, LLC62,328$261.8 萬
Instrumental Wealth, LLC51,266$228.5 萬
Two Sigma Securities, LLC50,926$213.9 萬
Lincoln National Corp46,986$197.4 萬
AAFMAA Wealth Management & Trust LLC31,025$130.3 萬
Hartline Investment Corp27,261$114.5 萬
Private Portfolio Partners LLC19,497$81.9 萬
Worth Asset Management, LLC17,497$73.5 萬
Meridian Wealth Management, LLC14,816$62.2 萬
Dark Forest Capital Management LP14,796$62.2 萬
Nwam LLC13,551$58.9 萬
Sentinel Pension Advisors Inc11,941$50.2 萬
CoreCap Advisors, LLC10,527$44.2 萬
Birchcreek Wealth Management, LLC9,803$41.2 萬
Waterloo Capital, L.P.9,677$40.7 萬
Granite Harbor Advisors, Inc.7,699$32.3 萬
GTS Securities LLC6,987$29.4 萬
Trilogy Capital Inc.6,827$28.7 萬
Alterna Wealth Management, Inc6,088$25.6 萬
Procyon Private Wealth Partners, LLC6,021$25.3 萬
Centric Wealth Management5,160$22.3 萬
Patten Group, Inc.5,017$21.1 萬
Tempus Wealth Planning, LLC4,990$21.0 萬
Delta Financial Group, Inc.4,966$20.9 萬
Valley Forge Investment Consultants Inc Adv4,969$20.9 萬
Granite FO LLC3,565$16.9 萬
Winthrop Capital Management, LLC3,400$14.3 萬
Financial Synergies Wealth Advisors, Inc.3,183$13.4 萬
Northwest Capital Management Inc2,504$10.5 萬
FRG Family Wealth Advisors LLC1,050$4.55 萬
Qube Research & Technologies Ltd730$3.07 萬
Cullen/Frost Bankers, Inc.728$3.06 萬
Tower Research Capital LLC (TRC)533$2.24 萬
Truvestments Capital LLC460$1.93 萬
Benjamin Edwards Inc313$1.30 萬
Marquette Asset Management, LLC300$1.26 萬
Laffer Tengler Investments276$1.16 萬
Mma Asset Management LLC238$9,998
Pineridge Advisors LLC174$7,310
Mine & Arao Wealth Creation & Management, LLC.150$6,302
American Capital Advisory, LLC162$6,054
Horizon Bancorp Inc150$6,000
True Wealth Design, LLC100$4,201
Oliver Lagore Vanvalin Investment Group78$3,277
NBT Bank N A57$2,395
Western Pacific Wealth Management, LP17$714

尚未申報 2024 年第 2 季的機構(16 家)

2024 年第 1 季季末持有 iShares Gold Trust、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 IAU、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Ziegler Capital Management, LLC96,690$406.2 萬
Cambridge Trust Co65,014$273.1 萬
InterOcean Capital Group, LLC37,596$157.9 萬
CWA Asset Management Group, LLC17,299$72.7 萬
Wilbanks Smith & Thomas Asset Management LLC13,965$58.7 萬
Steward Partners Investment Solutions, LLC12,839$53.9 萬
Benedetti & Gucer, Inc.8,725$36.7 萬
Centurion Wealth Management LLC7,060$29.7 萬
Credit Suisse AG6,889$28.9 萬
Tactive Advisors, LLC6,796$28.6 萬
Summit Financial Group Inc6,544$27.5 萬
Panoramic Investment Advisors, LLC6,316$26.5 萬
Retirement Group, LLC2,130$8.95 萬
Highlander Capital Management, LLC385$1.62 萬
Norwood Financial Corp338$1.42 萬
FSA Wealth Management LLC174$7,310