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 13F 持有人
iShares Gold Trust 在 2024/6/30 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
- 1,178
- 較 2024 年第 1 季 +45 家
- 持有股數
- 3.75 億
- 較 2024 年第 1 季 +145.6 萬 (+0.4%)
- 總市值
- $165.0 億
- 較 2024 年第 1 季 +$7.90 億 (+5.0%)
- 新進機構
- 100
- 另有 387 家加碼
- 清倉機構
- 55
- 另有 427 家減碼
另有 16 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Custom Portfolio Group LLC | 135,462 | $579.9 萬 | 4.57% | −3,787−2.7% | 減碼 |
| We Are One Seven, LLC | 132,045 | $580.1 萬 | 0.28% | −67,676−33.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 135,224 | $594.0 萬 | 0.81% | −5,280−3.8% | 減碼 |
| Financial Counselors Inc | 135,690 | $596.1 萬 | 0.10% | −1,392−1.0% | 減碼 |
| Weil Company, Inc. | 136,371 | $599.1 萬 | 2.19% | −28,714−17.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 137,029 | $602.0 萬 | 0.34% | +738+0.5% | 加碼 |
| Omnia Family Wealth, LLC | 137,201 | $602.7 萬 | 2.55% | −1,326−1.0% | 減碼 |
| Fermata Advisors, LLC | 137,983 | $606.2 萬 | 1.39% | −1,706−1.2% | 減碼 |
| Ballentine Partners, LLC | 139,450 | $612.6 萬 | 0.11% | −37,390−21.1% | 減碼 |
| Cranbrook Wealth Management, LLC | 141,688 | $622.4 萬 | 1.53% | −2,688−1.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 143,541 | $630.6 萬 | 2.17% | −38,540−21.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 144,048 | $632.8 萬 | 0.13% | +2,862+2.0% | 加碼 |
| Summit Trail Advisors, LLC | 144,407 | $634.4 萬 | 0.17% | +16,715+13.1% | 加碼 |
| Towneley Capital Management, Inc | 144,752 | $635.9 萬 | 1.49% | −18,905−11.6% | 減碼 |
| Patton Fund Management, Inc. | 145,874 | $640.8 萬 | 1.35% | −8,119−5.3% | 減碼 |
| Old Port Advisors | 146,857 | $645.1 萬 | 1.93% | +10,373+7.6% | 加碼 |
| MBA Advisors LLC | 146,988 | $645.7 萬 | 3.30% | +2,087+1.4% | 加碼 |
| Vivaldi Capital Management, LLC | 147,143 | $646.4 萬 | 1.84% | −1,842−1.2% | 減碼 |
| BSW Wealth Partners | 148,212 | $651.1 萬 | 1.07% | −6,413−4.1% | 減碼 |
| Rehmann Capital Advisory Group | 149,118 | $655.0 萬 | 0.47% | −37,874−20.3% | 減碼 |
| GYL Financial Synergies, LLC | 151,122 | $663.9 萬 | 0.51% | −5,781−3.7% | 減碼 |
| Foguth Wealth Management, LLC. | 151,237 | $664.4 萬 | 2.93% | +34,826+29.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 151,297 | $664.6 萬 | 0.11% | −7,643−4.8% | 減碼 |
| McMahon Financial Advisors, LLC | 151,553 | $665.8 萬 | 1.45% | +151,553 | 新進 |
| Stephen J. Garry & Associates, LLC | 152,218 | $668.7 萬 | 6.77% | +1,224+0.8% | 加碼 |
| Private Advisor Group, LLC | 152,779 | $671.2 萬 | 0.05% | +13,522+9.7% | 加碼 |
| Well Done, LLC | 153,730 | $675.3 萬 | 1.40% | −1,843−1.2% | 減碼 |
| Barclays PLC | 154,076 | $676.9 萬 | 0.00% | −66,514−30.2% | 減碼 |
| Pathstone Holdings, LLC | 155,713 | $684.0 萬 | 0.03% | +19,865+14.6% | 加碼 |
| Advisory Services Network, LLC | 156,403 | $687.1 萬 | 0.14% | +10,784+7.4% | 加碼 |
| CSS LLC | 157,400 | $691.5 萬 | 0.51% | +67,200+74.5% | 加碼 |
| Insight Wealth Partners, LLC | 158,355 | $695.7 萬 | 4.51% | +1,846+1.2% | 加碼 |
| Commerce Bank | 158,566 | $696.6 萬 | 0.05% | −14,100−8.2% | 減碼 |
| Ancora Advisors, LLC | 158,646 | $696.9 萬 | 0.17% | +819+0.5% | 加碼 |
| GFS Advisors, LLC | 5,784 | $697.5 萬 | 1.15% | −147,114−96.2% | 減碼 |
| Systelligence, LLC | 159,425 | $700.4 萬 | 1.86% | −9,692−5.7% | 減碼 |
| IMC-Chicago, LLC | 159,662 | $701.4 萬 | 0.22% | +159,662 | 新進 |
| Ariston Services Group | 161,441 | $709.2 萬 | 6.83% | −424−0.3% | 減碼 |
| Greenline Partners, LLC | 164,823 | $726.2 萬 | 1.11% | −2,923−1.7% | 減碼 |
| Cape Ann Savings Bank | 165,348 | $726.4 萬 | 4.51% | −2,912−1.7% | 減碼 |
| Lowe Wealth Advisors, LLC | 166,966 | $733.5 萬 | 3.34% | +587+0.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 167,150 | $734.3 萬 | 0.08% | −1,250−0.7% | 減碼 |
| Altiora Financial Group, LLC | 167,953 | $737.8 萬 | 1.77% | −28,126−14.3% | 減碼 |
| Stablepoint Partners, LLC | 165,721 | $746.1 萬 | 1.45% | −33,530−16.8% | 減碼 |
| Brown Advisory Inc | 172,039 | $755.8 萬 | 0.01% | −1,240−0.7% | 減碼 |
| Plum Street Advisors, LLC | 172,229 | $756.6 萬 | 4.41% | +10,077+6.2% | 加碼 |
| Highland Financial Advisors, LLC | 177,830 | $781.2 萬 | 2.90% | −15,905−8.2% | 減碼 |
| Fore Capital, LLC | 178,000 | $782.0 萬 | 11.83% | +20,000+12.7% | 加碼 |
| AE Wealth Management LLC | 182,231 | $800.5 萬 | 0.08% | +32,165+21.4% | 加碼 |
| Sapient Capital LLC | 183,052 | $804.1 萬 | 0.17% | +150+0.1% | 加碼 |
| JNBA Financial Advisors | 187,333 | $823.0 萬 | 0.87% | −20,290−9.8% | 減碼 |
| Sowell Financial Services LLC | 188,060 | $826.1 萬 | 0.39% | −1,172−0.6% | 減碼 |
| NTV Asset Management LLC | 188,673 | $828.8 萬 | 1.19% | +1,466+0.8% | 加碼 |
| Okabena Investment Services Inc | 189,526 | $832.6 萬 | 2.64% | −372−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 189,871 | $834.1 萬 | 0.46% | +3,297+1.8% | 加碼 |
| Gateway Advisory, LLC | 190,670 | $837.6 萬 | 1.42% | +9,292+5.1% | 加碼 |
| Huntington National Bank | – | $845.0 萬 | 0.07% | – | – |
| LifePlan Financial, LLC | 193,137 | $848.5 萬 | 7.81% | −4,576−2.3% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 194,374 | $853.9 萬 | 3.38% | +11,495+6.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 196,517 | $863.3 萬 | 0.75% | +4,631+2.4% | 加碼 |
| Wealth Management Partners, LLC | 198,716 | $873.0 萬 | 4.25% | +2,195+1.1% | 加碼 |
| Hamilton Wealth, LLC | 198,750 | $873.1 萬 | 2.35% | +15,096+8.2% | 加碼 |
| GWM Advisors LLC | 204,465 | $898.2 萬 | 0.07% | +22,492+12.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 204,693 | $899.2 萬 | 0.13% | +4,189+2.1% | 加碼 |
| Forza Wealth Management, LLC | 205,467 | $902.6 萬 | 4.65% | +2,375+1.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 210,808 | $926.1 萬 | 0.55% | −2,384−1.1% | 減碼 |
| Upper Left Wealth Management, LLC | 211,076 | $927.3 萬 | 8.40% | −449−0.2% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 211,319 | $928.3 萬 | 0.21% | 00.0% | 不變 |
| Archetype Wealth Partners | 213,859 | $939.5 萬 | 1.52% | +16,760+8.5% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 215,950 | $948.7 萬 | 9.97% | −250.0% | 減碼 |
| Allworth Financial LP | 210,642 | $954.6 萬 | 0.06% | +38,814+22.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 219,328 | $963.5 萬 | 0.02% | −2,366−1.1% | 減碼 |
| Independent Financial Group, LLC | 220,347 | $968.0 萬 | 0.39% | +49,133+28.7% | 加碼 |
| American Investment Services, Inc. | 223,994 | $984.0 萬 | 1.74% | −17,132−7.1% | 減碼 |
| New Potomac Partners, LLC | 226,941 | $997.0 萬 | 5.45% | −685−0.3% | 減碼 |
| Sigma Investment Counselors Inc | 228,389 | $1,003 萬 | 0.63% | +4,717+2.1% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 228,904 | $1,006 萬 | 4.65% | −889−0.4% | 減碼 |
| National Asset Management, Inc. | 230,864 | $1,014 萬 | 0.26% | +124,415+116.9% | 加碼 |
| Fortis Group Advisors, LLC | 230,938 | $1,015 萬 | 2.01% | +94,152+68.8% | 加碼 |
| Perigon Wealth Management, LLC | 232,294 | $1,020 萬 | 0.30% | −30,417−11.6% | 減碼 |
| Vicus Capital | 232,822 | $1,023 萬 | 0.92% | +185,112+388.0% | 加碼 |
| Aveo Capital Partners, LLC | 235,039 | $1,033 萬 | 1.17% | −23,914−9.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 235,771 | $1,036 萬 | 5.55% | +2,575+1.1% | 加碼 |
| Sentinel Trust Co Lba | 236,026 | $1,037 萬 | 1.27% | −11,460−4.6% | 減碼 |
| Norris Financial Group, LLC | 239,161 | $1,051 萬 | 5.47% | −19,050−7.4% | 減碼 |
| Resonant Capital Advisors, LLC | 239,409 | $1,052 萬 | 0.85% | +8,392+3.6% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 240,178 | $1,055 萬 | 3.80% | +25,864+12.1% | 加碼 |
| Nottingham Advisors, Inc. | 241,111 | $1,059 萬 | 1.26% | −3,123−1.3% | 減碼 |
| Morton Capital Management LLC | 241,112 | $1,059 萬 | 2.51% | −4,214−1.7% | 減碼 |
| Timber Creek Capital Management LLC | 241,547 | $1,061 萬 | 3.20% | −65,096−21.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 241,839 | $1,062 萬 | 0.71% | −31,552−11.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 242,181 | $1,064 萬 | 0.11% | −7,426−3.0% | 減碼 |
| Rogco, LP | 242,262 | $1,064 萬 | 4.34% | −6,254−2.5% | 減碼 |
| Fifth Third Securities, Inc. | 242,765 | $1,066 萬 | 0.99% | −6,601−2.6% | 減碼 |
| CPA Asset Management LLC | 243,153 | $1,068 萬 | 5.72% | +45,438+23.0% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 244,376 | $1,074 萬 | 2.57% | +4,293+1.8% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 245,072 | $1,077 萬 | 2.80% | +3,639+1.5% | 加碼 |
| Arlington Capital Management, Inc. | 249,353 | $1,095 萬 | 9.51% | −572−0.2% | 減碼 |
| K2 Principal Fund, L.P. | 250,000 | $1,098 萬 | 2.43% | 00.0% | 不變 |
| White Lighthouse Investment Management Inc. | 251,596 | $1,105 萬 | 2.13% | −13,775−5.2% | 減碼 |