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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 10,018 | $44.0 萬 | 0.02% | −511−4.9% | 減碼 |
| Signature Estate & Investment Advisors LLC | 10,166 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| Custom Index Systems, LLC | 10,179 | $44.7 萬 | 0.26% | −56−0.5% | 減碼 |
| Inspirion Wealth Advisors, LLC | 10,193 | $44.8 萬 | 0.07% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 10,233 | $45.0 萬 | 0.04% | 00.0% | 不變 |
| Davenport & Co LLC | 10,445 | $45.9 萬 | 0.00% | −427−3.9% | 減碼 |
| FFT Wealth Management LLC | 10,471 | $46.0 萬 | 0.04% | +2,125+25.5% | 加碼 |
| Brooks, Moore & Associates, Inc. | 10,593 | $46.5 萬 | 0.30% | +500+5.0% | 加碼 |
| Petra Financial Advisors Inc | 10,606 | $46.6 萬 | 0.34% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 10,639 | $46.7 萬 | 0.29% | 00.0% | 不變 |
| Clarity Financial LLC | 10,641 | $46.7 萬 | 0.07% | −2,771−20.7% | 減碼 |
| Capital Advisors Inc | 10,646 | $46.8 萬 | 0.01% | +1,309+14.0% | 加碼 |
| True North Advisors, LLC | 10,650 | $46.8 萬 | 0.12% | +10,650 | 新進 |
| Pinnacle Associates Ltd | 10,784 | $47.4 萬 | 0.01% | −1,015−8.6% | 減碼 |
| Bogart Wealth, LLC | 10,812 | $47.5 萬 | 0.02% | +25+0.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 10,844 | $47.6 萬 | 0.02% | +50.0% | 加碼 |
| Independent Wealth Network Inc. | 10,846 | $47.6 萬 | 0.22% | −811−7.0% | 減碼 |
| Asset Dedication, LLC | 10,968 | $48.2 萬 | 0.03% | +219+2.0% | 加碼 |
| EPG Wealth Management LLC | 0 | $48.3 萬 | 0.11% | −11,004−100.0% | 減碼 |
| West Paces Advisors Inc. | 11,015 | $48.4 萬 | 0.13% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,018 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 11,071 | $48.6 萬 | 0.40% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 11,117 | $48.8 萬 | 0.14% | +11,117 | 新進 |
| M Holdings Securities, Inc. | 11,150 | $49.0 萬 | 0.06% | −26,448−70.3% | 減碼 |
| Winch Advisory Services, LLC | 11,186 | $49.1 萬 | 0.14% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 11,200 | $49.2 萬 | 1.08% | −111,236−90.9% | 減碼 |
| Werba Rubin Papier Wealth Management | 11,234 | $49.4 萬 | 0.14% | −16−0.1% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 11,257 | $49.5 萬 | 0.08% | 00.0% | 不變 |
| Wealthgarden F.S. LLC | 11,354 | $49.9 萬 | 0.53% | +11,354 | 新進 |
| Principal Securities, Inc. | 11,361 | $49.9 萬 | 0.01% | +864+8.2% | 加碼 |
| Colonial Trust Co | 11,476 | $50.4 萬 | 0.09% | +100+0.9% | 加碼 |
| Texas Yale Capital Corp. | 11,537 | $50.7 萬 | 0.02% | +1,526+15.2% | 加碼 |
| Appleton Partners Inc | 11,557 | $50.8 萬 | 0.04% | −1,309−10.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,575 | $50.8 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 11,638 | $51.1 萬 | 0.04% | −9,903−46.0% | 減碼 |
| Sachetta, LLC | 11,280 | $51.3 萬 | 0.22% | +565+5.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 11,714 | $51.5 萬 | 0.02% | +3,869+49.3% | 加碼 |
| Betterment LLC | 11,712 | $51.5 萬 | 0.00% | +1,222+11.6% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,987 | $52.7 萬 | 0.06% | −926−7.2% | 減碼 |
| MBL Wealth, LLC | 12,000 | $52.7 萬 | 0.06% | 00.0% | 不變 |
| Sterling Investment Advisors LLC | 12,003 | $52.7 萬 | 0.32% | −495−4.0% | 減碼 |
| Keebeck Wealth Management, LLC | 12,025 | $52.8 萬 | 0.08% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 12,047 | $52.9 萬 | 0.34% | −62−0.5% | 減碼 |
| WSFS Capital Management, LLC | 11,865 | $53.0 萬 | 0.03% | −8,428−41.5% | 減碼 |
| PDS Planning, Inc | 12,088 | $53.1 萬 | 0.05% | +15+0.1% | 加碼 |
| Lakeview Capital Partners, LLC | 12,710 | $53.4 萬 | 0.09% | 00.0% | 不變 |
| TCW Group Inc | 12,165 | $53.4 萬 | 0.00% | −360−2.9% | 減碼 |
| Andina Capital Management, LLC | 12,271 | $53.9 萬 | 0.41% | −2,799−18.6% | 減碼 |
| Wealthgate Family Office, LLC | 12,312 | $54.1 萬 | 1.33% | 00.0% | 不變 |
| Hirtle Callaghan & Co LLC | 12,402 | $54.5 萬 | 0.02% | 00.0% | 不變 |
| Community Bank, N.A. | 12,487 | $54.9 萬 | 0.07% | −20−0.2% | 減碼 |
| Trustmark National Bank Trust Department | 12,517 | $55.0 萬 | 0.04% | +717+6.1% | 加碼 |
| BKD Wealth Advisors, LLC | 12,681 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 12,751 | $56.0 萬 | 0.02% | +315+2.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $56.2 萬 | 0.18% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 12,812 | $56.3 萬 | 0.04% | +798+6.6% | 加碼 |
| Grove Bank & Trust | 12,868 | $56.5 萬 | 0.09% | 00.0% | 不變 |
| BEAM Asset Management, LLC | 12,904 | $56.7 萬 | 0.19% | +12,904 | 新進 |
| Mission Creek Capital Partners, Inc. | 12,927 | $56.8 萬 | 0.14% | +86+0.7% | 加碼 |
| Ingalls & Snyder LLC | 12,931 | $56.8 萬 | 0.02% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 12,967 | $57.0 萬 | 0.29% | +822+6.8% | 加碼 |
| GSB Wealth Management, LLC | 13,017 | $57.2 萬 | 0.16% | −59−0.5% | 減碼 |
| KKM Financial LLC | 13,090 | $57.3 萬 | 0.27% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 13,073 | $57.4 萬 | 0.16% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,174 | $57.9 萬 | 0.01% | −158−1.2% | 減碼 |
| SlateStone Wealth, LLC | 13,324 | $58.5 萬 | 0.06% | 00.0% | 不變 |
| Maia Wealth LLC | 12,795 | $58.5 萬 | 0.18% | +12,795 | 新進 |
| Glenmede Trust Co NA | 13,393 | $58.8 萬 | 0.00% | −13,740−50.6% | 減碼 |
| Clear Creek Financial Management, LLC | 13,425 | $59.0 萬 | 0.07% | +200+1.5% | 加碼 |
| Strengthening Families & Communities, LLC | 13,416 | $59.0 萬 | 0.17% | +13,416 | 新進 |
| MONECO Advisors, LLC | 13,431 | $59.0 萬 | 0.09% | −291−2.1% | 減碼 |
| Tudor Investment Corp Et Al | 13,529 | $59.4 萬 | 0.01% | −90,680−87.0% | 減碼 |
| Central Bank & Trust Co | 13,598 | $59.7 萬 | 0.08% | +3,716+37.6% | 加碼 |
| Confluence Investment Management LLC | 13,685 | $60.1 萬 | 0.01% | +385+2.9% | 加碼 |
| Old National Bancorp | 13,704 | $60.2 萬 | 0.01% | −396−2.8% | 減碼 |
| Spire Wealth Management | 13,738 | $60.4 萬 | 0.02% | −7,551−35.5% | 減碼 |
| Aprio Wealth Management, LLC | 13,743 | $60.4 萬 | 0.11% | +13,743 | 新進 |
| KCM Investment Advisors LLC | 13,756 | $60.4 萬 | 0.02% | +7,837+132.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 13,825 | $60.7 萬 | 0.16% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 13,868 | $60.9 萬 | 0.04% | +1,388+11.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 13,997 | $61.5 萬 | 0.05% | +648+4.9% | 加碼 |
| American National Bank | 14,001 | $61.5 萬 | 0.08% | +25+0.2% | 加碼 |
| Access Investment Management LLC | 14,052 | $61.7 萬 | 0.20% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 14,062 | $61.8 萬 | 0.01% | +1,189+9.2% | 加碼 |
| United Capital Financial Advisers, LLC | 14,162 | $62.2 萬 | 0.01% | −2,620−15.6% | 減碼 |
| Farmers & Merchants Investments Inc | 14,176 | $62.3 萬 | 0.02% | +51+0.4% | 加碼 |
| Intrua Financial, LLC | 14,250 | $62.6 萬 | 0.10% | −397−2.7% | 減碼 |
| Marmo Financial Group, LLC | 14,401 | $63.3 萬 | 0.38% | −840−5.5% | 減碼 |
| Silver Oak Securities, Inc | 14,518 | $63.8 萬 | 0.10% | −4,178−22.3% | 減碼 |
| Avaii Wealth Management, LLC | 14,565 | $64.0 萬 | 0.35% | +128+0.9% | 加碼 |
| Independent Advisor Alliance | 14,744 | $64.8 萬 | 0.02% | +1,686+12.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 14,770 | $64.9 萬 | 0.02% | 00.0% | 不變 |
| HRT Financial LP | 14,885 | $65.3 萬 | 0.00% | +14,885 | 新進 |
| Tarbox Family Office, Inc. | 15,000 | $65.9 萬 | 0.12% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 15,085 | $66.3 萬 | 0.23% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 14,516 | $66.4 萬 | 0.05% | +2,621+22.0% | 加碼 |
| First Trust Advisors LP | 15,179 | $66.7 萬 | 0.00% | +7,623+100.9% | 加碼 |
| Emfo, LLC | 15,304 | $67.2 萬 | 0.60% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 15,418 | $67.7 萬 | 0.11% | −1,073−6.5% | 減碼 |
| Valeo Financial Advisors, LLC | 15,450 | $67.9 萬 | 0.02% | +5,828+60.6% | 加碼 |