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 |
|---|---|---|---|---|---|
| Sharp Financial Services, LLC | 15,475 | $68.0 萬 | 0.58% | +4,044+35.4% | 加碼 |
| Blue Fin Capital, Inc. | 15,508 | $68.1 萬 | 0.14% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 15,535 | $68.2 萬 | 0.25% | +3,000+23.9% | 加碼 |
| AQR Capital Management LLC | 15,551 | $68.3 萬 | 0.00% | +15,551 | 新進 |
| Boston Family Office LLC | 15,565 | $68.4 萬 | 0.05% | +6,290+67.8% | 加碼 |
| Ellis Investment Partners, LLC | 15,698 | $69.0 萬 | 0.15% | +964+6.5% | 加碼 |
| Pensionmark Financial Group, LLC | 15,715 | $69.0 萬 | 0.04% | +15,715 | 新進 |
| Savant Capital, LLC | 15,793 | $69.4 萬 | 0.01% | +3,770+31.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 15,895 | $69.8 萬 | 0.01% | −3,457−17.9% | 減碼 |
| Aberdeen Wealth Management LLC | 15,912 | $69.9 萬 | 0.47% | 00.0% | 不變 |
| Mather Group, LLC. | 16,843 | $70.8 萬 | 0.01% | +3,404+25.3% | 加碼 |
| Vise Technologies, Inc. | 16,246 | $71.4 萬 | 0.13% | +16,246 | 新進 |
| Mill Capital Management, LLC | 16,250 | $71.4 萬 | 0.06% | +16,250 | 新進 |
| RFG Advisory, LLC | 16,426 | $72.2 萬 | 0.02% | −2,954−15.2% | 減碼 |
| Jacobi Capital Management LLC | 16,435 | $72.2 萬 | 0.06% | +1,151+7.5% | 加碼 |
| Principle Wealth Partners LLC | 16,459 | $72.3 萬 | 0.06% | +459+2.9% | 加碼 |
| Western Wealth Management, LLC | 16,465 | $72.3 萬 | 0.05% | +2,943+21.8% | 加碼 |
| Mirador Capital Partners LP | 16,600 | $72.9 萬 | 0.14% | +1,975+13.5% | 加碼 |
| Wescott Financial Advisory Group, LLC | 16,683 | $73.3 萬 | 0.09% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 16,637 | $73.3 萬 | 0.00% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 16,778 | $73.7 萬 | 0.22% | −226−1.3% | 減碼 |
| Mill Creek Capital Advisors, LLC | 16,821 | $73.9 萬 | 0.02% | 00.0% | 不變 |
| Bank of Nova Scotia | 16,899 | $74.2 萬 | 0.00% | −772−4.4% | 減碼 |
| Azimuth Capital Investment Management LLC | 17,024 | $74.8 萬 | 0.03% | −3,720−17.9% | 減碼 |
| Crosspoint Financial, LLC | 17,056 | $74.9 萬 | 3.06% | 00.0% | 不變 |
| S&CO Inc | 17,174 | $75.4 萬 | 0.05% | 00.0% | 不變 |
| Divergent Wealth Advisors, LLC | 17,258 | $75.8 萬 | 0.15% | +1,811+11.7% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 17,304 | $76.0 萬 | 0.03% | +515+3.1% | 加碼 |
| Nations Financial Group Inc, | 17,346 | $76.2 萬 | 0.06% | +51+0.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 17,389 | $76.4 萬 | 0.13% | 00.0% | 不變 |
| First National Trust Co | 17,447 | $76.6 萬 | 0.03% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 17,514 | $76.9 萬 | 0.74% | +4,398+33.5% | 加碼 |
| Sheets Smith Wealth Management | 17,527 | $77.0 萬 | 0.09% | −1,417−7.5% | 減碼 |
| Kovack Advisors, Inc. | 17,614 | $77.4 萬 | 0.09% | −2,901−14.1% | 減碼 |
| Fort Point Capital Partners LLC | 17,656 | $77.6 萬 | 0.10% | −831−4.5% | 減碼 |
| Silverlake Wealth Management LLC | 17,741 | $77.9 萬 | 0.32% | +17,741 | 新進 |
| Hobbs Group Advisors, LLC | 17,810 | $78.2 萬 | 0.30% | +17,810 | 新進 |
| Valicenti Advisory Services Inc | 17,875 | $78.5 萬 | 0.21% | +1,400+8.5% | 加碼 |
| Wealth Management Associates, Inc. | 17,928 | $78.8 萬 | 0.37% | 00.0% | 不變 |
| Cascade Financial Partners, LLC | 17,942 | $78.8 萬 | 0.10% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 18,000 | $79.1 萬 | 0.08% | +18,000 | 新進 |
| EP Wealth Advisors, LLC | 18,077 | $79.4 萬 | 0.01% | −558−3.0% | 減碼 |
| Kornitzer Capital Management Inc | 18,106 | $79.5 萬 | 0.02% | +20+0.1% | 加碼 |
| Moors & Cabot, Inc. | 18,242 | $80.1 萬 | 0.04% | +6,067+49.8% | 加碼 |
| Phillips Financial Management, LLC | 18,269 | $80.3 萬 | 0.07% | 00.0% | 不變 |
| Norris Perne & French LLP | 18,302 | $80.4 萬 | 0.06% | −6,283−25.6% | 減碼 |
| BOK Financial Private Wealth, Inc. | 18,315 | $80.5 萬 | 0.06% | −2,780−13.2% | 減碼 |
| Cardiff Park Advisors, LLC | 18,390 | $80.8 萬 | 0.08% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 18,567 | $81.6 萬 | 0.33% | −348−1.8% | 減碼 |
| Quantinno Capital Management LP | 18,649 | $81.9 萬 | 0.01% | +9,027+93.8% | 加碼 |
| TAP Consulting, LLC | 18,685 | $82.1 萬 | 0.17% | −137−0.7% | 減碼 |
| BKM Wealth Management, LLC | 18,789 | $82.5 萬 | 0.40% | +12,215+185.8% | 加碼 |
| Dohj, LLC | 18,974 | $83.4 萬 | 0.21% | −263−1.4% | 減碼 |
| Bright Financial Advisors, Inc. | 19,027 | $83.6 萬 | 0.59% | +49+0.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 19,037 | $83.6 萬 | 0.08% | +24+0.1% | 加碼 |
| Merit Financial Group, LLC | 19,310 | $84.8 萬 | 0.02% | +475+2.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 19,561 | $85.9 萬 | 0.03% | +1,367+7.5% | 加碼 |
| Titleist Asset Management, LLC | 19,700 | $86.5 萬 | 0.13% | +3,165+19.1% | 加碼 |
| Hamilton Capital, LLC | 19,707 | $86.6 萬 | 0.07% | −6,251−24.1% | 減碼 |
| Hilltop Holdings Inc. | 19,719 | $86.6 萬 | 0.10% | −396−2.0% | 減碼 |
| NFP Retirement, Inc. | 19,742 | $86.7 萬 | 0.07% | +1,862+10.4% | 加碼 |
| IFG Advisory, LLC | 19,772 | $86.9 萬 | 0.06% | +760+4.0% | 加碼 |
| Natixis Advisors, L.P. | 19,779 | $86.9 萬 | 0.00% | +1,696+9.4% | 加碼 |
| Regal Investment Advisors LLC | 19,838 | $87.1 萬 | 0.06% | −3,686−15.7% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 19,878 | $87.3 萬 | 0.65% | 00.0% | 不變 |
| Signaturefd, LLC | 19,902 | $87.4 萬 | 0.02% | −197−1.0% | 減碼 |
| Kanawha Capital Management LLC | 19,904 | $87.4 萬 | 0.07% | +6,976+54.0% | 加碼 |
| Doliver Advisors, LP | 19,945 | $87.6 萬 | 0.24% | −1,450−6.8% | 減碼 |
| Auxano Advisors, LLC | 19,973 | $87.7 萬 | 0.24% | −310−1.5% | 減碼 |
| Avory & Company, LLC | 20,000 | $87.9 萬 | 0.62% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 20,367 | $89.5 萬 | 0.18% | −1,250−5.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 20,937 | $92.0 萬 | 0.05% | −26,188−55.6% | 減碼 |
| Wealth Quarterback LLC | 20,978 | $92.2 萬 | 0.52% | +1,410+7.2% | 加碼 |
| Stock Yards Bank & Trust Co | 21,162 | $93.0 萬 | 0.03% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 21,168 | $93.0 萬 | 0.21% | −100−0.5% | 減碼 |
| Savvy Advisors, Inc. | 21,167 | $93.0 萬 | 0.30% | +4,862+29.8% | 加碼 |
| Port Capital LLC | 21,350 | $93.8 萬 | 0.05% | 00.0% | 不變 |
| Private Trust Co NA | 21,390 | $94.0 萬 | 0.10% | +120+0.6% | 加碼 |
| Alpha Financial Partners, LLC | 21,416 | $94.1 萬 | 0.81% | −27−0.1% | 減碼 |
| Cadent Capital Advisors, LLC | 21,439 | $94.2 萬 | 0.38% | −69−0.3% | 減碼 |
| Relative Value Partners Group, LLC | 21,530 | $94.6 萬 | 0.12% | −61,407−74.0% | 減碼 |
| Lake Street Financial LLC | 21,530 | $94.6 萬 | 0.12% | +141+0.7% | 加碼 |
| Lazard Asset Management LLC | 21,565 | $94.7 萬 | 0.00% | +1,715+8.6% | 加碼 |
| Worth Financial Advisory Group, LLC | 21,626 | $95.0 萬 | 0.62% | −269−1.2% | 減碼 |
| Compton Wealth Advisory Group, LLC | 21,630 | $95.0 萬 | 0.25% | 00.0% | 不變 |
| Interactive Financial Advisors | 21,635 | $95.0 萬 | 0.52% | −828−3.7% | 減碼 |
| Terra Nova Asset Management LLC | 21,766 | $95.6 萬 | 0.75% | 00.0% | 不變 |
| Burns J W & Co Inc | 21,873 | $96.1 萬 | 0.13% | −77−0.4% | 減碼 |
| PFG Advisors | 21,899 | $96.2 萬 | 0.07% | +403+1.9% | 加碼 |
| London & Capital Asset Management Ltd | 21,962 | $96.5 萬 | 0.08% | +1,615+7.9% | 加碼 |
| Golden State Equity Partners | 22,039 | $96.8 萬 | 0.20% | +22,039 | 新進 |
| Sageworth Trust Co | 22,496 | $98.8 萬 | 0.06% | +22,496 | 新進 |
| Midwest Financial Group LLC | 22,623 | $99.4 萬 | 0.63% | −972−4.1% | 減碼 |
| Colony Family Offices, LLC | 22,860 | $100.4 萬 | 0.32% | 00.0% | 不變 |
| Hutchinson Capital Management | 23,132 | $101.6 萬 | 0.21% | +23,132 | 新進 |
| Naviter Wealth, LLC | 23,346 | $102.6 萬 | 0.15% | +13,885+146.8% | 加碼 |
| J. W. Coons Advisors, LLC | 23,496 | $103.2 萬 | 0.25% | 00.0% | 不變 |
| Blossom Wealth Management | 23,738 | $104.3 萬 | 2.27% | +2,223+10.3% | 加碼 |
| FWL Investment Management, LLC | 23,800 | $104.6 萬 | 0.53% | −8,650−26.7% | 減碼 |
| Adviser Investments LLC | 23,863 | $104.8 萬 | 0.01% | −32,747−57.8% | 減碼 |