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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 24,020 | $105.5 萬 | 0.00% | +20,172+524.2% | 加碼 |
| King Luther Capital Management Corp | – | $105.5 萬 | 0.00% | – | – |
| PFG Investments, LLC | 24,033 | $105.6 萬 | 0.08% | −165−0.7% | 減碼 |
| Lake Street Advisors Group, LLC | 24,083 | $105.8 萬 | 0.05% | +1,216+5.3% | 加碼 |
| Regatta Capital Group, LLC | 24,146 | $106.1 萬 | 0.23% | −425−1.7% | 減碼 |
| ETF Store, Inc. | 24,231 | $106.4 萬 | 1.10% | −7,387−23.4% | 減碼 |
| WealthBridge Capital Management, LLC | 24,285 | $106.7 萬 | 0.35% | +287+1.2% | 加碼 |
| Verity Asset Management, Inc. | 24,329 | $106.9 萬 | 0.42% | −16,787−40.8% | 減碼 |
| Bridgewealth Advisory Group, LLC | 24,374 | $107.1 萬 | 0.47% | +1,630+7.2% | 加碼 |
| Brown Brothers Harriman & Co | 24,601 | $108.1 萬 | 0.01% | −458−1.8% | 減碼 |
| Macroview Investment Management LLC | 25,112 | $110.3 萬 | 1.18% | −175−0.7% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,196 | $110.7 萬 | 0.81% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 25,217 | $110.8 萬 | 0.11% | 00.0% | 不變 |
| Forum Financial Management, LP | 25,227 | $110.8 萬 | 0.02% | +192+0.8% | 加碼 |
| Insigneo Advisory Services, LLC | 24,469 | $111.3 萬 | 0.13% | +24,469 | 新進 |
| Farther Finance Advisors, LLC | 25,279 | $111.4 萬 | 0.05% | +8,704+52.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 25,415 | $111.7 萬 | 0.12% | +299+1.2% | 加碼 |
| Vima LLC | 25,470 | $111.9 萬 | 2.47% | −4,033−13.7% | 減碼 |
| BKA Wealth Consulting, Inc. | 25,549 | $112.2 萬 | 1.32% | −3,158−11.0% | 減碼 |
| Vident Advisory, LLC | 25,774 | $113.2 萬 | 0.03% | +25,774 | 新進 |
| Myecfo, LLC | 25,850 | $113.6 萬 | 0.65% | −935−3.5% | 減碼 |
| Americana Partners, LLC | 25,856 | $113.6 萬 | 0.09% | −968−3.6% | 減碼 |
| Simplify Asset Management Inc. | 25,892 | $113.7 萬 | 0.10% | −17,308−40.1% | 減碼 |
| Country Club Bank | 25,905 | $113.9 萬 | 0.08% | −1,015−3.8% | 減碼 |
| Glass Jacobson Investment Advisors llc | 25,969 | $114.1 萬 | 0.42% | +1,813+7.5% | 加碼 |
| Garde Capital, Inc. | 26,029 | $114.3 萬 | 0.08% | 00.0% | 不變 |
| Millennium Management LLC | 26,230 | $115.2 萬 | 0.00% | +26,230 | 新進 |
| Wealthspire Advisors, LLC | 26,265 | $115.4 萬 | 0.01% | +1,584+6.4% | 加碼 |
| Freestone Capital Holdings, LLC | 26,327 | $115.7 萬 | 0.04% | −427−1.6% | 減碼 |
| Oppenheimer & Co Inc | 26,788 | $117.7 萬 | 0.02% | −1,924−6.7% | 減碼 |
| Ayrshire Capital Management LLC | 26,801 | $117.7 萬 | 0.60% | +26,801 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,873 | $118.1 萬 | 0.04% | +2,254+9.2% | 加碼 |
| S.A. Mason LLC | 26,929 | $118.3 萬 | 0.67% | −245−0.9% | 減碼 |
| PBMares Wealth Management LLC | 27,152 | $119.3 萬 | 0.29% | −221−0.8% | 減碼 |
| Alesco Advisors LLC | 27,162 | $119.3 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 27,261 | $119.8 萬 | 0.04% | −50−0.2% | 減碼 |
| Callan Capital, LLC | 27,338 | $120.1 萬 | 0.10% | +15,312+127.3% | 加碼 |
| TD Private Client Wealth LLC | 27,403 | $120.4 萬 | 0.04% | +5,330+24.1% | 加碼 |
| Nkcfo LLC | 27,450 | $120.6 萬 | 0.66% | 00.0% | 不變 |
| TPG Advisors LLC | 27,507 | $120.8 萬 | 1.03% | +27,507 | 新進 |
| Global Retirement Partners, LLC | 27,697 | $121.7 萬 | 0.04% | −4,452−13.8% | 減碼 |
| Montis Financial, LLC | 27,723 | $121.8 萬 | 0.56% | −4,156−13.0% | 減碼 |
| WCG Wealth Advisors LLC | 27,765 | $122.0 萬 | 0.09% | −5,178−15.7% | 減碼 |
| Courage Capital Management LLC | 28,000 | $123.0 萬 | 3.11% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,011 | $123.1 萬 | 0.00% | −4,525−13.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 28,021 | $123.1 萬 | 0.00% | −2,098−7.0% | 減碼 |
| Austin Private Wealth, LLC | 28,079 | $123.3 萬 | 0.13% | −2,053−6.8% | 減碼 |
| Massmutual Trust Co FSB | 28,275 | $124.2 萬 | 0.04% | −1,434−4.8% | 減碼 |
| Prudential PLC | 28,281 | $124.2 萬 | 0.01% | −38,930−57.9% | 減碼 |
| Congress Wealth Management LLC | 28,331 | $124.5 萬 | 0.02% | −15,484−35.3% | 減碼 |
| Atlantic Trust, LLC | 28,846 | $126.7 萬 | 0.32% | 00.0% | 不變 |
| FFG Partners, LLC | 29,033 | $127.5 萬 | 0.54% | +1,777+6.5% | 加碼 |
| United Community Bank | 29,192 | $128.2 萬 | 0.52% | −1,000−3.3% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 29,480 | $129.5 萬 | 0.20% | −414−1.4% | 減碼 |
| New England Private Wealth Advisors LLC | 29,755 | $130.7 萬 | 0.23% | +4,464+17.7% | 加碼 |
| Ifrah Financial Services, Inc. | 29,760 | $130.7 萬 | 0.37% | −390−1.3% | 減碼 |
| Bristlecone Advisors, LLC | 29,770 | $130.8 萬 | 0.11% | +1,397+4.9% | 加碼 |
| BCJ Capital Management, LLC | 29,792 | $130.9 萬 | 0.10% | +15,461+107.9% | 加碼 |
| Change Path, LLC | 29,857 | $131.2 萬 | 0.07% | +888+3.1% | 加碼 |
| AlphaStar Capital Management, LLC | 30,048 | $132.0 萬 | 0.12% | +1,216+4.2% | 加碼 |
| EWG Elevate Inc. | 30,244 | $132.9 萬 | 0.49% | +2,773+10.1% | 加碼 |
| Red Door Wealth Management, LLC | 30,308 | $133.1 萬 | 0.23% | +5,610+22.7% | 加碼 |
| Eqis Capital Management, Inc. | 30,542 | $134.2 萬 | 0.11% | −5,431−15.1% | 減碼 |
| Main Street Financial Solutions, LLC | 30,914 | $135.8 萬 | 0.13% | +6,190+25.0% | 加碼 |
| Nissay Asset Management Corp | 31,167 | $136.9 萬 | 0.01% | −31,147−50.0% | 減碼 |
| Simmons Bank | 31,412 | $138.0 萬 | 0.10% | −756−2.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $138.4 萬 | 0.23% | −672−2.1% | 減碼 |
| Strategy Asset Managers LLC | 38,125 | $138.7 萬 | 0.31% | +38,125 | 新進 |
| Mosley Wealth Management | 31,761 | $139.5 萬 | 1.19% | +829+2.7% | 加碼 |
| Ballew Advisors, Inc | 30,635 | $140.2 萬 | 0.93% | −94−0.3% | 減碼 |
| Connective Portfolio Management, LLC | 32,029 | $140.7 萬 | 2.29% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 32,142 | $141.2 萬 | 0.36% | +1,308+4.2% | 加碼 |
| Roundview Capital LLC | 32,156 | $141.3 萬 | 0.11% | −1,620−4.8% | 減碼 |
| Banque Pictet & Cie SA | 32,400 | $142.3 萬 | 0.01% | 00.0% | 不變 |
| Wedbush Securities Inc | 32,435 | $142.5 萬 | 0.05% | −10,906−25.2% | 減碼 |
| TownSquare Capital, LLC | 32,630 | $143.3 萬 | 0.02% | +4,752+17.0% | 加碼 |
| Oak Family Advisors, LLC | 32,732 | $143.8 萬 | 0.55% | +7,211+28.3% | 加碼 |
| Holistic Financial Partners | 32,987 | $144.9 萬 | 0.73% | 00.0% | 不變 |
| Satovsky Asset Management LLC | 33,392 | $146.7 萬 | 0.35% | −926−2.7% | 減碼 |
| Flow Traders U.S. LLC | 33,461 | $147.0 萬 | 0.07% | +33,461 | 新進 |
| Highline Wealth Partners LLC | 33,900 | $148.9 萬 | 0.56% | +343+1.0% | 加碼 |
| Grant Street Asset Management, Inc. | 33,900 | $148.9 萬 | 0.47% | +33,900 | 新進 |
| CWM, LLC | 34,060 | $149.6 萬 | 0.01% | +1,984+6.2% | 加碼 |
| Marks Group Wealth Management, Inc | 34,055 | $149.6 萬 | 0.16% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 34,149 | $150.0 萬 | 0.48% | +28,712+528.1% | 加碼 |
| Econ Financial Services Corp | 34,308 | $150.7 萬 | 0.93% | −11,515−25.1% | 減碼 |
| Guidance Capital, Inc | 32,643 | $151.1 萬 | 0.50% | −138−0.4% | 減碼 |
| Evergreen Capital Management LLC | 35,269 | $154.9 萬 | 0.06% | +182+0.5% | 加碼 |
| Clearstead Advisors, LLC | 35,596 | $156.4 萬 | 0.03% | +18,808+112.0% | 加碼 |
| Sage Mountain Advisors LLC | 35,786 | $157.2 萬 | 0.15% | +35,786 | 新進 |
| Family Management Corp | 35,933 | $157.9 萬 | 0.28% | +13,400+59.5% | 加碼 |
| Inlet Private Wealth, LLC | 35,934 | $157.9 萬 | 0.43% | +436+1.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 36,140 | $158.8 萬 | 0.07% | −2,137−5.6% | 減碼 |
| Sunesis Advisors, LLC | 36,471 | $160.2 萬 | 0.95% | −6,077−14.3% | 減碼 |
| Bank Ozk | 36,877 | $162.0 萬 | 0.70% | +20.0% | 加碼 |
| Arlington Trust Co LLC | 37,023 | $162.6 萬 | 0.38% | 00.0% | 不變 |
| Perkins Coie Trust Co | 37,347 | $164.1 萬 | 0.38% | +1,949+5.5% | 加碼 |
| Prospera Financial Services Inc | 37,530 | $164.9 萬 | 0.05% | +4,393+13.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 37,541 | $164.9 萬 | 0.09% | +5,782+18.2% | 加碼 |
| TrinityPoint Wealth, LLC | 37,804 | $166.1 萬 | 0.26% | −204−0.5% | 減碼 |