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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 38,034 | $167.1 萬 | 0.09% | +679+1.8% | 加碼 |
| TRUE Private Wealth Advisors | 38,038 | $167.1 萬 | 0.19% | −30−0.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 38,072 | $167.3 萬 | 0.13% | +12,050+46.3% | 加碼 |
| ICONIQ Capital, LLC | 38,140 | $167.5 萬 | 0.04% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 38,339 | $168.4 萬 | 0.94% | +38,339 | 新進 |
| Valued Retirements, Inc. | 38,447 | $168.9 萬 | 2.56% | 00.0% | 不變 |
| Trust Point Inc. | 38,459 | $169.0 萬 | 0.14% | 00.0% | 不變 |
| Novak & Powell Financial Services, Inc. | 39,292 | $172.6 萬 | 1.07% | 00.0% | 不變 |
| WBH Advisory Inc | 39,534 | $173.7 萬 | 0.18% | −2,360−5.6% | 減碼 |
| Whitener Capital Management, Inc. | 39,774 | $174.7 萬 | 0.53% | −121−0.3% | 減碼 |
| Strategic Investment Solutions, Inc. | 45,886 | $179.6 萬 | 0.58% | +45,886 | 新進 |
| Snowden Capital Advisors LLC | 41,124 | $180.7 萬 | 0.05% | −65−0.2% | 減碼 |
| SignalPoint Asset Management, LLC | 41,243 | $181.2 萬 | 0.48% | −1,343−3.2% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 41,478 | $182.2 萬 | 0.30% | +14,217+52.2% | 加碼 |
| Synovus Financial Corp | 41,544 | $182.5 萬 | 0.02% | +1,439+3.6% | 加碼 |
| Virtus Family Office LLC | 41,670 | $183.0 萬 | 2.49% | −6,663−13.8% | 減碼 |
| Mutual Advisors, LLC | 40,776 | $183.6 萬 | 0.06% | +356+0.9% | 加碼 |
| Advisory Alpha, LLC | 42,074 | $184.8 萬 | 0.07% | −28,672−40.5% | 減碼 |
| Jump Financial, LLC | 42,381 | $186.2 萬 | 0.04% | +37,094+701.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $188.2 萬 | 0.21% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 42,900 | $188.5 萬 | 0.20% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 43,066 | $189.2 萬 | 0.41% | −417−1.0% | 減碼 |
| Confluence Wealth Services, Inc. | 43,234 | $189.9 萬 | 0.15% | +1,471+3.5% | 加碼 |
| Ameritas Advisory Services, LLC | 43,449 | $190.9 萬 | 0.07% | +2,717+6.7% | 加碼 |
| Harbour Investments, Inc. | 43,547 | $191.3 萬 | 0.06% | −255−0.6% | 減碼 |
| Ci Investments Inc. | 43,617 | $191.6 萬 | 0.01% | −9,000−17.1% | 減碼 |
| Fidelis Capital Partners, LLC | 42,772 | $192.7 萬 | 0.27% | +8,912+26.3% | 加碼 |
| D. Scott Neal, Inc. | 43,882 | $192.8 萬 | 1.07% | −367−0.8% | 減碼 |
| Howland Capital Management LLC | 44,110 | $193.8 萬 | 0.09% | −258,970−85.4% | 減碼 |
| MainStreet Investment Advisors LLC | 44,938 | $197.4 萬 | 0.24% | −7,546−14.4% | 減碼 |
| D.A. Davidson & Co. | 45,543 | $200.1 萬 | 0.02% | −1,150−2.5% | 減碼 |
| Citadel Advisors LLC | 45,544 | $200.1 萬 | 0.00% | −19,086−29.5% | 減碼 |
| IHT Wealth Management, LLC | 45,773 | $201.1 萬 | 0.08% | −5,282−10.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 45,977 | $202.0 萬 | 0.02% | −7,696−14.3% | 減碼 |
| Interchange Capital Partners, LLC | 46,219 | $203.0 萬 | 0.75% | +16,811+57.2% | 加碼 |
| Red Mountain Financial, LLC | 46,314 | $203.5 萬 | 2.45% | +46,314 | 新進 |
| Plan Group Financial, LLC | 46,438 | $204.0 萬 | 1.25% | −1,171−2.5% | 減碼 |
| Intrepid Capital Management Inc | 46,987 | $206.4 萬 | 1.31% | −14,206−23.2% | 減碼 |
| Northside Capital Management, LLC | 47,422 | $208.3 萬 | 0.36% | +325+0.7% | 加碼 |
| United Asset Strategies, Inc. | 47,857 | $210.2 萬 | 0.21% | +21,528+81.8% | 加碼 |
| Farrell Financial LLC | 48,632 | $213.6 萬 | 1.66% | +1,921+4.1% | 加碼 |
| Smith Thornton Advisors LLC | 49,023 | $215.4 萬 | 1.59% | +49,023 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,260 | $216.4 萬 | 0.09% | −11,749−19.3% | 減碼 |
| Apeiron RIA LLC | 49,619 | $218.0 萬 | 0.67% | +621+1.3% | 加碼 |
| Wormser Freres Gestion | 48,412 | $219.8 萬 | 1.43% | +3,162+7.0% | 加碼 |
| Trademark Financial Management, LLC | 50,596 | $222.3 萬 | 1.81% | +2,485+5.2% | 加碼 |
| Focus Financial Network, Inc. | 47,871 | $222.3 萬 | 0.09% | +6,219+14.9% | 加碼 |
| Lynx Investment Advisory | 50,889 | $223.6 萬 | 1.66% | +50,889 | 新進 |
| Compass Financial Group, Inc. | 49,678 | $224.3 萬 | 1.12% | −1,187−2.3% | 減碼 |
| Boston Research & Management Inc | 51,513 | $226.2 萬 | 0.57% | −1,110−2.1% | 減碼 |
| Nomura Asset Management Co Ltd | 51,700 | $227.1 萬 | 0.01% | −38,800−42.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 52,250 | $229.5 萬 | 0.34% | +8,895+20.5% | 加碼 |
| Pinnacle Financial Partners Inc | 53,886 | $229.9 萬 | 0.05% | +300+0.6% | 加碼 |
| Laidlaw Wealth Management LLC | 52,633 | $231.2 萬 | 1.27% | −1,048−2.0% | 減碼 |
| LM Advisors LLC | 52,798 | $231.9 萬 | 0.00% | 00.0% | 不變 |
| NewSquare Capital LLC | 52,795 | $231.9 萬 | 0.20% | −737−1.4% | 減碼 |
| Integrated Wealth Concepts LLC | 53,095 | $233.2 萬 | 0.03% | −3,652−6.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $239.3 萬 | 0.04% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 54,758 | $240.6 萬 | 0.12% | +54,758 | 新進 |
| Flputnam Investment Management Co | 54,810 | $240.8 萬 | 0.05% | +8,226+17.7% | 加碼 |
| Aspect Partners, LLC | 54,818 | $240.8 萬 | 1.43% | +292+0.5% | 加碼 |
| First Horizon Advisors, Inc. | 55,051 | $241.8 萬 | 0.07% | +52+0.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 55,592 | $244.2 萬 | 0.11% | +55,592 | 新進 |
| First Manhattan Co | 56,177 | $246.8 萬 | 0.01% | +24,595+77.9% | 加碼 |
| Avestar Capital, LLC | 56,445 | $248.0 萬 | 0.27% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 56,639 | $248.8 萬 | 0.29% | +5,327+10.4% | 加碼 |
| Geneos Wealth Management Inc. | 57,051 | $250.6 萬 | 0.11% | +53,605+1,555.6% | 加碼 |
| Carlson Capital Management | 57,234 | $251.4 萬 | 0.12% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 57,338 | $251.9 萬 | 0.12% | +41,849+270.2% | 加碼 |
| Raymond James Trust N.A. | 57,414 | $252.2 萬 | 0.06% | −1,213−2.1% | 減碼 |
| Financial & Tax Architects, LLC | 57,711 | $253.5 萬 | 0.68% | −1,261−2.1% | 減碼 |
| Ieq Capital, LLC | 57,836 | $254.1 萬 | 0.03% | −27,199−32.0% | 減碼 |
| Scotia Capital Inc. | 57,999 | $254.8 萬 | 0.01% | −113,600−66.2% | 減碼 |
| Veridan Wealth LLC | 40,971 | $255.5 萬 | 1.02% | +40,971 | 新進 |
| Signify Wealth | 58,307 | $256.1 萬 | 3.69% | −1,934−3.2% | 減碼 |
| Regions Financial Corp | 58,620 | $257.5 萬 | 0.02% | −2,543−4.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 58,997 | $259.2 萬 | 0.28% | +1,610+2.8% | 加碼 |
| Gould Asset Management LLC | 59,128 | $259.7 萬 | 0.60% | −1,901−3.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 59,577 | $261.7 萬 | 0.07% | −20,087−25.2% | 減碼 |
| Simplicity Wealth,LLC | 60,071 | $263.9 萬 | 0.06% | +9,612+19.0% | 加碼 |
| Towerpoint Wealth, LLC | 60,143 | $264.2 萬 | 1.32% | −1,639−2.7% | 減碼 |
| One Capital Management, LLC | 60,620 | $266.4 萬 | 0.09% | +4,666+8.3% | 加碼 |
| Firestone Capital Management | 60,674 | $266.5 萬 | 0.73% | +455+0.8% | 加碼 |
| Avantax Advisory Services, Inc. | 61,096 | $268.4 萬 | 0.02% | +26,302+75.6% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 62,417 | $274.2 萬 | 0.07% | +28,923+86.4% | 加碼 |
| Cowa, LLC | 62,582 | $275.0 萬 | 1.47% | −18,496−22.8% | 減碼 |
| Modera Wealth Management, LLC | 63,182 | $277.6 萬 | 0.04% | −535−0.8% | 減碼 |
| Eagle Strategies LLC | 63,306 | $278.1 萬 | 0.53% | +25,978+69.6% | 加碼 |
| Financial Advocates Investment Management | 64,660 | $284.0 萬 | 0.18% | +31,502+95.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 64,724 | $284.3 萬 | 0.03% | +44,729+223.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $285.5 萬 | 0.40% | 00.0% | 不變 |
| Stableford Capital II LLC | 62,066 | $288.2 萬 | 1.13% | −51,735−45.5% | 減碼 |
| Financial Sense Advisors, Inc. | 65,663 | $288.5 萬 | 0.91% | +54+0.1% | 加碼 |
| Patriot Investment Management Inc. | 66,729 | $293.1 萬 | 0.23% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 66,776 | $293.3 萬 | 1.98% | +19,915+42.5% | 加碼 |
| Bradley Foster & Sargent Inc | 67,053 | $294.6 萬 | 0.05% | −287−0.4% | 減碼 |
| FinTrust Capital Advisors, LLC | 67,597 | $297.0 萬 | 0.56% | +3,664+5.7% | 加碼 |
| Financial Alternatives, Inc | 68,394 | $300.5 萬 | 2.26% | −1,215−1.7% | 減碼 |
| Vontobel Holding Ltd. | 68,482 | $300.8 萬 | 0.01% | −7,419−9.8% | 減碼 |
| Financial Management Network Inc | 66,758 | $301.4 萬 | 0.72% | +2,598+4.0% | 加碼 |