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 |
|---|---|---|---|---|---|
| VCI Wealth Management LLC | 112,768 | $495.4 萬 | 2.45% | +31,755+39.2% | 加碼 |
| Thrivent Financial for Lutherans | 109,376 | $480.5 萬 | 0.01% | −25,445−18.9% | 減碼 |
| RSM US Wealth Management LLC | 106,867 | $470.8 萬 | 0.08% | +6,690+6.7% | 加碼 |
| Briaud Financial Planning, Inc | 106,905 | $469.6 萬 | 2.71% | −13,485−11.2% | 減碼 |
| AdvisorNet Financial, Inc | 106,893 | $469.6 萬 | 0.43% | −2,668−2.4% | 減碼 |
| Twelve Points Wealth Management LLC | 106,584 | $468.2 萬 | 1.65% | +8,702+8.9% | 加碼 |
| Kure Advisory, LLC | 105,696 | $464.3 萬 | 3.81% | −2,065−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 105,558 | $463.7 萬 | 0.14% | −2,301−2.1% | 減碼 |
| Lynx Capital Group Ltd | 105,189 | $462.1 萬 | 3.20% | +2,432+2.4% | 加碼 |
| FineMark National Bank & Trust | 104,853 | $460.6 萬 | 0.17% | −5,831−5.3% | 減碼 |
| Brinker Capital Investments, LLC | 103,049 | $452.7 萬 | 0.05% | −17,209−14.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 103,049 | $452.7 萬 | 0.05% | −17,209−14.3% | 減碼 |
| Atomi Financial Group, Inc. | 102,409 | $449.9 萬 | 0.33% | +25,345+32.9% | 加碼 |
| Fiduciary Financial Group, LLC | 95,945 | $447.7 萬 | 1.08% | +95,945 | 新進 |
| DCF Advisers, LLC | 100,000 | $439.3 萬 | 2.30% | 00.0% | 不變 |
| Versant Capital Management, Inc | 99,833 | $438.6 萬 | 1.11% | −1,917−1.9% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 99,731 | $438.1 萬 | 2.01% | −2,365−2.3% | 減碼 |
| Bessemer Group Inc | 97,724 | $429.3 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 97,698 | $429.2 萬 | 0.59% | −500−0.5% | 減碼 |
| F/M Investments LLC | 96,690 | $424.8 萬 | 0.15% | +96,690 | 新進 |
| Cypress Capital Group | 96,446 | $423.7 萬 | 0.51% | −695−0.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 96,278 | $422.9 萬 | 2.02% | +3,538+3.8% | 加碼 |
| Deane Retirement Strategies, Inc. | 95,711 | $420.1 萬 | 2.16% | −1,566−1.6% | 減碼 |
| Madden Advisory Services, Inc. | 95,184 | $418.1 萬 | 2.13% | +2,548+2.8% | 加碼 |
| WMS Partners, LLC | 94,377 | $414.6 萬 | 0.27% | −5,193−5.2% | 減碼 |
| Wealth Alliance | 94,343 | $414.4 萬 | 0.54% | −243−0.3% | 減碼 |
| Boston Financial Mangement LLC | 93,794 | $412.0 萬 | 0.13% | −1,523−1.6% | 減碼 |
| Sage Investment Advisers LLC | 93,780 | $412.0 萬 | 4.66% | −250−0.3% | 減碼 |
| Callan Family Office, LLC | 93,710 | $411.7 萬 | 0.79% | +58,994+169.9% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 93,186 | $409.4 萬 | 0.75% | +27,107+41.0% | 加碼 |
| Signature Securities Group Corporation | 92,748 | $407.4 萬 | 1.12% | +622+0.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 92,584 | $406.8 萬 | 0.29% | +2,149+2.4% | 加碼 |
| Provenance Wealth Advisors, LLC | 91,705 | $402.9 萬 | 0.56% | −885−1.0% | 減碼 |
| Welch & Forbes LLC | 90,092 | $401.7 萬 | 0.05% | −282−0.3% | 減碼 |
| Inscription Capital, LLC | 91,403 | $401.5 萬 | 0.65% | +2,500+2.8% | 加碼 |
| Moulton Wealth Management, Inc | 89,245 | $400.1 萬 | 3.63% | −1,907−2.1% | 減碼 |
| RiverGlades Family Offices LLC | 90,097 | $395.8 萬 | 3.08% | +375+0.4% | 加碼 |
| Diversify Advisory Services, LLC | 88,531 | $395.4 萬 | 0.22% | −1,707−1.9% | 減碼 |
| NVWM, LLC | 89,812 | $394.5 萬 | 1.05% | +948+1.1% | 加碼 |
| Fiduciary Trust Co | 89,164 | $391.7 萬 | 0.06% | −3,763−4.0% | 減碼 |
| Hilltop National Bank | 88,747 | $389.9 萬 | 1.25% | −7,421−7.7% | 減碼 |
| Gradient Investments LLC | 87,716 | $385.3 萬 | 0.09% | −3,422−3.8% | 減碼 |
| Summit Place Financial Advisors, LLC | 87,620 | $384.9 萬 | 2.28% | −952−1.1% | 減碼 |
| E Fund Management Co., Ltd. | 87,044 | $382.4 萬 | 0.21% | +11,720+15.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 86,706 | $380.9 萬 | 0.05% | +55,885+181.3% | 加碼 |
| Gibson Capital, LLC | 86,416 | $379.6 萬 | 0.84% | +59,962+226.7% | 加碼 |
| Argent Trust Co | 86,290 | $379.1 萬 | 0.17% | −3,745−4.2% | 減碼 |
| Amplius Wealth Advisors, LLC | 83,950 | $368.8 萬 | 0.41% | −11,521−12.1% | 減碼 |
| Delta Financial Advisors LLC | 83,753 | $367.9 萬 | 1.43% | +1,800+2.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 83,177 | $365.4 萬 | 0.10% | +5,700+7.4% | 加碼 |
| TriaGen Wealth Management LLC | 82,380 | $361.9 萬 | 1.40% | +6,175+8.1% | 加碼 |
| Davies Financial Advisors, Inc. | 82,375 | $361.9 萬 | 3.38% | +71,434+652.9% | 加碼 |
| Tikvah Management LLC | 82,230 | $361.2 萬 | 1.26% | 00.0% | 不變 |
| Allie Family Office LLC | 81,347 | $357.3 萬 | 2.15% | +28,085+52.7% | 加碼 |
| Camden National Bank | 80,250 | $352.5 萬 | 0.54% | +4,134+5.4% | 加碼 |
| Blueprint Investment Partners LLC | 79,961 | $351.3 萬 | 0.76% | −7,157−8.2% | 減碼 |
| Altman Advisors, Inc. | 79,236 | $348.1 萬 | 1.98% | +555+0.7% | 加碼 |
| waypoint wealth counsel | 79,099 | $347.5 萬 | 2.66% | +339+0.4% | 加碼 |
| Motco | 78,573 | $345.2 萬 | 0.20% | +6,116+8.4% | 加碼 |
| Blue Investment Partners LLC | 78,473 | $344.7 萬 | 1.56% | +451+0.6% | 加碼 |
| SRS Capital Advisors, Inc. | 77,496 | $340.4 萬 | 0.33% | −5,703−6.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 76,971 | $338.1 萬 | 0.17% | +776+1.0% | 加碼 |
| Whittier Trust Co | 76,187 | $334.7 萬 | 0.05% | +452+0.6% | 加碼 |
| Robinson Value Management, Ltd. | 76,000 | $333.9 萬 | 2.33% | −293−0.4% | 減碼 |
| Sepio Capital, LP | 75,188 | $330.3 萬 | 0.30% | +46+0.1% | 加碼 |
| Atria Investments LLC | 74,718 | $328.2 萬 | 0.04% | −4,005−5.1% | 減碼 |
| Kitching Partners, LLC | 73,990 | $325.0 萬 | 5.91% | +4,037+5.8% | 加碼 |
| NavPoint Financial, Inc. | 73,923 | $324.7 萬 | 2.82% | −1,744−2.3% | 減碼 |
| LifePlan Investment Advisors, Inc. | 73,896 | $324.6 萬 | 2.34% | +1,344+1.9% | 加碼 |
| HB Wealth Management, LLC | 73,321 | $322.1 萬 | 0.04% | +20.0% | 加碼 |
| Mengis Capital Management, Inc. | 72,623 | $319.0 萬 | 0.65% | −500−0.7% | 減碼 |
| Rathbone Brothers plc | 71,235 | $312.9 萬 | 0.02% | +4,405+6.6% | 加碼 |
| Evermay Wealth Management LLC | 71,042 | $312.1 萬 | 0.50% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 69,438 | $305.0 萬 | 0.33% | +2,244+3.3% | 加碼 |
| Parallel Advisors, LLC | 69,269 | $304.3 萬 | 0.08% | +300+0.4% | 加碼 |
| Cobblestone Capital Advisors LLC | 69,150 | $303.8 萬 | 0.19% | −1,494−2.1% | 減碼 |
| Financial Management Network Inc | 66,758 | $301.4 萬 | 0.72% | +2,598+4.0% | 加碼 |
| Vontobel Holding Ltd. | 68,482 | $300.8 萬 | 0.01% | −7,419−9.8% | 減碼 |
| Financial Alternatives, Inc | 68,394 | $300.5 萬 | 2.26% | −1,215−1.7% | 減碼 |
| FinTrust Capital Advisors, LLC | 67,597 | $297.0 萬 | 0.56% | +3,664+5.7% | 加碼 |
| Bradley Foster & Sargent Inc | 67,053 | $294.6 萬 | 0.05% | −287−0.4% | 減碼 |
| Vanguard Capital Wealth Advisors | 66,776 | $293.3 萬 | 1.98% | +19,915+42.5% | 加碼 |
| Patriot Investment Management Inc. | 66,729 | $293.1 萬 | 0.23% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 65,663 | $288.5 萬 | 0.91% | +54+0.1% | 加碼 |
| Stableford Capital II LLC | 62,066 | $288.2 萬 | 1.13% | −51,735−45.5% | 減碼 |
| China Universal Asset Management Co., Ltd. | 65,000 | $285.5 萬 | 0.40% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 64,724 | $284.3 萬 | 0.03% | +44,729+223.7% | 加碼 |
| Financial Advocates Investment Management | 64,660 | $284.0 萬 | 0.18% | +31,502+95.0% | 加碼 |
| Eagle Strategies LLC | 63,306 | $278.1 萬 | 0.53% | +25,978+69.6% | 加碼 |
| Modera Wealth Management, LLC | 63,182 | $277.6 萬 | 0.04% | −535−0.8% | 減碼 |
| Cowa, LLC | 62,582 | $275.0 萬 | 1.47% | −18,496−22.8% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 62,417 | $274.2 萬 | 0.07% | +28,923+86.4% | 加碼 |
| Avantax Advisory Services, Inc. | 61,096 | $268.4 萬 | 0.02% | +26,302+75.6% | 加碼 |
| Firestone Capital Management | 60,674 | $266.5 萬 | 0.73% | +455+0.8% | 加碼 |
| One Capital Management, LLC | 60,620 | $266.4 萬 | 0.09% | +4,666+8.3% | 加碼 |
| Towerpoint Wealth, LLC | 60,143 | $264.2 萬 | 1.32% | −1,639−2.7% | 減碼 |
| Simplicity Wealth,LLC | 60,071 | $263.9 萬 | 0.06% | +9,612+19.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 59,577 | $261.7 萬 | 0.07% | −20,087−25.2% | 減碼 |
| Gould Asset Management LLC | 59,128 | $259.7 萬 | 0.60% | −1,901−3.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 58,997 | $259.2 萬 | 0.28% | +1,610+2.8% | 加碼 |