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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 3 季與 2024 年第 2 季比較

持有 iShares Gold Trust 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

IAU 的 13F 持有人:2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數1,177151,230+68
股數3.75 億499.8 萬3.55 億−1,461 萬 (−3.9%)
市值$165.0 億$2.20 億$176.7 億+$13.9 億 (+8.5%)

15 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(115 家)

2024 年第 3 季季末持有 iShares Gold Trust、2024 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 115 家。

2024 年第 3 季新進 IAU 的機構
機構股數市值佔組合 %
BlackRock, Inc.3,956,017$1.97 億0.00%
Quadrature Capital Ltd1,927,978$9,580 萬2.17%
Brave Asset Management Inc526,536$2,617 萬6.50%
Parker Investment Management, LLC524,135$2,605 萬4.21%
Executive Wealth Management, LLC276,884$1,376 萬1.08%
Innova Wealth Partners258,550$1,285 萬10.58%
Evoke Wealth, LLC224,221$1,114 萬0.30%
D L Carlson Investment Group Inc54,833$272.5 萬0.49%
Apollon Financial, LLC53,310$265.0 萬0.78%
Heck Capital Advisors, LLC49,156$244.3 萬0.28%
NorthRock Partners, LLC49,100$244.0 萬0.08%
Allstate Corp40,000$198.8 萬0.19%
Waterloo Capital, L.P.36,251$180.2 萬0.20%
Eastern Bank31,491$156.5 萬0.03%
Sterling Capital Management LLC25,589$127.2 萬0.02%
Two Sigma Securities, LLC22,386$111.3 萬0.09%
Rakuten Investment Management, Inc.21,655$108.5 萬0.01%
Belvedere Trading LLC20,509$101.9 萬0.06%
Ewa, LLC19,951$96.7 萬0.35%
Private Portfolio Partners LLC18,873$93.8 萬0.18%
Douglass Winthrop Advisors, LLC18,680$92.8 萬0.02%
GTS Securities LLC17,426$86.6 萬0.02%
CWA Asset Management Group, LLC17,246$85.7 萬0.05%
Seeds Investor LLC16,071$79.9 萬0.30%
Angeles Wealth Management, LLC13,000$64.6 萬0.06%
SGL Investment Advisors, Inc.12,758$61.8 萬0.32%
Pure Portfolios Holdings LLC12,400$61.6 萬0.23%
Nwam LLC12,271$61.0 萬0.04%
Benjamin Edwards Inc11,930$59.3 萬0.01%
Meridian Wealth Management, LLC11,631$57.8 萬0.03%
Avidian Wealth Solutions, LLC11,489$57.1 萬0.03%
Outlook Wealth Advisors, LLC10,937$54.4 萬0.16%
Sentinel Pension Advisors Inc10,865$54.0 萬0.10%
CX Institutional10,128$50.3 萬0.02%
SWMG, LLC9,940$48.3 萬0.20%
Renaissance Technologies LLC9,600$47.7 萬0.00%
CoreCap Advisors, LLC9,484$47.1 萬0.02%
Centurion Wealth Management LLC9,425$46.8 萬0.15%
Good Life Advisors, LLC8,776$43.6 萬0.03%
Talon Private Wealth, LLC8,332$41.4 萬0.09%
Reliant Wealth Planning8,317$41.3 萬0.18%
Bryn Mawr Trust Co7,816$38.8 萬0.01%
Cypress Wealth Services, LLC7,685$38.2 萬0.08%
Compass Ion Advisors, LLC7,515$37.3 萬0.05%
5th Street Advisors, LLC7,450$37.0 萬0.18%
Terry L. Blaker7,230$35.9 萬0.01%
Kings Path Partners LLC7,139$35.5 萬0.15%
Beckerman Institutional, LLC6,996$34.8 萬0.29%
Panoramic Investment Advisors, LLC6,748$33.5 萬0.23%
Cassaday & Co Wealth Management LLC5,716$28.4 萬0.01%
Moss Adams Wealth Advisors LLC5,677$28.2 萬0.03%
WESPAC Advisors SoCal, LLC5,628$28.0 萬0.06%
Madison Wealth Partners, Inc5,593$27.8 萬0.08%
Visionary Wealth Advisors5,499$27.3 萬0.02%
Keel Point, LLC5,418$26.9 萬0.02%
Sheaff Brock Investment Advisors, LLC5,250$26.1 萬0.02%
Worth Asset Management, LLC5,182$25.8 萬0.14%
Gateway Wealth Partners, LLC5,015$24.9 萬0.07%
Davis R M Inc5,004$24.9 萬0.00%
Summit Financial, LLC4,973$24.7 萬0.01%
IPG Investment Advisors LLC4,799$23.9 萬0.05%
Quotient Wealth Partners, LLC4,684$23.3 萬0.01%
Badgley Phelps Wealth Managers, LLC4,606$22.9 萬0.01%
PCA Investment Advisory Services Inc.4,562$22.7 萬0.11%
Telos Capital Management, Inc.4,559$22.7 萬0.02%
Procyon Private Wealth Partners, LLC4,552$22.6 萬0.02%
Unique Wealth, LLC4,541$22.6 萬0.05%
Chapin Davis, Inc.4,525$22.5 萬0.07%
Vance Wealth, Inc.4,480$22.3 萬0.08%
Valley Forge Investment Consultants Inc Adv4,448$22.1 萬0.08%
Farmers & Merchants Trust Co of Long Beach4,428$22.0 萬0.05%
Willis Johnson & Associates, Inc.4,407$21.9 萬0.02%
Firethorn Wealth Partners, LLC4,388$21.8 萬0.11%
Independent Solutions Wealth Management, LLC4,352$21.6 萬0.05%
ARK & TLK Investments, LLC4,335$21.5 萬0.08%
Atlantic Union Bankshares Corp4,329$21.5 萬0.01%
Trilogy Capital Inc.4,314$21.4 萬0.01%
Code Waechter LLC4,250$21.1 萬0.20%
Obermeyer Wood Investment Counsel, LLLP4,232$21.0 萬0.01%
Spinnaker Investment Group, LLC4,224$21.0 萬0.05%
Parsons Capital Management Inc4,204$20.9 萬0.01%
Evolution Wealth Advisors, LLC4,190$20.8 萬0.04%
Roger Wittlin Investment Advisory, LLC4,178$20.8 萬0.12%
Harbour Capital Advisors, LLC4,184$20.6 萬0.05%
Stone Point Wealth LLC4,142$20.6 萬0.07%
Beacon Financial Advisory LLC4,141$20.6 萬0.07%
Naples Global Advisors, LLC4,136$20.6 萬0.02%
Vaughan David Investments LLC4,100$20.4 萬0.00%
Wiser Wealth Management, Inc4,080$20.3 萬0.06%
TruWealth Advisors, LLC4,067$20.2 萬0.01%
Walker Asset Management, LLC4,034$20.0 萬0.12%
CRA Financial Services, LLC4,025$20.0 萬0.04%
Granite FO LLC3,565$17.7 萬0.10%
Alpine Bank Wealth Management3,461$17.2 萬0.03%
Ashton Thomas Securities, LLC3,315$16.5 萬0.03%
Exchange Traded Concepts, LLC3,281$16.3 萬0.00%
Oarsman Capital, Inc.2,746$13.6 萬0.03%
Matrix Trust Co2,018$10.0 萬0.02%
Values First Advisors, Inc.1,963$9.76 萬0.05%
Albion Financial Group1,815$9.02 萬0.01%

清倉機構(47 家)

2024 年第 2 季季末持有 iShares Gold Trust、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 IAU 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Elm Partners Management LLC332,211$1,459 萬
Bellwether Advisors, LLC310,470$1,364 萬
Econ Financial Services Corp34,308$150.7 萬
Flow Traders U.S. LLC33,461$147.0 萬
Banque Pictet & Cie SA32,400$142.3 萬
Strategy Asset Managers LLC38,125$138.7 萬
Nissay Asset Management Corp31,167$136.9 萬
Millennium Management LLC26,230$115.2 萬
Lake Street Financial LLC21,530$94.6 萬
Alpha Financial Partners, LLC21,416$94.1 萬
Kingswood Wealth Advisors, LLC19,037$83.6 萬
HRT Financial LP14,885$65.3 萬
Tudor Investment Corp Et Al13,529$59.4 萬
TCW Group Inc12,165$53.4 萬
Dopkins Wealth Management, LLC6,913$30.4 萬
Crumly & Associates Inc.6,560$28.8 萬
Burke & Herbert Bank & Trust Co6,544$28.7 萬
Tokio Marine Asset Management Co Ltd6,500$28.6 萬
Summit Financial Strategies, Inc.6,265$27.5 萬
Maripau Wealth Management LLC5,990$26.3 萬
Boston Private Wealth LLC5,712$25.1 萬
Coastal Investment Advisors, Inc.5,525$24.3 萬
Virtue Capital Management, LLC4,970$22.6 萬
Center For Asset Management LLC5,120$22.5 萬
Claudia M.P. Batlle, CRP (R) LLC4,905$21.5 萬
NDVR, Inc.4,674$20.5 萬
Pillar Wealth Advisors, LLC4,662$20.5 萬
Awm Capital, LLC4,603$20.2 萬
Triad Wealth Partners, LLC3,980$17.5 萬
Kelly Financial Services LLC2,617$11.5 萬
Cromwell Holdings LLC2,438$10.7 萬
Headlands Technologies LLC1,724$7.57 萬
AllSquare Wealth Management LLC1,045$4.59 萬
Chris Bulman Inc969$4.26 萬
Opal Wealth Advisors, LLC782$3.44 萬
Newbridge Financial Services Group, Inc.613$2.69 萬
Compass Wealth Management LLC415$1.82 萬
Pension & Wealth Management Advisors, Inc.411$1.81 萬
Ruedi Wealth Management, Inc.330$1.45 萬
Unique Wealth Strategies, LLC200$8,402
Wetzel Investment Advisors, Inc.160$6,722
Orion Capital Management LLC142$6,238
SWS Partners105$4,612
Ironwood Wealth Management, LLC.59$2,592
Abich Financial Wealth Management LLC55$2,416
McClarren Financial Advisors, Inc.43$65
Strategic Financial Concepts, LLC27,806–

尚未申報 2024 年第 3 季的機構(15 家)

2024 年第 2 季季末持有 iShares Gold Trust、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 2 季持有 IAU、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
BlackRock Inc.3,911,753$1.72 億
TMD Wealth Management, LLC556,502$2,445 萬
Boyer & Corporon Wealth Management, LLC240,178$1,055 萬
Custom Portfolio Group LLC135,462$579.9 萬
Veridan Wealth LLC40,971$255.5 萬
Buckingham Strategic Wealth, LLC45,977$202.0 萬
Relative Value Partners Group, LLC21,530$94.6 萬
Bradley & Co. Private Wealth Management, LLC19,878$87.3 萬
Emfo, LLC15,304$67.2 萬
Benjamin F. Edwards & Company, Inc.6,929$30.4 萬
ICA Group Wealth Management, LLC2,277$10.0 萬
Private Ocean, LLC700$3.08 萬
Sofos Investments, Inc.0$1.73 萬
Rain Capital Management, LLC25$1,100
JJJ Advisors Inc.22$967