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 13F 持有人
iShares Gold Trust 在 2024/9/30 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
- 1,231
- 較 2024 年第 2 季 +68 家
- 持有股數
- 3.55 億
- 較 2024 年第 2 季 −1,461 萬 (−3.9%)
- 總市值
- $176.7 億
- 較 2024 年第 2 季 +$13.9 億 (+8.5%)
- 新進機構
- 115
- 另有 405 家加碼
- 清倉機構
- 47
- 另有 414 家減碼
另有 15 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 90,399 | $469.4 萬 | 0.25% | +1,868+2.1% | 加碼 |
| Boston Financial Mangement LLC | 94,742 | $470.9 萬 | 0.14% | +948+1.0% | 加碼 |
| International Assets Investment Management, LLC | 234,037 | $470.9 萬 | 0.02% | +229,303+4,843.7% | 加碼 |
| Brinker Capital Investments, LLC | 95,207 | $473.2 萬 | 0.05% | −7,842−7.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 95,207 | $473.2 萬 | 0.05% | −7,842−7.6% | 減碼 |
| Deane Retirement Strategies, Inc. | 95,182 | $473.2 萬 | 2.31% | −529−0.6% | 減碼 |
| Signature Securities Group Corporation | 95,649 | $475.4 萬 | 1.20% | +2,901+3.1% | 加碼 |
| Fiduciary Financial Group, LLC | 96,004 | $475.6 萬 | 1.09% | +59+0.1% | 加碼 |
| F/M Investments LLC | 96,690 | $480.5 萬 | 0.16% | 00.0% | 不變 |
| Madden Advisory Services, Inc. | 96,920 | $481.7 萬 | 2.21% | +1,736+1.8% | 加碼 |
| Alhambra Investment Partners LLC | 97,516 | $484.7 萬 | 2.51% | −22,745−18.9% | 減碼 |
| Bessemer Group Inc | 97,724 | $485.7 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 98,143 | $487.8 萬 | 0.62% | +445+0.5% | 加碼 |
| Versant Capital Management, Inc | 99,149 | $492.8 萬 | 1.12% | −684−0.7% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 99,731 | $495.7 萬 | 2.09% | 00.0% | 不變 |
| DCF Advisers, LLC | 100,000 | $497.0 萬 | 2.56% | 00.0% | 不變 |
| Axiom Advisory, LLC | 106,340 | $497.5 萬 | 0.05% | −5,863−5.2% | 減碼 |
| Jump Financial, LLC | 100,631 | $500.1 萬 | 0.10% | +58,250+137.4% | 加碼 |
| Cypress Capital Group | 101,920 | $506.5 萬 | 0.57% | +5,474+5.7% | 加碼 |
| Stableford Capital II LLC | 101,347 | $508.4 萬 | 2.03% | +39,281+63.3% | 加碼 |
| Apollon Wealth Management, LLC | 103,746 | $515.6 萬 | 0.15% | −1,812−1.7% | 減碼 |
| Lynx Capital Group Ltd | 103,906 | $516.4 萬 | 3.35% | −1,283−1.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 104,183 | $517.8 萬 | 0.62% | −31,041−23.0% | 減碼 |
| FineMark National Bank & Trust | 104,431 | $519.0 萬 | 0.18% | −422−0.4% | 減碼 |
| Kure Advisory, LLC | 105,693 | $525.3 萬 | 4.70% | −30.0% | 減碼 |
| AdvisorNet Financial, Inc | 106,055 | $527.1 萬 | 0.39% | −838−0.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 106,291 | $528.3 萬 | 2.36% | +10,013+10.4% | 加碼 |
| Briaud Financial Planning, Inc | 106,904 | $531.3 萬 | 2.74% | −10.0% | 減碼 |
| Accretive Wealth Partners, LLC | 107,626 | $534.9 萬 | 2.24% | −5,481−4.8% | 減碼 |
| Callan Family Office, LLC | 107,946 | $536.5 萬 | 0.90% | +14,236+15.2% | 加碼 |
| Grove Bank & Trust | 107,990 | $536.7 萬 | 0.79% | +95,122+739.2% | 加碼 |
| Atomi Financial Group, Inc. | 108,248 | $538.0 萬 | 0.34% | +5,839+5.7% | 加碼 |
| Thrivent Financial for Lutherans | 110,016 | $546.8 萬 | 0.01% | +640+0.6% | 加碼 |
| Mutual Advisors, LLC | 108,061 | $558.5 萬 | 0.16% | +67,285+165.0% | 加碼 |
| FDx Advisors, Inc. | 112,692 | $560.1 萬 | 1.53% | −4,428−3.8% | 減碼 |
| Lido Advisors, LLC | 113,100 | $562.1 萬 | 0.04% | −75−0.1% | 減碼 |
| Twelve Points Wealth Management LLC | 113,504 | $564.1 萬 | 1.77% | +6,920+6.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 113,654 | $564.7 萬 | 0.34% | +21,070+22.8% | 加碼 |
| Barclays PLC | 113,702 | $565.1 萬 | 0.00% | −40,374−26.2% | 減碼 |
| Ackerman Capital Advisors, LLC | 113,749 | $565.3 萬 | 1.46% | −1,352−1.2% | 減碼 |
| Prairie Wealth Advisors, Inc. | 113,792 | $565.5 萬 | 2.80% | 00.0% | 不變 |
| Wills Financial Group, Inc. | 114,377 | $568.5 萬 | 2.38% | −10.0% | 減碼 |
| Wealthspan Partners, LLC | 115,215 | $572.6 萬 | 2.83% | +1,052+0.9% | 加碼 |
| Southeast Asset Advisors Inc. | 115,540 | $574.2 萬 | 0.64% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 117,202 | $588.5 萬 | 0.09% | +10,335+9.7% | 加碼 |
| WealthCare Investment Partners, LLC | 123,732 | $617.7 萬 | 2.71% | +10,430+9.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 124,348 | $618.0 萬 | 1.53% | −3,590−2.8% | 減碼 |
| Sinecera Capital, LLC | 124,762 | $620.1 萬 | 7.48% | −2,847−2.2% | 減碼 |
| Meridian Investment Counsel Inc. | 124,843 | $620.5 萬 | 1.88% | −1,739−1.4% | 減碼 |
| Maltin Wealth Management, Inc. | 125,917 | $625.8 萬 | 3.05% | +2,481+2.0% | 加碼 |
| Modern Wealth Management, LLC | 126,883 | $630.6 萬 | 0.39% | +921+0.7% | 加碼 |
| Kades & Cheifetz LLC | 127,102 | $631.7 萬 | 3.62% | −480.0% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 128,459 | $638.4 萬 | 1.15% | −2,767−2.1% | 減碼 |
| Global Wealth Strategies & Associates | 128,469 | $638.5 萬 | 2.10% | +182+0.1% | 加碼 |
| Weil Company, Inc. | 130,511 | $648.6 萬 | 2.13% | −5,860−4.3% | 減碼 |
| MBA Advisors LLC | 133,882 | $665.4 萬 | 3.19% | −13,106−8.9% | 減碼 |
| We Are One Seven, LLC | 136,383 | $677.8 萬 | 0.29% | +4,338+3.3% | 加碼 |
| Omnia Family Wealth, LLC | 136,791 | $679.9 萬 | 2.91% | −410−0.3% | 減碼 |
| Cranbrook Wealth Management, LLC | 136,807 | $679.9 萬 | 1.55% | −4,881−3.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 137,235 | $682.1 萬 | 0.37% | +206+0.2% | 加碼 |
| Advisory Services Network, LLC | 156,403 | $687.1 萬 | 0.14% | 00.0% | 不變 |
| BSW Wealth Partners | 138,968 | $690.7 萬 | 1.04% | −9,244−6.2% | 減碼 |
| Towneley Capital Management, Inc | 139,933 | $695.5 萬 | 1.58% | −4,819−3.3% | 減碼 |
| Ballentine Partners, LLC | 140,414 | $697.9 萬 | 0.12% | +964+0.7% | 加碼 |
| Sigma Planning Corp | 140,730 | $699.4 萬 | 0.21% | +11,852+9.2% | 加碼 |
| Fermata Advisors, LLC | 141,271 | $702.1 萬 | 1.43% | +3,288+2.4% | 加碼 |
| Systelligence, LLC | 142,064 | $706.1 萬 | 1.75% | −17,361−10.9% | 減碼 |
| Patton Fund Management, Inc. | 143,064 | $711.0 萬 | 1.47% | −2,810−1.9% | 減碼 |
| Private Advisor Group, LLC | 144,553 | $718.4 萬 | 0.04% | −8,226−5.4% | 減碼 |
| Prudential Financial Inc | 145,326 | $722.3 萬 | 0.01% | +14,910+11.4% | 加碼 |
| Lifeworks Advisors, LLC | 145,452 | $722.9 萬 | 1.42% | +29,286+25.2% | 加碼 |
| Colony Group, LLC | 146,020 | $725.6 萬 | 0.02% | −161,072−52.5% | 減碼 |
| Rehmann Capital Advisory Group | 146,347 | $727.2 萬 | 0.48% | −2,771−1.9% | 減碼 |
| Highland Financial Advisors, LLC | 147,686 | $734.0 萬 | 2.61% | −30,144−17.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 148,104 | $736.1 萬 | 0.13% | +4,056+2.8% | 加碼 |
| Old Port Advisors | 148,656 | $738.8 萬 | 2.05% | +1,799+1.2% | 加碼 |
| GYL Financial Synergies, LLC | 149,217 | $741.6 萬 | 0.56% | −1,905−1.3% | 減碼 |
| McMahon Financial Advisors, LLC | 151,322 | $752.1 萬 | 1.64% | −231−0.2% | 減碼 |
| Stephen J. Garry & Associates, LLC | 151,991 | $755.4 萬 | 7.18% | −227−0.1% | 減碼 |
| Nkcfo LLC | 153,550 | $763.1 萬 | 3.64% | +126,100+459.4% | 加碼 |
| Financial Counselors Inc | 154,460 | $767.7 萬 | 0.11% | +18,770+13.8% | 加碼 |
| Altiora Financial Group, LLC | 156,430 | $777.5 萬 | 1.72% | −11,523−6.9% | 減碼 |
| GFS Advisors, LLC | 156,560 | $778.1 萬 | 1.65% | +150,776+2,606.8% | 加碼 |
| Pathstone Holdings, LLC | 156,746 | $779.0 萬 | 0.03% | +1,033+0.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 158,557 | $788.0 萬 | 0.11% | +7,260+4.8% | 加碼 |
| Ancora Advisors, LLC | 158,639 | $788.4 萬 | 0.18% | −70.0% | 減碼 |
| Well Done, LLC | 158,873 | $789.6 萬 | 1.44% | +5,143+3.3% | 加碼 |
| Ariston Services Group | 161,297 | $801.6 萬 | 6.98% | −144−0.1% | 減碼 |
| Plum Street Advisors, LLC | 162,152 | $805.9 萬 | 4.08% | −10,077−5.9% | 減碼 |
| Commerce Bank | 162,902 | $809.6 萬 | 0.05% | +4,336+2.7% | 加碼 |
| Insight Wealth Partners, LLC | 163,724 | $813.7 萬 | 4.97% | +5,369+3.4% | 加碼 |
| Regency Capital Management Inc. | 164,010 | $815.1 萬 | 4.48% | +46,190+39.2% | 加碼 |
| Sentinel Trust Co Lba | 165,984 | $824.9 萬 | 0.94% | −70,042−29.7% | 減碼 |
| Greenline Partners, LLC | 166,197 | $826.0 萬 | 1.18% | +1,374+0.8% | 加碼 |
| Cape Ann Savings Bank | 166,400 | $827.0 萬 | 4.80% | +1,052+0.6% | 加碼 |
| AE Wealth Management LLC | 167,849 | $834.2 萬 | 0.08% | −14,382−7.9% | 減碼 |
| Lowe Wealth Advisors, LLC | 168,076 | $835.3 萬 | 3.60% | +1,110+0.7% | 加碼 |
| JNBA Financial Advisors | 169,859 | $844.2 萬 | 0.85% | −17,474−9.3% | 減碼 |
| Stablepoint Partners, LLC | 170,982 | $849.8 萬 | 1.55% | +5,261+3.2% | 加碼 |
| CSS LLC | 171,400 | $851.9 萬 | 0.50% | +14,000+8.9% | 加碼 |