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
- 1,230
- 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 |
|---|---|---|---|---|---|
| BFSG, LLC | 370,544 | $1,842 萬 | 2.14% | +25,073+7.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 371,899 | $1,848 萬 | 0.20% | −3,004−0.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 377,084 | $1,874 萬 | 0.57% | −14,334−3.7% | 減碼 |
| Kaydan Wealth Management, Inc. | 384,789 | $1,912 萬 | 5.64% | −4,195−1.1% | 減碼 |
| TD Waterhouse Canada Inc. | 381,760 | $1,912 萬 | 0.16% | +1,625+0.4% | 加碼 |
| JSF Financial, LLC | 391,609 | $1,946 萬 | 5.68% | −11,457−2.8% | 減碼 |
| Quest Investment Management LLC | 396,547 | $1,971 萬 | 2.31% | +526+0.1% | 加碼 |
| Chatham Capital Group, Inc. | 397,570 | $1,976 萬 | 3.23% | −1,500−0.4% | 減碼 |
| AllGen Financial Advisors, Inc. | 403,803 | $2,007 萬 | 6.51% | +6,504+1.6% | 加碼 |
| Syon Capital LLC | 409,344 | $2,034 萬 | 1.80% | −15,280−3.6% | 減碼 |
| Spinnaker Trust | 410,064 | $2,038 萬 | 1.26% | +9,747+2.4% | 加碼 |
| WESCAP Management Group, Inc. | 413,576 | $2,055 萬 | 5.15% | −34,362−7.7% | 減碼 |
| IFP Advisors, Inc | 420,643 | $2,091 萬 | 0.75% | +20,865+5.2% | 加碼 |
| Ronald Blue Trust, Inc. | 476,473 | $2,093 萬 | 0.27% | −19,579−3.9% | 減碼 |
| Kestra Advisory Services, LLC | 423,694 | $2,106 萬 | 0.12% | −22,148−5.0% | 減碼 |
| Independent Family Office, LLC | 425,857 | $2,116 萬 | 10.62% | +16,827+4.1% | 加碼 |
| Meridian Wealth Advisors, LLC | 425,942 | $2,117 萬 | 3.54% | +24,447+6.1% | 加碼 |
| Sowa Financial Group, Inc. | 428,975 | $2,132 萬 | 13.47% | −22,770−5.0% | 減碼 |
| Yeomans Consulting Group, Inc. | 429,190 | $2,133 萬 | 7.97% | +176,888+70.1% | 加碼 |
| Stephens Inc | 450,505 | $2,239 萬 | 0.32% | −14,271−3.1% | 減碼 |
| Cardinal Point Capital Management, ULC | 458,445 | $2,278 萬 | 3.80% | +4,028+0.9% | 加碼 |
| Quent Capital, LLC | 461,244 | $2,292 萬 | 2.33% | −30,594−6.2% | 減碼 |
| Kingsview Wealth Management, LLC | 469,900 | $2,335 萬 | 0.49% | +152,446+48.0% | 加碼 |
| Equitable Holdings, Inc. | 474,191 | $2,357 萬 | 0.23% | +9,237+2.0% | 加碼 |
| Zhang Financial LLC | 480,574 | $2,388 萬 | 1.51% | −12,149−2.5% | 減碼 |
| Assetmark, Inc | 483,483 | $2,403 萬 | 0.07% | +46,982+10.8% | 加碼 |
| Public Employees Retirement System of Ohio | 486,700 | $2,419 萬 | 0.10% | +32,000+7.0% | 加碼 |
| Resources Investment Advisors, LLC. | 487,462 | $2,423 萬 | 0.28% | −1,301−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 488,305 | $2,427 萬 | 1.81% | −5,812−1.2% | 減碼 |
| Twin Tree Management, LP | 491,495 | $2,443 萬 | 0.57% | +15,184+3.2% | 加碼 |
| SkyView Investment Advisors, LLC | 494,263 | $2,454 萬 | 4.08% | +9,409+1.9% | 加碼 |
| Pictet Asset Management Holding SA | 492,500 | $2,467 萬 | 0.03% | +213,500+76.5% | 加碼 |
| Reuter James Wealth Management, LLC | 498,757 | $2,479 萬 | 4.57% | +40,356+8.8% | 加碼 |
| EPIQ Capital Group, LLC | 501,345 | $2,492 萬 | 7.17% | +642+0.1% | 加碼 |
| Parker Investment Management, LLC | 524,135 | $2,605 萬 | 4.21% | +524,135 | 新進 |
| MML Investors Services, LLC | 524,644 | $2,608 萬 | 0.10% | −22,411−4.1% | 減碼 |
| Brave Asset Management Inc | 526,536 | $2,617 萬 | 6.50% | +526,536 | 新進 |
| Mader & Shannon Wealth Management, Inc. | 527,949 | $2,624 萬 | 15.26% | −22,148−4.0% | 減碼 |
| VPR Management LLC | 530,480 | $2,636 萬 | 9.19% | −58,000−9.9% | 減碼 |
| West Family Investments, Inc. | 532,914 | $2,660 萬 | 9.06% | 00.0% | 不變 |
| Strategic Point Investment Advisors, LLC | 542,943 | $2,698 萬 | 4.45% | −78,232−12.6% | 減碼 |
| Foundations Investment Advisors, LLC | 545,151 | $2,709 萬 | 0.57% | +23,889+4.6% | 加碼 |
| National Philanthropic Trust | 563,632 | $2,801 萬 | 0.51% | +70,214+14.2% | 加碼 |
| Citigroup Inc | 580,005 | $2,883 萬 | 0.03% | +244,601+72.9% | 加碼 |
| Anderson Hoagland & Co | 576,205 | $2,886 萬 | 2.94% | +131,579+29.6% | 加碼 |
| Dynasty Wealth Management, LLC | 584,025 | $2,903 萬 | 0.88% | +3,838+0.7% | 加碼 |
| Cambridge Associates LLC | 587,833 | $2,922 萬 | 1.09% | +208,818+55.1% | 加碼 |
| Carl Stuart Investment Advisor, Inc | 622,549 | $3,094 萬 | 17.40% | −2070.0% | 減碼 |
| Evercore Wealth Management, LLC | 653,360 | $3,247 萬 | 0.49% | −19,383−2.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 658,428 | $3,272 萬 | 2.07% | +7,059+1.1% | 加碼 |
| HSBC Holdings PLC | 658,548 | $3,273 萬 | 0.02% | −100,355−13.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 661,721 | $3,289 萬 | 0.35% | +13,670+2.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 672,812 | $3,313 萬 | 0.24% | +666,330+10,279.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 669,074 | $3,325 萬 | 0.11% | −18,334−2.7% | 減碼 |
| Cadinha & Co LLC | 674,569 | $3,353 萬 | 5.73% | +13,682+2.1% | 加碼 |
| Cetera Investment Advisers | 678,640 | $3,373 萬 | 0.07% | +2,172+0.3% | 加碼 |
| Narwhal Capital Management | 681,154 | $3,385 萬 | 3.05% | −914−0.1% | 減碼 |
| Tiaa Trust, National Association | 703,863 | $3,498 萬 | 0.10% | +106,997+17.9% | 加碼 |
| National Bank of Canada | 705,078 | $3,504 萬 | 0.05% | +964+0.1% | 加碼 |
| Bank of Montreal | 701,134 | $3,512 萬 | 0.02% | −5,501,594−88.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 720,398 | $3,608 萬 | 0.16% | +92,479+14.7% | 加碼 |
| Biltmore Family Office, LLC | 727,779 | $3,617 萬 | 6.19% | +4,914+0.7% | 加碼 |
| Deutsche Bank AG | 754,464 | $3,750 萬 | 0.02% | +169,875+29.1% | 加碼 |
| Twin Focus Capital Partners, LLC | 787,305 | $3,913 萬 | 6.17% | +72,661+10.2% | 加碼 |
| Circle Wealth Management, LLC | 792,348 | $3,938 萬 | 0.87% | 00.0% | 不變 |
| Creative Planning | 797,061 | $3,961 萬 | 0.04% | −983−0.1% | 減碼 |
| GenWealth Group, Inc. | 801,235 | $3,982 萬 | 9.16% | −16,173−2.0% | 減碼 |
| 1832 Asset Management L.P. | 802,790 | $3,990 萬 | 0.07% | +169,960+26.9% | 加碼 |
| Sanctuary Advisors, LLC | 788,800 | $4,029 萬 | 0.26% | +198,341+33.6% | 加碼 |
| Goldman Sachs Group Inc | 819,106 | $4,071 萬 | 0.01% | +12,592+1.6% | 加碼 |
| Permanens Capital L.P. | 855,260 | $4,251 萬 | 8.63% | +262,158+44.2% | 加碼 |
| Mackay Shields LLC | 929,500 | $4,620 萬 | 1.27% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 950,390 | $4,723 萬 | 0.03% | +24,557+2.7% | 加碼 |
| Oxbow Advisors, LLC | 969,509 | $4,818 萬 | 4.78% | +5,300+0.5% | 加碼 |
| Mercer Global Advisors Inc | 971,468 | $4,875 萬 | 0.11% | −21,843−2.2% | 減碼 |
| Allianz SE | 1,010,998 | $5,025 萬 | 1.36% | +33,848+3.5% | 加碼 |
| Capital Asset Advisory Services LLC | 1,022,597 | $5,066 萬 | 2.53% | +38,863+4.0% | 加碼 |
| CI Private Wealth, LLC | 1,024,450 | $5,092 萬 | 0.08% | +7,609+0.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 1,033,901 | $5,138 萬 | 2.14% | −16,086−1.5% | 減碼 |
| Axxcess Wealth Management, LLC | 1,040,264 | $5,170 萬 | 1.31% | +158,897+18.0% | 加碼 |
| Bank of New York Mellon Corp | 1,074,133 | $5,338 萬 | 0.01% | −386,463−26.5% | 減碼 |
| Advisor Group Holdings, Inc. | 1,093,761 | $5,436 萬 | 0.12% | −25,808−2.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,128,650 | $5,609 萬 | 0.07% | +48,742+4.5% | 加碼 |
| Neuberger Berman Group LLC | 1,211,325 | $6,020 萬 | 0.05% | −1,358−0.1% | 減碼 |
| Tanglewood Wealth Management, Inc. | 1,224,901 | $6,088 萬 | 7.01% | +16,481+1.4% | 加碼 |
| Cresset Asset Management, LLC | 1,241,101 | $6,168 萬 | 0.24% | −48,646−3.8% | 減碼 |
| Mariner, LLC | 1,247,925 | $6,203 萬 | 0.11% | −6,048−0.5% | 減碼 |
| Franklin Resources Inc | 1,256,447 | $6,295 萬 | 0.02% | +8,407+0.7% | 加碼 |
| AlTi Global, Inc. | 1,277,133 | $6,347 萬 | 1.53% | +36,861+3.0% | 加碼 |
| Forbes J M & Co LLP | 1,384,211 | $6,880 萬 | 6.72% | −5,787−0.4% | 減碼 |
| First Command Advisory Services, Inc. | 1,399,930 | $6,958 萬 | 0.67% | −8,825−0.6% | 減碼 |
| Central Trust Co | 1,468,441 | $7,298 萬 | 1.71% | −33,536−2.2% | 減碼 |
| Rockefeller Capital Management L.P. | 1,493,820 | $7,424 萬 | 0.20% | +164,596+12.4% | 加碼 |
| Moon Capital Management LP | 1,559,604 | $7,751 萬 | 56.10% | 00.0% | 不變 |
| Money Design Co.,Ltd. | 1,622,417 | $8,063 萬 | 4.01% | −3,852−0.2% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 1,703,211 | $8,465 萬 | 0.26% | +67,732+4.1% | 加碼 |
| Stifel Financial Corp | 1,706,096 | $8,479 萬 | 0.09% | +59,179+3.6% | 加碼 |
| Arnhold LLC | 1,757,254 | $8,734 萬 | 8.48% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 1,833,969 | $9,115 萬 | 0.18% | −133,591−6.8% | 減碼 |
| Quadrature Capital Ltd | 1,927,978 | $9,580 萬 | 2.17% | +1,927,978 | 新進 |