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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 1,048 | $5.21 萬 | 0.00% | −405−27.9% | 減碼 |
| Transcendent Capital Group LLC | 1,067 | $5.30 萬 | 0.03% | −125−10.5% | 減碼 |
| First Community Trust NA | 1,075 | $5.34 萬 | 0.04% | +1,075 | 新進 |
| Armstrong Advisory Group, Inc | 1,105 | $5.49 萬 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,135 | $5.64 萬 | 0.02% | +635+127.0% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 1,181 | $5.87 萬 | 0.00% | +478+68.0% | 加碼 |
| Global Trust Asset Management, LLC | 1,200 | $5.96 萬 | 0.02% | +500+71.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,220 | $6.06 萬 | 0.00% | 00.0% | 不變 |
| Accordant Advisory Group Inc | 1,300 | $6.46 萬 | 0.05% | 00.0% | 不變 |
| NBT Bank N A | 1,318 | $6.55 萬 | 0.00% | +1,318 | 新進 |
| Resources Management Corp | 1,319 | $6.60 萬 | 0.01% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,335 | $6.63 萬 | 0.01% | +341+34.3% | 加碼 |
| GAMMA Investing LLC | 1,446 | $7.19 萬 | 0.01% | +887+158.7% | 加碼 |
| Stone House Investment Management, LLC | 1,459 | $7.25 萬 | 0.01% | −23−1.6% | 減碼 |
| Creative Financial Designs Inc | 1,487 | $7.39 萬 | 0.01% | −41−2.7% | 減碼 |
| Atticus Wealth Management, LLC | 1,500 | $7.46 萬 | 0.02% | 00.0% | 不變 |
| CNB Bank | 1,530 | $7.60 萬 | 0.04% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,565 | $7.78 萬 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,576 | $7.83 萬 | 0.01% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 1,590 | $7.90 萬 | 0.02% | 00.0% | 不變 |
| Planned Solutions, Inc. | 1,591 | $7.91 萬 | 0.03% | +1,591 | 新進 |
| Bull Oak Capital, LLC | 1,592 | $7.91 萬 | 0.05% | +1,592 | 新進 |
| Avondale Wealth Management | 1,608 | $7.99 萬 | 0.05% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,698 | $8.40 萬 | 0.01% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,752 | $8.71 萬 | 0.01% | −399−18.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,812 | $9.00 萬 | 0.01% | 00.0% | 不變 |
| Albion Financial Group | 1,815 | $9.02 萬 | 0.01% | +1,815 | 新進 |
| Eagle Bay Advisors LLC | 1,823 | $9.06 萬 | 0.03% | 00.0% | 不變 |
| TSFG, LLC | 1,873 | $9.30 萬 | 0.02% | −240−11.4% | 減碼 |
| First United Bank Trust | 1,902 | $9.45 萬 | 0.03% | 00.0% | 不變 |
| Burkett Financial Services, LLC | 1,920 | $9.54 萬 | 0.04% | +105+5.8% | 加碼 |
| Values First Advisors, Inc. | 1,963 | $9.76 萬 | 0.05% | +1,963 | 新進 |
| South State Corp. | 1,993 | $9.91 萬 | 0.01% | +106+5.6% | 加碼 |
| M&R Capital Management Inc | 2,000 | $9.94 萬 | 0.02% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 2,000 | $9.94 萬 | 0.03% | 00.0% | 不變 |
| Matrix Trust Co | 2,018 | $10.0 萬 | 0.02% | +2,018 | 新進 |
| Voisard Asset Management Group, Inc. | 2,120 | $10.5 萬 | 0.04% | 00.0% | 不變 |
| Spectrum Wealth Counsel, LLC | 2,168 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,179 | $10.8 萬 | 0.01% | −205−8.6% | 減碼 |
| Salem Investment Counselors Inc | 2,298 | $11.4 萬 | 0.00% | +25+1.1% | 加碼 |
| Horizons Wealth Management | 2,466 | $12.3 萬 | 0.09% | −118−4.6% | 減碼 |
| Sugarloaf Wealth Management, LLC | 2,500 | $12.4 萬 | 0.02% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 2,532 | $12.6 萬 | 0.05% | +1,385+120.7% | 加碼 |
| Tidemark, LLC | 2,613 | $13.0 萬 | 0.05% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 2,643 | $13.1 萬 | 0.10% | −66−2.4% | 減碼 |
| DT Investment Partners, LLC | 2,649 | $13.2 萬 | 0.01% | +546+26.0% | 加碼 |
| Stephens Consulting, LLC | 2,655 | $13.2 萬 | 0.03% | 00.0% | 不變 |
| First Pacific Financial | 2,685 | $13.3 萬 | 0.03% | 00.0% | 不變 |
| Trust Co of Vermont | 2,742 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 2,746 | $13.6 萬 | 0.03% | +2,746 | 新進 |
| Financial Perspectives, Inc | 2,753 | $13.7 萬 | 0.05% | 00.0% | 不變 |
| Caitlin John, LLC | 2,889 | $14.0 萬 | 0.09% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 2,669 | $14.1 萬 | 0.06% | −2,373−47.1% | 減碼 |
| Colonial Trust Advisors | 2,848 | $14.2 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,908 | $14.5 萬 | 0.01% | −20−0.7% | 減碼 |
| IAG Wealth Partners, LLC | 2,968 | $14.8 萬 | 0.03% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 2,985 | $14.8 萬 | 0.06% | −290−8.9% | 減碼 |
| WealthCollab, LLC | 3,000 | $14.9 萬 | 0.10% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 3,014 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 3,145 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 3,281 | $16.3 萬 | 0.00% | +3,281 | 新進 |
| Smithfield Trust Co | 3,276 | $16.4 萬 | 0.01% | +2,351+254.2% | 加碼 |
| Ashton Thomas Securities, LLC | 3,315 | $16.5 萬 | 0.03% | +3,315 | 新進 |
| WR Wealth Planners, LLC | 3,339 | $16.6 萬 | 0.05% | +15+0.5% | 加碼 |
| First Eagle Investment Management, LLC | 3,386 | $16.8 萬 | 0.00% | +172+5.4% | 加碼 |
| VisionPoint Advisory Group, LLC | 3,397 | $16.9 萬 | 0.06% | −244−6.7% | 減碼 |
| Alpine Bank Wealth Management | 3,461 | $17.2 萬 | 0.03% | +3,461 | 新進 |
| Castleview Partners, LLC | 3,541 | $17.6 萬 | 0.10% | +3,472+5,031.9% | 加碼 |
| Caldwell Sutter Capital, Inc. | 3,565 | $17.7 萬 | 0.08% | 00.0% | 不變 |
| Granite FO LLC | 3,565 | $17.7 萬 | 0.10% | +3,565 | 新進 |
| Fifth Third Bancorp | 3,641 | $18.1 萬 | 0.00% | +59+1.6% | 加碼 |
| Main Street Group, LTD | 3,703 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 3,752 | $18.6 萬 | 0.03% | +447+13.5% | 加碼 |
| Continuum Advisory, LLC | 3,918 | $19.0 萬 | 0.02% | +797+25.5% | 加碼 |
| JFS Wealth Advisors, LLC | 3,862 | $19.2 萬 | 0.01% | +1,507+64.0% | 加碼 |
| ORG Partners LLC | 3,937 | $19.6 萬 | 0.03% | −187−4.5% | 減碼 |
| Sandy Spring Bank | 3,954 | $19.7 萬 | 0.01% | +743+23.1% | 加碼 |
| CRA Financial Services, LLC | 4,025 | $20.0 萬 | 0.04% | +4,025 | 新進 |
| Walker Asset Management, LLC | 4,034 | $20.0 萬 | 0.12% | +4,034 | 新進 |
| Clear Investment Research, LLC | 4,046 | $20.1 萬 | 0.26% | −408−9.2% | 減碼 |
| Lazard Asset Management LLC | 4,081 | $20.2 萬 | 0.00% | −17,484−81.1% | 減碼 |
| TruWealth Advisors, LLC | 4,067 | $20.2 萬 | 0.01% | +4,067 | 新進 |
| Wiser Wealth Management, Inc | 4,080 | $20.3 萬 | 0.06% | +4,080 | 新進 |
| Advantage Trust Co | 4,102 | $20.4 萬 | 0.14% | 00.0% | 不變 |
| Vaughan David Investments LLC | 4,100 | $20.4 萬 | 0.00% | +4,100 | 新進 |
| Naples Global Advisors, LLC | 4,136 | $20.6 萬 | 0.02% | +4,136 | 新進 |
| Beacon Financial Advisory LLC | 4,141 | $20.6 萬 | 0.07% | +4,141 | 新進 |
| Stone Point Wealth LLC | 4,142 | $20.6 萬 | 0.07% | +4,142 | 新進 |
| Teamwork Financial Advisors, LLC | 4,146 | $20.6 萬 | 0.03% | −948−18.6% | 減碼 |
| Harbour Capital Advisors, LLC | 4,184 | $20.6 萬 | 0.05% | +4,184 | 新進 |
| Alpha Cubed Investments, LLC | 4,157 | $20.7 萬 | 0.01% | −1,446−25.8% | 減碼 |
| Roger Wittlin Investment Advisory, LLC | 4,178 | $20.8 萬 | 0.12% | +4,178 | 新進 |
| Evolution Wealth Advisors, LLC | 4,190 | $20.8 萬 | 0.04% | +4,190 | 新進 |
| Parsons Capital Management Inc | 4,204 | $20.9 萬 | 0.01% | +4,204 | 新進 |
| Spinnaker Investment Group, LLC | 4,224 | $21.0 萬 | 0.05% | +4,224 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 4,232 | $21.0 萬 | 0.01% | +4,232 | 新進 |
| Code Waechter LLC | 4,250 | $21.1 萬 | 0.20% | +4,250 | 新進 |
| Trilogy Capital Inc. | 4,314 | $21.4 萬 | 0.01% | +4,314 | 新進 |
| Atlantic Union Bankshares Corp | 4,329 | $21.5 萬 | 0.01% | +4,329 | 新進 |
| ARK & TLK Investments, LLC | 4,335 | $21.5 萬 | 0.08% | +4,335 | 新進 |