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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 9,014 | $44.8 萬 | 0.17% | +8,080+865.1% | 加碼 |
| Pinnacle Associates Ltd | 11,598 | $45.3 萬 | 0.01% | +814+7.5% | 加碼 |
| Capital Analysts, LLC | 9,129 | $45.4 萬 | 0.02% | +2,312+33.9% | 加碼 |
| Woodward Diversified Capital, LLC | 9,195 | $45.7 萬 | 0.29% | −500−5.2% | 減碼 |
| Callan Capital, LLC | 9,195 | $45.7 萬 | 0.03% | −18,143−66.4% | 減碼 |
| Capital Planning Advisors, LLC | 9,242 | $45.9 萬 | 0.07% | −282−3.0% | 減碼 |
| Farmers Trust Co | 9,246 | $46.0 萬 | 0.09% | +1,400+17.8% | 加碼 |
| Berkeley Capital Partners, LLC | 9,260 | $46.0 萬 | 0.13% | +258+2.9% | 加碼 |
| Smith & Howard Wealth Management, LLC | 9,269 | $46.1 萬 | 0.13% | 00.0% | 不變 |
| Mission Wealth Management, LP | 9,328 | $46.4 萬 | 0.01% | −294−3.1% | 減碼 |
| R.P. Boggs & Co. | 9,363 | $46.5 萬 | 0.29% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 9,374 | $46.6 萬 | 0.01% | +50+0.5% | 加碼 |
| Lakeview Capital Partners, LLC | 9,399 | $46.7 萬 | 0.07% | −3,311−26.1% | 減碼 |
| Centurion Wealth Management LLC | 9,425 | $46.8 萬 | 0.15% | +9,425 | 新進 |
| CoreCap Advisors, LLC | 9,484 | $47.1 萬 | 0.02% | +9,484 | 新進 |
| Williams & Novak, LLC | 9,496 | $47.2 萬 | 0.44% | −13−0.1% | 減碼 |
| Choate Investment Advisors | 9,517 | $47.3 萬 | 0.01% | 00.0% | 不變 |
| Patten & Patten Inc | 9,545 | $47.4 萬 | 0.03% | +532+5.9% | 加碼 |
| Black Diamond Financial, LLC | 9,584 | $47.6 萬 | 0.08% | 00.0% | 不變 |
| Renaissance Technologies LLC | 9,600 | $47.7 萬 | 0.00% | +9,600 | 新進 |
| Warren Averett Asset Management, LLC | 9,614 | $47.8 萬 | 0.01% | +24+0.3% | 加碼 |
| Kovack Advisors, Inc. | 9,638 | $47.9 萬 | 0.05% | −7,976−45.3% | 減碼 |
| Sonora Investment Management Group, LLC | 9,643 | $47.9 萬 | 0.04% | +2,127+28.3% | 加碼 |
| Perennial Investment Advisors, LLC | 9,675 | $48.1 萬 | 0.06% | 00.0% | 不變 |
| SWMG, LLC | 9,940 | $48.3 萬 | 0.20% | +9,940 | 新進 |
| Staley Capital Advisers Inc | 9,728 | $48.3 萬 | 0.02% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 9,773 | $48.6 萬 | 0.02% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 9,817 | $48.8 萬 | 0.04% | −4,180−29.9% | 減碼 |
| Mather Group, LLC. | 9,845 | $48.9 萬 | 0.01% | −6,998−41.5% | 減碼 |
| Sharper & Granite LLC | 9,905 | $49.2 萬 | 0.22% | +955+10.7% | 加碼 |
| Magnolia Capital Advisors LLC | 9,921 | $49.3 萬 | 0.25% | −28,418−74.1% | 減碼 |
| Greenleaf Trust | 9,931 | $49.4 萬 | 0.00% | +1,923+24.0% | 加碼 |
| Level Four Advisory Services, LLC | 9,566 | $49.6 萬 | 0.02% | −452−4.5% | 減碼 |
| Hengehold Capital Management LLC | 10,000 | $49.7 萬 | 0.05% | 00.0% | 不變 |
| CX Institutional | 10,128 | $50.3 萬 | 0.02% | +10,128 | 新進 |
| Inspirion Wealth Advisors, LLC | 10,153 | $50.5 萬 | 0.07% | −40−0.4% | 減碼 |
| Tradition Wealth Management, LLC | 10,233 | $50.9 萬 | 0.05% | 00.0% | 不變 |
| New Republic Capital, LLC | 10,260 | $51.0 萬 | 0.29% | +2,974+40.8% | 加碼 |
| Park Avenue Securities LLC | 10,286 | $51.1 萬 | 0.01% | +1,459+16.5% | 加碼 |
| Fisher Asset Management, LLC | 10,351 | $51.4 萬 | 0.00% | +4,632+81.0% | 加碼 |
| CRCM LP | 10,445 | $51.9 萬 | 0.34% | −804,300−98.7% | 減碼 |
| FFT Wealth Management LLC | 10,471 | $52.0 萬 | 0.04% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 10,487 | $52.1 萬 | 0.06% | +652+6.6% | 加碼 |
| Davenport & Co LLC | 10,564 | $52.5 萬 | 0.00% | +119+1.1% | 加碼 |
| Brooks, Moore & Associates, Inc. | 10,593 | $52.6 萬 | 0.31% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 10,595 | $52.7 萬 | 0.04% | +1,698+19.1% | 加碼 |
| True North Advisors, LLC | 10,650 | $52.9 萬 | 0.14% | 00.0% | 不變 |
| Asset Dedication, LLC | 10,664 | $53.0 萬 | 0.04% | −304−2.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 10,666 | $53.0 萬 | 0.01% | +500+4.9% | 加碼 |
| Viewpoint Capital Management LLC | 10,639 | $53.3 萬 | 0.30% | 00.0% | 不變 |
| EPG Wealth Management LLC | 10,795 | $53.7 萬 | 0.14% | +10,795 | 加碼 |
| Bogart Wealth, LLC | 10,812 | $53.7 萬 | 0.03% | 00.0% | 不變 |
| Betterment LLC | 10,822 | $53.8 萬 | 0.00% | −890−7.6% | 減碼 |
| Sentinel Pension Advisors Inc | 10,865 | $54.0 萬 | 0.10% | +10,865 | 新進 |
| Belpointe Asset Management LLC | 10,914 | $54.2 萬 | 0.03% | −724−6.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 10,937 | $54.4 萬 | 0.16% | +10,937 | 新進 |
| Capital Advisors Inc | 10,966 | $54.5 萬 | 0.01% | +320+3.0% | 加碼 |
| West Paces Advisors Inc. | 11,015 | $54.7 萬 | 0.13% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,018 | $54.8 萬 | 0.02% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 11,071 | $55.0 萬 | 0.41% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 11,150 | $55.4 萬 | 0.14% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 11,184 | $55.6 萬 | 0.01% | +3,015+36.9% | 加碼 |
| Winch Advisory Services, LLC | 11,186 | $55.6 萬 | 0.15% | 00.0% | 不變 |
| Appleton Partners Inc | 11,181 | $55.6 萬 | 0.04% | −376−3.3% | 減碼 |
| Andina Capital Management, LLC | 11,194 | $55.6 萬 | 0.42% | −1,077−8.8% | 減碼 |
| Werba Rubin Papier Wealth Management | 11,234 | $55.8 萬 | 0.13% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 11,257 | $55.9 萬 | 0.08% | 00.0% | 不變 |
| Wealthgarden F.S. LLC | 11,354 | $56.4 萬 | 0.55% | 00.0% | 不變 |
| Colonial Trust Co | 11,401 | $56.7 萬 | 0.09% | −75−0.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 11,489 | $57.1 萬 | 0.03% | +11,489 | 新進 |
| Texas Yale Capital Corp. | 11,537 | $57.3 萬 | 0.02% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 11,572 | $57.5 萬 | 0.03% | +728+6.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 11,575 | $57.5 萬 | 0.01% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 11,616 | $57.7 萬 | 0.03% | −249−2.1% | 減碼 |
| Meridian Wealth Management, LLC | 11,631 | $57.8 萬 | 0.03% | +11,631 | 新進 |
| GSB Wealth Management, LLC | 11,675 | $58.0 萬 | 0.15% | −1,342−10.3% | 減碼 |
| Benjamin Edwards Inc | 11,930 | $59.3 萬 | 0.01% | +11,930 | 新進 |
| Arrowroot Family Office, LLC | 11,993 | $59.6 萬 | 0.35% | −54−0.4% | 減碼 |
| MBL Wealth, LLC | 12,000 | $59.6 萬 | 0.06% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 12,025 | $59.8 萬 | 0.09% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 12,107 | $60.2 萬 | 0.16% | +990+8.9% | 加碼 |
| BKD Wealth Advisors, LLC | 12,181 | $60.5 萬 | 0.01% | −500−3.9% | 減碼 |
| PDS Planning, Inc | 12,191 | $60.6 萬 | 0.05% | +103+0.9% | 加碼 |
| Nwam LLC | 12,271 | $61.0 萬 | 0.04% | +12,271 | 新進 |
| Sterling Investment Advisors LLC | 12,288 | $61.1 萬 | 0.34% | +285+2.4% | 加碼 |
| Pure Portfolios Holdings LLC | 12,400 | $61.6 萬 | 0.23% | +12,400 | 新進 |
| Hirtle Callaghan & Co LLC | 12,402 | $61.6 萬 | 0.02% | 00.0% | 不變 |
| Boston Family Office LLC | 12,421 | $61.7 萬 | 0.04% | −3,144−20.2% | 減碼 |
| SGL Investment Advisors, Inc. | 12,758 | $61.8 萬 | 0.32% | +12,758 | 新進 |
| Integrated Investment Consultants, LLC | 48,474 | $61.9 萬 | 0.13% | +38,560+388.9% | 加碼 |
| Community Bank, N.A. | 12,477 | $62.0 萬 | 0.08% | −10−0.1% | 減碼 |
| Phoenix Wealth Advisors | 12,501 | $62.1 萬 | 0.29% | −466−3.6% | 減碼 |
| Trustmark National Bank Trust Department | 12,583 | $62.5 萬 | 0.05% | +66+0.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $63.6 萬 | 0.18% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 12,830 | $63.8 萬 | 0.33% | +6,415+100.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,857 | $63.9 萬 | 0.15% | −70−0.5% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,912 | $64.2 萬 | 0.01% | −262−2.0% | 減碼 |
| Ingalls & Snyder LLC | 12,927 | $64.2 萬 | 0.03% | −40.0% | 減碼 |
| DMG Group, LLC | 12,930 | $64.3 萬 | 0.52% | +3,399+35.7% | 加碼 |
| AA Financial Advisors, LLC | 12,950 | $64.4 萬 | 0.19% | +5,106+65.1% | 加碼 |