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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 30,906 | $153.6 萬 | 0.11% | −1,250−3.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 31,000 | $154.1 萬 | 0.17% | −34,000−52.3% | 減碼 |
| Clearstead Advisors, LLC | 31,093 | $154.5 萬 | 0.02% | −4,503−12.7% | 減碼 |
| Eastern Bank | 31,491 | $156.5 萬 | 0.03% | +31,491 | 新進 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $156.6 萬 | 0.24% | 00.0% | 不變 |
| Wedbush Securities Inc | 31,837 | $158.2 萬 | 0.06% | −598−1.8% | 減碼 |
| Western Wealth Management, LLC | 31,844 | $158.3 萬 | 0.09% | +15,379+93.4% | 加碼 |
| Connective Portfolio Management, LLC | 32,029 | $160.8 萬 | 3.15% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 32,600 | $162.0 萬 | 0.27% | +2,292+7.6% | 加碼 |
| Oak Family Advisors, LLC | 32,663 | $162.3 萬 | 0.59% | −69−0.2% | 減碼 |
| Sage Mountain Advisors LLC | 32,683 | $162.4 萬 | 0.14% | −3,103−8.7% | 減碼 |
| Ameritas Advisory Services, LLC | 32,736 | $162.7 萬 | 0.07% | −10,713−24.7% | 減碼 |
| Holistic Financial Partners | 32,987 | $163.9 萬 | 0.79% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 33,169 | $164.8 萬 | 0.15% | +2,255+7.3% | 加碼 |
| Satovsky Asset Management LLC | 33,446 | $166.2 萬 | 0.37% | +54+0.2% | 加碼 |
| Guidance Capital, Inc | 32,529 | $167.1 萬 | 0.52% | −114−0.3% | 減碼 |
| CWM, LLC | 33,643 | $167.2 萬 | 0.01% | −417−1.2% | 減碼 |
| Highline Wealth Partners LLC | 33,756 | $167.8 萬 | 0.56% | −144−0.4% | 減碼 |
| Marks Group Wealth Management, Inc | 34,529 | $171.6 萬 | 0.16% | +474+1.4% | 加碼 |
| TownSquare Capital, LLC | 34,573 | $171.8 萬 | 0.02% | +1,943+6.0% | 加碼 |
| BCJ Capital Management, LLC | 34,604 | $172.0 萬 | 0.13% | +4,812+16.2% | 加碼 |
| David R. Rahn & Associates Inc. | 34,799 | $173.0 萬 | 0.52% | +650+1.9% | 加碼 |
| Mosley Wealth Management | 33,694 | $173.1 萬 | 1.18% | +1,933+6.1% | 加碼 |
| Evergreen Capital Management LLC | 35,269 | $175.3 萬 | 0.06% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 35,787 | $177.9 萬 | 0.45% | −147−0.4% | 減碼 |
| Family Management Corp | 35,933 | $178.6 萬 | 0.30% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 33,665 | $179.8 萬 | 0.06% | +17,950+114.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 36,216 | $180.0 萬 | 0.08% | +76+0.2% | 加碼 |
| Waterloo Capital, L.P. | 36,251 | $180.2 萬 | 0.20% | +36,251 | 新進 |
| Sunesis Advisors, LLC | 36,471 | $181.3 萬 | 1.09% | 00.0% | 不變 |
| Arlington Trust Co LLC | 36,527 | $181.5 萬 | 0.40% | −496−1.3% | 減碼 |
| TRUE Private Wealth Advisors | 36,643 | $182.1 萬 | 0.22% | −1,395−3.7% | 減碼 |
| Bank Ozk | 36,770 | $182.7 萬 | 0.75% | −107−0.3% | 減碼 |
| Change Path, LLC | 37,215 | $185.0 萬 | 0.06% | +7,358+24.6% | 加碼 |
| Perkins Coie Trust Co | 37,347 | $185.6 萬 | 0.41% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 37,404 | $185.9 萬 | 0.11% | −668−1.8% | 減碼 |
| Integrated Advisors Network LLC | 37,703 | $187.4 萬 | 0.09% | −331−0.9% | 減碼 |
| United Asset Strategies, Inc. | 37,797 | $187.9 萬 | 0.17% | −10,060−21.0% | 減碼 |
| TrinityPoint Wealth, LLC | 37,799 | $187.9 萬 | 0.27% | −50.0% | 減碼 |
| Howland Capital Management LLC | 38,110 | $189.4 萬 | 0.08% | −6,000−13.6% | 減碼 |
| ICONIQ Capital, LLC | 38,140 | $189.6 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 38,259 | $190.1 萬 | 0.03% | +11,471+42.8% | 加碼 |
| Wormser Freres Gestion | 38,211 | $191.1 萬 | 1.17% | −10,201−21.1% | 減碼 |
| Valued Retirements, Inc. | 38,447 | $191.1 萬 | 2.63% | 00.0% | 不變 |
| Trust Point Inc. | 38,459 | $191.1 萬 | 0.14% | 00.0% | 不變 |
| Novak & Powell Financial Services, Inc. | 38,986 | $193.8 萬 | 1.12% | −306−0.8% | 減碼 |
| SignalPoint Asset Management, LLC | 38,932 | $195.0 萬 | 0.46% | −2,311−5.6% | 減碼 |
| Apeiron RIA LLC | 39,482 | $196.2 萬 | 0.56% | −10,137−20.4% | 減碼 |
| WBH Advisory Inc | 39,528 | $196.5 萬 | 0.19% | −60.0% | 減碼 |
| Whitener Capital Management, Inc. | 39,782 | $197.7 萬 | 0.56% | +80.0% | 加碼 |
| Allstate Corp | 40,000 | $198.8 萬 | 0.19% | +40,000 | 新進 |
| Sachetta, LLC | 40,070 | $199.1 萬 | 0.79% | +28,790+255.2% | 加碼 |
| Silver Oak Securities, Inc | 40,987 | $205.3 萬 | 0.22% | +26,469+182.3% | 加碼 |
| Confluence Wealth Services, Inc. | 41,389 | $205.7 萬 | 0.15% | −1,845−4.3% | 減碼 |
| Cadent Capital Advisors, LLC | 41,808 | $207.8 萬 | 0.71% | +20,369+95.0% | 加碼 |
| Virtus Family Office LLC | 42,004 | $208.8 萬 | 2.76% | +334+0.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 42,851 | $213.0 萬 | 0.23% | 00.0% | 不變 |
| Plan Group Financial, LLC | 42,868 | $213.1 萬 | 1.12% | −3,570−7.7% | 減碼 |
| Snowden Capital Advisors LLC | 42,883 | $213.1 萬 | 0.06% | +1,759+4.3% | 加碼 |
| MMBG Investment Advisors Co. | 42,900 | $213.2 萬 | 0.22% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 42,941 | $213.4 萬 | 0.44% | −125−0.3% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43,414 | $215.8 萬 | 0.33% | +1,936+4.7% | 加碼 |
| D.A. Davidson & Co. | 43,764 | $217.5 萬 | 0.02% | −1,779−3.9% | 減碼 |
| Prospera Financial Services Inc | 44,531 | $221.3 萬 | 0.06% | +7,001+18.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 44,731 | $222.3 萬 | 0.12% | +7,190+19.2% | 加碼 |
| First Manhattan Co | 45,204 | $224.7 萬 | 0.01% | −10,973−19.5% | 減碼 |
| Strategic Investment Solutions, Inc. | 45,300 | $225.1 萬 | 0.67% | −586−1.3% | 減碼 |
| Adviser Investments LLC | 45,853 | $227.9 萬 | 0.03% | +21,990+92.2% | 加碼 |
| Simplicity Wealth,LLC | 45,911 | $228.2 萬 | 0.21% | −14,160−23.6% | 減碼 |
| Citadel Advisors LLC | 45,970 | $228.5 萬 | 0.00% | +426+0.9% | 加碼 |
| Red Mountain Financial, LLC | 46,314 | $230.2 萬 | 2.45% | 00.0% | 不變 |
| Harbour Investments, Inc. | 46,600 | $231.6 萬 | 0.07% | +3,053+7.0% | 加碼 |
| Intrepid Capital Management Inc | 46,987 | $233.5 萬 | 1.30% | 00.0% | 不變 |
| Northside Capital Management, LLC | 47,422 | $235.7 萬 | 0.37% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 48,390 | $240.5 萬 | 0.85% | +2,171+4.7% | 加碼 |
| Berkshire Asset Management LLC | 54,758 | $240.6 萬 | 0.12% | 00.0% | 不變 |
| NorthRock Partners, LLC | 49,100 | $244.0 萬 | 0.08% | +49,100 | 新進 |
| Heck Capital Advisors, LLC | 49,156 | $244.3 萬 | 0.28% | +49,156 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,213 | $244.6 萬 | 0.10% | −47−0.1% | 減碼 |
| Scotia Capital Inc. | 49,319 | $245.1 萬 | 0.01% | −8,680−15.0% | 減碼 |
| Farrell Financial LLC | 48,484 | $245.8 萬 | 1.74% | −148−0.3% | 減碼 |
| Smith Thornton Advisors LLC | 49,492 | $246.0 萬 | 1.62% | +469+1.0% | 加碼 |
| Compass Financial Group, Inc. | 49,667 | $246.8 萬 | 1.14% | −110.0% | 減碼 |
| Jones Financial Companies LLLP | 49,434 | $247.6 萬 | 0.00% | +25,414+105.8% | 加碼 |
| Focus Financial Network, Inc. | 50,145 | $249.2 萬 | 0.10% | +2,274+4.8% | 加碼 |
| Boston Research & Management Inc | 50,383 | $250.4 萬 | 0.58% | −1,130−2.2% | 減碼 |
| Laidlaw Wealth Management LLC | 50,460 | $250.8 萬 | 1.24% | −2,173−4.1% | 減碼 |
| Lynx Investment Advisory | 50,889 | $252.9 萬 | 1.82% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 50,892 | $252.9 萬 | 0.65% | +37,476+279.3% | 加碼 |
| Toroso Investments, LLC | 51,277 | $254.8 萬 | 0.03% | +43,301+542.9% | 加碼 |
| NewSquare Capital LLC | 51,326 | $255.1 萬 | 0.20% | −1,469−2.8% | 減碼 |
| First Horizon Advisors, Inc. | 51,805 | $257.5 萬 | 0.07% | −3,246−5.9% | 減碼 |
| Advisory Alpha, LLC | 52,066 | $258.8 萬 | 0.09% | +9,992+23.7% | 加碼 |
| LM Advisors LLC | 52,348 | $260.2 萬 | 0.53% | −450−0.9% | 減碼 |
| Fidelis Capital Partners, LLC | 50,945 | $261.3 萬 | 0.31% | +8,173+19.1% | 加碼 |
| Trademark Financial Management, LLC | 52,665 | $261.7 萬 | 2.08% | +2,069+4.1% | 加碼 |
| Avestar Capital, LLC | 52,806 | $262.4 萬 | 0.29% | −3,639−6.4% | 減碼 |
| Integrated Wealth Concepts LLC | 53,139 | $264.1 萬 | 0.03% | +44+0.1% | 加碼 |
| Firestone Capital Management | 53,258 | $264.7 萬 | 0.66% | −7,416−12.2% | 減碼 |
| Apollon Financial, LLC | 53,310 | $265.0 萬 | 0.78% | +53,310 | 新進 |