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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 53,400 | $265.4 萬 | 0.01% | +1,700+3.3% | 加碼 |
| Arete Wealth Advisors, LLC | 53,473 | $265.4 萬 | 0.23% | +45,212+547.3% | 加碼 |
| United Community Bank | 53,578 | $266.3 萬 | 1.04% | +24,386+83.5% | 加碼 |
| ABLE Financial Group, LLC | 53,600 | $266.4 萬 | 0.82% | +45,940+599.7% | 加碼 |
| Prudential PLC | 54,161 | $269.2 萬 | 0.01% | +25,880+91.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $270.8 萬 | 0.04% | 00.0% | 不變 |
| D L Carlson Investment Group Inc | 54,833 | $272.5 萬 | 0.49% | +54,833 | 新進 |
| Flputnam Investment Management Co | 55,431 | $275.5 萬 | 0.05% | +621+1.1% | 加碼 |
| Financial & Tax Architects, LLC | 55,693 | $276.8 萬 | 0.71% | −2,018−3.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 55,793 | $277.3 萬 | 0.37% | +3,543+6.8% | 加碼 |
| Gould Asset Management LLC | 56,500 | $280.8 萬 | 0.60% | −2,628−4.4% | 減碼 |
| Raymond James Trust N.A. | 56,942 | $283.0 萬 | 0.06% | −472−0.8% | 減碼 |
| Carlson Capital Management | 57,234 | $284.5 萬 | 0.12% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 57,239 | $284.5 萬 | 0.31% | +600+1.1% | 加碼 |
| Geneos Wealth Management Inc. | 57,577 | $286.2 萬 | 0.11% | +526+0.9% | 加碼 |
| Ci Investments Inc. | 57,617 | $286.4 萬 | 0.01% | +14,000+32.1% | 加碼 |
| One Capital Management, LLC | 57,826 | $287.3 萬 | 0.09% | −2,794−4.6% | 減碼 |
| Cowa, LLC | 58,357 | $290.0 萬 | 1.38% | −4,225−6.8% | 減碼 |
| Pinnacle Financial Partners Inc | 58,406 | $290.3 萬 | 0.06% | +4,520+8.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 58,588 | $291.2 萬 | 0.13% | +1,250+2.2% | 加碼 |
| Towerpoint Wealth, LLC | 59,588 | $296.2 萬 | 1.40% | −555−0.9% | 減碼 |
| Regions Financial Corp | 60,057 | $298.5 萬 | 0.02% | +1,437+2.5% | 加碼 |
| IMC-Chicago, LLC | 60,514 | $300.8 萬 | 0.09% | −99,148−62.1% | 減碼 |
| IHT Wealth Management, LLC | 60,386 | $300.9 萬 | 0.09% | +14,613+31.9% | 加碼 |
| Eagle Strategies LLC | 61,166 | $304.0 萬 | 0.55% | −2,140−3.4% | 減碼 |
| Avantax Advisory Services, Inc. | 62,112 | $308.7 萬 | 0.02% | +1,016+1.7% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 62,417 | $310.2 萬 | 0.08% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 63,364 | $314.9 萬 | 0.33% | +4,367+7.4% | 加碼 |
| Modera Wealth Management, LLC | 64,124 | $318.7 萬 | 0.04% | +942+1.5% | 加碼 |
| Aspect Partners, LLC | 64,354 | $319.8 萬 | 1.80% | +9,536+17.4% | 加碼 |
| Signify Wealth | 64,680 | $321.5 萬 | 3.94% | +6,373+10.9% | 加碼 |
| Bradley Foster & Sargent Inc | 64,822 | $322.2 萬 | 0.05% | −2,231−3.3% | 減碼 |
| Asset Management One Co.,Ltd. | 65,150 | $323.8 萬 | 0.01% | −241,662−78.8% | 減碼 |
| Financial Sense Advisors, Inc. | 65,883 | $327.4 萬 | 0.90% | +220+0.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 66,128 | $331.3 萬 | 0.03% | +1,404+2.2% | 加碼 |
| Vontobel Holding Ltd. | 66,700 | $331.5 萬 | 0.01% | −1,782−2.6% | 減碼 |
| Patriot Investment Management Inc. | 66,729 | $331.6 萬 | 0.24% | 00.0% | 不變 |
| Rathbone Brothers plc | 66,991 | $332.9 萬 | 0.02% | −4,244−6.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 67,135 | $333.7 萬 | 0.08% | +7,558+12.7% | 加碼 |
| Financial Alternatives, Inc | 67,949 | $337.7 萬 | 2.38% | −445−0.7% | 減碼 |
| Atria Investments LLC | 68,365 | $339.8 萬 | 0.04% | −6,353−8.5% | 減碼 |
| FinTrust Capital Advisors, LLC | 69,057 | $343.2 萬 | 0.58% | +1,460+2.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 69,150 | $343.7 萬 | 0.19% | 00.0% | 不變 |
| LifePlan Investment Advisors, Inc. | 69,309 | $344.5 萬 | 2.20% | −4,587−6.2% | 減碼 |
| Vanguard Capital Wealth Advisors | 69,316 | $344.5 萬 | 3.63% | +2,540+3.8% | 加碼 |
| NavPoint Financial, Inc. | 69,473 | $345.3 萬 | 2.78% | −4,450−6.0% | 減碼 |
| Financial Advocates Investment Management | 69,741 | $346.6 萬 | 0.20% | +5,081+7.9% | 加碼 |
| Parallel Advisors, LLC | 69,781 | $346.8 萬 | 0.08% | +512+0.7% | 加碼 |
| Whittier Trust Co | 69,835 | $347.1 萬 | 0.05% | −6,352−8.3% | 減碼 |
| Mengis Capital Management, Inc. | 70,151 | $348.7 萬 | 0.69% | −2,472−3.4% | 減碼 |
| Financial Management Network Inc | 69,672 | $348.9 萬 | 0.73% | +2,914+4.4% | 加碼 |
| D. Scott Neal, Inc. | 70,658 | $351.2 萬 | 1.86% | +26,776+61.0% | 加碼 |
| Crescent Grove Advisors, LLC | 70,997 | $352.9 萬 | 0.36% | +1,559+2.2% | 加碼 |
| Evermay Wealth Management LLC | 71,042 | $353.1 萬 | 0.57% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 71,626 | $356.0 萬 | 0.07% | +16,034+28.8% | 加碼 |
| HB Wealth Management, LLC | 71,857 | $357.1 萬 | 0.04% | −1,464−2.0% | 減碼 |
| Blueprint Investment Partners LLC | 73,305 | $364.3 萬 | 0.66% | −6,656−8.3% | 減碼 |
| Sepio Capital, LP | 75,188 | $373.7 萬 | 0.29% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 76,580 | $380.6 萬 | 0.34% | −916−1.2% | 減碼 |
| Allie Family Office LLC | 76,884 | $380.6 萬 | 2.05% | −4,463−5.5% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 76,631 | $380.9 萬 | 0.18% | −340−0.4% | 減碼 |
| E Fund Management Co., Ltd. | 76,675 | $381.1 萬 | 0.20% | −10,369−11.9% | 減碼 |
| Motco | 78,167 | $388.5 萬 | 0.39% | −406−0.5% | 減碼 |
| Robinson Value Management, Ltd. | 78,451 | $389.9 萬 | 2.53% | +2,451+3.2% | 加碼 |
| Charles Schwab Investment Management Inc | 78,808 | $391.7 萬 | 0.00% | −19,947,379−99.6% | 減碼 |
| waypoint wealth counsel | 78,874 | $392.0 萬 | 2.66% | −225−0.3% | 減碼 |
| Blue Investment Partners LLC | 78,949 | $392.4 萬 | 1.62% | +476+0.6% | 加碼 |
| Altman Advisors, Inc. | 79,944 | $397.3 萬 | 1.77% | +708+0.9% | 加碼 |
| Amplius Wealth Advisors, LLC | 80,553 | $400.3 萬 | 0.44% | −3,397−4.0% | 減碼 |
| Synovus Financial Corp | 82,184 | $408.5 萬 | 0.05% | +40,640+97.8% | 加碼 |
| Delta Financial Advisors LLC | 82,213 | $408.6 萬 | 1.48% | −1,540−1.8% | 減碼 |
| Tikvah Management LLC | 82,230 | $408.7 萬 | 1.27% | 00.0% | 不變 |
| Camden National Bank | 82,842 | $411.7 萬 | 0.59% | +2,592+3.2% | 加碼 |
| Summit Place Financial Advisors, LLC | 82,870 | $411.9 萬 | 2.30% | −4,750−5.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 83,177 | $413.4 萬 | 0.11% | 00.0% | 不變 |
| Hilltop National Bank | 83,829 | $416.6 萬 | 1.27% | −4,918−5.5% | 減碼 |
| Foguth Wealth Management, LLC. | 84,736 | $419.8 萬 | 1.53% | −66,501−44.0% | 減碼 |
| Davies Financial Advisors, Inc. | 84,754 | $421.2 萬 | 3.68% | +2,379+2.9% | 加碼 |
| Argent Trust Co | 85,167 | $423.3 萬 | 0.18% | −1,123−1.3% | 減碼 |
| Moulton Wealth Management, Inc | 84,971 | $425.5 萬 | 3.55% | −4,274−4.8% | 減碼 |
| Westover Capital Advisors, LLC | 86,276 | $428.8 萬 | 0.82% | +54,134+168.4% | 加碼 |
| TriaGen Wealth Management LLC | 86,923 | $432.0 萬 | 1.45% | +4,543+5.5% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 86,969 | $432.2 萬 | 0.73% | −6,217−6.7% | 減碼 |
| Gibson Capital, LLC | 87,145 | $433.1 萬 | 0.88% | +729+0.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 87,306 | $433.9 萬 | 0.05% | +600+0.7% | 加碼 |
| NVWM, LLC | 87,779 | $436.3 萬 | 1.11% | −2,033−2.3% | 減碼 |
| Battery Global Advisors, LLC | 89,015 | $442.4 萬 | 2.40% | +88,693+27,544.4% | 加碼 |
| Kitching Partners, LLC | 89,331 | $444.0 萬 | 5.95% | +15,341+20.7% | 加碼 |
| Welch & Forbes LLC | 89,704 | $445.8 萬 | 0.06% | −388−0.4% | 減碼 |
| Gradient Investments LLC | 90,202 | $448.3 萬 | 0.09% | +2,486+2.8% | 加碼 |
| Ieq Capital, LLC | 90,375 | $449.2 萬 | 0.06% | +32,539+56.3% | 加碼 |
| RiverGlades Family Offices LLC | 90,872 | $451.6 萬 | 3.23% | +775+0.9% | 加碼 |
| Signal Advisors Wealth, LLC | 91,122 | $452.9 萬 | 0.65% | +79,922+713.6% | 加碼 |
| Inscription Capital, LLC | 91,137 | $453.0 萬 | 0.67% | −266−0.3% | 減碼 |
| Provenance Wealth Advisors, LLC | 91,521 | $454.9 萬 | 0.57% | −184−0.2% | 減碼 |
| Fiduciary Trust Co | 91,804 | $456.3 萬 | 0.06% | +2,640+3.0% | 加碼 |
| Sage Investment Advisers LLC | 92,080 | $457.6 萬 | 4.79% | −1,700−1.8% | 減碼 |
| Wealth Alliance | 94,298 | $468.7 萬 | 0.56% | −450.0% | 減碼 |
| WMS Partners, LLC | 94,377 | $469.1 萬 | 0.26% | 00.0% | 不變 |
| New Millennium Group LLC | 94,427 | $469.3 萬 | 3.03% | −22,568−19.3% | 減碼 |