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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 491,495 | $2,443 萬 | 0.57% | +15,184+3.2% | 加碼 |
| Checchi Capital Advisers, LLC | 488,305 | $2,427 萬 | 1.81% | −5,812−1.2% | 減碼 |
| Resources Investment Advisors, LLC. | 487,462 | $2,423 萬 | 0.28% | −1,301−0.3% | 減碼 |
| Public Employees Retirement System of Ohio | 486,700 | $2,419 萬 | 0.10% | +32,000+7.0% | 加碼 |
| Assetmark, Inc | 483,483 | $2,403 萬 | 0.07% | +46,982+10.8% | 加碼 |
| Zhang Financial LLC | 480,574 | $2,388 萬 | 1.51% | −12,149−2.5% | 減碼 |
| Equitable Holdings, Inc. | 474,191 | $2,357 萬 | 0.23% | +9,237+2.0% | 加碼 |
| Kingsview Wealth Management, LLC | 469,900 | $2,335 萬 | 0.49% | +152,446+48.0% | 加碼 |
| Quent Capital, LLC | 461,244 | $2,292 萬 | 2.33% | −30,594−6.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 458,445 | $2,278 萬 | 3.80% | +4,028+0.9% | 加碼 |
| Stephens Inc | 450,505 | $2,239 萬 | 0.32% | −14,271−3.1% | 減碼 |
| Yeomans Consulting Group, Inc. | 429,190 | $2,133 萬 | 7.97% | +176,888+70.1% | 加碼 |
| Sowa Financial Group, Inc. | 428,975 | $2,132 萬 | 13.47% | −22,770−5.0% | 減碼 |
| Meridian Wealth Advisors, LLC | 425,942 | $2,117 萬 | 3.54% | +24,447+6.1% | 加碼 |
| Independent Family Office, LLC | 425,857 | $2,116 萬 | 10.62% | +16,827+4.1% | 加碼 |
| Kestra Advisory Services, LLC | 423,694 | $2,106 萬 | 0.12% | −22,148−5.0% | 減碼 |
| Ronald Blue Trust, Inc. | 476,473 | $2,093 萬 | 0.27% | −19,579−3.9% | 減碼 |
| IFP Advisors, Inc | 420,643 | $2,091 萬 | 0.75% | +20,865+5.2% | 加碼 |
| WESCAP Management Group, Inc. | 413,576 | $2,055 萬 | 5.15% | −34,362−7.7% | 減碼 |
| Spinnaker Trust | 410,064 | $2,038 萬 | 1.26% | +9,747+2.4% | 加碼 |
| Syon Capital LLC | 409,344 | $2,034 萬 | 1.80% | −15,280−3.6% | 減碼 |
| AllGen Financial Advisors, Inc. | 403,803 | $2,007 萬 | 6.51% | +6,504+1.6% | 加碼 |
| Chatham Capital Group, Inc. | 397,570 | $1,976 萬 | 3.23% | −1,500−0.4% | 減碼 |
| Quest Investment Management LLC | 396,547 | $1,971 萬 | 2.31% | +526+0.1% | 加碼 |
| JSF Financial, LLC | 391,609 | $1,946 萬 | 5.68% | −11,457−2.8% | 減碼 |
| TD Waterhouse Canada Inc. | 381,760 | $1,912 萬 | 0.16% | +1,625+0.4% | 加碼 |
| Kaydan Wealth Management, Inc. | 384,789 | $1,912 萬 | 5.64% | −4,195−1.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 377,084 | $1,874 萬 | 0.57% | −14,334−3.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 371,899 | $1,848 萬 | 0.20% | −3,004−0.8% | 減碼 |
| BFSG, LLC | 370,544 | $1,842 萬 | 2.14% | +25,073+7.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 368,180 | $1,830 萬 | 0.21% | −10,210−2.7% | 減碼 |
| Vision Capital Management, Inc. | 367,567 | $1,827 萬 | 2.58% | +432+0.1% | 加碼 |
| VCI Wealth Management LLC | 363,948 | $1,809 萬 | 8.05% | +251,180+222.7% | 加碼 |
| James Investment Research Inc | 360,494 | $1,792 萬 | 2.07% | −2,151−0.6% | 減碼 |
| Tradewinds Capital Management, LLC | 360,243 | $1,790 萬 | 4.79% | −253,587−41.3% | 減碼 |
| Parcion Private Wealth LLC | 360,063 | $1,790 萬 | 1.49% | −13,150−3.5% | 減碼 |
| Gimbal Financial | 343,344 | $1,774 萬 | 11.52% | +34,730+11.3% | 加碼 |
| National Asset Management, Inc. | 345,514 | $1,725 萬 | 0.48% | +114,650+49.7% | 加碼 |
| Blair William & Co | 344,602 | $1,713 萬 | 0.05% | +23,105+7.2% | 加碼 |
| M&T Bank Corp | 343,894 | $1,709 萬 | 0.06% | −16,791−4.7% | 減碼 |
| Janney Montgomery Scott LLC | 343,179 | $1,706 萬 | 0.05% | +3,516+1.0% | 加碼 |
| Sage Rhino Capital LLC | 338,866 | $1,684 萬 | 3.73% | +2,831+0.8% | 加碼 |
| Cohen & Steers, Inc. | 332,092 | $1,651 萬 | 0.03% | +67,393+25.5% | 加碼 |
| Sterling Financial Planning, Inc. | 329,906 | $1,640 萬 | 6.05% | +544+0.2% | 加碼 |
| First American Trust, FSB | 327,851 | $1,629 萬 | 1.62% | +29,046+9.7% | 加碼 |
| CIBC World Markets Inc. | 327,625 | $1,628 萬 | 0.04% | −112,075−25.5% | 減碼 |
| Capital Group Private Client Services, Inc. | 323,765 | $1,609 萬 | 0.15% | +17,226+5.6% | 加碼 |
| Modus Advisors, LLC | 323,309 | $1,607 萬 | 5.28% | −1,511−0.5% | 減碼 |
| Dakota Wealth Management | 321,540 | $1,598 萬 | 0.36% | +5,623+1.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 320,379 | $1,592 萬 | 0.19% | −2,230−0.7% | 減碼 |
| First Foundation Advisors | 316,334 | $1,572 萬 | 0.59% | −2,194−0.7% | 減碼 |
| Baldwin Brothers Inc | 313,595 | $1,559 萬 | 1.06% | −5,845−1.8% | 減碼 |
| Cyndeo Wealth Partners, LLC | 312,342 | $1,552 萬 | 1.08% | +3,766+1.2% | 加碼 |
| Graham Capital Wealth Management, LLC | 311,104 | $1,546 萬 | 15.83% | −5,344−1.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 306,735 | $1,524 萬 | 0.14% | +64,554+26.7% | 加碼 |
| Bokf, NA | 302,812 | $1,520 萬 | 0.27% | +685+0.2% | 加碼 |
| Sunbelt Securities, Inc. | 302,725 | $1,505 萬 | 1.48% | +26,791+9.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 252,719 | $1,489 萬 | 0.05% | −33,874−11.8% | 減碼 |
| Chemistry Wealth Management LLC | 299,122 | $1,487 萬 | 3.56% | +1,293+0.4% | 加碼 |
| AMG National Trust Bank | 292,128 | $1,452 萬 | 0.39% | −13,926−4.6% | 減碼 |
| US Bancorp | 283,254 | $1,408 萬 | 0.02% | −2,028−0.7% | 減碼 |
| Ambassador Advisors, LLC | 281,934 | $1,401 萬 | 2.44% | −8,480−2.9% | 減碼 |
| Legend Financial Advisors, Inc. | 278,215 | $1,383 萬 | 9.55% | −3,400−1.2% | 減碼 |
| Executive Wealth Management, LLC | 276,884 | $1,376 萬 | 1.08% | +276,884 | 新進 |
| Resona Asset Management Co.,Ltd. | 276,645 | $1,375 萬 | 0.08% | 00.0% | 不變 |
| Fielder Capital Group LLC | 273,527 | $1,359 萬 | 4.49% | −56,214−17.0% | 減碼 |
| Aveo Capital Partners, LLC | 267,971 | $1,332 萬 | 1.41% | +32,932+14.0% | 加碼 |
| Wallington Asset Management, LLC | 267,339 | $1,329 萬 | 1.85% | +15,700+6.2% | 加碼 |
| Partners Capital Investment Group, LLP | 267,057 | $1,327 萬 | 0.21% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 265,254 | $1,318 萬 | 2.44% | +34,316+14.9% | 加碼 |
| Umb Bank N A | 260,517 | $1,295 萬 | 0.20% | −9,063−3.4% | 減碼 |
| CPA Asset Management LLC | 259,837 | $1,291 萬 | 6.24% | +16,684+6.9% | 加碼 |
| Arlington Capital Management, Inc. | 258,550 | $1,285 萬 | 10.58% | +9,197+3.7% | 加碼 |
| Innova Wealth Partners | 258,550 | $1,285 萬 | 10.58% | +258,550 | 新進 |
| White Lighthouse Investment Management Inc. | 253,613 | $1,260 萬 | 2.26% | +2,017+0.8% | 加碼 |
| Brookstone Capital Management | 252,595 | $1,255 萬 | 0.19% | −141−0.1% | 減碼 |
| LVM Capital Management Ltd | 285,170 | $1,253 萬 | 1.43% | 00.0% | 不變 |
| K2 Principal Fund, L.P. | 250,000 | $1,243 萬 | 2.07% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 249,697 | $1,241 萬 | 5.25% | +20,793+9.1% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 246,516 | $1,225 萬 | 2.92% | +1,444+0.6% | 加碼 |
| Resonant Capital Advisors, LLC | 245,256 | $1,219 萬 | 0.90% | +5,847+2.4% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 244,416 | $1,215 萬 | 2.76% | +400.0% | 加碼 |
| Comerica Bank | 239,917 | $1,192 萬 | 0.05% | −288,312−54.6% | 減碼 |
| Timber Creek Capital Management LLC | 239,333 | $1,189 萬 | 3.33% | −2,214−0.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 238,828 | $1,187 萬 | 0.86% | −3,011−1.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 238,829 | $1,187 萬 | 5.94% | +3,058+1.3% | 加碼 |
| Fifth Third Securities, Inc. | 237,986 | $1,183 萬 | 1.12% | −4,779−2.0% | 減碼 |
| Perigon Wealth Management, LLC | 233,665 | $1,161 萬 | 0.31% | +1,371+0.6% | 加碼 |
| Nottingham Advisors, Inc. | 233,568 | $1,161 萬 | 1.28% | −7,543−3.1% | 減碼 |
| Vicus Capital | 232,822 | $1,157 萬 | 1.02% | 00.0% | 不變 |
| Verger Capital Management LLC | 232,636 | $1,156 萬 | 5.72% | −111,033−32.3% | 減碼 |
| Townsend & Associates, Inc | 223,753 | $1,148 萬 | 1.18% | −37,033−14.2% | 減碼 |
| Norris Financial Group, LLC | 230,692 | $1,147 萬 | 5.64% | −8,469−3.5% | 減碼 |
| EFG Asset Management (Americas) Corp. | 230,462 | $1,145 萬 | 2.24% | −45,141−16.4% | 減碼 |
| Rogco, LP | 226,987 | $1,128 萬 | 4.42% | −15,275−6.3% | 減碼 |
| Sigma Investment Counselors Inc | 226,770 | $1,127 萬 | 0.66% | −1,619−0.7% | 減碼 |
| Parkside Investments, LLC | 225,081 | $1,119 萬 | 1.69% | −27,560−10.9% | 減碼 |
| Evoke Wealth, LLC | 224,221 | $1,114 萬 | 0.30% | +224,221 | 新進 |
| New Potomac Partners, LLC | 224,151 | $1,114 萬 | 5.72% | −2,790−1.2% | 減碼 |
| Hamilton Wealth, LLC | 222,540 | $1,106 萬 | 2.70% | +23,790+12.0% | 加碼 |