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 |
|---|---|---|---|---|---|
| Archetype Wealth Partners | 220,620 | $1,097 萬 | 1.59% | +6,761+3.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 220,300 | $1,095 萬 | 0.02% | +972+0.4% | 加碼 |
| Upper Left Wealth Management, LLC | 228,381 | $1,080 萬 | 9.46% | +17,305+8.2% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 215,933 | $1,073 萬 | 11.31% | −170.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 215,464 | $1,071 萬 | 0.21% | +4,145+2.0% | 加碼 |
| Forza Wealth Management, LLC | 210,467 | $1,046 萬 | 4.79% | +5,000+2.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 210,096 | $1,044 萬 | 0.59% | −712−0.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 209,426 | $1,041 萬 | 0.15% | +4,733+2.3% | 加碼 |
| Huntington National Bank | – | $1,029 萬 | 0.07% | – | – |
| Clear Harbor Asset Management, LLC | 206,866 | $1,028 萬 | 0.84% | +10,349+5.3% | 加碼 |
| Allworth Financial LP | 205,538 | $1,022 萬 | 0.06% | −5,104−2.4% | 減碼 |
| American Investment Services, Inc. | 204,966 | $1,019 萬 | 1.70% | −19,028−8.5% | 減碼 |
| Morton Capital Management LLC | 200,733 | $997.6 萬 | 1.96% | −40,379−16.7% | 減碼 |
| Wealth Management Partners, LLC | 200,679 | $997.4 萬 | 4.62% | +1,963+1.0% | 加碼 |
| Leavell Investment Management, Inc. | 196,854 | $978.4 萬 | 0.49% | +6,983+3.7% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 196,724 | $977.7 萬 | 3.61% | +2,350+1.2% | 加碼 |
| GWM Advisors LLC | 192,918 | $958.8 萬 | 0.06% | −11,547−5.6% | 減碼 |
| Vivaldi Capital Management, LLC | 192,213 | $955.3 萬 | 2.77% | +45,070+30.6% | 加碼 |
| Sowell Financial Services LLC | 191,788 | $953.2 萬 | 0.44% | +3,728+2.0% | 加碼 |
| NTV Asset Management LLC | 190,603 | $947.3 萬 | 1.27% | +1,930+1.0% | 加碼 |
| Okabena Investment Services Inc | 189,452 | $941.6 萬 | 2.66% | −740.0% | 減碼 |
| LifePlan Financial, LLC | 189,439 | $941.5 萬 | 8.08% | −3,698−1.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 187,742 | $933.1 萬 | 3.30% | +44,201+30.8% | 加碼 |
| Summit Trail Advisors, LLC | 183,389 | $911.4 萬 | 0.23% | +38,982+27.0% | 加碼 |
| Sapient Capital LLC | 183,052 | $909.8 萬 | 0.18% | 00.0% | 不變 |
| Gateway Advisory, LLC | 181,878 | $904.0 萬 | 1.46% | −8,792−4.6% | 減碼 |
| Independent Financial Group, LLC | 179,861 | $893.9 萬 | 0.33% | −40,486−18.4% | 減碼 |
| Fore Capital, LLC | 178,000 | $884.7 萬 | 17.03% | 00.0% | 不變 |
| Brown Advisory Inc | 176,702 | $878.2 萬 | 0.01% | +4,663+2.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 174,750 | $868.5 萬 | 0.09% | +7,600+4.5% | 加碼 |
| Jane Street Group, LLC | 173,845 | $864.0 萬 | 0.01% | −1,319,366−88.4% | 減碼 |
| CSS LLC | 171,400 | $851.9 萬 | 0.50% | +14,000+8.9% | 加碼 |
| Stablepoint Partners, LLC | 170,982 | $849.8 萬 | 1.55% | +5,261+3.2% | 加碼 |
| JNBA Financial Advisors | 169,859 | $844.2 萬 | 0.85% | −17,474−9.3% | 減碼 |
| Lowe Wealth Advisors, LLC | 168,076 | $835.3 萬 | 3.60% | +1,110+0.7% | 加碼 |
| AE Wealth Management LLC | 167,849 | $834.2 萬 | 0.08% | −14,382−7.9% | 減碼 |
| Cape Ann Savings Bank | 166,400 | $827.0 萬 | 4.80% | +1,052+0.6% | 加碼 |
| Greenline Partners, LLC | 166,197 | $826.0 萬 | 1.18% | +1,374+0.8% | 加碼 |
| Sentinel Trust Co Lba | 165,984 | $824.9 萬 | 0.94% | −70,042−29.7% | 減碼 |
| Regency Capital Management Inc. | 164,010 | $815.1 萬 | 4.48% | +46,190+39.2% | 加碼 |
| Insight Wealth Partners, LLC | 163,724 | $813.7 萬 | 4.97% | +5,369+3.4% | 加碼 |
| Commerce Bank | 162,902 | $809.6 萬 | 0.05% | +4,336+2.7% | 加碼 |
| Plum Street Advisors, LLC | 162,152 | $805.9 萬 | 4.08% | −10,077−5.9% | 減碼 |
| Ariston Services Group | 161,297 | $801.6 萬 | 6.98% | −144−0.1% | 減碼 |
| Well Done, LLC | 158,873 | $789.6 萬 | 1.44% | +5,143+3.3% | 加碼 |
| Ancora Advisors, LLC | 158,639 | $788.4 萬 | 0.18% | −70.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 158,557 | $788.0 萬 | 0.11% | +7,260+4.8% | 加碼 |
| Pathstone Holdings, LLC | 156,746 | $779.0 萬 | 0.03% | +1,033+0.7% | 加碼 |
| GFS Advisors, LLC | 156,560 | $778.1 萬 | 1.65% | +150,776+2,606.8% | 加碼 |
| Altiora Financial Group, LLC | 156,430 | $777.5 萬 | 1.72% | −11,523−6.9% | 減碼 |
| Financial Counselors Inc | 154,460 | $767.7 萬 | 0.11% | +18,770+13.8% | 加碼 |
| Nkcfo LLC | 153,550 | $763.1 萬 | 3.64% | +126,100+459.4% | 加碼 |
| Stephen J. Garry & Associates, LLC | 151,991 | $755.4 萬 | 7.18% | −227−0.1% | 減碼 |
| McMahon Financial Advisors, LLC | 151,322 | $752.1 萬 | 1.64% | −231−0.2% | 減碼 |
| GYL Financial Synergies, LLC | 149,217 | $741.6 萬 | 0.56% | −1,905−1.3% | 減碼 |
| Old Port Advisors | 148,656 | $738.8 萬 | 2.05% | +1,799+1.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 148,104 | $736.1 萬 | 0.13% | +4,056+2.8% | 加碼 |
| Highland Financial Advisors, LLC | 147,686 | $734.0 萬 | 2.61% | −30,144−17.0% | 減碼 |
| Rehmann Capital Advisory Group | 146,347 | $727.2 萬 | 0.48% | −2,771−1.9% | 減碼 |
| Colony Group, LLC | 146,020 | $725.6 萬 | 0.02% | −161,072−52.5% | 減碼 |
| Lifeworks Advisors, LLC | 145,452 | $722.9 萬 | 1.42% | +29,286+25.2% | 加碼 |
| Prudential Financial Inc | 145,326 | $722.3 萬 | 0.01% | +14,910+11.4% | 加碼 |
| Private Advisor Group, LLC | 144,553 | $718.4 萬 | 0.04% | −8,226−5.4% | 減碼 |
| Patton Fund Management, Inc. | 143,064 | $711.0 萬 | 1.47% | −2,810−1.9% | 減碼 |
| Systelligence, LLC | 142,064 | $706.1 萬 | 1.75% | −17,361−10.9% | 減碼 |
| Fermata Advisors, LLC | 141,271 | $702.1 萬 | 1.43% | +3,288+2.4% | 加碼 |
| Sigma Planning Corp | 140,730 | $699.4 萬 | 0.21% | +11,852+9.2% | 加碼 |
| Ballentine Partners, LLC | 140,414 | $697.9 萬 | 0.12% | +964+0.7% | 加碼 |
| Towneley Capital Management, Inc | 139,933 | $695.5 萬 | 1.58% | −4,819−3.3% | 減碼 |
| BSW Wealth Partners | 138,968 | $690.7 萬 | 1.04% | −9,244−6.2% | 減碼 |
| Advisory Services Network, LLC | 156,403 | $687.1 萬 | 0.14% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 137,235 | $682.1 萬 | 0.37% | +206+0.2% | 加碼 |
| Cranbrook Wealth Management, LLC | 136,807 | $679.9 萬 | 1.55% | −4,881−3.4% | 減碼 |
| Omnia Family Wealth, LLC | 136,791 | $679.9 萬 | 2.91% | −410−0.3% | 減碼 |
| We Are One Seven, LLC | 136,383 | $677.8 萬 | 0.29% | +4,338+3.3% | 加碼 |
| MBA Advisors LLC | 133,882 | $665.4 萬 | 3.19% | −13,106−8.9% | 減碼 |
| Weil Company, Inc. | 130,511 | $648.6 萬 | 2.13% | −5,860−4.3% | 減碼 |
| Global Wealth Strategies & Associates | 128,469 | $638.5 萬 | 2.10% | +182+0.1% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 128,459 | $638.4 萬 | 1.15% | −2,767−2.1% | 減碼 |
| Kades & Cheifetz LLC | 127,102 | $631.7 萬 | 3.62% | −480.0% | 減碼 |
| Modern Wealth Management, LLC | 126,883 | $630.6 萬 | 0.39% | +921+0.7% | 加碼 |
| Maltin Wealth Management, Inc. | 125,917 | $625.8 萬 | 3.05% | +2,481+2.0% | 加碼 |
| Meridian Investment Counsel Inc. | 124,843 | $620.5 萬 | 1.88% | −1,739−1.4% | 減碼 |
| Sinecera Capital, LLC | 124,762 | $620.1 萬 | 7.48% | −2,847−2.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 124,348 | $618.0 萬 | 1.53% | −3,590−2.8% | 減碼 |
| WealthCare Investment Partners, LLC | 123,732 | $617.7 萬 | 2.71% | +10,430+9.2% | 加碼 |
| RSM US Wealth Management LLC | 117,202 | $588.5 萬 | 0.09% | +10,335+9.7% | 加碼 |
| Southeast Asset Advisors Inc. | 115,540 | $574.2 萬 | 0.64% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 115,215 | $572.6 萬 | 2.83% | +1,052+0.9% | 加碼 |
| Wills Financial Group, Inc. | 114,377 | $568.5 萬 | 2.38% | −10.0% | 減碼 |
| Prairie Wealth Advisors, Inc. | 113,792 | $565.5 萬 | 2.80% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 113,749 | $565.3 萬 | 1.46% | −1,352−1.2% | 減碼 |
| Barclays PLC | 113,702 | $565.1 萬 | 0.00% | −40,374−26.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 113,654 | $564.7 萬 | 0.34% | +21,070+22.8% | 加碼 |
| Twelve Points Wealth Management LLC | 113,504 | $564.1 萬 | 1.77% | +6,920+6.5% | 加碼 |
| Lido Advisors, LLC | 113,100 | $562.1 萬 | 0.04% | −75−0.1% | 減碼 |
| FDx Advisors, Inc. | 112,692 | $560.1 萬 | 1.53% | −4,428−3.8% | 減碼 |
| Mutual Advisors, LLC | 108,061 | $558.5 萬 | 0.16% | +67,285+165.0% | 加碼 |
| Thrivent Financial for Lutherans | 110,016 | $546.8 萬 | 0.01% | +640+0.6% | 加碼 |
| Atomi Financial Group, Inc. | 108,248 | $538.0 萬 | 0.34% | +5,839+5.7% | 加碼 |