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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 107,990 | $536.7 萬 | 0.79% | +95,122+739.2% | 加碼 |
| Callan Family Office, LLC | 107,946 | $536.5 萬 | 0.90% | +14,236+15.2% | 加碼 |
| Accretive Wealth Partners, LLC | 107,626 | $534.9 萬 | 2.24% | −5,481−4.8% | 減碼 |
| Briaud Financial Planning, Inc | 106,904 | $531.3 萬 | 2.74% | −10.0% | 減碼 |
| Bigelow Investment Advisors, LLC | 106,291 | $528.3 萬 | 2.36% | +10,013+10.4% | 加碼 |
| AdvisorNet Financial, Inc | 106,055 | $527.1 萬 | 0.39% | −838−0.8% | 減碼 |
| Kure Advisory, LLC | 105,693 | $525.3 萬 | 4.70% | −30.0% | 減碼 |
| FineMark National Bank & Trust | 104,431 | $519.0 萬 | 0.18% | −422−0.4% | 減碼 |
| Wellspring Financial Advisors, LLC | 104,183 | $517.8 萬 | 0.62% | −31,041−23.0% | 減碼 |
| Lynx Capital Group Ltd | 103,906 | $516.4 萬 | 3.35% | −1,283−1.2% | 減碼 |
| Apollon Wealth Management, LLC | 103,746 | $515.6 萬 | 0.15% | −1,812−1.7% | 減碼 |
| Stableford Capital II LLC | 101,347 | $508.4 萬 | 2.03% | +39,281+63.3% | 加碼 |
| Cypress Capital Group | 101,920 | $506.5 萬 | 0.57% | +5,474+5.7% | 加碼 |
| Jump Financial, LLC | 100,631 | $500.1 萬 | 0.10% | +58,250+137.4% | 加碼 |
| Axiom Advisory, LLC | 106,340 | $497.5 萬 | 0.05% | −5,863−5.2% | 減碼 |
| DCF Advisers, LLC | 100,000 | $497.0 萬 | 2.56% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 99,731 | $495.7 萬 | 2.09% | 00.0% | 不變 |
| Versant Capital Management, Inc | 99,149 | $492.8 萬 | 1.12% | −684−0.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 98,143 | $487.8 萬 | 0.62% | +445+0.5% | 加碼 |
| Bessemer Group Inc | 97,724 | $485.7 萬 | 0.01% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 97,516 | $484.7 萬 | 2.51% | −22,745−18.9% | 減碼 |
| Madden Advisory Services, Inc. | 96,920 | $481.7 萬 | 2.21% | +1,736+1.8% | 加碼 |
| F/M Investments LLC | 96,690 | $480.5 萬 | 0.16% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 96,004 | $475.6 萬 | 1.09% | +59+0.1% | 加碼 |
| Signature Securities Group Corporation | 95,649 | $475.4 萬 | 1.20% | +2,901+3.1% | 加碼 |
| Deane Retirement Strategies, Inc. | 95,182 | $473.2 萬 | 2.31% | −529−0.6% | 減碼 |
| Brinker Capital Investments, LLC | 95,207 | $473.2 萬 | 0.05% | −7,842−7.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 95,207 | $473.2 萬 | 0.05% | −7,842−7.6% | 減碼 |
| International Assets Investment Management, LLC | 234,037 | $470.9 萬 | 0.02% | +229,303+4,843.7% | 加碼 |
| Boston Financial Mangement LLC | 94,742 | $470.9 萬 | 0.14% | +948+1.0% | 加碼 |
| Diversify Advisory Services, LLC | 90,399 | $469.4 萬 | 0.25% | +1,868+2.1% | 加碼 |
| New Millennium Group LLC | 94,427 | $469.3 萬 | 3.03% | −22,568−19.3% | 減碼 |
| WMS Partners, LLC | 94,377 | $469.1 萬 | 0.26% | 00.0% | 不變 |
| Wealth Alliance | 94,298 | $468.7 萬 | 0.56% | −450.0% | 減碼 |
| Sage Investment Advisers LLC | 92,080 | $457.6 萬 | 4.79% | −1,700−1.8% | 減碼 |
| Fiduciary Trust Co | 91,804 | $456.3 萬 | 0.06% | +2,640+3.0% | 加碼 |
| Provenance Wealth Advisors, LLC | 91,521 | $454.9 萬 | 0.57% | −184−0.2% | 減碼 |
| Inscription Capital, LLC | 91,137 | $453.0 萬 | 0.67% | −266−0.3% | 減碼 |
| Signal Advisors Wealth, LLC | 91,122 | $452.9 萬 | 0.65% | +79,922+713.6% | 加碼 |
| RiverGlades Family Offices LLC | 90,872 | $451.6 萬 | 3.23% | +775+0.9% | 加碼 |
| Ieq Capital, LLC | 90,375 | $449.2 萬 | 0.06% | +32,539+56.3% | 加碼 |
| Gradient Investments LLC | 90,202 | $448.3 萬 | 0.09% | +2,486+2.8% | 加碼 |
| Welch & Forbes LLC | 89,704 | $445.8 萬 | 0.06% | −388−0.4% | 減碼 |
| Kitching Partners, LLC | 89,331 | $444.0 萬 | 5.95% | +15,341+20.7% | 加碼 |
| Battery Global Advisors, LLC | 89,015 | $442.4 萬 | 2.40% | +88,693+27,544.4% | 加碼 |
| NVWM, LLC | 87,779 | $436.3 萬 | 1.11% | −2,033−2.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 87,306 | $433.9 萬 | 0.05% | +600+0.7% | 加碼 |
| Gibson Capital, LLC | 87,145 | $433.1 萬 | 0.88% | +729+0.8% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 86,969 | $432.2 萬 | 0.73% | −6,217−6.7% | 減碼 |
| TriaGen Wealth Management LLC | 86,923 | $432.0 萬 | 1.45% | +4,543+5.5% | 加碼 |
| Westover Capital Advisors, LLC | 86,276 | $428.8 萬 | 0.82% | +54,134+168.4% | 加碼 |
| Moulton Wealth Management, Inc | 84,971 | $425.5 萬 | 3.55% | −4,274−4.8% | 減碼 |
| Argent Trust Co | 85,167 | $423.3 萬 | 0.18% | −1,123−1.3% | 減碼 |
| Davies Financial Advisors, Inc. | 84,754 | $421.2 萬 | 3.68% | +2,379+2.9% | 加碼 |
| Foguth Wealth Management, LLC. | 84,736 | $419.8 萬 | 1.53% | −66,501−44.0% | 減碼 |
| Hilltop National Bank | 83,829 | $416.6 萬 | 1.27% | −4,918−5.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 83,177 | $413.4 萬 | 0.11% | 00.0% | 不變 |
| Summit Place Financial Advisors, LLC | 82,870 | $411.9 萬 | 2.30% | −4,750−5.4% | 減碼 |
| Camden National Bank | 82,842 | $411.7 萬 | 0.59% | +2,592+3.2% | 加碼 |
| Tikvah Management LLC | 82,230 | $408.7 萬 | 1.27% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 82,213 | $408.6 萬 | 1.48% | −1,540−1.8% | 減碼 |
| Synovus Financial Corp | 82,184 | $408.5 萬 | 0.05% | +40,640+97.8% | 加碼 |
| Amplius Wealth Advisors, LLC | 80,553 | $400.3 萬 | 0.44% | −3,397−4.0% | 減碼 |
| Altman Advisors, Inc. | 79,944 | $397.3 萬 | 1.77% | +708+0.9% | 加碼 |
| Blue Investment Partners LLC | 78,949 | $392.4 萬 | 1.62% | +476+0.6% | 加碼 |
| waypoint wealth counsel | 78,874 | $392.0 萬 | 2.66% | −225−0.3% | 減碼 |
| Charles Schwab Investment Management Inc | 78,808 | $391.7 萬 | 0.00% | −19,947,379−99.6% | 減碼 |
| Robinson Value Management, Ltd. | 78,451 | $389.9 萬 | 2.53% | +2,451+3.2% | 加碼 |
| Motco | 78,167 | $388.5 萬 | 0.39% | −406−0.5% | 減碼 |
| E Fund Management Co., Ltd. | 76,675 | $381.1 萬 | 0.20% | −10,369−11.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 76,631 | $380.9 萬 | 0.18% | −340−0.4% | 減碼 |
| Allie Family Office LLC | 76,884 | $380.6 萬 | 2.05% | −4,463−5.5% | 減碼 |
| SRS Capital Advisors, Inc. | 76,580 | $380.6 萬 | 0.34% | −916−1.2% | 減碼 |
| Sepio Capital, LP | 75,188 | $373.7 萬 | 0.29% | 00.0% | 不變 |
| Blueprint Investment Partners LLC | 73,305 | $364.3 萬 | 0.66% | −6,656−8.3% | 減碼 |
| HB Wealth Management, LLC | 71,857 | $357.1 萬 | 0.04% | −1,464−2.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 71,626 | $356.0 萬 | 0.07% | +16,034+28.8% | 加碼 |
| Evermay Wealth Management LLC | 71,042 | $353.1 萬 | 0.57% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 70,997 | $352.9 萬 | 0.36% | +1,559+2.2% | 加碼 |
| D. Scott Neal, Inc. | 70,658 | $351.2 萬 | 1.86% | +26,776+61.0% | 加碼 |
| Financial Management Network Inc | 69,672 | $348.9 萬 | 0.73% | +2,914+4.4% | 加碼 |
| Mengis Capital Management, Inc. | 70,151 | $348.7 萬 | 0.69% | −2,472−3.4% | 減碼 |
| Whittier Trust Co | 69,835 | $347.1 萬 | 0.05% | −6,352−8.3% | 減碼 |
| Parallel Advisors, LLC | 69,781 | $346.8 萬 | 0.08% | +512+0.7% | 加碼 |
| Financial Advocates Investment Management | 69,741 | $346.6 萬 | 0.20% | +5,081+7.9% | 加碼 |
| NavPoint Financial, Inc. | 69,473 | $345.3 萬 | 2.78% | −4,450−6.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 69,316 | $344.5 萬 | 3.63% | +2,540+3.8% | 加碼 |
| LifePlan Investment Advisors, Inc. | 69,309 | $344.5 萬 | 2.20% | −4,587−6.2% | 減碼 |
| Cobblestone Capital Advisors LLC | 69,150 | $343.7 萬 | 0.19% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 69,057 | $343.2 萬 | 0.58% | +1,460+2.2% | 加碼 |
| Atria Investments LLC | 68,365 | $339.8 萬 | 0.04% | −6,353−8.5% | 減碼 |
| Financial Alternatives, Inc | 67,949 | $337.7 萬 | 2.38% | −445−0.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 67,135 | $333.7 萬 | 0.08% | +7,558+12.7% | 加碼 |
| Rathbone Brothers plc | 66,991 | $332.9 萬 | 0.02% | −4,244−6.0% | 減碼 |
| Patriot Investment Management Inc. | 66,729 | $331.6 萬 | 0.24% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 66,700 | $331.5 萬 | 0.01% | −1,782−2.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 66,128 | $331.3 萬 | 0.03% | +1,404+2.2% | 加碼 |
| Financial Sense Advisors, Inc. | 65,883 | $327.4 萬 | 0.90% | +220+0.3% | 加碼 |
| Asset Management One Co.,Ltd. | 65,150 | $323.8 萬 | 0.01% | −241,662−78.8% | 減碼 |
| Bradley Foster & Sargent Inc | 64,822 | $322.2 萬 | 0.05% | −2,231−3.3% | 減碼 |