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
- 1,230
- 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 |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 36,527 | $181.5 萬 | 0.40% | −496−1.3% | 減碼 |
| Sunesis Advisors, LLC | 36,471 | $181.3 萬 | 1.09% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 36,251 | $180.2 萬 | 0.20% | +36,251 | 新進 |
| J.W. Cole Advisors, Inc. | 36,216 | $180.0 萬 | 0.08% | +76+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 33,665 | $179.8 萬 | 0.06% | +17,950+114.2% | 加碼 |
| Family Management Corp | 35,933 | $178.6 萬 | 0.30% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 35,787 | $177.9 萬 | 0.45% | −147−0.4% | 減碼 |
| Evergreen Capital Management LLC | 35,269 | $175.3 萬 | 0.06% | 00.0% | 不變 |
| Mosley Wealth Management | 33,694 | $173.1 萬 | 1.18% | +1,933+6.1% | 加碼 |
| David R. Rahn & Associates Inc. | 34,799 | $173.0 萬 | 0.52% | +650+1.9% | 加碼 |
| BCJ Capital Management, LLC | 34,604 | $172.0 萬 | 0.13% | +4,812+16.2% | 加碼 |
| TownSquare Capital, LLC | 34,573 | $171.8 萬 | 0.02% | +1,943+6.0% | 加碼 |
| Marks Group Wealth Management, Inc | 34,529 | $171.6 萬 | 0.16% | +474+1.4% | 加碼 |
| Highline Wealth Partners LLC | 33,756 | $167.8 萬 | 0.56% | −144−0.4% | 減碼 |
| CWM, LLC | 33,643 | $167.2 萬 | 0.01% | −417−1.2% | 減碼 |
| Guidance Capital, Inc | 32,529 | $167.1 萬 | 0.52% | −114−0.3% | 減碼 |
| Satovsky Asset Management LLC | 33,446 | $166.2 萬 | 0.37% | +54+0.2% | 加碼 |
| Main Street Financial Solutions, LLC | 33,169 | $164.8 萬 | 0.15% | +2,255+7.3% | 加碼 |
| Holistic Financial Partners | 32,987 | $163.9 萬 | 0.79% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 32,736 | $162.7 萬 | 0.07% | −10,713−24.7% | 減碼 |
| Sage Mountain Advisors LLC | 32,683 | $162.4 萬 | 0.14% | −3,103−8.7% | 減碼 |
| Oak Family Advisors, LLC | 32,663 | $162.3 萬 | 0.59% | −69−0.2% | 減碼 |
| Red Door Wealth Management, LLC | 32,600 | $162.0 萬 | 0.27% | +2,292+7.6% | 加碼 |
| Connective Portfolio Management, LLC | 32,029 | $160.8 萬 | 3.15% | 00.0% | 不變 |
| Western Wealth Management, LLC | 31,844 | $158.3 萬 | 0.09% | +15,379+93.4% | 加碼 |
| Wedbush Securities Inc | 31,837 | $158.2 萬 | 0.06% | −598−1.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $156.6 萬 | 0.24% | 00.0% | 不變 |
| Eastern Bank | 31,491 | $156.5 萬 | 0.03% | +31,491 | 新進 |
| Clearstead Advisors, LLC | 31,093 | $154.5 萬 | 0.02% | −4,503−12.7% | 減碼 |
| China Universal Asset Management Co., Ltd. | 31,000 | $154.1 萬 | 0.17% | −34,000−52.3% | 減碼 |
| Roundview Capital LLC | 30,906 | $153.6 萬 | 0.11% | −1,250−3.9% | 減碼 |
| AlphaStar Capital Management, LLC | 30,825 | $153.2 萬 | 0.12% | +777+2.6% | 加碼 |
| Naviter Wealth, LLC | 30,579 | $152.0 萬 | 0.21% | +7,233+31.0% | 加碼 |
| Eqis Capital Management, Inc. | 30,131 | $149.8 萬 | 0.12% | −411−1.3% | 減碼 |
| Wealthspire Advisors, LLC | 30,069 | $149.4 萬 | 0.02% | +3,804+14.5% | 加碼 |
| EWG Elevate Inc. | 29,778 | $148.0 萬 | 0.59% | −466−1.5% | 減碼 |
| New England Private Wealth Advisors LLC | 29,755 | $147.9 萬 | 0.24% | 00.0% | 不變 |
| Buckingham Strategic Partners | 29,719 | $147.7 萬 | 0.03% | +22,583+316.5% | 加碼 |
| Bristlecone Advisors, LLC | 29,589 | $147.1 萬 | 0.12% | −181−0.6% | 減碼 |
| MainStreet Investment Advisors LLC | 29,451 | $146.4 萬 | 0.19% | −15,487−34.5% | 減碼 |
| FFG Partners, LLC | 29,300 | $145.6 萬 | 0.55% | +267+0.9% | 加碼 |
| Atlantic Trust, LLC | 29,163 | $144.9 萬 | 0.35% | +317+1.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 29,125 | $144.8 萬 | 0.21% | −355−1.2% | 減碼 |
| TD Private Client Wealth LLC | 28,810 | $143.2 萬 | 0.04% | +1,407+5.1% | 加碼 |
| Ifrah Financial Services, Inc. | 28,750 | $142.9 萬 | 0.39% | −1,010−3.4% | 減碼 |
| Massmutual Trust Co FSB | 28,613 | $142.2 萬 | 0.04% | +338+1.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,607 | $142.2 萬 | 0.00% | +596+2.1% | 加碼 |
| Austin Private Wealth, LLC | 28,590 | $142.1 萬 | 0.14% | +511+1.8% | 加碼 |
| London & Capital Asset Management Ltd | 28,462 | $141.5 萬 | 0.11% | +6,500+29.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,458 | $141.4 萬 | 0.12% | +3,241+12.9% | 加碼 |
| FWL Investment Management, LLC | 28,266 | $140.5 萬 | 0.54% | +4,466+18.8% | 加碼 |
| PFG Advisors | 28,246 | $140.4 萬 | 0.09% | +6,347+29.0% | 加碼 |
| Courage Capital Management LLC | 28,000 | $139.2 萬 | 3.45% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 27,882 | $138.6 萬 | 0.09% | +117+0.4% | 加碼 |
| TPG Advisors LLC | 27,826 | $138.3 萬 | 1.08% | +319+1.2% | 加碼 |
| Insigneo Advisory Services, LLC | 27,575 | $137.0 萬 | 0.14% | +3,106+12.7% | 加碼 |
| Freestone Capital Holdings, LLC | 27,187 | $135.1 萬 | 0.05% | +860+3.3% | 加碼 |
| Alesco Advisors LLC | 27,162 | $135.0 萬 | 0.04% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 27,020 | $134.3 萬 | 0.00% | −1,001−3.6% | 減碼 |
| Farther Finance Advisors, LLC | 26,957 | $134.0 萬 | 0.05% | +1,678+6.6% | 加碼 |
| S.A. Mason LLC | 26,929 | $133.8 萬 | 0.71% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 26,880 | $133.6 萬 | 0.04% | −817−2.9% | 減碼 |
| PBMares Wealth Management LLC | 26,656 | $132.5 萬 | 0.28% | −496−1.8% | 減碼 |
| BKA Wealth Consulting, Inc. | 26,294 | $130.7 萬 | 1.36% | +745+2.9% | 加碼 |
| Garde Capital, Inc. | 26,029 | $129.4 萬 | 0.09% | 00.0% | 不變 |
| Myecfo, LLC | 25,950 | $129.0 萬 | 0.70% | +100+0.4% | 加碼 |
| Macroview Investment Management LLC | 25,942 | $128.9 萬 | 1.26% | +830+3.3% | 加碼 |
| Vident Advisory, LLC | 25,705 | $127.8 萬 | 0.03% | −69−0.3% | 減碼 |
| Sterling Capital Management LLC | 25,589 | $127.2 萬 | 0.02% | +25,589 | 新進 |
| Congress Wealth Management LLC | 25,568 | $127.1 萬 | 0.02% | −2,763−9.8% | 減碼 |
| Glass Jacobson Investment Advisors llc | 25,499 | $126.7 萬 | 0.42% | −470−1.8% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,196 | $125.2 萬 | 0.84% | 00.0% | 不變 |
| Forum Financial Management, LP | 25,075 | $124.6 萬 | 0.02% | −152−0.6% | 減碼 |
| Montis Financial, LLC | 25,005 | $124.3 萬 | 0.44% | −2,718−9.8% | 減碼 |
| Americana Partners, LLC | 24,961 | $124.1 萬 | 0.08% | −895−3.5% | 減碼 |
| Country Club Bank | 24,753 | $124.0 萬 | 0.08% | −1,152−4.4% | 減碼 |
| Blossom Wealth Management | 24,770 | $123.1 萬 | 2.48% | +1,032+4.3% | 加碼 |
| Savant Capital, LLC | 24,759 | $123.1 萬 | 0.01% | +8,966+56.8% | 加碼 |
| Bridgewealth Advisory Group, LLC | 24,713 | $122.8 萬 | 0.45% | +339+1.4% | 加碼 |
| Brown Brothers Harriman & Co | 24,666 | $122.6 萬 | 0.01% | +65+0.3% | 加碼 |
| Vima LLC | 24,360 | $121.1 萬 | 2.48% | −1,110−4.4% | 減碼 |
| ETF Store, Inc. | 24,228 | $120.4 萬 | 1.24% | −30.0% | 減碼 |
| Regatta Capital Group, LLC | 24,146 | $120.0 萬 | 0.23% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 24,105 | $119.8 萬 | 0.34% | −180−0.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,998 | $119.3 萬 | 0.03% | −2,875−10.7% | 減碼 |
| J. W. Coons Advisors, LLC | 23,671 | $117.6 萬 | 0.29% | +175+0.7% | 加碼 |
| Lake Street Advisors Group, LLC | 23,486 | $116.7 萬 | 0.05% | −597−2.5% | 減碼 |
| PFG Investments, LLC | 23,423 | $116.4 萬 | 0.08% | −610−2.5% | 減碼 |
| Petra Financial Advisors Inc | 23,391 | $116.3 萬 | 0.77% | +12,785+120.5% | 加碼 |
| Hutchinson Capital Management | 23,132 | $115.0 萬 | 0.22% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 23,123 | $114.9 萬 | 0.11% | −2,292−9.0% | 減碼 |
| Wealthgate Family Office, LLC | 23,097 | $114.8 萬 | 3.20% | +10,785+87.6% | 加碼 |
| Glenmede Trust Co NA | 22,861 | $113.6 萬 | 0.01% | +9,468+70.7% | 加碼 |
| Colony Family Offices, LLC | 22,860 | $113.6 萬 | 0.35% | 00.0% | 不變 |
| Simmons Bank | 22,855 | $113.6 萬 | 0.08% | −8,557−27.2% | 減碼 |
| Sageworth Trust Co | 22,496 | $111.8 萬 | 0.07% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 22,395 | $111.3 萬 | 0.16% | +2,695+13.7% | 加碼 |
| Two Sigma Securities, LLC | 22,386 | $111.3 萬 | 0.09% | +22,386 | 新進 |
| Citizens Financial Group Inc | 22,278 | $110.7 萬 | 0.02% | +17,284+346.1% | 加碼 |
| Signaturefd, LLC | 22,264 | $110.7 萬 | 0.02% | +2,362+11.9% | 加碼 |