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 4 季 13F 持有人
iShares Gold Trust 在 2024/12/31 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
- 1,418
- 較 2024 年第 3 季 +216 家
- 持有股數
- 3.76 億
- 較 2024 年第 3 季 +2,692 萬 (+7.7%)
- 總市值
- $185.8 億
- 較 2024 年第 3 季 +$12.5 億 (+7.2%)
- 新進機構
- 262
- 另有 505 家加碼
- 清倉機構
- 46
- 另有 381 家減碼
另有 29 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 30,980,315 | $15.3 億 | 0.14% | −1,007,346−3.1% | 減碼 |
| Morgan Stanley | 23,490,025 | $11.6 億 | 0.08% | +1,831,919+8.5% | 加碼 |
| FMR LLC | 22,617,136 | $11.2 億 | 0.07% | −447,956−1.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,600,803 | $8.71 億 | 0.59% | −551,732−3.0% | 減碼 |
| Empower Advisory Group, LLC | 13,893,012 | $6.88 億 | 2.32% | −1,028,719−6.9% | 減碼 |
| Wells Fargo & Company | 12,288,826 | $6.08 億 | 0.15% | +1,183,962+10.7% | 加碼 |
| Envestnet Asset Management Inc | 10,778,652 | $5.34 億 | 0.17% | +7,194,721+200.7% | 加碼 |
| JPMorgan Chase & Co | 8,788,184 | $4.35 億 | 0.03% | −2,429,074−21.7% | 減碼 |
| LPL Financial LLC | 8,630,437 | $4.27 億 | 0.17% | +2,253,090+35.3% | 加碼 |
| Alliancebernstein L.P. | 8,450,919 | $4.18 億 | 0.14% | −290,880−3.3% | 減碼 |
| UBS Group AG | 8,188,827 | $4.05 億 | 0.09% | +352,035+4.5% | 加碼 |
| WealthNavi Inc. | 5,924,001 | $2.93 億 | 3.41% | +141,211+2.4% | 加碼 |
| Ameriprise Financial Inc | 5,851,040 | $2.90 億 | 0.07% | +500,498+9.4% | 加碼 |
| Raymond James Financial Inc | 5,063,190 | $2.51 億 | 0.09% | +5,063,190 | 新進 |
| Northwestern Mutual Wealth Management Co | 4,303,852 | $2.13 億 | 0.18% | +160,250+3.9% | 加碼 |
| BlackRock, Inc. | 4,287,296 | $2.12 億 | 0.00% | +331,279+8.4% | 加碼 |
| Truist Financial Corp | 4,160,293 | $2.06 億 | 0.32% | +1,507,442+56.8% | 加碼 |
| HighTower Advisors, LLC | 3,608,675 | $1.79 億 | 0.24% | −161,147−4.3% | 減碼 |
| Packer & Co Ltd | 3,585,100 | $1.77 億 | 56.73% | 00.0% | 不變 |
| Cerity Partners LLC | 3,271,594 | $1.62 億 | 0.35% | +27,251+0.8% | 加碼 |
| Keybank National Association | 3,262,769 | $1.62 億 | 0.62% | +104,816+3.3% | 加碼 |
| Commonwealth Equity Services, LLC | 3,238,078 | $1.60 億 | 0.23% | +175,569+5.7% | 加碼 |
| Royal Bank of Canada | 3,214,391 | $1.59 億 | 0.03% | −373,729−10.4% | 減碼 |
| Northern Trust Corp | 3,147,030 | $1.56 億 | 0.02% | +197,985+6.7% | 加碼 |
| Pureheart Capital Pte Ltd. | 2,675,000 | $1.32 億 | 25.05% | +2,675,000 | 新進 |
| CIBC Private Wealth Group, LLC | 2,510,086 | $1.26 億 | 0.23% | +148,099+6.3% | 加碼 |
| Equitable Trust Co | 2,466,167 | $1.22 億 | 6.81% | −111,530−4.3% | 減碼 |
| Captrust Financial Advisors | 2,281,729 | $1.13 億 | 0.32% | +99,319+4.6% | 加碼 |
| Proficio Capital Partners LLC | 2,241,711 | $1.11 億 | 9.00% | +88,620+4.1% | 加碼 |
| Stifel Financial Corp | 2,056,655 | $1.02 億 | 0.11% | +350,559+20.5% | 加碼 |
| GM Advisory Group, Inc. | 2,050,754 | $1.02 億 | 5.62% | +35,827+1.8% | 加碼 |
| Tocqueville Asset Management L.P. | 2,000,169 | $9,903 萬 | 1.55% | −23,601−1.2% | 減碼 |
| Baird Financial Group, Inc. | 1,860,026 | $9,209 萬 | 0.18% | +26,057+1.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 1,841,803 | $9,119 萬 | 0.28% | +138,592+8.1% | 加碼 |
| Arnhold LLC | 1,757,254 | $8,700 萬 | 8.58% | 00.0% | 不變 |
| Money Design Co.,Ltd. | 1,671,478 | $8,227 萬 | 4.22% | +49,061+3.0% | 加碼 |
| Rockefeller Capital Management L.P. | 1,588,860 | $7,866 萬 | 0.20% | +95,040+6.4% | 加碼 |
| Moon Capital Management LP | 1,559,604 | $7,722 萬 | 58.72% | 00.0% | 不變 |
| Forbes J M & Co LLP | 1,395,586 | $6,910 萬 | 6.65% | +11,375+0.8% | 加碼 |
| First Command Advisory Services, Inc. | 1,378,187 | $6,823 萬 | 0.65% | −21,743−1.6% | 減碼 |
| AlTi Global, Inc. | 1,364,444 | $6,763 萬 | 1.63% | +87,311+6.8% | 加碼 |
| Central Trust Co | 1,343,042 | $6,649 萬 | 1.63% | −125,399−8.5% | 減碼 |
| Neuberger Berman Group LLC | 1,338,578 | $6,629 萬 | 0.05% | +127,253+10.5% | 加碼 |
| Mariner, LLC | 1,306,192 | $6,467 萬 | 0.11% | +58,267+4.7% | 加碼 |
| Cresset Asset Management, LLC | 1,297,600 | $6,424 萬 | 0.31% | +56,499+4.6% | 加碼 |
| Tanglewood Wealth Management, Inc. | 1,282,274 | $6,349 萬 | 7.31% | +57,373+4.7% | 加碼 |
| Goldman Sachs Group Inc | 1,217,348 | $6,027 萬 | 0.01% | +398,242+48.6% | 加碼 |
| Franklin Resources Inc | 1,208,679 | $5,984 萬 | 0.02% | −47,768−3.8% | 減碼 |
| Advisor Group Holdings, Inc. | 1,169,360 | $5,749 萬 | 0.13% | +75,599+6.9% | 加碼 |
| Bank of New York Mellon Corp | 1,136,328 | $5,626 萬 | 0.01% | +62,195+5.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,118,460 | $5,537 萬 | 0.18% | +1,091,440+4,039.4% | 加碼 |
| Allianz SE | 1,050,835 | $5,203 萬 | 1.35% | +39,837+3.9% | 加碼 |
| Axxcess Wealth Management, LLC | 1,041,762 | $5,158 萬 | 1.28% | +1,498+0.1% | 加碼 |
| Capital Asset Advisory Services LLC | 1,034,938 | $5,153 萬 | 2.54% | +12,341+1.2% | 加碼 |
| Cetera Investment Advisers | 1,033,471 | $5,117 萬 | 0.11% | +354,831+52.3% | 加碼 |
| Mercer Global Advisors Inc | 986,403 | $4,884 萬 | 0.12% | +14,935+1.5% | 加碼 |
| Permanens Capital L.P. | 985,936 | $4,881 萬 | 9.32% | +130,676+15.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 975,030 | $4,827 萬 | 0.03% | +24,640+2.6% | 加碼 |
| Oxbow Advisors, LLC | 964,715 | $4,776 萬 | 5.62% | −4,794−0.5% | 減碼 |
| MML Investors Services, LLC | 960,451 | $4,755 萬 | 0.16% | +435,807+83.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 936,197 | $4,635 萬 | 2.01% | −97,704−9.5% | 減碼 |
| Twin Focus Capital Partners, LLC | 898,038 | $4,446 萬 | 6.57% | +110,733+14.1% | 加碼 |
| Sanctuary Advisors, LLC | 801,641 | $4,229 萬 | 0.27% | +12,841+1.6% | 加碼 |
| Resources Investment Advisors, LLC. | 836,425 | $4,141 萬 | 0.48% | +348,963+71.6% | 加碼 |
| Deutsche Bank AG | 833,875 | $4,129 萬 | 0.02% | +79,411+10.5% | 加碼 |
| Janney Montgomery Scott LLC | 811,127 | $4,016 萬 | 0.11% | +467,948+136.4% | 加碼 |
| GenWealth Group, Inc. | 797,191 | $3,947 萬 | 8.98% | −4,044−0.5% | 減碼 |
| Circle Wealth Management, LLC | 792,245 | $3,922 萬 | 0.84% | −1030.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 795,062 | $3,913 萬 | 0.16% | +74,664+10.4% | 加碼 |
| Intellus Advisors LLC | 782,214 | $3,873 萬 | 6.70% | +782,214 | 新進 |
| CWM, LLC | 767,970 | $3,802 萬 | 0.16% | +734,327+2,182.7% | 加碼 |
| 1832 Asset Management L.P. | 763,532 | $3,780 萬 | 0.07% | −39,258−4.9% | 減碼 |
| Creative Planning | 758,504 | $3,755 萬 | 0.04% | −38,557−4.8% | 減碼 |
| Dynasty Wealth Management, LLC | 753,522 | $3,731 萬 | 0.64% | +169,497+29.0% | 加碼 |
| Biltmore Family Office, LLC | 724,566 | $3,587 萬 | 6.02% | −3,213−0.4% | 減碼 |
| Tiaa Trust, National Association | 722,196 | $3,576 萬 | 0.11% | +18,333+2.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 717,417 | $3,552 萬 | 0.12% | +48,343+7.2% | 加碼 |
| National Bank of Canada | 702,795 | $3,480 萬 | 0.05% | −2,283−0.3% | 減碼 |
| Mackay Shields LLC | 690,000 | $3,416 萬 | 1.01% | −239,500−25.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 687,728 | $3,405 萬 | 1.91% | +29,300+4.4% | 加碼 |
| Park Avenue Securities LLC | 682,854 | $3,381 萬 | 0.35% | +672,568+6,538.7% | 加碼 |
| Bank of Montreal | 681,760 | $3,375 萬 | 0.02% | −19,374−2.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 681,649 | $3,375 萬 | 0.17% | +8,837+1.3% | 加碼 |
| Narwhal Capital Management | 680,464 | $3,369 萬 | 2.98% | −690−0.1% | 減碼 |
| HSBC Holdings PLC | 651,039 | $3,223 萬 | 0.02% | −7,509−1.1% | 減碼 |
| Anderson Hoagland & Co | 631,665 | $3,221 萬 | 3.31% | +55,460+9.6% | 加碼 |
| Evercore Wealth Management, LLC | 648,598 | $3,211 萬 | 0.48% | −4,762−0.7% | 減碼 |
| Carl Stuart Investment Advisor, Inc | 617,752 | $3,058 萬 | 16.32% | −4,797−0.8% | 減碼 |
| National Philanthropic Trust | 603,995 | $2,990 萬 | 0.43% | +40,363+7.2% | 加碼 |
| Foundations Investment Advisors, LLC | 598,862 | $2,965 萬 | 0.57% | +53,711+9.9% | 加碼 |
| Strategic Point Investment Advisors, LLC | 544,716 | $2,697 萬 | 4.40% | +1,773+0.3% | 加碼 |
| West Family Investments, Inc. | 534,779 | $2,648 萬 | 9.23% | +1,865+0.3% | 加碼 |
| EPIQ Capital Group, LLC | 530,556 | $2,627 萬 | 6.85% | +29,211+5.8% | 加碼 |
| Equitable Holdings, Inc. | 528,696 | $2,618 萬 | 0.25% | +54,505+11.5% | 加碼 |
| Assetmark, Inc | 526,562 | $2,607 萬 | 0.07% | +43,079+8.9% | 加碼 |
| Cambridge Associates LLC | 521,274 | $2,581 萬 | 0.83% | −66,559−11.3% | 減碼 |
| VPR Management LLC | 520,480 | $2,577 萬 | 13.43% | −10,000−1.9% | 減碼 |
| Reuter James Wealth Management, LLC | 520,151 | $2,575 萬 | 4.77% | +21,394+4.3% | 加碼 |
| MAI Capital Management | 518,559 | $2,567 萬 | 0.19% | +518,559 | 新進 |
| SkyView Investment Advisors, LLC | 515,422 | $2,552 萬 | 4.07% | +21,159+4.3% | 加碼 |