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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 季與 2024 年第 3 季比較

持有 iShares Gold Trust 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

IAU 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數1,230291,418+217
股數3.55 億681.3 萬3.76 億+2,692 萬 (+7.7%)
市值$176.7 億$3.38 億$185.8 億+$12.5 億 (+7.2%)

29 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(263 家)

2024 年第 4 季季末持有 iShares Gold Trust、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 263 家。

2024 年第 4 季新進 IAU 的機構
機構股數市值佔組合 %
Raymond James Financial Inc5,063,190$2.51 億0.09%
Pureheart Capital Pte Ltd.2,675,000$1.32 億25.05%
Intellus Advisors LLC782,214$3,873 萬6.70%
MAI Capital Management518,559$2,567 萬0.19%
Tudor Investment Corp Et Al311,793$1,544 萬0.16%
Purkiss Capital Advisors LLC251,625$1,246 萬10.76%
Boyer & Corporon Wealth Management, LLC232,432$1,151 萬4.10%
Sagespring Wealth Partners, LLC207,610$1,028 萬0.27%
Stonebridge Financial Group, LLC178,235$882.4 萬0.97%
Impact Investors, Inc159,694$790.6 萬6.13%
DSG Capital Advisors, LLC159,004$787.2 萬1.43%
JP Wealth Management, Inc.134,982$668.3 萬4.91%
Advocacy Wealth Management Services, LLC126,942$628.5 萬0.48%
Roehl & Yi Investment Advisors, LLC126,033$604.6 萬3.33%
Sage Private Wealth Group, LLC117,380$581.1 萬4.36%
Bulltick Wealth Management, LLC100,879$499.5 萬1.18%
SBI Securities Co., Ltd.97,201$481.2 萬0.15%
Southern Style Financial, Inc.88,145$436.4 萬3.53%
J2 Capital Management Inc88,080$436.1 萬4.09%
Riggs Capital Management LLC84,875$420.2 萬4.12%
Red Crane Wealth Management, LLC78,894$390.6 萬3.70%
Pacific Point Advisors, LLC68,862$369.7 萬2.25%
Eq Wealth Advisors, LLC73,808$365.4 萬3.51%
Simplex Trading, LLC67,330$333.3 萬0.09%
Fearless Solutions, LLC dba Best Invest66,861$331.0 萬2.53%
Icon Wealth Advisors, LLC66,233$327.9 萬0.27%
Promus Capital, LLC64,363$318.7 萬2.44%
Empowered Funds, LLC64,225$318.0 萬0.05%
Principia Wealth Advisory, LLC62,600$309.9 萬2.91%
Sharkey, Howes & Javer62,042$307.2 萬0.43%
Wealthstar Advisors, LLC60,843$301.2 萬1.31%
High Falls Advisors, Inc60,328$298.7 萬0.69%
LifeWealth Investments, LLC60,058$297.3 萬1.97%
Cercano Management LLC59,869$296.4 萬0.08%
Evelyn Partners Asset Management Ltd57,407$284.2 萬0.77%
Security Financial Services, INC.54,918$271.9 萬0.55%
Dahring | Cusmano LLC54,516$269.9 萬2.45%
Alpha Zero LLC53,855$266.6 萬2.04%
Legacy Financial Group LLC51,560$255.3 萬0.41%
Invst, LLC50,374$249.4 萬0.30%
Bank of Jackson Hole Trust49,150$243.3 萬1.62%
Generation Capital Management LLC48,286$239.1 萬2.05%
Steel Peak Wealth Management LLC48,165$238.5 萬0.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors47,254$234.0 萬0.19%
BridgePort Financial Solutions, LLC42,341$229.5 萬1.04%
Beacon Bridge Wealth Partners, LLC46,347$229.5 萬0.97%
Cushing Capital Partners, LLC46,191$228.7 萬2.20%
Eq LLC46,054$228.0 萬1.07%
Kelly Financial Services LLC45,221$223.9 萬0.81%
Lineweaver Wealth Advisors, LLC43,509$215.5 萬0.40%
Buttonwood Financial Group, LLC40,551$212.1 萬1.17%
Stokes Family Office, LLC41,382$204.9 萬0.22%
Ipsen Advisor Group LLC39,993$198.0 萬1.69%
Five Pine Wealth Management39,129$193.7 萬1.63%
Brighton Jones LLC37,649$186.4 萬0.05%
Strategic Blueprint, LLC37,174$184.0 萬0.11%
American Trust36,348$180.0 萬0.14%
Scarborough Advisors, LLC35,637$176.4 萬0.25%
Columbus Macro, LLC35,209$174.3 萬0.24%
ONE Advisory Partners, LLC34,466$170.6 萬0.76%
Ofc Financial Planning, LLC33,839$167.5 萬1.77%
Triad Wealth Partners, LLC32,503$160.9 萬0.58%
Horst & Graben Wealth Management LLC32,337$160.1 萬0.28%
Flywheel Private Wealth LLC31,942$158.1 萬1.45%
Cardinal Strategic Wealth Guidance31,216$154.6 萬0.49%
Kingswood Wealth Advisors, LLC31,077$153.9 萬0.12%
Accredited Investor Services, LLC30,493$151.0 萬1.21%
Beacon Financial Group30,173$149.4 萬0.16%
4J Wealth Management LLC29,562$146.4 萬1.18%
Ascent Group, LLC29,013$143.6 萬0.11%
Comprehensive Money Management Services LLC28,873$143.0 萬1.18%
Midwest Capital Advisors, LLC27,895$138.1 萬1.01%
TSA Wealth Managment LLC27,212$134.7 萬0.55%
Forthright Family Wealth Advisory LLC26,467$131.0 萬0.85%
Cathy Pareto & Associates, Inc26,125$129.3 萬1.19%
Tme Financial, Inc.25,611$127.3 萬1.19%
Accredited Wealth Management, LLC25,451$126.0 萬1.10%
Cobblestone Asset Management LLC23,956$118.6 萬0.77%
BCGM Wealth Management, LLC23,373$115.7 萬0.37%
RFG - Bristol Wealth Advisors, LLC22,710$112.4 萬0.37%
ShoreHaven Wealth Partners, LLC22,149$109.7 萬0.52%
Bensler, LLC21,420$106.1 萬0.13%
Alterna Wealth Management, Inc21,244$105.2 萬0.89%
Alpha Financial Partners, LLC21,239$105.2 萬0.83%
WESPAC Advisors, LLC21,152$104.7 萬0.77%
PAX Financial Group, LLC20,720$102.6 萬0.18%
Bradley & Co. Private Wealth Management, LLC19,878$98.4 萬0.61%
Ehrlich Financial Group19,662$97.3 萬0.69%
Summit X, LLC18,707$92.6 萬0.21%
Jordan Park Trust Co LLC18,651$92.3 萬0.77%
Braun-Bostich & Associates Inc.18,527$91.7 萬0.66%
Noble Wealth Management PBC18,509$91.6 萬0.64%
SigFig Wealth Management, LLC18,054$88.9 萬0.03%
Global Wealth Management, LLC17,513$86.7 萬0.55%
Courier Capital LLC17,451$86.4 萬0.06%
True Vision MN LLC17,266$85.5 萬0.51%
West Wealth Group, LLC17,237$85.3 萬0.25%
XTX Topco Ltd17,049$84.4 萬0.07%
Novem Group16,518$81.8 萬0.12%
Sovran Advisors, LLC15,392$77.8 萬0.11%

清倉機構(46 家)

2024 年第 3 季季末持有 iShares Gold Trust、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 IAU 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Quadrature Capital Ltd1,927,978$9,580 萬
Twin Tree Management, LP491,495$2,443 萬
Innova Wealth Partners258,550$1,285 萬
Summit Trail Advisors, LLC183,389$911.4 萬
IMC-Chicago, LLC60,514$300.8 萬
Toroso Investments, LLC51,277$254.8 萬
Heck Capital Advisors, LLC49,156$244.3 萬
AlphaStar Capital Management, LLC30,825$153.2 萬
Simplify Asset Management Inc.22,085$109.8 萬
Interactive Financial Advisors21,237$105.5 萬
Norris Perne & French LLP18,302$91.0 萬
GTS Securities LLC17,426$86.6 萬
Southland Equity Partners LLC13,930$69.2 萬
Encompass Wealth Advisors, LLC13,825$68.7 萬
Ayrshire Capital Management LLC13,801$68.6 萬
First Hawaiian Bank8,630$42.9 萬
Balboa Wealth Partners7,594$37.7 萬
DLK Investment Management, LLC6,641$33.0 萬
Wealthcare Capital Management LLC6,171$30.7 萬
Madison Wealth Partners, Inc5,593$27.8 萬
BluePointe Capital Management, LLC5,340$26.5 萬
Money Concepts Capital Corp5,300$26.3 萬
Fiduciary Family Office, LLC5,249$26.1 萬
Founders Financial Alliance, LLC5,246$26.1 萬
Trilogy Capital Inc.4,314$21.4 萬
Wiser Wealth Management, Inc4,080$20.3 萬
TruWealth Advisors, LLC4,067$20.2 萬
Walker Asset Management, LLC4,034$20.0 萬
Castleview Partners, LLC3,541$17.6 萬
VisionPoint Advisory Group, LLC3,397$16.9 萬
Voisard Asset Management Group, Inc.2,120$10.5 萬
Albion Financial Group1,815$9.02 萬
Bull Oak Capital, LLC1,592$7.91 萬
Planned Solutions, Inc.1,591$7.91 萬
Flaharty Asset Management, LLC697$3.46 萬
Householder Group Estate & Retirement Specialist, LLC680$3.30 萬
Clear Point Advisors Inc.582$2.89 萬
Carolina Wealth Advisors, LLC400$1.99 萬
Dynamic Wealth Strategies, LLC384$1.90 萬
Northwest Financial Advisors336$1.67 萬
Legacy Investment Solutions, LLC335$1.63 萬
Legacy Wealth Managment, LLC335$1.63 萬
Financial Network Wealth Advisors LLC252$1.25 萬
West Oak Capital, LLC207$1.03 萬
ZRC Wealth Management, LLC175$8,698
Valley National Advisers Inc105$5,000

尚未申報 2024 年第 4 季的機構(29 家)

2024 年第 3 季季末持有 iShares Gold Trust、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 IAU、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates4,337,296$2.16 億
Raymond James Financial Services Advisors, Inc.1,128,650$5,609 萬
New Potomac Partners, LLC224,151$1,114 萬
Gateway Advisory, LLC181,878$904.0 萬
GYL Financial Synergies, LLC149,217$741.6 萬
Sinecera Capital, LLC124,762$620.1 萬
Kure Advisory, LLC105,693$525.3 萬
Axiom Advisory, LLC106,340$497.5 萬
Sage Investment Advisers LLC92,080$457.6 萬
Inscription Capital, LLC91,137$453.0 萬
FinTrust Capital Advisors, LLC69,057$343.2 萬
Raymond James Trust N.A.56,942$283.0 萬
Vima LLC24,360$121.1 萬
Wealthgate Family Office, LLC23,097$114.8 萬
Rakuten Investment Management, Inc.21,655$108.5 萬
Divergent Wealth Advisors, LLC17,333$86.1 萬
Crosspoint Financial, LLC17,056$84.8 萬
Waypoint Capital Advisors, LLC8,913$44.3 萬
Kingfisher Capital LLC5,530$27.5 萬
Guardian Capital Advisors LP5,000$25.1 萬
Lesa Sroufe & Co5,025$25.0 萬
SpiderRock Advisors, LLC4,570$22.7 萬
Banque Cantonale Vaudoise4,480$22.3 萬
Alpine Bank Wealth Management3,461$17.2 萬
Carmichael Hill & Associates, Inc.2,532$12.6 萬
M&R Capital Management Inc2,000$9.94 萬
BBJS Financial Advisors, LLC200$9,940
WFA of San Diego, LLC150$7,455
Northwest Investment Counselors, LLC7$348