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 +217 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
- 263
- 另有 504 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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 42,207 | $209.0 萬 | 0.42% | −734−1.7% | 減碼 |
| Vicus Capital | 42,714 | $211.5 萬 | 0.19% | −190,108−81.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 42,772 | $211.8 萬 | 0.03% | +25,087+141.9% | 加碼 |
| Wedbush Securities Inc | 42,782 | $211.8 萬 | 0.08% | +10,945+34.4% | 加碼 |
| Buttonwood Financial Group, LLC | 40,551 | $212.1 萬 | 1.17% | +40,551 | 新進 |
| Knollwood Investment Advisory, LLC | 42,851 | $212.2 萬 | 0.22% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 42,900 | $212.4 萬 | 0.23% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 43,069 | $213.2 萬 | 0.77% | −5,321−11.0% | 減碼 |
| Western Wealth Management, LLC | 43,194 | $213.9 萬 | 0.11% | +11,350+35.6% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 43,509 | $215.5 萬 | 0.40% | +43,509 | 新進 |
| Confluence Wealth Services, Inc. | 42,172 | $219.2 萬 | 0.14% | +783+1.9% | 加碼 |
| Plan Group Financial, LLC | 44,558 | $220.6 萬 | 1.17% | +1,690+3.9% | 加碼 |
| First Manhattan Co | 45,204 | $223.8 萬 | 0.01% | 00.0% | 不變 |
| Kelly Financial Services LLC | 45,221 | $223.9 萬 | 0.81% | +45,221 | 新進 |
| Guidance Capital, Inc | 43,134 | $225.6 萬 | 0.69% | +10,605+32.6% | 加碼 |
| Integrated Advisors Network LLC | 45,800 | $226.8 萬 | 0.11% | +8,097+21.5% | 加碼 |
| Eq LLC | 46,054 | $228.0 萬 | 1.07% | +46,054 | 新進 |
| Red Mountain Financial, LLC | 46,149 | $228.5 萬 | 2.46% | −165−0.4% | 減碼 |
| IHT Wealth Management, LLC | 46,179 | $228.6 萬 | 0.07% | −14,207−23.5% | 減碼 |
| Cushing Capital Partners, LLC | 46,191 | $228.7 萬 | 2.20% | +46,191 | 新進 |
| Beacon Bridge Wealth Partners, LLC | 46,347 | $229.5 萬 | 0.97% | +46,347 | 新進 |
| BridgePort Financial Solutions, LLC | 42,341 | $229.5 萬 | 1.04% | +42,341 | 新進 |
| Compass Financial Group, Inc. | 46,385 | $229.7 萬 | 1.10% | −3,282−6.6% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 47,254 | $234.0 萬 | 0.19% | +47,254 | 新進 |
| Northside Capital Management, LLC | 47,422 | $234.8 萬 | 0.62% | 00.0% | 不變 |
| Prospera Financial Services Inc | 47,436 | $234.9 萬 | 0.05% | +2,905+6.5% | 加碼 |
| TownSquare Capital, LLC | 47,605 | $235.7 萬 | 0.03% | +13,032+37.7% | 加碼 |
| Steel Peak Wealth Management LLC | 48,165 | $238.5 萬 | 0.10% | +48,165 | 新進 |
| Generation Capital Management LLC | 48,286 | $239.1 萬 | 2.05% | +48,286 | 新進 |
| Farrell Financial LLC | 48,852 | $241.9 萬 | 1.73% | +368+0.8% | 加碼 |
| Bank of Jackson Hole Trust | 49,150 | $243.3 萬 | 1.62% | +49,150 | 新進 |
| Smith Thornton Advisors LLC | 49,169 | $243.4 萬 | 1.54% | −323−0.7% | 減碼 |
| Laidlaw Wealth Management LLC | 49,645 | $245.8 萬 | 1.07% | −815−1.6% | 減碼 |
| Advisory Alpha, LLC | 49,756 | $246.3 萬 | 0.09% | −2,310−4.4% | 減碼 |
| Proequities, Inc. | 47,410 | $246.7 萬 | 0.14% | +41,298+675.7% | 加碼 |
| BCJ Capital Management, LLC | 50,037 | $247.7 萬 | 0.19% | +15,433+44.6% | 加碼 |
| Westover Capital Advisors, LLC | 50,038 | $247.7 萬 | 0.55% | −36,238−42.0% | 減碼 |
| Strengthening Families & Communities, LLC | 50,147 | $248.3 萬 | 1.41% | −745−1.5% | 減碼 |
| Boston Research & Management Inc | 50,283 | $249.0 萬 | 0.60% | −100−0.2% | 減碼 |
| Invst, LLC | 50,374 | $249.4 萬 | 0.30% | +50,374 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 50,435 | $249.7 萬 | 0.37% | +7,021+16.2% | 加碼 |
| NewSquare Capital LLC | 50,838 | $251.7 萬 | 0.20% | −488−1.0% | 減碼 |
| Lynx Investment Advisory | 50,889 | $252.0 萬 | 1.72% | 00.0% | 不變 |
| Harbour Investments, Inc. | 51,432 | $254.6 萬 | 0.07% | +4,832+10.4% | 加碼 |
| Merit Financial Group, LLC | 51,538 | $255.2 萬 | 0.05% | +32,975+177.6% | 加碼 |
| Legacy Financial Group LLC | 51,560 | $255.3 萬 | 0.41% | +51,560 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52,311 | $259.0 萬 | 0.09% | +3,098+6.3% | 加碼 |
| LM Advisors LLC | 52,347 | $259.2 萬 | 0.46% | −10.0% | 減碼 |
| Trademark Financial Management, LLC | 52,538 | $260.1 萬 | 2.07% | −127−0.2% | 減碼 |
| Independent Solutions Wealth Management, LLC | 52,919 | $262.0 萬 | 0.57% | +48,567+1,116.0% | 加碼 |
| Cowa, LLC | 53,308 | $263.9 萬 | 1.22% | −5,049−8.7% | 減碼 |
| United Community Bank | 53,568 | $265.2 萬 | 1.03% | −100.0% | 減碼 |
| Nomura Asset Management Co Ltd | 53,600 | $265.4 萬 | 0.01% | +200+0.4% | 加碼 |
| Alpha Zero LLC | 53,855 | $266.6 萬 | 2.04% | +53,855 | 新進 |
| Financial & Tax Architects, LLC | 53,933 | $267.0 萬 | 0.68% | −1,760−3.2% | 減碼 |
| Snowden Capital Advisors LLC | 54,309 | $268.9 萬 | 0.08% | +11,426+26.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 54,482 | $269.7 萬 | 0.04% | 00.0% | 不變 |
| Dahring | Cusmano LLC | 54,516 | $269.9 萬 | 2.45% | +54,516 | 新進 |
| Firestone Capital Management | 54,604 | $270.3 萬 | 0.67% | +1,346+2.5% | 加碼 |
| Pinnacle Financial Partners Inc | 54,553 | $270.7 萬 | 0.05% | −3,853−6.6% | 減碼 |
| Security Financial Services, INC. | 54,918 | $271.9 萬 | 0.55% | +54,918 | 新進 |
| Asset Management One Co.,Ltd. | 55,250 | $273.3 萬 | 0.01% | −9,900−15.2% | 減碼 |
| Flputnam Investment Management Co | 55,236 | $273.5 萬 | 0.05% | −195−0.4% | 減碼 |
| One Capital Management, LLC | 55,293 | $273.8 萬 | 0.09% | −2,533−4.4% | 減碼 |
| Gould Asset Management LLC | 55,435 | $274.5 萬 | 0.58% | −1,065−1.9% | 減碼 |
| Geneos Wealth Management Inc. | 56,345 | $279.0 萬 | 0.10% | −1,232−2.1% | 減碼 |
| Fidelis Capital Partners, LLC | 52,886 | $281.2 萬 | 0.28% | +1,941+3.8% | 加碼 |
| Carlson Capital Management | 57,334 | $283.9 萬 | 0.12% | +100+0.2% | 加碼 |
| Ameritas Advisory Services, LLC | 57,389 | $284.1 萬 | 0.10% | +24,653+75.3% | 加碼 |
| Evelyn Partners Asset Management Ltd | 57,407 | $284.2 萬 | 0.77% | +57,407 | 新進 |
| Ci Investments Inc. | 57,617 | $285.3 萬 | 0.01% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 54,758 | $286.4 萬 | 0.14% | 00.0% | 不變 |
| Towerpoint Wealth, LLC | 58,204 | $288.2 萬 | 1.41% | −1,384−2.3% | 減碼 |
| Pettinga Financial Advisors, LLC | 58,455 | $289.4 萬 | 0.65% | +52,955+962.8% | 加碼 |
| Apollon Financial, LLC | 58,742 | $290.8 萬 | 0.72% | +5,432+10.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 59,291 | $293.5 萬 | 0.16% | +21,887+58.5% | 加碼 |
| Cercano Management LLC | 59,869 | $296.4 萬 | 0.08% | +59,869 | 新進 |
| LifeWealth Investments, LLC | 60,058 | $297.3 萬 | 1.97% | +60,058 | 新進 |
| Modera Wealth Management, LLC | 60,211 | $298.1 萬 | 0.04% | −3,913−6.1% | 減碼 |
| High Falls Advisors, Inc | 60,328 | $298.7 萬 | 0.69% | +60,328 | 新進 |
| Wealthstar Advisors, LLC | 60,843 | $301.2 萬 | 1.31% | +60,843 | 新進 |
| Regions Financial Corp | 60,963 | $301.8 萬 | 0.02% | +906+1.5% | 加碼 |
| Whittier Trust Co | 61,000 | $301.9 萬 | 0.04% | −8,835−12.7% | 減碼 |
| Patriot Investment Management Inc. | 61,197 | $303.0 萬 | 0.23% | −5,532−8.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 61,208 | $303.0 萬 | 0.26% | −2,156−3.4% | 減碼 |
| Aspect Partners, LLC | 61,935 | $306.6 萬 | 1.77% | −2,419−3.8% | 減碼 |
| Sharkey, Howes & Javer | 62,042 | $307.2 萬 | 0.43% | +62,042 | 新進 |
| Stonehage Fleming Financial Services Holdings Ltd | 62,417 | $309.0 萬 | 0.09% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 62,600 | $309.9 萬 | 2.91% | +62,600 | 新進 |
| TSFG, LLC | 64,210 | $317.9 萬 | 0.65% | +62,337+3,328.2% | 加碼 |
| Empowered Funds, LLC | 64,225 | $318.0 萬 | 0.05% | +64,225 | 新進 |
| Bradley Foster & Sargent Inc | 64,359 | $318.6 萬 | 0.05% | −463−0.7% | 減碼 |
| Promus Capital, LLC | 64,363 | $318.7 萬 | 2.44% | +64,363 | 新進 |
| Eagle Strategies LLC | 64,486 | $319.3 萬 | 0.55% | +3,320+5.4% | 加碼 |
| First Horizon Advisors, Inc. | 66,042 | $327.0 萬 | 0.09% | +14,237+27.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 66,070 | $327.1 萬 | 0.10% | +57,815+700.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 66,191 | $327.9 萬 | 0.04% | −5,435−7.6% | 減碼 |
| Icon Wealth Advisors, LLC | 66,233 | $327.9 萬 | 0.27% | +66,233 | 新進 |
| Parallel Advisors, LLC | 66,332 | $328.4 萬 | 0.07% | −3,449−4.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 66,404 | $328.8 萬 | 0.07% | −731−1.1% | 減碼 |