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 |
|---|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest | 66,861 | $331.0 萬 | 2.53% | +66,861 | 新進 |
| E Fund Management Co., Ltd. | 67,273 | $333.1 萬 | 0.17% | −9,402−12.3% | 減碼 |
| Simplex Trading, LLC | 67,330 | $333.3 萬 | 0.09% | +67,330 | 新進 |
| Charles Schwab Investment Management Inc | 67,345 | $333.4 萬 | 0.00% | −11,463−14.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 67,476 | $334.1 萬 | 0.03% | +1,348+2.0% | 加碼 |
| Financial Alternatives, Inc | 67,579 | $334.6 萬 | 2.36% | −370−0.5% | 減碼 |
| Intrepid Capital Management Inc | 67,598 | $334.7 萬 | 1.70% | +20,611+43.9% | 加碼 |
| Rathbone Brothers plc | 67,611 | $334.7 萬 | 0.02% | +620+0.9% | 加碼 |
| Financial Sense Advisors, Inc. | 68,171 | $337.5 萬 | 1.13% | +2,288+3.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 69,150 | $342.4 萬 | 0.19% | 00.0% | 不變 |
| Signify Wealth | 69,176 | $342.5 萬 | 3.87% | +4,496+7.0% | 加碼 |
| Mengis Capital Management, Inc. | 69,351 | $343.4 萬 | 0.70% | −800−1.1% | 減碼 |
| NavPoint Financial, Inc. | 69,425 | $343.7 萬 | 2.72% | −48−0.1% | 減碼 |
| D. Scott Neal, Inc. | 69,895 | $346.1 萬 | 1.90% | −763−1.1% | 減碼 |
| Evermay Wealth Management LLC | 70,804 | $350.6 萬 | 0.53% | −238−0.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 71,320 | $353.1 萬 | 0.17% | +12,732+21.7% | 加碼 |
| LifePlan Investment Advisors, Inc. | 72,056 | $356.7 萬 | 2.21% | +2,747+4.0% | 加碼 |
| Nadler Financial Group, Inc. | 72,604 | $359.5 萬 | 0.38% | +15,365+26.8% | 加碼 |
| Financial Management Network Inc | 72,417 | $360.6 萬 | 0.75% | +2,745+3.9% | 加碼 |
| Financial Advocates Investment Management | 72,981 | $361.3 萬 | 0.21% | +3,240+4.6% | 加碼 |
| SRS Capital Advisors, Inc. | 73,271 | $362.8 萬 | 0.23% | −3,309−4.3% | 減碼 |
| Eq Wealth Advisors, LLC | 73,808 | $365.4 萬 | 3.51% | +73,808 | 新進 |
| Blueprint Investment Partners LLC | 73,891 | $365.8 萬 | 0.58% | +586+0.8% | 加碼 |
| Pacific Point Advisors, LLC | 68,862 | $369.7 萬 | 2.25% | +68,862 | 新進 |
| Sepio Capital, LP | 75,188 | $372.3 萬 | 0.30% | 00.0% | 不變 |
| F/M Investments LLC | 76,026 | $376.4 萬 | 0.14% | −20,664−21.4% | 減碼 |
| Robinson Value Management, Ltd. | 76,086 | $376.7 萬 | 2.49% | −2,365−3.0% | 減碼 |
| TrinityPoint Wealth, LLC | 76,359 | $378.1 萬 | 0.53% | +38,560+102.0% | 加碼 |
| Motco | 77,389 | $383.2 萬 | 0.39% | −778−1.0% | 減碼 |
| Crescent Grove Advisors, LLC | 77,959 | $386.0 萬 | 0.38% | +6,962+9.8% | 加碼 |
| Seeds Investor LLC | 78,262 | $387.5 萬 | 1.10% | +62,191+387.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 78,514 | $388.7 萬 | 0.52% | +22,721+40.7% | 加碼 |
| waypoint wealth counsel | 78,597 | $389.1 萬 | 2.54% | −277−0.4% | 減碼 |
| Red Crane Wealth Management, LLC | 78,894 | $390.6 萬 | 3.70% | +78,894 | 新進 |
| Amplius Wealth Advisors, LLC | 78,940 | $390.8 萬 | 0.40% | −1,613−2.0% | 減碼 |
| Altman Advisors, Inc. | 87,796 | $392.6 萬 | 1.67% | +7,852+9.8% | 加碼 |
| Allie Family Office LLC | 79,560 | $393.9 萬 | 2.19% | +2,676+3.5% | 加碼 |
| Vontobel Holding Ltd. | 79,857 | $395.4 萬 | 0.01% | +13,157+19.7% | 加碼 |
| HB Wealth Management, LLC | 79,967 | $395.9 萬 | 0.04% | +8,110+11.3% | 加碼 |
| Delta Financial Advisors LLC | 80,257 | $397.4 萬 | 1.48% | −1,956−2.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 81,044 | $401.3 萬 | 0.17% | +4,413+5.8% | 加碼 |
| Jump Financial, LLC | 81,048 | $401.3 萬 | 0.08% | −19,583−19.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 81,161 | $401.8 萬 | 0.16% | +36,430+81.4% | 加碼 |
| Moulton Wealth Management, Inc | 81,701 | $404.5 萬 | 3.11% | −3,270−3.8% | 減碼 |
| Blue Investment Partners LLC | 81,703 | $404.5 萬 | 1.48% | +2,754+3.5% | 加碼 |
| Tikvah Management LLC | 82,230 | $407.1 萬 | 1.11% | 00.0% | 不變 |
| Barclays PLC | 82,410 | $408.0 萬 | 0.00% | −31,292−27.5% | 減碼 |
| Fortis Group Advisors, LLC | 82,436 | $408.1 萬 | 0.76% | −182,818−68.9% | 減碼 |
| Summit Place Financial Advisors, LLC | 82,717 | $409.5 萬 | 2.33% | −153−0.2% | 減碼 |
| Hilltop National Bank | 83,134 | $411.6 萬 | 1.24% | −695−0.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 83,356 | $412.6 萬 | 0.10% | +179+0.2% | 加碼 |
| Summit Financial, LLC | 84,118 | $416.5 萬 | 0.15% | +79,145+1,591.5% | 加碼 |
| Fiduciary Trust Co | 84,169 | $416.7 萬 | 0.06% | −7,635−8.3% | 減碼 |
| Argent Trust Co | 84,457 | $418.1 萬 | 0.17% | −710−0.8% | 減碼 |
| Synovus Financial Corp | 84,504 | $418.4 萬 | 0.05% | +2,320+2.8% | 加碼 |
| D L Carlson Investment Group Inc | 84,798 | $419.8 萬 | 0.75% | +29,965+54.6% | 加碼 |
| Riggs Capital Management LLC | 84,875 | $420.2 萬 | 4.12% | +84,875 | 新進 |
| Davies Financial Advisors, Inc. | 85,705 | $424.3 萬 | 3.61% | +951+1.1% | 加碼 |
| Gibson Capital, LLC | 86,670 | $429.1 萬 | 0.88% | −475−0.5% | 減碼 |
| Diversify Advisory Services, LLC | 84,666 | $429.9 萬 | 0.24% | −5,733−6.3% | 減碼 |
| Cadinha & Co LLC | 86,882 | $430.2 萬 | 0.71% | −587,687−87.1% | 減碼 |
| TriaGen Wealth Management LLC | 87,665 | $434.0 萬 | 1.46% | +742+0.9% | 加碼 |
| NVWM, LLC | 87,762 | $434.5 萬 | 1.10% | −170.0% | 減碼 |
| Versant Capital Management, Inc | 87,836 | $434.9 萬 | 0.94% | −11,313−11.4% | 減碼 |
| Ieq Capital, LLC | 87,914 | $435.3 萬 | 0.04% | −2,461−2.7% | 減碼 |
| J2 Capital Management Inc | 88,080 | $436.1 萬 | 4.09% | +88,080 | 新進 |
| Southern Style Financial, Inc. | 88,145 | $436.4 萬 | 3.53% | +88,145 | 新進 |
| Welch & Forbes LLC | 88,908 | $440.2 萬 | 0.06% | −796−0.9% | 減碼 |
| Signal Advisors Wealth, LLC | 89,684 | $444.0 萬 | 0.50% | −1,438−1.6% | 減碼 |
| Integrated Wealth Concepts LLC | 90,571 | $448.4 萬 | 0.05% | +37,432+70.4% | 加碼 |
| Avestar Capital, LLC | 90,627 | $448.7 萬 | 0.41% | +37,821+71.6% | 加碼 |
| RiverGlades Family Offices LLC | 91,342 | $452.2 萬 | 3.23% | +470+0.5% | 加碼 |
| Gradient Investments LLC | 91,474 | $452.9 萬 | 0.09% | +1,272+1.4% | 加碼 |
| Camden National Bank | 94,041 | $465.6 萬 | 0.70% | +11,199+13.5% | 加碼 |
| Kitching Partners, LLC | 94,061 | $465.7 萬 | 5.96% | +4,730+5.3% | 加碼 |
| Alhambra Investment Partners LLC | 94,185 | $466.3 萬 | 2.39% | −3,331−3.4% | 減碼 |
| Fiduciary Financial Group, LLC | 91,876 | $466.5 萬 | 1.02% | −4,128−4.3% | 減碼 |
| WMS Partners, LLC | 94,347 | $467.1 萬 | 0.26% | −300.0% | 減碼 |
| Boston Financial Mangement LLC | 94,542 | $468.1 萬 | 0.14% | −200−0.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 94,993 | $470.3 萬 | 0.60% | −3,150−3.2% | 減碼 |
| AdvisorNet Financial, Inc | 97,004 | $480.3 萬 | 0.40% | −9,051−8.5% | 減碼 |
| Deane Retirement Strategies, Inc. | 97,050 | $480.5 萬 | 2.42% | +1,868+2.0% | 加碼 |
| SBI Securities Co., Ltd. | 97,201 | $481.2 萬 | 0.15% | +97,201 | 新進 |
| Madden Advisory Services, Inc. | 97,770 | $484.1 萬 | 2.25% | +850+0.9% | 加碼 |
| Bessemer Group Inc | 98,182 | $486.1 萬 | 0.01% | +458+0.5% | 加碼 |
| Stableford Capital II LLC | 99,560 | $492.9 萬 | 1.95% | −1,787−1.8% | 減碼 |
| DCF Advisers, LLC | 100,000 | $495.1 萬 | 2.50% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 100,659 | $498.2 萬 | 0.07% | −16,543−14.1% | 減碼 |
| Bulltick Wealth Management, LLC | 100,879 | $499.5 萬 | 1.18% | +100,879 | 新進 |
| Wellspring Financial Advisors, LLC | 100,993 | $500.0 萬 | 0.52% | −3,190−3.1% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 101,918 | $504.6 萬 | 0.84% | +14,949+17.2% | 加碼 |
| Citadel Advisors LLC | 102,460 | $507.3 萬 | 0.00% | +56,490+122.9% | 加碼 |
| Signature Securities Group Corporation | 102,488 | $507.4 萬 | 1.26% | +6,839+7.2% | 加碼 |
| Battery Global Advisors, LLC | 103,252 | $511.2 萬 | 2.73% | +14,237+16.0% | 加碼 |
| D.A. Davidson & Co. | 103,895 | $514.4 萬 | 0.04% | +60,131+137.4% | 加碼 |
| Apollon Wealth Management, LLC | 104,093 | $515.4 萬 | 0.12% | +347+0.3% | 加碼 |
| FDx Advisors, Inc. | 104,698 | $518.4 萬 | 1.52% | −7,994−7.1% | 減碼 |
| Accretive Wealth Partners, LLC | 105,456 | $522.1 萬 | 2.22% | −2,170−2.0% | 減碼 |
| Jones Financial Companies LLLP | 106,658 | $528.1 萬 | 0.01% | +57,224+115.8% | 加碼 |
| Fermata Advisors, LLC | 107,546 | $532.5 萬 | 0.99% | −33,725−23.9% | 減碼 |