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 |
|---|---|---|---|---|---|
| Briaud Financial Planning, Inc | 107,672 | $533.0 萬 | 2.17% | +768+0.7% | 加碼 |
| FineMark National Bank & Trust | 110,791 | $548.5 萬 | 0.19% | +6,360+6.1% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 111,113 | $550.1 萬 | 2.32% | +11,382+11.4% | 加碼 |
| Lido Advisors, LLC | 111,234 | $550.7 萬 | 0.03% | −1,866−1.6% | 減碼 |
| Graham Capital Wealth Management, LLC | 111,582 | $552.4 萬 | 4.76% | −199,522−64.1% | 減碼 |
| Pensionmark Financial Group, LLC | 111,591 | $552.5 萬 | 0.15% | +77,926+231.5% | 加碼 |
| Wealth Alliance | 112,134 | $555.2 萬 | 0.66% | +17,836+18.9% | 加碼 |
| Callan Family Office, LLC | 112,213 | $555.6 萬 | 0.35% | +4,267+4.0% | 加碼 |
| Ackerman Capital Advisors, LLC | 112,645 | $557.7 萬 | 1.46% | −1,104−1.0% | 減碼 |
| Lynx Capital Group Ltd | 113,036 | $559.6 萬 | 3.22% | +9,130+8.8% | 加碼 |
| Wills Financial Group, Inc. | 114,462 | $566.7 萬 | 2.45% | +85+0.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 114,538 | $567.1 萬 | 0.26% | +884+0.8% | 加碼 |
| Twelve Points Wealth Management LLC | 115,325 | $571.0 萬 | 1.64% | +1,821+1.6% | 加碼 |
| Southeast Asset Advisors Inc. | 115,540 | $572.0 萬 | 0.70% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 117,380 | $581.1 萬 | 4.36% | +117,380 | 新進 |
| Wealthspan Partners, LLC | 117,748 | $583.0 萬 | 2.78% | +2,533+2.2% | 加碼 |
| Cypress Capital Group | 118,702 | $587.7 萬 | 0.72% | +16,782+16.5% | 加碼 |
| ABLE Financial Group, LLC | 120,721 | $597.7 萬 | 1.77% | +67,121+125.2% | 加碼 |
| Prairie Wealth Advisors, Inc. | 121,525 | $601.7 萬 | 2.89% | +7,733+6.8% | 加碼 |
| Bigelow Investment Advisors, LLC | 121,645 | $602.3 萬 | 2.83% | +15,354+14.4% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 126,033 | $604.6 萬 | 3.33% | +126,033 | 新進 |
| Atomi Financial Group, Inc. | 123,965 | $613.8 萬 | 0.31% | +15,717+14.5% | 加碼 |
| Coastal Bridge Advisors, LLC | 124,791 | $617.8 萬 | 1.56% | +443+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 124,920 | $618.5 萬 | 0.06% | +29,713+31.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 124,920 | $618.5 萬 | 0.06% | +29,713+31.2% | 加碼 |
| Meridian Investment Counsel Inc. | 125,976 | $623.7 萬 | 1.86% | +1,133+0.9% | 加碼 |
| Atria Investments LLC | 126,471 | $626.2 萬 | 0.08% | +58,106+85.0% | 加碼 |
| Maltin Wealth Management, Inc. | 126,631 | $627.0 萬 | 3.08% | +714+0.6% | 加碼 |
| Advocacy Wealth Management Services, LLC | 126,942 | $628.5 萬 | 0.48% | +126,942 | 新進 |
| Weil Company, Inc. | 127,203 | $629.8 萬 | 2.18% | −3,308−2.5% | 減碼 |
| Kades & Cheifetz LLC | 127,620 | $631.8 萬 | 3.23% | +518+0.4% | 加碼 |
| AE Wealth Management LLC | 129,820 | $642.7 萬 | 0.05% | −38,029−22.7% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 130,553 | $646.4 萬 | 1.17% | +2,094+1.6% | 加碼 |
| WealthCare Investment Partners, LLC | 130,752 | $656.2 萬 | 2.86% | +7,020+5.7% | 加碼 |
| Global Wealth Strategies & Associates | 133,502 | $661.0 萬 | 2.07% | +5,033+3.9% | 加碼 |
| Cranbrook Wealth Management, LLC | 134,087 | $663.9 萬 | 1.54% | −2,720−2.0% | 減碼 |
| JP Wealth Management, Inc. | 134,982 | $668.3 萬 | 4.91% | +134,982 | 新進 |
| Sentinel Trust Co Lba | 135,264 | $669.7 萬 | 0.77% | −30,720−18.5% | 減碼 |
| Omnia Family Wealth, LLC | 136,791 | $677.3 萬 | 2.80% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 137,982 | $681.9 萬 | 0.43% | −8,365−5.7% | 減碼 |
| Towneley Capital Management, Inc | 138,043 | $683.5 萬 | 1.62% | −1,890−1.4% | 減碼 |
| Patton Fund Management, Inc. | 138,148 | $684.0 萬 | 1.34% | −4,916−3.4% | 減碼 |
| We Are One Seven, LLC | 139,579 | $691.1 萬 | 0.27% | +3,196+2.3% | 加碼 |
| Ballentine Partners, LLC | 139,891 | $692.6 萬 | 0.12% | −523−0.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 140,267 | $694.5 萬 | 0.36% | +3,032+2.2% | 加碼 |
| MBA Advisors LLC | 140,531 | $695.8 萬 | 3.53% | +6,649+5.0% | 加碼 |
| Prudential Financial Inc | 142,295 | $704.5 萬 | 0.01% | −3,031−2.1% | 減碼 |
| Highland Financial Advisors, LLC | 142,921 | $707.6 萬 | 2.45% | −4,765−3.2% | 減碼 |
| BSW Wealth Partners | 143,729 | $711.6 萬 | 1.04% | +4,761+3.4% | 加碼 |
| Foguth Wealth Management, LLC. | 136,820 | $715.7 萬 | 1.87% | +52,084+61.5% | 加碼 |
| Systelligence, LLC | 145,081 | $718.3 萬 | 1.77% | +3,017+2.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 145,548 | $720.6 萬 | 0.10% | −13,009−8.2% | 減碼 |
| Mutual Advisors, LLC | 141,356 | $724.4 萬 | 0.21% | +33,295+30.8% | 加碼 |
| Change Path, LLC | 150,354 | $744.4 萬 | 0.23% | +113,139+304.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 151,084 | $748.0 萬 | 0.09% | +63,778+73.1% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 151,377 | $749.5 萬 | 3.37% | −98,320−39.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 151,396 | $749.6 萬 | 0.13% | +3,292+2.2% | 加碼 |
| Modern Wealth Management, LLC | 152,030 | $752.7 萬 | 0.28% | +25,147+19.8% | 加碼 |
| Old Port Advisors | 152,679 | $755.9 萬 | 2.17% | +4,023+2.7% | 加碼 |
| Stephen J. Garry & Associates, LLC | 154,383 | $764.4 萬 | 7.06% | +2,392+1.6% | 加碼 |
| Avantax Advisory Services, Inc. | 154,437 | $764.6 萬 | 0.05% | +92,325+148.6% | 加碼 |
| Financial Counselors Inc | 155,268 | $768.7 萬 | 0.11% | +808+0.5% | 加碼 |
| GFS Advisors, LLC | 155,371 | $769.2 萬 | 1.17% | −1,189−0.8% | 減碼 |
| Brave Asset Management Inc | 155,843 | $771.6 萬 | 2.45% | −370,693−70.4% | 減碼 |
| Plum Street Advisors, LLC | 156,998 | $777.3 萬 | 3.84% | −5,154−3.2% | 減碼 |
| Sigma Planning Corp | 157,746 | $781.0 萬 | 0.25% | +17,016+12.1% | 加碼 |
| DSG Capital Advisors, LLC | 159,004 | $787.2 萬 | 1.43% | +159,004 | 新進 |
| Well Done, LLC | 158,873 | $789.6 萬 | 1.45% | 00.0% | 不變 |
| Impact Investors, Inc | 159,694 | $790.6 萬 | 6.13% | +159,694 | 新進 |
| Ancora Advisors, LLC | 161,093 | $797.6 萬 | 0.18% | +2,454+1.5% | 加碼 |
| Ariston Services Group | 161,712 | $800.6 萬 | 6.94% | +415+0.3% | 加碼 |
| Executive Wealth Management, LLC | 163,439 | $809.2 萬 | 0.63% | −113,445−41.0% | 減碼 |
| Private Advisor Group, LLC | 163,738 | $810.7 萬 | 0.05% | +19,185+13.3% | 加碼 |
| Commerce Bank | 163,743 | $810.7 萬 | 0.05% | +841+0.5% | 加碼 |
| National Asset Management, Inc. | 163,806 | $811.0 萬 | 0.27% | −181,708−52.6% | 減碼 |
| Altiora Financial Group, LLC | 163,963 | $811.8 萬 | 1.77% | +7,533+4.8% | 加碼 |
| Greenline Partners, LLC | 164,182 | $812.9 萬 | 1.14% | −2,015−1.2% | 減碼 |
| Cape Ann Savings Bank | 165,373 | $818.8 萬 | 4.82% | −1,027−0.6% | 減碼 |
| Vivaldi Capital Management, LLC | 158,243 | $819.1 萬 | 1.26% | −33,970−17.7% | 減碼 |
| Regency Capital Management Inc. | 165,998 | $821.9 萬 | 4.45% | +1,988+1.2% | 加碼 |
| JNBA Financial Advisors | 165,999 | $821.9 萬 | 0.84% | −3,860−2.3% | 減碼 |
| Pathstone Holdings, LLC | 166,980 | $826.7 萬 | 0.04% | +10,234+6.5% | 加碼 |
| McMahon Financial Advisors, LLC | 167,155 | $827.6 萬 | 2.12% | +15,833+10.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 168,404 | $833.8 萬 | 3.55% | +328+0.2% | 加碼 |
| Jane Street Group, LLC | 168,923 | $836.3 萬 | 0.01% | −4,922−2.8% | 減碼 |
| Insight Wealth Partners, LLC | 169,800 | $840.7 萬 | 5.32% | +6,076+3.7% | 加碼 |
| Stablepoint Partners, LLC | 171,262 | $847.9 萬 | 1.56% | +280+0.2% | 加碼 |
| Lifeworks Advisors, LLC | 171,742 | $850.3 萬 | 1.54% | +26,290+18.1% | 加碼 |
| CSS LLC | 174,370 | $863.3 萬 | 0.51% | +2,970+1.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 174,500 | $863.9 萬 | 0.09% | −250−0.1% | 減碼 |
| Gimbal Financial | 176,524 | $874.0 萬 | 7.15% | −166,820−48.6% | 減碼 |
| Stonebridge Financial Group, LLC | 178,235 | $882.4 萬 | 0.97% | +178,235 | 新進 |
| Renaissance Technologies LLC | 180,100 | $891.7 萬 | 0.01% | +170,500+1,776.0% | 加碼 |
| LifePlan Financial, LLC | 180,918 | $895.7 萬 | 7.91% | −8,521−4.5% | 減碼 |
| JB Capital LLC | 185,598 | $918.9 萬 | 0.51% | +179,492+2,939.6% | 加碼 |
| Sapient Capital LLC | 185,642 | $919.1 萬 | 0.18% | +2,590+1.4% | 加碼 |
| Silverleafe Capital Partners, LLC | 188,431 | $932.9 萬 | 2.96% | +689+0.4% | 加碼 |
| Brown Advisory Inc | 189,398 | $937.7 萬 | 0.01% | +12,696+7.2% | 加碼 |
| Okabena Investment Services Inc | 190,441 | $942.9 萬 | 2.62% | +989+0.5% | 加碼 |
| NTV Asset Management LLC | 191,980 | $950.5 萬 | 1.25% | +1,377+0.7% | 加碼 |