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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 7,372 | $36.5 萬 | 0.19% | 00.0% | 不變 |
| Galvin, Gaustad & Stein, LLC | 7,449 | $36.9 萬 | 0.03% | +2,255+43.4% | 加碼 |
| Kovack Advisors, Inc. | 7,456 | $36.9 萬 | 0.04% | −2,182−22.6% | 減碼 |
| Washington Trust Co | 7,510 | $37.2 萬 | 0.01% | 00.0% | 不變 |
| Dopkins Wealth Management, LLC | 7,513 | $37.2 萬 | 0.19% | +7,513 | 新進 |
| First City Capital Management, Inc. | 7,543 | $37.3 萬 | 0.20% | 00.0% | 不變 |
| Benchmark Investment Advisors LLC | 7,545 | $37.4 萬 | 0.24% | −70−0.9% | 減碼 |
| Private Advisory Group LLC | 7,559 | $37.4 萬 | 0.04% | +7,559 | 新進 |
| Mid-American Wealth Advisory Group, Inc. | 7,566 | $37.5 萬 | 0.22% | −754−9.1% | 減碼 |
| BKM Wealth Management, LLC | 7,629 | $37.8 萬 | 0.15% | −11,160−59.4% | 減碼 |
| Tacita Capital Inc | 7,662 | $37.9 萬 | 0.27% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 7,673 | $38.0 萬 | 0.05% | +7,673 | 新進 |
| Discipline Wealth Solutions, LLC | 7,709 | $38.2 萬 | 0.18% | +7,709 | 新進 |
| Copia Wealth Management | 7,750 | $38.4 萬 | 0.37% | +7,750 | 新進 |
| Meritage Portfolio Management | 7,760 | $38.4 萬 | 0.02% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 7,800 | $38.6 萬 | 0.28% | 00.0% | 不變 |
| MKD Wealth Coaches, LLC | 7,801 | $38.6 萬 | 0.39% | +7,801 | 新進 |
| Terry L. Blaker | 7,830 | $38.8 萬 | 0.01% | +600+8.3% | 加碼 |
| Stegent Equity Advisors, Inc. | 7,832 | $38.8 萬 | 0.39% | 00.0% | 不變 |
| McAdam, LLC | 7,833 | $38.8 萬 | 0.02% | −226−2.8% | 減碼 |
| Klingman & Associates, LLC | 7,866 | $38.9 萬 | 0.02% | −117−1.5% | 減碼 |
| Squarepoint Ops LLC | 7,866 | $38.9 萬 | 0.00% | +7,866 | 新進 |
| StoneX Group Inc. | 7,888 | $39.1 萬 | 0.02% | +645+8.9% | 加碼 |
| Northeast Financial Consultants Inc | 7,888 | $39.1 萬 | 0.02% | +7,888 | 新進 |
| Sand Hill Global Advisors, LLC | 7,955 | $39.4 萬 | 0.02% | +1,498+23.2% | 加碼 |
| Arrien Investments, Inc. | 7,500 | $39.6 萬 | 0.28% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 8,024 | $39.7 萬 | 0.05% | +250+3.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,063 | $39.9 萬 | 0.06% | +3,063+61.3% | 加碼 |
| Disciplined Investors, L.L.C. | 7,950 | $39.9 萬 | 0.38% | +7,950 | 新進 |
| Clarity Financial LLC | 8,144 | $40.3 萬 | 0.05% | +281+3.6% | 加碼 |
| Larson Financial Group LLC | 8,185 | $40.5 萬 | 0.02% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 8,234 | $40.8 萬 | 0.11% | 00.0% | 不變 |
| Adviser Investments LLC | 8,255 | $40.9 萬 | 0.01% | −37,598−82.0% | 減碼 |
| Compass Ion Advisors, LLC | 8,276 | $41.0 萬 | 0.05% | +761+10.1% | 加碼 |
| Talon Private Wealth, LLC | 8,284 | $41.0 萬 | 0.09% | −48−0.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,287 | $41.0 萬 | 0.04% | +215+2.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 8,275 | $41.1 萬 | 0.04% | 00.0% | 不變 |
| Andina Capital Management, LLC | 8,310 | $41.1 萬 | 0.34% | −2,884−25.8% | 減碼 |
| NWF Advisory Services Inc. | 8,325 | $41.2 萬 | 0.06% | +2,895+53.3% | 加碼 |
| Custom Index Systems, LLC | 8,340 | $41.3 萬 | 0.22% | +2,551+44.1% | 加碼 |
| Ingalls & Snyder LLC | 8,389 | $41.5 萬 | 0.02% | −4,538−35.1% | 減碼 |
| Integral Investment Advisors, Inc. | 8,395 | $41.6 萬 | 0.13% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 8,416 | $41.7 萬 | 0.01% | +8,416 | 新進 |
| First PREMIER Bank | 8,414 | $41.7 萬 | 0.11% | 00.0% | 不變 |
| Reliant Wealth Planning | 8,462 | $41.9 萬 | 0.20% | +145+1.7% | 加碼 |
| Capital Planning Advisors, LLC | 8,464 | $41.9 萬 | 0.06% | −778−8.4% | 減碼 |
| CRCM LP | 8,495 | $42.1 萬 | 0.17% | −1,950−18.7% | 減碼 |
| First Nebraska Trust Co | 8,500 | $42.1 萬 | 0.04% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 8,513 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Patten Group, Inc. | 8,589 | $42.5 萬 | 0.09% | +8,589 | 新進 |
| Strategies Wealth Advisors, LLC | 7,752 | $42.5 萬 | 0.05% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 8,593 | $42.5 萬 | 0.02% | −973−10.2% | 減碼 |
| Quadrant Private Wealth Management, LLC | 8,596 | $42.6 萬 | 0.10% | +195+2.3% | 加碼 |
| Kiely Wealth Advisory Group, Inc. | 7,781 | $42.7 萬 | 0.27% | 00.0% | 不變 |
| KKM Financial LLC | 8,683 | $43.0 萬 | 0.18% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 8,690 | $43.0 萬 | 0.01% | −100−1.1% | 減碼 |
| Ashford Capital Management Inc | 8,711 | $43.1 萬 | 0.05% | 00.0% | 不變 |
| Endeavor Private Wealth, Inc. | 8,777 | $43.5 萬 | 0.41% | +8,777 | 新進 |
| GeoWealth Management, LLC | 8,780 | $43.5 萬 | 0.01% | +1,584+22.0% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 8,825 | $43.7 萬 | 0.02% | +8,825 | 新進 |
| Fairvoy Private Wealth, LLC | 8,884 | $44.0 萬 | 0.12% | +8,884 | 新進 |
| DGS Capital Management, LLC | 8,896 | $44.0 萬 | 0.11% | +177+2.0% | 加碼 |
| Strategic Financial Concepts, LLC | 8,931 | $44.2 萬 | 0.08% | +8,931 | 新進 |
| May Barnhard Investments LLC | 8,950 | $44.3 萬 | 0.21% | 00.0% | 不變 |
| Dynamic Financial Group | 8,959 | $44.4 萬 | 0.45% | +8,959 | 新進 |
| Baker Avenue Asset Management, LP | 8,962 | $44.4 萬 | 0.01% | +1,445+19.2% | 加碼 |
| Helium Advisors LLC | 8,985 | $44.5 萬 | 0.35% | +8,985 | 新進 |
| Brandywine Oak Private Wealth LLC | 9,000 | $44.6 萬 | 0.04% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 9,009 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 9,024 | $44.7 萬 | 0.06% | +337+3.9% | 加碼 |
| Beckerman Institutional, LLC | 9,030 | $44.7 萬 | 0.36% | +2,034+29.1% | 加碼 |
| Essex Savings Bank | 9,091 | $45.0 萬 | 0.11% | +791+9.5% | 加碼 |
| Woodward Diversified Capital, LLC | 9,120 | $45.2 萬 | 0.33% | −75−0.8% | 減碼 |
| RFG Advisory, LLC | 9,125 | $45.2 萬 | 0.01% | −7,479−45.0% | 減碼 |
| Winch Advisory Services, LLC | 9,195 | $45.5 萬 | 0.12% | −1,991−17.8% | 減碼 |
| Callan Capital, LLC | 9,195 | $45.5 萬 | 0.03% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 9,238 | $45.7 萬 | 0.01% | +4,632+100.6% | 加碼 |
| Farmers Trust Co | 9,246 | $45.8 萬 | 0.09% | 00.0% | 不變 |
| Three Cord True Wealth Management, LLC | 9,285 | $46.0 萬 | 0.40% | +9,285 | 新進 |
| XML Financial, LLC | 9,302 | $46.1 萬 | 0.04% | +3,600+63.1% | 加碼 |
| Peapack Gladstone Financial Corp | 9,306 | $46.1 萬 | 0.01% | −68−0.7% | 減碼 |
| Endowment Wealth Management, Inc. | 9,330 | $46.2 萬 | 0.31% | +339+3.8% | 加碼 |
| R.P. Boggs & Co. | 9,363 | $46.4 萬 | 0.28% | 00.0% | 不變 |
| Greenleaf Trust | 9,416 | $46.6 萬 | 0.00% | −515−5.2% | 減碼 |
| 4WEALTH Advisors, Inc. | 9,464 | $46.9 萬 | 0.48% | +9,464 | 新進 |
| Williams & Novak, LLC | 9,496 | $47.0 萬 | 0.45% | 00.0% | 不變 |
| West Paces Advisors Inc. | 9,515 | $47.1 萬 | 0.11% | −1,500−13.6% | 減碼 |
| Choate Investment Advisors | 9,517 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Isthmus Partners, LLC | 9,520 | $47.1 萬 | 0.06% | +9,520 | 新進 |
| Berkeley Capital Partners, LLC | 9,570 | $47.4 萬 | 0.13% | +310+3.3% | 加碼 |
| Sonora Investment Management Group, LLC | 9,643 | $47.7 萬 | 0.04% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 9,644 | $47.7 萬 | 0.07% | +60+0.6% | 加碼 |
| Staley Capital Advisers Inc | 9,648 | $47.8 萬 | 0.02% | −80−0.8% | 減碼 |
| EPG Wealth Management LLC | 9,670 | $47.9 萬 | 0.13% | −1,125−10.4% | 減碼 |
| Patten & Patten Inc | 9,710 | $48.1 萬 | 0.03% | +165+1.7% | 加碼 |
| Valmark Advisers, Inc. | 9,739 | $48.2 萬 | 0.01% | −3,416−26.0% | 減碼 |
| Petra Financial Advisors Inc | 9,763 | $48.3 萬 | 0.33% | −13,628−58.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 9,773 | $48.4 萬 | 0.02% | 00.0% | 不變 |
| DMG Group, LLC | 9,787 | $48.5 萬 | 0.39% | −3,143−24.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,819 | $48.6 萬 | 0.01% | +1,062+12.1% | 加碼 |