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 |
|---|---|---|---|---|---|
| CPR Investments Inc. | 13,512 | $66.9 萬 | 0.60% | +13,512 | 新進 |
| Magnolia Capital Advisors LLC | 13,552 | $67.1 萬 | 0.17% | +3,631+36.6% | 加碼 |
| SGL Investment Advisors, Inc. | 12,340 | $67.6 萬 | 0.34% | −418−3.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 13,724 | $67.9 萬 | 0.02% | +24+0.2% | 加碼 |
| MONECO Advisors, LLC | 14,031 | $69.5 萬 | 0.07% | +606+4.5% | 加碼 |
| Access Investment Management LLC | 14,052 | $69.6 萬 | 0.20% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 14,099 | $69.8 萬 | 0.11% | −954−6.3% | 減碼 |
| Maia Wealth LLC | 13,600 | $70.4 萬 | 0.15% | −87−0.6% | 減碼 |
| Capital Advisors Inc | 14,223 | $70.4 萬 | 0.01% | +3,257+29.7% | 加碼 |
| Kilter Group LLC | 14,361 | $71.1 萬 | 0.46% | +14,361 | 新進 |
| Marmo Financial Group, LLC | 14,401 | $71.3 萬 | 0.39% | 00.0% | 不變 |
| Matrix Trust Co | 14,517 | $71.9 萬 | 0.12% | +12,499+619.4% | 加碼 |
| Farmers & Merchants Investments Inc | 14,587 | $72.2 萬 | 0.02% | +411+2.9% | 加碼 |
| Synergy Investment Management, LLC | 14,693 | $72.7 萬 | 0.31% | +14,693 | 新進 |
| Warren Averett Asset Management, LLC | 14,768 | $73.1 萬 | 0.01% | +5,154+53.6% | 加碼 |
| Claro Advisors LLC | 14,827 | $73.4 萬 | 0.10% | +14,827 | 新進 |
| Advus Financial Partners, LLC | 14,910 | $73.8 萬 | 0.21% | +7,113+91.2% | 加碼 |
| Aberdeen Wealth Management LLC | 14,912 | $73.8 萬 | 0.51% | 00.0% | 不變 |
| Confluence Investment Management LLC | 14,962 | $74.1 萬 | 0.01% | +592+4.1% | 加碼 |
| Shared Vision Wealth Group LLC | 14,972 | $74.1 萬 | 0.39% | +14,972 | 新進 |
| Bank of Nova Scotia | 14,994 | $74.2 萬 | 0.00% | +57+0.4% | 加碼 |
| Tarbox Family Office, Inc. | 15,000 | $74.3 萬 | 0.12% | 00.0% | 不變 |
| Horan Capital Advisors, LLC. | 15,085 | $74.7 萬 | 0.25% | 00.0% | 不變 |
| Benjamin Edwards Inc | 15,126 | $74.9 萬 | 0.01% | +3,196+26.8% | 加碼 |
| Barnes Wealth Management Group, Inc | 15,157 | $75.0 萬 | 0.50% | +15,157 | 新進 |
| Blue Fin Capital, Inc. | 15,508 | $76.8 萬 | 0.14% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 15,512 | $76.8 萬 | 0.05% | +1,021+7.0% | 加碼 |
| Northcape Wealth Management, LLC | 15,535 | $76.9 萬 | 0.25% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 15,635 | $77.4 萬 | 0.04% | +948+6.5% | 加碼 |
| Capital Investment Advisors, LLC | 15,681 | $77.6 萬 | 0.02% | +1,164+8.0% | 加碼 |
| Sovran Advisors, LLC | 15,392 | $77.8 萬 | 0.11% | +15,392 | 新進 |
| Mather Group, LLC. | 15,757 | $78.0 萬 | 0.01% | +5,912+60.1% | 加碼 |
| KCM Investment Advisors LLC | 15,915 | $78.8 萬 | 0.03% | +2,132+15.5% | 加碼 |
| Old National Bancorp | 16,038 | $79.4 萬 | 0.02% | +49+0.3% | 加碼 |
| Wescott Financial Advisory Group, LLC | 16,247 | $80.4 萬 | 0.08% | 00.0% | 不變 |
| Mill Capital Management, LLC | 16,250 | $80.5 萬 | 0.06% | 00.0% | 不變 |
| Mirador Capital Partners LP | 16,298 | $80.7 萬 | 0.15% | −12−0.1% | 減碼 |
| Ellis Investment Partners, LLC | 16,357 | $81.0 萬 | 0.16% | +257+1.6% | 加碼 |
| Principle Wealth Partners LLC | 16,459 | $81.5 萬 | 0.06% | 00.0% | 不變 |
| Novem Group | 16,518 | $81.8 萬 | 0.12% | +16,518 | 新進 |
| Wealthgarden F.S. LLC | 16,709 | $82.7 萬 | 0.77% | +5,355+47.2% | 加碼 |
| BEAM Asset Management, LLC | 16,775 | $83.1 萬 | 0.26% | +597+3.7% | 加碼 |
| Lakeview Capital Partners, LLC | 16,778 | $83.1 萬 | 0.18% | +7,379+78.5% | 加碼 |
| Narus Financial Partners, LLC | 16,787 | $83.1 萬 | 0.28% | −1,366−7.5% | 減碼 |
| Kornitzer Capital Management Inc | 16,793 | $83.1 萬 | 0.02% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 16,821 | $83.3 萬 | 0.02% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 16,853 | $83.4 萬 | 0.12% | −12,272−42.1% | 減碼 |
| Cascade Financial Partners, LLC | 16,942 | $83.9 萬 | 0.11% | −1,150−6.4% | 減碼 |
| Valicenti Advisory Services Inc | 16,955 | $84.0 萬 | 0.21% | +480+2.9% | 加碼 |
| XTX Topco Ltd | 17,049 | $84.4 萬 | 0.07% | +17,049 | 新進 |
| Glenmede Trust Co NA | 17,082 | $84.6 萬 | 0.00% | −5,779−25.3% | 減碼 |
| Ballew Advisors, Inc | 16,910 | $85.0 萬 | 0.54% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 17,269 | $85.0 萬 | 0.23% | +212+1.2% | 加碼 |
| S&CO Inc | 17,174 | $85.0 萬 | 0.06% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 17,189 | $85.1 萬 | 0.06% | +70+0.4% | 加碼 |
| West Wealth Group, LLC | 17,237 | $85.3 萬 | 0.25% | +17,237 | 新進 |
| Cardiff Park Advisors, LLC | 17,242 | $85.4 萬 | 0.08% | −1,148−6.2% | 減碼 |
| CWA Asset Management Group, LLC | 17,246 | $85.4 萬 | 0.04% | 00.0% | 不變 |
| True Vision MN LLC | 17,266 | $85.5 萬 | 0.51% | +17,266 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 17,304 | $85.7 萬 | 0.03% | 00.0% | 不變 |
| Independent Advisor Alliance | 17,303 | $85.7 萬 | 0.01% | +2,968+20.7% | 加碼 |
| Valeo Financial Advisors, LLC | 17,311 | $85.7 萬 | 0.02% | +377+2.2% | 加碼 |
| First National Trust Co | 17,447 | $86.4 萬 | 0.03% | 00.0% | 不變 |
| Courier Capital LLC | 17,451 | $86.4 萬 | 0.06% | +17,451 | 新進 |
| Global Wealth Management, LLC | 17,513 | $86.7 萬 | 0.55% | +17,513 | 新進 |
| Freestone Capital Holdings, LLC | 17,614 | $87.2 萬 | 0.03% | −9,573−35.2% | 減碼 |
| Verity Asset Management, Inc. | 17,643 | $87.4 萬 | 0.49% | −2,980−14.4% | 減碼 |
| Phillips Financial Management, LLC | 17,649 | $87.4 萬 | 0.07% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 17,741 | $87.8 萬 | 0.66% | +6,670+60.2% | 加碼 |
| Hobbs Group Advisors, LLC | 17,783 | $88.0 萬 | 0.33% | −40.0% | 減碼 |
| Avaii Wealth Management, LLC | 17,807 | $88.2 萬 | 0.43% | +2,993+20.2% | 加碼 |
| Camden Capital, LLC | 17,884 | $88.5 萬 | 0.10% | −2,723−13.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,886 | $88.6 萬 | 0.13% | +497+2.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 17,891 | $88.6 萬 | 0.01% | +6,707+60.0% | 加碼 |
| SigFig Wealth Management, LLC | 18,054 | $88.9 萬 | 0.03% | +18,054 | 新進 |
| Y.D. More Investments Ltd | 18,000 | $89.1 萬 | 0.08% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 18,108 | $89.7 萬 | 0.04% | +631+3.6% | 加碼 |
| Csenge Advisory Group | 18,110 | $89.7 萬 | 0.05% | +9,710+115.6% | 加碼 |
| Sheets Smith Wealth Management | 18,211 | $90.2 萬 | 0.11% | 00.0% | 不變 |
| American National Bank | 18,251 | $90.4 萬 | 0.10% | +4,250+30.4% | 加碼 |
| Bright Financial Advisors, Inc. | 18,286 | $90.5 萬 | 0.57% | −426−2.3% | 減碼 |
| AQR Capital Management LLC | 18,327 | $90.7 萬 | 0.00% | +3,597+24.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 18,437 | $90.9 萬 | 0.00% | +1,800+10.8% | 加碼 |
| Wealth Management Associates, Inc. | 18,368 | $90.9 萬 | 0.39% | 00.0% | 不變 |
| Auxano Advisors, LLC | 18,374 | $91.0 萬 | 0.23% | −440−2.3% | 減碼 |
| Private Trust Co NA | 18,421 | $91.2 萬 | 0.09% | +2,220+13.7% | 加碼 |
| Centurion Wealth Management LLC | 18,486 | $91.5 萬 | 0.29% | +9,061+96.1% | 加碼 |
| Noble Wealth Management PBC | 18,509 | $91.6 萬 | 0.64% | +18,509 | 新進 |
| Doliver Advisors, LP | 18,525 | $91.7 萬 | 0.25% | −920−4.7% | 減碼 |
| Braun-Bostich & Associates Inc. | 18,527 | $91.7 萬 | 0.66% | +18,527 | 新進 |
| Jordan Park Trust Co LLC | 18,651 | $92.3 萬 | 0.77% | +18,651 | 新進 |
| NFP Retirement, Inc. | 18,655 | $92.4 萬 | 0.07% | −991−5.0% | 減碼 |
| Douglass Winthrop Advisors, LLC | 18,680 | $92.5 萬 | 0.02% | 00.0% | 不變 |
| Summit X, LLC | 18,707 | $92.6 萬 | 0.21% | +18,707 | 新進 |
| Private Portfolio Partners LLC | 18,822 | $93.2 萬 | 0.17% | −51−0.3% | 減碼 |
| Bleakley Financial Group, LLC | 18,911 | $93.6 萬 | 0.03% | −61−0.3% | 減碼 |
| Silverlake Wealth Management LLC | 18,948 | $93.8 萬 | 0.36% | −12−0.1% | 減碼 |
| Worth Asset Management, LLC | 18,984 | $94.0 萬 | 0.50% | +13,802+266.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 19,024 | $94.2 萬 | 0.04% | +2,000+11.7% | 加碼 |
| Fort Point Capital Partners LLC | 19,108 | $94.6 萬 | 0.11% | +137+0.7% | 加碼 |