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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,283 | $135.8 萬 | 0.00% | −1,324−4.6% | 減碼 |
| Midwest Capital Advisors, LLC | 27,895 | $138.1 萬 | 1.01% | +27,895 | 新進 |
| Ifrah Financial Services, Inc. | 27,973 | $138.5 萬 | 0.38% | −777−2.7% | 減碼 |
| Courage Capital Management LLC | 28,000 | $138.6 萬 | 2.86% | 00.0% | 不變 |
| TPG Advisors LLC | 28,025 | $138.8 萬 | 1.08% | +199+0.7% | 加碼 |
| Stone House Investment Management, LLC | 28,162 | $139.4 萬 | 0.35% | +26,703+1,830.2% | 加碼 |
| FWL Investment Management, LLC | 28,266 | $139.9 萬 | 0.51% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 28,446 | $140.8 萬 | 0.15% | +871+3.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,458 | $140.9 萬 | 0.11% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 28,636 | $141.8 萬 | 0.20% | −815−2.8% | 減碼 |
| Comprehensive Money Management Services LLC | 28,873 | $143.0 萬 | 1.18% | +28,873 | 新進 |
| Ascent Group, LLC | 29,013 | $143.6 萬 | 0.11% | +29,013 | 新進 |
| Eqis Capital Management, Inc. | 29,058 | $143.9 萬 | 0.12% | −1,073−3.6% | 減碼 |
| PFG Advisors | 29,140 | $144.3 萬 | 0.09% | +894+3.2% | 加碼 |
| Atlantic Trust, LLC | 29,464 | $145.9 萬 | 0.32% | +301+1.0% | 加碼 |
| 4J Wealth Management LLC | 29,562 | $146.4 萬 | 1.18% | +29,562 | 新進 |
| Bristlecone Advisors, LLC | 29,573 | $146.4 萬 | 0.11% | −16−0.1% | 減碼 |
| Focus Financial Network, Inc. | 29,577 | $146.4 萬 | 0.06% | −20,568−41.0% | 減碼 |
| Massmutual Trust Co FSB | 29,670 | $146.9 萬 | 0.04% | +1,057+3.7% | 加碼 |
| FFG Partners, LLC | 29,700 | $147.0 萬 | 0.52% | +400+1.4% | 加碼 |
| Clearstead Advisors, LLC | 30,059 | $148.8 萬 | 0.02% | −1,034−3.3% | 減碼 |
| Beacon Financial Group | 30,173 | $149.4 萬 | 0.16% | +30,173 | 新進 |
| Main Street Financial Solutions, LLC | 30,246 | $149.7 萬 | 0.15% | −2,923−8.8% | 減碼 |
| David R. Rahn & Associates Inc. | 30,392 | $150.5 萬 | 0.49% | −4,407−12.7% | 減碼 |
| Accredited Investor Services, LLC | 30,493 | $151.0 萬 | 1.21% | +30,493 | 新進 |
| Naviter Wealth, LLC | 30,679 | $151.9 萬 | 0.18% | +100+0.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 30,680 | $151.9 萬 | 0.04% | +16,389+114.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 30,895 | $153.0 萬 | 0.06% | −5,321−14.7% | 減碼 |
| Savvy Advisors, Inc. | 30,925 | $153.1 萬 | 0.18% | +9,712+45.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 31,077 | $153.9 萬 | 0.12% | +31,077 | 新進 |
| Cardinal Strategic Wealth Guidance | 31,216 | $154.6 萬 | 0.49% | +31,216 | 新進 |
| Savant Capital, LLC | 31,253 | $154.7 萬 | 0.01% | +6,494+26.2% | 加碼 |
| Roundview Capital LLC | 31,256 | $154.7 萬 | 0.11% | +350+1.1% | 加碼 |
| Global Retirement Partners, LLC | 31,470 | $155.8 萬 | 0.04% | +4,590+17.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $156.0 萬 | 0.21% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 31,576 | $156.3 萬 | 0.61% | −1,087−3.3% | 減碼 |
| EWG Elevate Inc. | 31,747 | $157.2 萬 | 0.48% | +1,969+6.6% | 加碼 |
| Satovsky Asset Management LLC | 31,842 | $157.6 萬 | 0.36% | −1,604−4.8% | 減碼 |
| Flywheel Private Wealth LLC | 31,942 | $158.1 萬 | 1.45% | +31,942 | 新進 |
| Connective Portfolio Management, LLC | 32,029 | $158.6 萬 | 2.36% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 32,080 | $158.8 萬 | 0.17% | −4,171−11.5% | 減碼 |
| New England Private Wealth Advisors LLC | 32,255 | $159.7 萬 | 0.25% | +2,500+8.4% | 加碼 |
| Horst & Graben Wealth Management LLC | 32,337 | $160.1 萬 | 0.28% | +32,337 | 新進 |
| Triad Wealth Partners, LLC | 32,503 | $160.9 萬 | 0.58% | +32,503 | 新進 |
| Sage Mountain Advisors LLC | 32,683 | $161.8 萬 | 0.12% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 32,691 | $161.9 萬 | 0.02% | +2,622+8.7% | 加碼 |
| Holistic Financial Partners | 32,987 | $163.3 萬 | 0.81% | 00.0% | 不變 |
| Wealth Quarterback LLC | 33,107 | $163.9 萬 | 0.77% | +12,512+60.8% | 加碼 |
| Ofc Financial Planning, LLC | 33,839 | $167.5 萬 | 1.77% | +33,839 | 新進 |
| JSF Financial, LLC | 33,929 | $168.0 萬 | 0.45% | −357,680−91.3% | 減碼 |
| Virtus Family Office LLC | 33,996 | $168.3 萬 | 2.11% | −8,008−19.1% | 減碼 |
| Marks Group Wealth Management, Inc | 34,320 | $169.9 萬 | 0.17% | −209−0.6% | 減碼 |
| ONE Advisory Partners, LLC | 34,466 | $170.6 萬 | 0.76% | +34,466 | 新進 |
| London & Capital Asset Management Ltd | 34,927 | $172.9 萬 | 0.15% | +6,465+22.7% | 加碼 |
| New Republic Capital, LLC | 34,948 | $173.0 萬 | 1.13% | +24,688+240.6% | 加碼 |
| Highline Wealth Partners LLC | 34,952 | $173.0 萬 | 0.57% | +1,196+3.5% | 加碼 |
| Columbus Macro, LLC | 35,209 | $174.3 萬 | 0.24% | +35,209 | 新進 |
| Evergreen Capital Management LLC | 35,269 | $174.6 萬 | 0.06% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 41,907 | $175.1 萬 | 0.59% | −3,393−7.5% | 減碼 |
| Simplicity Wealth,LLC | 35,454 | $175.5 萬 | 0.37% | −10,457−22.8% | 減碼 |
| Scarborough Advisors, LLC | 35,637 | $176.4 萬 | 0.25% | +35,637 | 新進 |
| Farther Finance Advisors, LLC | 35,677 | $176.6 萬 | 0.06% | +8,720+32.3% | 加碼 |
| Bank Ozk | 35,794 | $177.2 萬 | 0.73% | −976−2.7% | 減碼 |
| Regal Investment Advisors LLC | 35,921 | $177.8 萬 | 0.13% | +16,354+83.6% | 加碼 |
| Family Management Corp | 35,933 | $177.9 萬 | 0.29% | 00.0% | 不變 |
| Valued Retirements, Inc. | 35,978 | $178.1 萬 | 2.40% | −2,469−6.4% | 減碼 |
| United Asset Strategies, Inc. | 36,072 | $178.6 萬 | 0.16% | −1,725−4.6% | 減碼 |
| American Trust | 36,348 | $180.0 萬 | 0.14% | +36,348 | 新進 |
| Sunesis Advisors, LLC | 36,471 | $180.6 萬 | 1.10% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 36,508 | $180.8 萬 | 0.44% | −2,424−6.2% | 減碼 |
| Arlington Trust Co LLC | 36,527 | $180.8 萬 | 0.38% | 00.0% | 不變 |
| Garde Capital, Inc. | 36,540 | $180.9 萬 | 0.12% | +10,511+40.4% | 加碼 |
| Two Sigma Securities, LLC | 36,743 | $181.9 萬 | 0.33% | +14,357+64.1% | 加碼 |
| Bridgewealth Advisory Group, LLC | 33,079 | $182.9 萬 | 0.52% | +8,366+33.9% | 加碼 |
| Strategic Blueprint, LLC | 37,174 | $184.0 萬 | 0.11% | +37,174 | 新進 |
| Perkins Coie Trust Co | 37,347 | $184.9 萬 | 0.41% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 37,346 | $184.9 萬 | 0.30% | +26,196+234.9% | 加碼 |
| Liberty Wealth Management LLC | 37,445 | $185.1 萬 | 0.31% | +30,999+480.9% | 加碼 |
| Mosley Wealth Management | 35,725 | $185.8 萬 | 1.15% | +2,031+6.0% | 加碼 |
| Brighton Jones LLC | 37,649 | $186.4 萬 | 0.05% | +37,649 | 新進 |
| ICONIQ Capital, LLC | 38,140 | $188.8 萬 | 0.03% | 00.0% | 不變 |
| Howland Capital Management LLC | 38,147 | $188.9 萬 | 0.08% | +37+0.1% | 加碼 |
| Scotia Capital Inc. | 38,184 | $189.1 萬 | 0.01% | −11,135−22.6% | 減碼 |
| TRUE Private Wealth Advisors | 38,378 | $190.0 萬 | 0.23% | +1,735+4.7% | 加碼 |
| Red Door Wealth Management, LLC | 38,456 | $190.4 萬 | 0.29% | +5,856+18.0% | 加碼 |
| Trust Point Inc. | 38,459 | $190.4 萬 | 0.13% | 00.0% | 不變 |
| Novak & Powell Financial Services, Inc. | 38,512 | $190.7 萬 | 1.14% | −474−1.2% | 減碼 |
| Silver Oak Securities, Inc | 38,964 | $191.8 萬 | 0.18% | −2,023−4.9% | 減碼 |
| Inlet Private Wealth, LLC | 38,817 | $192.2 萬 | 0.51% | +3,030+8.5% | 加碼 |
| Five Pine Wealth Management | 39,129 | $193.7 萬 | 1.63% | +39,129 | 新進 |
| WBH Advisory Inc | 39,425 | $195.2 萬 | 0.18% | −103−0.3% | 減碼 |
| Whitener Capital Management, Inc. | 39,480 | $195.5 萬 | 0.55% | −302−0.8% | 減碼 |
| Prudential PLC | 39,801 | $197.1 萬 | 0.01% | −14,360−26.5% | 減碼 |
| Ipsen Advisor Group LLC | 39,993 | $198.0 萬 | 1.69% | +39,993 | 新進 |
| Cadent Capital Advisors, LLC | 40,290 | $199.5 萬 | 0.70% | −1,518−3.6% | 減碼 |
| Apeiron RIA LLC | 40,675 | $201.4 萬 | 0.56% | +1,193+3.0% | 加碼 |
| Stokes Family Office, LLC | 41,382 | $204.9 萬 | 0.22% | +41,382 | 新進 |
| Sachetta, LLC | 41,520 | $205.6 萬 | 0.81% | +1,450+3.6% | 加碼 |
| Wormser Freres Gestion | 41,403 | $208.0 萬 | 1.24% | +3,192+8.4% | 加碼 |
| Partners Capital Investment Group, LLP | 42,088 | $208.4 萬 | 0.06% | −224,969−84.2% | 減碼 |