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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 513,450 | $2,542 萬 | 0.15% | +320,532+166.1% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 511,310 | $2,531 萬 | 15.65% | −16,639−3.2% | 減碼 |
| Sowa Financial Group, Inc. | 508,591 | $2,518 萬 | 15.77% | +79,616+18.6% | 加碼 |
| IFP Advisors, Inc | 507,185 | $2,511 萬 | 0.82% | +86,542+20.6% | 加碼 |
| Public Employees Retirement System of Ohio | 486,700 | $2,410 萬 | 0.08% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 484,522 | $2,399 萬 | 0.24% | −177,199−26.8% | 減碼 |
| Zhang Financial LLC | 474,936 | $2,351 萬 | 1.35% | −5,638−1.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 473,052 | $2,342 萬 | 3.86% | +47,110+11.1% | 加碼 |
| Checchi Capital Advisers, LLC | 471,564 | $2,335 萬 | 1.74% | −16,741−3.4% | 減碼 |
| Ronald Blue Trust, Inc. | 470,926 | $2,332 萬 | 0.30% | −5,547−1.2% | 減碼 |
| Kestra Advisory Services, LLC | 468,965 | $2,322 萬 | 0.13% | +45,271+10.7% | 加碼 |
| Quent Capital, LLC | 455,867 | $2,257 萬 | 2.34% | −5,377−1.2% | 減碼 |
| Stephens Inc | 430,157 | $2,130 萬 | 0.30% | −20,348−4.5% | 減碼 |
| Yeomans Consulting Group, Inc. | 425,357 | $2,106 萬 | 7.89% | −3,833−0.9% | 減碼 |
| Independent Family Office, LLC | 419,357 | $2,076 萬 | 10.79% | −6,500−1.5% | 減碼 |
| Spinnaker Trust | 417,654 | $2,068 萬 | 1.30% | +7,590+1.9% | 加碼 |
| Cardinal Point Capital Management, ULC | 408,083 | $2,020 萬 | 3.21% | −50,362−11.0% | 減碼 |
| VCI Wealth Management LLC | 406,994 | $2,015 萬 | 8.55% | +43,046+11.8% | 加碼 |
| Chatham Capital Group, Inc. | 406,745 | $2,014 萬 | 3.31% | +9,175+2.3% | 加碼 |
| AllGen Financial Advisors, Inc. | 395,101 | $1,956 萬 | 6.57% | −8,702−2.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 394,533 | $1,953 萬 | 0.21% | +22,634+6.1% | 加碼 |
| TD Waterhouse Canada Inc. | 393,505 | $1,948 萬 | 0.16% | +11,745+3.1% | 加碼 |
| WESCAP Management Group, Inc. | 390,044 | $1,931 萬 | 4.69% | −23,532−5.7% | 減碼 |
| Syon Capital LLC | 384,548 | $1,904 萬 | 1.71% | −24,796−6.1% | 減碼 |
| Colony Group, LLC | 373,260 | $1,848 萬 | 0.05% | +227,240+155.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 373,251 | $1,848 萬 | 0.20% | +5,071+1.4% | 加碼 |
| BFSG, LLC | 370,603 | $1,835 萬 | 2.15% | +590.0% | 加碼 |
| US Bancorp | 369,706 | $1,830 萬 | 0.02% | +86,452+30.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 366,257 | $1,813 萬 | 0.54% | −10,827−2.9% | 減碼 |
| Vision Capital Management, Inc. | 365,746 | $1,811 萬 | 2.66% | −1,821−0.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 365,300 | $1,809 萬 | 0.16% | +58,565+19.1% | 加碼 |
| James Investment Research Inc | 359,864 | $1,782 萬 | 2.12% | −630−0.2% | 減碼 |
| Kingsview Wealth Management, LLC | 359,676 | $1,781 萬 | 0.35% | −110,224−23.5% | 減碼 |
| Cohen & Steers, Inc. | 359,347 | $1,779 萬 | 0.03% | +27,255+8.2% | 加碼 |
| Parcion Private Wealth LLC | 353,503 | $1,750 萬 | 1.34% | −6,560−1.8% | 減碼 |
| Pictet Asset Management Holding SA | 350,500 | $1,735 萬 | 0.02% | −142,000−28.8% | 減碼 |
| CI Private Wealth, LLC | 1,041,689 | $1,731 萬 | 0.03% | +17,239+1.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 343,322 | $1,700 萬 | 0.16% | +19,557+6.0% | 加碼 |
| First Foundation Advisors | 341,891 | $1,693 萬 | 0.64% | +25,557+8.1% | 加碼 |
| First American Trust, FSB | 332,788 | $1,648 萬 | 1.64% | +4,937+1.5% | 加碼 |
| Dakota Wealth Management | 326,120 | $1,615 萬 | 0.37% | +4,580+1.4% | 加碼 |
| CIBC World Markets Inc. | 325,899 | $1,614 萬 | 0.04% | −1,726−0.5% | 減碼 |
| Citigroup Inc | 325,591 | $1,612 萬 | 0.02% | −254,414−43.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 324,755 | $1,608 萬 | 0.20% | +4,376+1.4% | 加碼 |
| Quest Investment Management LLC | 317,621 | $1,573 萬 | 1.83% | −78,926−19.9% | 減碼 |
| Modus Advisors, LLC | 317,580 | $1,572 萬 | 4.93% | −5,729−1.8% | 減碼 |
| Sterling Financial Planning, Inc. | 314,431 | $1,557 萬 | 5.73% | −15,475−4.7% | 減碼 |
| Tudor Investment Corp Et Al | 311,793 | $1,544 萬 | 0.16% | +311,793 | 新進 |
| Baldwin Brothers Inc | 308,115 | $1,525 萬 | 1.05% | −5,480−1.7% | 減碼 |
| Sage Rhino Capital LLC | 304,513 | $1,508 萬 | 3.29% | −34,353−10.1% | 減碼 |
| Blair William & Co | 303,607 | $1,503 萬 | 0.04% | −40,995−11.9% | 減碼 |
| Bokf, NA | 295,728 | $1,502 萬 | 0.25% | −7,084−2.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 303,233 | $1,501 萬 | 0.03% | +82,933+37.6% | 加碼 |
| Chemistry Wealth Management LLC | 301,586 | $1,493 萬 | 3.50% | +2,464+0.8% | 加碼 |
| Transform Wealth, LLC | 298,295 | $1,477 萬 | 0.82% | +292,442+4,996.4% | 加碼 |
| M&T Bank Corp | 294,730 | $1,459 萬 | 0.05% | −49,164−14.3% | 減碼 |
| AMG National Trust Bank | 296,011 | $1,459 萬 | 0.40% | +3,883+1.3% | 加碼 |
| Arlington Capital Management, Inc. | 294,216 | $1,457 萬 | 10.07% | +35,666+13.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 291,209 | $1,442 萬 | 0.97% | −21,133−6.8% | 減碼 |
| LVM Capital Management Ltd | 290,431 | $1,438 萬 | 1.55% | +5,261+1.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 262,919 | $1,437 萬 | 0.04% | +10,200+4.0% | 加碼 |
| Ambassador Advisors, LLC | 282,766 | $1,400 萬 | 2.38% | +832+0.3% | 加碼 |
| Perigon Wealth Management, LLC | 272,954 | $1,399 萬 | 0.34% | +39,289+16.8% | 加碼 |
| Allworth Financial LP | 266,862 | $1,388 萬 | 0.08% | +61,324+29.8% | 加碼 |
| Brookstone Capital Management | 275,398 | $1,363 萬 | 0.20% | +22,803+9.0% | 加碼 |
| Legend Financial Advisors, Inc. | 269,453 | $1,334 萬 | 9.41% | −8,762−3.1% | 減碼 |
| Fielder Capital Group LLC | 268,962 | $1,332 萬 | 4.15% | −4,565−1.7% | 減碼 |
| Wallington Asset Management, LLC | 268,579 | $1,330 萬 | 1.92% | +1,240+0.5% | 加碼 |
| Norris Financial Group, LLC | 266,562 | $1,320 萬 | 6.20% | +35,870+15.5% | 加碼 |
| CPA Asset Management LLC | 259,246 | $1,284 萬 | 5.97% | −591−0.2% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 257,314 | $1,274 萬 | 2.97% | +10,798+4.4% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,188 | $1,249 萬 | 2.88% | +7,772+3.2% | 加碼 |
| Purkiss Capital Advisors LLC | 251,625 | $1,246 萬 | 10.76% | +251,625 | 新進 |
| Sunbelt Securities, Inc. | 252,262 | $1,242 萬 | 1.09% | −50,463−16.7% | 減碼 |
| K2 Principal Fund, L.P. | 250,000 | $1,238 萬 | 1.82% | 00.0% | 不變 |
| White Lighthouse Investment Management Inc. | 247,594 | $1,226 萬 | 2.15% | −6,019−2.4% | 減碼 |
| Comerica Bank | 247,330 | $1,225 萬 | 0.05% | +7,413+3.1% | 加碼 |
| Umb Bank N A | 246,958 | $1,223 萬 | 0.19% | −13,559−5.2% | 減碼 |
| Resonant Capital Advisors, LLC | 245,960 | $1,218 萬 | 0.89% | +704+0.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 243,168 | $1,204 萬 | 0.88% | +4,340+1.8% | 加碼 |
| Aveo Capital Partners, LLC | 239,264 | $1,185 萬 | 1.30% | −28,707−10.7% | 減碼 |
| Fifth Third Securities, Inc. | 238,969 | $1,183 萬 | 1.00% | +983+0.4% | 加碼 |
| Kaydan Wealth Management, Inc. | 237,390 | $1,175 萬 | 3.91% | −147,399−38.3% | 減碼 |
| Signet Investment Advisory Group, Inc. | 236,580 | $1,171 萬 | 5.98% | −2,249−0.9% | 減碼 |
| Timber Creek Capital Management LLC | 235,393 | $1,165 萬 | 3.36% | −3,940−1.6% | 減碼 |
| Verger Capital Management LLC | 232,636 | $1,152 萬 | 5.74% | 00.0% | 不變 |
| Boyer & Corporon Wealth Management, LLC | 232,432 | $1,151 萬 | 4.10% | +232,432 | 新進 |
| Townsend & Associates, Inc | 222,211 | $1,150 萬 | 1.18% | −1,542−0.7% | 減碼 |
| Sigma Investment Counselors Inc | 232,252 | $1,150 萬 | 0.68% | +5,482+2.4% | 加碼 |
| Upper Left Wealth Management, LLC | 230,061 | $1,139 萬 | 9.74% | +1,680+0.7% | 加碼 |
| Nkcfo LLC | 229,200 | $1,135 萬 | 4.99% | +75,650+49.3% | 加碼 |
| Hamilton Wealth, LLC | 228,726 | $1,132 萬 | 2.74% | +6,186+2.8% | 加碼 |
| EFG Asset Management (Americas) Corp. | 222,879 | $1,103 萬 | 2.15% | −7,583−3.3% | 減碼 |
| Parkside Investments, LLC | 222,537 | $1,102 萬 | 1.65% | −2,544−1.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 220,710 | $1,093 萬 | 0.16% | +11,284+5.4% | 加碼 |
| United Capital Financial Advisers, LLC | 220,128 | $1,090 萬 | 0.09% | +205,834+1,440.0% | 加碼 |
| Archetype Wealth Partners | 219,401 | $1,086 萬 | 1.59% | −1,219−0.6% | 減碼 |
| Sowell Financial Services LLC | 218,876 | $1,084 萬 | 0.57% | +27,088+14.1% | 加碼 |
| Rogco, LP | 217,529 | $1,077 萬 | 4.39% | −9,458−4.2% | 減碼 |
| Thrivent Financial for Lutherans | 216,813 | $1,077 萬 | 0.02% | +106,797+97.1% | 加碼 |