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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 29,577 | $146.4 萬 | 0.06% | −20,568−41.0% | 減碼 |
| Bristlecone Advisors, LLC | 29,573 | $146.4 萬 | 0.11% | −16−0.1% | 減碼 |
| 4J Wealth Management LLC | 29,562 | $146.4 萬 | 1.18% | +29,562 | 新進 |
| Atlantic Trust, LLC | 29,464 | $145.9 萬 | 0.32% | +301+1.0% | 加碼 |
| PFG Advisors | 29,140 | $144.3 萬 | 0.09% | +894+3.2% | 加碼 |
| Eqis Capital Management, Inc. | 29,058 | $143.9 萬 | 0.12% | −1,073−3.6% | 減碼 |
| Ascent Group, LLC | 29,013 | $143.6 萬 | 0.11% | +29,013 | 新進 |
| Comprehensive Money Management Services LLC | 28,873 | $143.0 萬 | 1.18% | +28,873 | 新進 |
| MainStreet Investment Advisors LLC | 28,636 | $141.8 萬 | 0.20% | −815−2.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 28,458 | $140.9 萬 | 0.11% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 28,446 | $140.8 萬 | 0.15% | +871+3.2% | 加碼 |
| FWL Investment Management, LLC | 28,266 | $139.9 萬 | 0.51% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 28,162 | $139.4 萬 | 0.35% | +26,703+1,830.2% | 加碼 |
| TPG Advisors LLC | 28,025 | $138.8 萬 | 1.08% | +199+0.7% | 加碼 |
| Courage Capital Management LLC | 28,000 | $138.6 萬 | 2.86% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 27,973 | $138.5 萬 | 0.38% | −777−2.7% | 減碼 |
| Midwest Capital Advisors, LLC | 27,895 | $138.1 萬 | 1.01% | +27,895 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,283 | $135.8 萬 | 0.00% | −1,324−4.6% | 減碼 |
| Oppenheimer & Co Inc | 27,407 | $135.7 萬 | 0.02% | −10,852−28.4% | 減碼 |
| TSA Wealth Managment LLC | 27,212 | $134.7 萬 | 0.55% | +27,212 | 新進 |
| Robertson Stephens Wealth Management, LLC | 27,130 | $134.3 萬 | 0.05% | +9,013+49.7% | 加碼 |
| Alesco Advisors LLC | 27,037 | $133.9 萬 | 0.04% | −125−0.5% | 減碼 |
| S.A. Mason LLC | 27,034 | $133.8 萬 | 0.70% | +105+0.4% | 加碼 |
| WCG Wealth Advisors LLC | 26,998 | $133.7 萬 | 0.09% | −884−3.2% | 減碼 |
| Perennial Investment Advisors, LLC | 26,971 | $133.5 萬 | 0.16% | +17,296+178.8% | 加碼 |
| Moors & Cabot, Inc. | 26,936 | $133.4 萬 | 0.06% | +6,295+30.5% | 加碼 |
| Eastern Bank | 26,923 | $133.3 萬 | 0.02% | −4,568−14.5% | 減碼 |
| Capital Analysts, LLC | 26,807 | $132.7 萬 | 0.05% | +17,678+193.6% | 加碼 |
| BKA Wealth Consulting, Inc. | 26,703 | $132.2 萬 | 1.34% | +409+1.6% | 加碼 |
| Macroview Investment Management LLC | 26,668 | $132.0 萬 | 1.34% | +726+2.8% | 加碼 |
| Cypress Wealth Services, LLC | 26,510 | $131.3 萬 | 0.26% | +18,825+245.0% | 加碼 |
| Forthright Family Wealth Advisory LLC | 26,467 | $131.0 萬 | 0.85% | +26,467 | 新進 |
| Cathy Pareto & Associates, Inc | 26,125 | $129.3 萬 | 1.19% | +26,125 | 新進 |
| Myecfo, LLC | 25,950 | $128.5 萬 | 0.69% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 25,807 | $127.8 萬 | 0.04% | −3,003−10.4% | 減碼 |
| PBMares Wealth Management LLC | 25,752 | $127.5 萬 | 0.26% | −904−3.4% | 減碼 |
| Tme Financial, Inc. | 25,611 | $127.3 萬 | 1.19% | +25,611 | 新進 |
| Sterling Capital Management LLC | 25,589 | $126.7 萬 | 0.02% | 00.0% | 不變 |
| Vident Advisory, LLC | 25,456 | $126.0 萬 | 0.02% | −249−1.0% | 減碼 |
| Accredited Wealth Management, LLC | 25,451 | $126.0 萬 | 1.10% | +25,451 | 新進 |
| PFG Investments, LLC | 25,437 | $125.9 萬 | 0.08% | +2,014+8.6% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,196 | $124.7 萬 | 0.82% | 00.0% | 不變 |
| Forum Financial Management, LP | 25,181 | $124.7 萬 | 0.02% | +106+0.4% | 加碼 |
| Austin Private Wealth, LLC | 25,152 | $124.5 萬 | 0.12% | −3,438−12.0% | 減碼 |
| Americana Partners, LLC | 25,119 | $124.4 萬 | 0.05% | +158+0.6% | 加碼 |
| Citizens Financial Group Inc | 25,112 | $124.3 萬 | 0.02% | +2,834+12.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 22,269 | $123.1 萬 | 0.10% | −854−3.7% | 減碼 |
| Glass Jacobson Investment Advisors llc | 24,826 | $122.9 萬 | 0.40% | −673−2.6% | 減碼 |
| Congress Wealth Management LLC | 24,819 | $122.9 萬 | 0.02% | −749−2.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,800 | $122.8 萬 | 0.03% | +802+3.3% | 加碼 |
| Brown Brothers Harriman & Co | 24,666 | $122.1 萬 | 0.01% | 00.0% | 不變 |
| Country Club Bank | 24,753 | $121.8 萬 | 0.08% | 00.0% | 不變 |
| Montis Financial, LLC | 24,524 | $121.4 萬 | 0.38% | −481−1.9% | 減碼 |
| WealthBridge Capital Management, LLC | 24,282 | $120.2 萬 | 0.33% | +177+0.7% | 加碼 |
| ETF Store, Inc. | 24,230 | $120.0 萬 | 1.49% | +20.0% | 加碼 |
| Regatta Capital Group, LLC | 24,196 | $119.8 萬 | 0.23% | +50+0.2% | 加碼 |
| Provenance Wealth Advisors, LLC | 24,151 | $119.6 萬 | 0.15% | −67,370−73.6% | 減碼 |
| Buckingham Strategic Partners | 24,004 | $118.8 萬 | 0.02% | −5,715−19.2% | 減碼 |
| Cobblestone Asset Management LLC | 23,956 | $118.6 萬 | 0.77% | +23,956 | 新進 |
| Citizens National Bank Trust Department | 23,885 | $118.3 萬 | 0.25% | +2,553+12.0% | 加碼 |
| Sharper & Granite LLC | 23,715 | $117.4 萬 | 0.52% | +13,810+139.4% | 加碼 |
| J. W. Coons Advisors, LLC | 23,691 | $117.3 萬 | 0.30% | +20+0.1% | 加碼 |
| EP Wealth Advisors, LLC | 23,619 | $116.9 萬 | 0.01% | +6,919+41.4% | 加碼 |
| BCGM Wealth Management, LLC | 23,373 | $115.7 萬 | 0.37% | +23,373 | 新進 |
| Spectrum Wealth Counsel, LLC | 23,354 | $115.6 萬 | 0.14% | +21,186+977.2% | 加碼 |
| Hutchinson Capital Management | 23,132 | $114.5 萬 | 0.22% | 00.0% | 不變 |
| First Trust Advisors LP | 23,083 | $114.3 萬 | 0.00% | +6,164+36.4% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 22,710 | $112.4 萬 | 0.37% | +22,710 | 新進 |
| TAP Consulting, LLC | 22,637 | $112.1 萬 | 0.23% | +1,324+6.2% | 加碼 |
| Sageworth Trust Co | 22,496 | $111.4 萬 | 0.07% | 00.0% | 不變 |
| IFG Advisory, LLC | 22,434 | $111.1 萬 | 0.06% | +3,236+16.9% | 加碼 |
| Quantinno Capital Management LP | 22,431 | $111.1 萬 | 0.01% | +2,543+12.8% | 加碼 |
| Tradewinds Capital Management, LLC | 22,386 | $110.8 萬 | 0.29% | −337,857−93.8% | 減碼 |
| Simmons Bank | 22,380 | $110.8 萬 | 0.08% | −475−2.1% | 減碼 |
| Midwest Financial Group LLC | 22,308 | $110.4 萬 | 0.63% | +185+0.8% | 加碼 |
| King Luther Capital Management Corp | – | $110.3 萬 | 0.00% | – | – |
| Signaturefd, LLC | 22,264 | $110.2 萬 | 0.02% | 00.0% | 不變 |
| Golden State Equity Partners | 22,152 | $109.7 萬 | 0.21% | +929+4.4% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 22,149 | $109.7 萬 | 0.52% | +22,149 | 新進 |
| Blossom Wealth Management | 21,984 | $108.8 萬 | 2.09% | −2,786−11.2% | 減碼 |
| Burns J W & Co Inc | 21,983 | $108.8 萬 | 0.14% | +55+0.3% | 加碼 |
| Sharp Financial Services, LLC | 21,938 | $108.6 萬 | 0.82% | +2,669+13.9% | 加碼 |
| Spire Wealth Management | 21,921 | $108.5 萬 | 0.03% | +6,591+43.0% | 加碼 |
| Terra Nova Asset Management LLC | 21,766 | $107.8 萬 | 0.82% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 21,550 | $106.7 萬 | 0.03% | +357+1.7% | 加碼 |
| Belvedere Trading LLC | 21,488 | $106.4 萬 | 0.08% | +979+4.8% | 加碼 |
| Bensler, LLC | 21,420 | $106.1 萬 | 0.13% | +21,420 | 新進 |
| Port Capital LLC | 21,350 | $105.7 萬 | 0.05% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 21,307 | $105.5 萬 | 0.04% | +145+0.7% | 加碼 |
| Principal Securities, Inc. | 21,307 | $105.5 萬 | 0.02% | +6,775+46.6% | 加碼 |
| Vise Technologies, Inc. | 21,306 | $105.5 萬 | 0.09% | +5,065+31.2% | 加碼 |
| Lake Street Advisors Group, LLC | 21,270 | $105.3 萬 | 0.05% | −2,216−9.4% | 減碼 |
| Alterna Wealth Management, Inc | 21,244 | $105.2 萬 | 0.89% | +21,244 | 新進 |
| Ashton Thomas Securities, LLC | 21,240 | $105.2 萬 | 0.29% | +17,925+540.7% | 加碼 |
| Alpha Financial Partners, LLC | 21,239 | $105.2 萬 | 0.83% | +21,239 | 新進 |
| Jacobi Capital Management LLC | 21,197 | $104.9 萬 | 0.08% | −375−1.7% | 減碼 |
| WESPAC Advisors, LLC | 21,152 | $104.7 萬 | 0.77% | +21,152 | 新進 |
| Ewa, LLC | 21,132 | $104.6 萬 | 0.39% | +1,181+5.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 21,000 | $104.0 萬 | 0.10% | −10,000−32.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 20,962 | $103.8 萬 | 0.18% | +595+2.9% | 加碼 |