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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 14,912 | $73.8 萬 | 0.51% | 00.0% | 不變 |
| Claro Advisors LLC | 14,827 | $73.4 萬 | 0.10% | +14,827 | 新進 |
| Warren Averett Asset Management, LLC | 14,768 | $73.1 萬 | 0.01% | +5,154+53.6% | 加碼 |
| Synergy Investment Management, LLC | 14,693 | $72.7 萬 | 0.31% | +14,693 | 新進 |
| Farmers & Merchants Investments Inc | 14,587 | $72.2 萬 | 0.02% | +411+2.9% | 加碼 |
| Matrix Trust Co | 14,517 | $71.9 萬 | 0.12% | +12,499+619.4% | 加碼 |
| Marmo Financial Group, LLC | 14,401 | $71.3 萬 | 0.39% | 00.0% | 不變 |
| Kilter Group LLC | 14,361 | $71.1 萬 | 0.46% | +14,361 | 新進 |
| Capital Advisors Inc | 14,223 | $70.4 萬 | 0.01% | +3,257+29.7% | 加碼 |
| Maia Wealth LLC | 13,600 | $70.4 萬 | 0.15% | −87−0.6% | 減碼 |
| Hanson & Doremus Investment Management | 14,099 | $69.8 萬 | 0.11% | −954−6.3% | 減碼 |
| Access Investment Management LLC | 14,052 | $69.6 萬 | 0.20% | 00.0% | 不變 |
| MONECO Advisors, LLC | 14,031 | $69.5 萬 | 0.07% | +606+4.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 13,724 | $67.9 萬 | 0.02% | +24+0.2% | 加碼 |
| SGL Investment Advisors, Inc. | 12,340 | $67.6 萬 | 0.34% | −418−3.3% | 減碼 |
| Magnolia Capital Advisors LLC | 13,552 | $67.1 萬 | 0.17% | +3,631+36.6% | 加碼 |
| CPR Investments Inc. | 13,512 | $66.9 萬 | 0.60% | +13,512 | 新進 |
| AA Financial Advisors, LLC | 13,431 | $66.5 萬 | 0.18% | +481+3.7% | 加碼 |
| Verus Capital Partners, LLC | 13,444 | $66.2 萬 | 0.06% | +7,420+123.2% | 加碼 |
| Unique Wealth, LLC | 13,336 | $66.0 萬 | 0.14% | +8,795+193.7% | 加碼 |
| Grove Bank & Trust | 13,291 | $65.8 萬 | 0.09% | −94,699−87.7% | 減碼 |
| Northwest Capital Management Inc | 13,252 | $65.6 萬 | 0.28% | +13,252 | 新進 |
| SWP Financial LLC | 13,182 | $65.3 萬 | 0.39% | +13,182 | 新進 |
| CX Institutional | 13,132 | $65.0 萬 | 0.03% | +3,004+29.7% | 加碼 |
| Certus Wealth Management, LLC | 11,831 | $64.9 萬 | 0.43% | +11,831 | 新進 |
| Angeles Wealth Management, LLC | 13,113 | $64.9 萬 | 0.05% | +113+0.9% | 加碼 |
| Thompson David Blair | 13,071 | $64.7 萬 | 0.47% | +13,071 | 新進 |
| Aprio Wealth Management, LLC | 13,054 | $64.6 萬 | 0.09% | 00.0% | 不變 |
| WealthShield Partners, LLC | 12,998 | $64.4 萬 | 0.09% | +12,998 | 新進 |
| Clear Creek Financial Management, LLC | 12,993 | $64.3 萬 | 0.07% | +32+0.2% | 加碼 |
| Nwam LLC | 12,925 | $64.0 萬 | 0.04% | +654+5.3% | 加碼 |
| FFT Wealth Management LLC | 12,893 | $63.8 萬 | 0.05% | +2,422+23.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 12,874 | $63.7 萬 | 0.03% | +1,385+12.1% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,873 | $63.7 萬 | 0.01% | −39−0.3% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 12,873 | $63.7 萬 | 0.17% | −200−1.5% | 減碼 |
| SlateStone Wealth, LLC | 12,874 | $63.7 萬 | 0.06% | −450−3.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 12,857 | $63.7 萬 | 0.14% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 12,844 | $63.6 萬 | 0.05% | +2,249+21.2% | 加碼 |
| Intrua Financial, LLC | 12,800 | $63.4 萬 | 0.10% | −973−7.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $63.3 萬 | 0.18% | 00.0% | 不變 |
| 5T Wealth, LLC | 12,745 | $63.1 萬 | 0.35% | +12,745 | 新進 |
| Trustmark National Bank Trust Department | 12,517 | $62.0 萬 | 0.05% | −66−0.5% | 減碼 |
| Ameliora Wealth Management Ltd. | 12,500 | $61.9 萬 | 0.23% | +12,500 | 新進 |
| Phoenix Wealth Advisors | 12,491 | $61.8 萬 | 0.27% | −10−0.1% | 減碼 |
| Community Bank, N.A. | 12,477 | $61.8 萬 | 0.08% | 00.0% | 不變 |
| PDS Planning, Inc | 12,466 | $61.7 萬 | 0.05% | +275+2.3% | 加碼 |
| Davenport & Co LLC | 12,428 | $61.5 萬 | 0.00% | +1,864+17.6% | 加碼 |
| Boston Family Office LLC | 12,421 | $61.5 萬 | 0.04% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 12,402 | $61.4 萬 | 0.16% | +7,387+147.3% | 加碼 |
| Hirtle Callaghan & Co LLC | 12,402 | $61.4 萬 | 0.03% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 12,397 | $61.4 萬 | 0.31% | +12,397 | 新進 |
| Independent Wealth Network Inc. | 12,388 | $61.3 萬 | 0.25% | −3,176−20.4% | 減碼 |
| Pinnacle Associates Ltd | 12,332 | $61.1 萬 | 0.01% | +734+6.3% | 加碼 |
| BKD Wealth Advisors, LLC | 12,181 | $60.3 萬 | 0.01% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 12,098 | $59.9 萬 | 0.00% | +12,098 | 新進 |
| Armbruster Capital Management, Inc. | 12,000 | $59.4 萬 | 0.12% | +12,000 | 新進 |
| Nova Wealth Management, Inc. | 11,915 | $59.0 萬 | 0.51% | +11,915 | 新進 |
| Colony Family Offices, LLC | 11,820 | $58.5 萬 | 0.18% | −11,040−48.3% | 減碼 |
| Arete Wealth Advisors, LLC | 11,747 | $58.2 萬 | 0.04% | −41,726−78.0% | 減碼 |
| MBL Wealth, LLC | 11,700 | $57.9 萬 | 0.06% | −300−2.5% | 減碼 |
| GSB Wealth Management, LLC | 11,671 | $57.8 萬 | 0.15% | −40.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,665 | $57.8 萬 | 0.03% | +93+0.8% | 加碼 |
| Pure Portfolios Holdings LLC | 11,658 | $57.7 萬 | 0.21% | −742−6.0% | 減碼 |
| Potomac Fund Management Inc | 11,655 | $57.7 萬 | 0.03% | +11,655 | 新進 |
| Integrated Investment Consultants, LLC | 16,425 | $57.5 萬 | 0.12% | −32,049−66.1% | 減碼 |
| Arrowroot Family Office, LLC | 11,606 | $57.5 萬 | 0.30% | −387−3.2% | 減碼 |
| Titleist Asset Management, LLC | 11,599 | $57.4 萬 | 0.07% | −10,796−48.2% | 減碼 |
| WSFS Capital Management, LLC | 11,591 | $57.4 萬 | 0.03% | −25−0.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,575 | $57.3 萬 | 0.01% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 11,537 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 11,490 | $56.9 萬 | 0.35% | +11,490 | 新進 |
| Colonial Trust Co | 11,401 | $56.4 萬 | 0.08% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 11,394 | $56.4 萬 | 0.03% | +1,910+20.1% | 加碼 |
| First Heartland Consultants, Inc. | 11,389 | $56.4 萬 | 0.06% | +5,796+103.6% | 加碼 |
| Keel Point, LLC | 11,298 | $55.9 萬 | 0.04% | +5,880+108.5% | 加碼 |
| Glenview Trust Co | 11,289 | $55.9 萬 | 0.01% | +11,289 | 新進 |
| Signature Estate & Investment Advisors LLC | 11,255 | $55.7 萬 | 0.01% | +589+5.5% | 加碼 |
| Meridian Wealth Management, LLC | 11,240 | $55.6 萬 | 0.03% | −391−3.4% | 減碼 |
| Werba Rubin Papier Wealth Management | 11,234 | $55.6 萬 | 0.13% | 00.0% | 不變 |
| 5th Street Advisors, LLC | 11,204 | $55.5 萬 | 0.29% | +3,754+50.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 11,172 | $55.3 萬 | 0.08% | −85−0.8% | 減碼 |
| Keebeck Wealth Management, LLC | 11,146 | $55.2 萬 | 0.08% | −879−7.3% | 減碼 |
| Brooks, Moore & Associates, Inc. | 11,093 | $54.9 萬 | 0.32% | +500+4.7% | 加碼 |
| Appleton Partners Inc | 11,073 | $54.8 萬 | 0.04% | −108−1.0% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,037 | $54.6 萬 | 0.06% | −2,709−19.7% | 減碼 |
| Betterment LLC | 11,021 | $54.6 萬 | 0.00% | +199+1.8% | 加碼 |
| Hancock Whitney Corp | 11,018 | $54.6 萬 | 0.02% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 11,015 | $54.5 萬 | 0.21% | +11,015 | 新進 |
| Outlook Wealth Advisors, LLC | 10,933 | $54.1 萬 | 0.16% | −40.0% | 減碼 |
| Lantz Financial LLC | 10,900 | $54.0 萬 | 0.14% | +10,900 | 新進 |
| Jamison Private Wealth Management, Inc. | 10,887 | $53.9 萬 | 0.08% | +10,887 | 新進 |
| Sentinel Pension Advisors Inc | 10,876 | $53.8 萬 | 0.10% | +11+0.1% | 加碼 |
| Bay Harbor Wealth Management, LLC | 10,836 | $53.6 萬 | 0.17% | +10,836 | 新進 |
| Bogart Wealth, LLC | 10,812 | $53.5 萬 | 0.03% | 00.0% | 不變 |
| Sterling Investment Advisors LLC | 10,800 | $53.5 萬 | 0.31% | −1,488−12.1% | 減碼 |
| Viewpoint Capital Management LLC | 10,777 | $53.4 萬 | 0.28% | +138+1.3% | 加碼 |
| Global Financial Private Client, LLC | 10,777 | $53.4 萬 | 0.20% | +1,763+19.6% | 加碼 |
| True North Advisors, LLC | 10,650 | $52.7 萬 | 0.12% | 00.0% | 不變 |
| Arkansas Financial Group, Inc. | 10,650 | $52.7 萬 | 0.09% | +2,959+38.5% | 加碼 |
| Keystone Financial Group | 10,512 | $52.0 萬 | 0.05% | +10,512 | 新進 |