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。
2025 年第 1 季 13F 持有人
iShares Gold Trust 在 2025/3/31 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
- 1,555
- 較 2024 年第 4 季 +173 家
- 持有股數
- 4.08 億
- 較 2024 年第 4 季 +3,391 萬 (+9.1%)
- 總市值
- $240.4 億
- 較 2024 年第 4 季 +$55.5 億 (+30.0%)
- 新進機構
- 221
- 另有 638 家加碼
- 清倉機構
- 48
- 另有 405 家減碼
另有 36 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 31,338,642 | $18.5 億 | 0.16% | +358,327+1.2% | 加碼 |
| FMR LLC | 26,120,610 | $15.4 億 | 0.10% | +3,503,474+15.5% | 加碼 |
| Morgan Stanley | 23,783,416 | $14.0 億 | 0.10% | +293,391+1.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,940,089 | $10.6 億 | 0.75% | +339,286+1.9% | 加碼 |
| Envestnet Asset Management Inc | 17,575,718 | $10.4 億 | 0.33% | +6,797,066+63.1% | 加碼 |
| Empower Advisory Group, LLC | 13,295,673 | $7.84 億 | 2.56% | −597,339−4.3% | 減碼 |
| Wells Fargo & Company | 12,625,051 | $7.44 億 | 0.18% | +336,225+2.7% | 加碼 |
| LPL Financial LLC | 11,182,842 | $6.59 億 | 0.26% | +2,552,405+29.6% | 加碼 |
| UBS Group AG | 8,960,342 | $5.28 億 | 0.12% | +771,515+9.4% | 加碼 |
| Alliancebernstein L.P. | 7,748,703 | $4.57 億 | 0.17% | −702,216−8.3% | 減碼 |
| JPMorgan Chase & Co | 6,521,009 | $3.84 億 | 0.03% | −2,267,175−25.8% | 減碼 |
| Ameriprise Financial Inc | 6,467,599 | $3.82 億 | 0.10% | +616,559+10.5% | 加碼 |
| WealthNavi Inc. | 6,049,600 | $3.57 億 | 3.97% | +125,599+2.1% | 加碼 |
| Raymond James Financial Inc | 5,395,693 | $3.18 億 | 0.12% | +332,503+6.6% | 加碼 |
| BlackRock, Inc. | 4,992,270 | $2.94 億 | 0.01% | +704,974+16.4% | 加碼 |
| Truist Financial Corp | 4,797,591 | $2.83 億 | 0.45% | +637,298+15.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,718,436 | $2.78 億 | 0.23% | +414,584+9.6% | 加碼 |
| Commonwealth Equity Services, LLC | 3,849,591 | $2.27 億 | 0.32% | +611,513+18.9% | 加碼 |
| Northern Trust Corp | 3,591,732 | $2.12 億 | 0.03% | +444,702+14.1% | 加碼 |
| HighTower Advisors, LLC | 3,546,034 | $2.09 億 | 0.28% | −62,641−1.7% | 減碼 |
| Royal Bank of Canada | 3,500,697 | $2.06 億 | 0.05% | +286,306+8.9% | 加碼 |
| Keybank National Association | 3,420,214 | $2.02 億 | 0.81% | +157,445+4.8% | 加碼 |
| Cerity Partners LLC | 3,264,440 | $1.92 億 | 0.40% | −7,154−0.2% | 減碼 |
| Pureheart Capital Pte Ltd. | 2,675,000 | $1.58 億 | 23.44% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 2,651,774 | $1.49 億 | 0.32% | +141,688+5.6% | 加碼 |
| Captrust Financial Advisors | 2,434,632 | $1.44 億 | 0.36% | +152,903+6.7% | 加碼 |
| Stifel Financial Corp | 2,351,039 | $1.39 億 | 0.15% | +294,384+14.3% | 加碼 |
| Packer & Co Ltd | 2,350,100 | $1.39 億 | 42.10% | −1,235,000−34.4% | 減碼 |
| Equitable Trust Co | 2,292,918 | $1.35 億 | 7.49% | −173,249−7.0% | 減碼 |
| Proficio Capital Partners LLC | 2,291,835 | $1.33 億 | 10.28% | +50,124+2.2% | 加碼 |
| GM Advisory Group, Inc. | 2,068,536 | $1.22 億 | 6.59% | +17,782+0.9% | 加碼 |
| Tocqueville Asset Management L.P. | 2,001,910 | $1.18 億 | 1.93% | +1,741+0.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 1,844,887 | $1.09 億 | 0.35% | +3,084+0.2% | 加碼 |
| Baird Financial Group, Inc. | 1,840,021 | $1.08 億 | 0.21% | −20,005−1.1% | 減碼 |
| Arnhold LLC | 1,757,254 | $1.04 億 | 10.47% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 1,663,205 | $9,806 萬 | 0.38% | +544,745+48.7% | 加碼 |
| Cetera Investment Advisers | 1,647,151 | $9,712 萬 | 0.19% | +613,680+59.4% | 加碼 |
| Bank of New York Mellon Corp | 1,561,243 | $9,205 萬 | 0.02% | +424,915+37.4% | 加碼 |
| Moon Capital Management LP | 1,559,604 | $9,195 萬 | 72.85% | 00.0% | 不變 |
| AlTi Global, Inc. | 1,548,242 | $9,128 萬 | 2.39% | +183,798+13.5% | 加碼 |
| MML Investors Services, LLC | 1,543,211 | $9,099 萬 | 0.30% | +582,760+60.7% | 加碼 |
| Cresset Asset Management, LLC | 1,525,994 | $8,997 萬 | 0.45% | +228,394+17.6% | 加碼 |
| Money Design Co.,Ltd. | 1,458,725 | $8,601 萬 | 4.29% | −212,753−12.7% | 減碼 |
| Forbes J M & Co LLP | 1,447,400 | $8,534 萬 | 8.27% | +51,814+3.7% | 加碼 |
| Rockefeller Capital Management L.P. | 1,418,592 | $8,364 萬 | 0.21% | −170,268−10.7% | 減碼 |
| Park Avenue Securities LLC | 1,374,967 | $8,107 萬 | 1.00% | +692,113+101.4% | 加碼 |
| Mariner, LLC | 1,331,582 | $7,851 萬 | 0.13% | +25,390+1.9% | 加碼 |
| Advisor Group Holdings, Inc. | 1,321,657 | $7,792 萬 | 0.17% | +152,297+13.0% | 加碼 |
| First Command Advisory Services, Inc. | 1,308,919 | $7,717 萬 | 0.74% | −69,268−5.0% | 減碼 |
| Central Trust Co | 1,280,828 | $7,552 萬 | 1.86% | −62,214−4.6% | 減碼 |
| Tanglewood Wealth Management, Inc. | 1,272,287 | $7,501 萬 | 8.44% | −9,987−0.8% | 減碼 |
| Neuberger Berman Group LLC | 1,251,298 | $7,378 萬 | 0.06% | −87,280−6.5% | 減碼 |
| Franklin Resources Inc | 1,239,119 | $7,306 萬 | 0.02% | +30,440+2.5% | 加碼 |
| Resources Investment Advisors, LLC. | 1,232,313 | $7,266 萬 | 0.86% | +395,888+47.3% | 加碼 |
| Dynasty Wealth Management, LLC | 1,205,274 | $7,106 萬 | 1.18% | +451,752+60.0% | 加碼 |
| Janney Montgomery Scott LLC | 1,197,537 | $7,061 萬 | 0.20% | +386,410+47.6% | 加碼 |
| Erste Asset Management GmbH | 1,164,000 | $6,863 萬 | 0.88% | +1,164,000 | 新進 |
| Allianz SE | 1,095,194 | $6,457 萬 | 1.72% | +44,359+4.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,056,612 | $6,230 萬 | 0.03% | +81,582+8.4% | 加碼 |
| Charles Schwab Investment Management Inc | 981,332 | $5,786 萬 | 0.01% | +913,987+1,357.2% | 加碼 |
| CWM, LLC | 980,573 | $5,782 萬 | 0.23% | +212,603+27.7% | 加碼 |
| Mercer Global Advisors Inc | 971,068 | $5,726 萬 | 0.13% | −15,335−1.6% | 減碼 |
| Oxbow Advisors, LLC | 967,484 | $5,704 萬 | 6.03% | +2,769+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 967,089 | $5,702 萬 | 1.56% | −74,673−7.2% | 減碼 |
| Deutsche Bank AG | 959,591 | $5,658 萬 | 0.02% | +125,716+15.1% | 加碼 |
| Capital Asset Advisory Services LLC | 947,542 | $5,586 萬 | 2.85% | −87,396−8.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 909,622 | $5,363 萬 | 2.51% | −26,575−2.8% | 減碼 |
| Permanens Capital L.P. | 873,742 | $5,152 萬 | 9.35% | −112,194−11.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 868,636 | $5,122 萬 | 0.17% | +151,219+21.1% | 加碼 |
| Tiaa Trust, National Association | 844,405 | $4,979 萬 | 0.16% | +122,209+16.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 847,262 | $4,925 萬 | 0.20% | +52,200+6.6% | 加碼 |
| Twin Focus Capital Partners, LLC | 831,689 | $4,904 萬 | 7.62% | −66,349−7.4% | 減碼 |
| Sanctuary Advisors, LLC | 814,125 | $4,800 萬 | 0.34% | +12,484+1.6% | 加碼 |
| Circle Wealth Management, LLC | 810,658 | $4,780 萬 | 1.11% | +18,413+2.3% | 加碼 |
| GenWealth Group, Inc. | 795,879 | $4,693 萬 | 10.34% | −1,312−0.2% | 減碼 |
| Bank of Montreal | 792,277 | $4,671 萬 | 0.02% | +110,517+16.2% | 加碼 |
| GWM Advisors LLC | 784,240 | $4,624 萬 | 0.27% | +270,790+52.7% | 加碼 |
| Creative Planning | 763,878 | $4,504 萬 | 0.04% | +5,374+0.7% | 加碼 |
| Goldman Sachs Group Inc | 729,245 | $4,300 萬 | 0.01% | −488,103−40.1% | 減碼 |
| National Bank of Canada | 723,887 | $4,266 萬 | 0.05% | +21,092+3.0% | 加碼 |
| Biltmore Family Office, LLC | 719,520 | $4,242 萬 | 7.23% | −5,046−0.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 713,233 | $4,205 萬 | 2.31% | +25,505+3.7% | 加碼 |
| Intellus Advisors LLC | 687,451 | $4,053 萬 | 7.08% | −94,763−12.1% | 減碼 |
| Parker Investment Management, LLC | 678,391 | $4,000 萬 | 7.15% | +672,535+11,484.5% | 加碼 |
| Narwhal Capital Management | 678,323 | $3,999 萬 | 3.56% | −2,141−0.3% | 減碼 |
| National Philanthropic Trust | 674,939 | $3,979 萬 | 0.64% | +70,944+11.7% | 加碼 |
| Mackay Shields LLC | 660,000 | $3,891 萬 | 1.25% | −30,000−4.3% | 減碼 |
| 1832 Asset Management L.P. | 658,932 | $3,885 萬 | 0.07% | −104,600−13.7% | 減碼 |
| Foundations Investment Advisors, LLC | 655,533 | $3,865 萬 | 0.71% | +56,671+9.5% | 加碼 |
| Anderson Hoagland & Co | 666,297 | $3,752 萬 | 4.45% | +34,632+5.5% | 加碼 |
| Evercore Wealth Management, LLC | 631,220 | $3,722 萬 | 0.60% | −17,378−2.7% | 減碼 |
| HSBC Holdings PLC | 630,294 | $3,716 萬 | 0.02% | −20,745−3.2% | 減碼 |
| Assetmark, Inc | 627,352 | $3,699 萬 | 0.10% | +100,790+19.1% | 加碼 |
| Ieq Capital, LLC | 621,735 | $3,666 萬 | 0.29% | +533,821+607.2% | 加碼 |
| Carl Stuart Investment Advisor, Inc | 610,426 | $3,599 萬 | 20.32% | −7,326−1.2% | 減碼 |
| Mizuho Bank, Ltd. | 600,000 | $3,538 萬 | 7.99% | +600,000 | 新進 |
| Equitable Holdings, Inc. | 590,988 | $3,484 萬 | 0.33% | +62,292+11.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 575,484 | $3,393 萬 | 0.17% | −106,165−15.6% | 減碼 |
| Citigroup Inc | 561,983 | $3,313 萬 | 0.03% | +236,392+72.6% | 加碼 |
| Cambridge Associates LLC | 560,628 | $3,305 萬 | 0.95% | +39,354+7.5% | 加碼 |