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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 30,086 | $177.4 萬 | 0.05% | +20,961+229.7% | 加碼 |
| United Asset Strategies, Inc. | 30,088 | $177.4 萬 | 0.16% | −5,984−16.6% | 減碼 |
| Susquehanna International Group, LLP | 30,111 | $177.5 萬 | 0.00% | +30,111 | 新進 |
| Bristlecone Advisors, LLC | 30,253 | $178.4 萬 | 0.15% | +680+2.3% | 加碼 |
| Naviter Wealth, LLC | 30,820 | $179.2 萬 | 0.22% | +141+0.5% | 加碼 |
| Shared Vision Wealth Group LLC | 30,421 | $179.4 萬 | 0.98% | +15,449+103.2% | 加碼 |
| Clearstead Advisors, LLC | 30,487 | $179.8 萬 | 0.03% | +428+1.4% | 加碼 |
| TD Private Client Wealth LLC | 30,646 | $180.7 萬 | 0.05% | +4,839+18.8% | 加碼 |
| Accredited Investor Services, LLC | 30,695 | $181.0 萬 | 1.51% | +202+0.7% | 加碼 |
| Oppenheimer & Co Inc | 30,698 | $181.0 萬 | 0.03% | +3,291+12.0% | 加碼 |
| First Trust Advisors LP | 30,803 | $181.6 萬 | 0.00% | +7,720+33.4% | 加碼 |
| Savant Capital, LLC | 30,910 | $182.2 萬 | 0.02% | −343−1.1% | 減碼 |
| Cathy Pareto & Associates, Inc | 31,140 | $183.6 萬 | 1.62% | +5,015+19.2% | 加碼 |
| Silver Oak Securities, Inc | 31,753 | $184.6 萬 | 0.17% | −7,211−18.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $185.8 萬 | 0.25% | 00.0% | 不變 |
| Blueprint Financial Advisors LLC | 31,574 | $186.2 萬 | 1.01% | +31,574 | 新進 |
| Western Wealth Management, LLC | 31,678 | $186.8 萬 | 0.12% | −11,516−26.7% | 減碼 |
| Roundview Capital LLC | 31,808 | $187.5 萬 | 0.14% | +552+1.8% | 加碼 |
| Eastern Bank | 31,915 | $188.2 萬 | 0.04% | +4,992+18.5% | 加碼 |
| Flywheel Private Wealth LLC | 31,940 | $188.3 萬 | 1.72% | −20.0% | 減碼 |
| Foguth Wealth Management, LLC. | 32,222 | $190.0 萬 | 0.46% | −104,598−76.4% | 減碼 |
| Satovsky Asset Management LLC | 32,278 | $190.3 萬 | 0.43% | +436+1.4% | 加碼 |
| Congress Wealth Management LLC | 32,867 | $192.7 萬 | 0.02% | +8,048+32.4% | 加碼 |
| Sage Mountain Advisors LLC | 32,683 | $192.7 萬 | 0.14% | 00.0% | 不變 |
| Holistic Financial Partners | 32,987 | $194.5 萬 | 0.94% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 33,065 | $195.0 萬 | 0.19% | −56,619−63.1% | 減碼 |
| Virtus Family Office LLC | 33,442 | $197.2 萬 | 2.53% | −554−1.6% | 減碼 |
| Csenge Advisory Group | 31,545 | $197.6 萬 | 0.11% | +13,435+74.2% | 加碼 |
| New England Private Wealth Advisors LLC | 33,681 | $198.6 萬 | 0.31% | +1,426+4.4% | 加碼 |
| Braun-Bostich & Associates Inc. | 33,812 | $199.4 萬 | 1.48% | +15,285+82.5% | 加碼 |
| Bailard, Inc. | 33,942 | $200.1 萬 | 0.05% | +33,942 | 新進 |
| China Universal Asset Management Co., Ltd. | 34,000 | $200.5 萬 | 0.19% | +13,000+61.9% | 加碼 |
| One Wealth Advisors, LLC | 34,008 | $200.5 萬 | 0.30% | +34,008 | 新進 |
| Coppell Advisory Solutions LLC | 22,803 | $201.3 萬 | 0.30% | +20,145+757.9% | 加碼 |
| Main Street Financial Solutions, LLC | 34,645 | $204.3 萬 | 0.18% | +4,399+14.5% | 加碼 |
| DMG Group, LLC | 34,824 | $205.3 萬 | 1.67% | +25,037+255.8% | 加碼 |
| True Vision MN LLC | 34,841 | $205.4 萬 | 1.23% | +17,575+101.8% | 加碼 |
| London & Capital Asset Management Ltd | 34,927 | $205.9 萬 | 0.18% | 00.0% | 不變 |
| Quantinno Capital Management LP | 34,973 | $206.2 萬 | 0.01% | +12,542+55.9% | 加碼 |
| Bank Ozk | 35,066 | $206.7 萬 | 0.86% | −728−2.0% | 減碼 |
| Jane Street Group, LLC | 35,085 | $206.9 萬 | 0.00% | −133,838−79.2% | 減碼 |
| SWMG, LLC | 33,328 | $207.8 萬 | 0.82% | +23,660+244.7% | 加碼 |
| Wormser Freres Gestion | 35,703 | $208.2 萬 | 1.27% | −5,700−13.8% | 減碼 |
| Columbus Macro, LLC | 35,409 | $208.8 萬 | 0.28% | +200+0.6% | 加碼 |
| Ofc Financial Planning, LLC | 35,417 | $208.8 萬 | 2.36% | +1,578+4.7% | 加碼 |
| Ashton Thomas Securities, LLC | 35,487 | $209.2 萬 | 0.58% | +14,247+67.1% | 加碼 |
| Evergreen Capital Management LLC | 35,519 | $209.4 萬 | 0.07% | +250+0.7% | 加碼 |
| Valued Retirements, Inc. | 35,978 | $212.1 萬 | 2.79% | 00.0% | 不變 |
| Sunesis Advisors, LLC | 36,471 | $215.0 萬 | 1.17% | 00.0% | 不變 |
| Arlington Trust Co LLC | 36,527 | $215.4 萬 | 0.46% | 00.0% | 不變 |
| Allstate Corp | 36,752 | $216.7 萬 | 0.06% | +16,550+81.9% | 加碼 |
| Five Pine Wealth Management | 37,015 | $218.2 萬 | 1.78% | −2,114−5.4% | 減碼 |
| M Holdings Securities, Inc. | 37,331 | $220.1 萬 | 0.37% | −150.0% | 減碼 |
| Perkins Coie Trust Co | 37,347 | $220.2 萬 | 0.50% | 00.0% | 不變 |
| CPR Investments Inc. | 37,445 | $220.8 萬 | 1.96% | +23,933+177.1% | 加碼 |
| Ehrlich Financial Group | 37,781 | $222.8 萬 | 1.62% | +18,119+92.2% | 加碼 |
| Family Management Corp | 38,130 | $224.8 萬 | 0.37% | +2,197+6.1% | 加碼 |
| Keebeck Wealth Management, LLC | 38,159 | $225.0 萬 | 0.33% | +27,013+242.4% | 加碼 |
| Novak & Powell Financial Services, Inc. | 38,235 | $225.4 萬 | 1.40% | −277−0.7% | 減碼 |
| SigFig Wealth Management, LLC | 39,070 | $227.1 萬 | 0.08% | +21,016+116.4% | 加碼 |
| Vicus Capital | 38,585 | $227.5 萬 | 0.21% | −4,129−9.7% | 減碼 |
| Trust Point Inc. | 38,635 | $227.8 萬 | 0.21% | +176+0.5% | 加碼 |
| TRUE Private Wealth Advisors | 38,715 | $228.3 萬 | 0.28% | +337+0.9% | 加碼 |
| Oak Family Advisors, LLC | 38,822 | $228.9 萬 | 0.95% | +7,246+22.9% | 加碼 |
| Focus Financial Network, Inc. | 38,988 | $229.9 萬 | 0.09% | +9,411+31.8% | 加碼 |
| Inlet Private Wealth, LLC | 39,012 | $230.0 萬 | 0.60% | +195+0.5% | 加碼 |
| Insigneo Advisory Services, LLC | 39,211 | $231.2 萬 | 0.24% | +10,765+37.8% | 加碼 |
| Synergy Investment Management, LLC | 39,265 | $231.5 萬 | 0.97% | +24,572+167.2% | 加碼 |
| Whitener Capital Management, Inc. | 39,310 | $231.8 萬 | 0.66% | −170−0.4% | 減碼 |
| Howland Capital Management LLC | 39,770 | $234.5 萬 | 0.10% | +1,623+4.3% | 加碼 |
| EWG Elevate Inc. | 40,042 | $236.1 萬 | 0.89% | +8,295+26.1% | 加碼 |
| Ewa, LLC | 40,107 | $236.5 萬 | 0.88% | +18,975+89.8% | 加碼 |
| Ameritas Advisory Services, LLC | 46,619 | $237.3 萬 | 0.10% | −10,770−18.8% | 減碼 |
| Ipsen Advisor Group LLC | 40,764 | $238.3 萬 | 2.05% | +771+1.9% | 加碼 |
| Compagnie Lombard Odier SCmA | 40,621 | $239.5 萬 | 0.03% | −2,151−5.0% | 減碼 |
| Milestone Asset Management, LLC | 40,745 | $240.2 萬 | 0.51% | +40,745 | 新進 |
| Highline Wealth Partners LLC | 41,027 | $241.9 萬 | 0.82% | +6,075+17.4% | 加碼 |
| Garde Capital, Inc. | 41,196 | $242.9 萬 | 0.14% | +4,656+12.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 41,395 | $244.1 萬 | 0.09% | +14,265+52.6% | 加碼 |
| Apeiron RIA LLC | 41,400 | $244.1 萬 | 0.74% | +725+1.8% | 加碼 |
| Sachetta, LLC | 42,134 | $248.4 萬 | 1.02% | +614+1.5% | 加碼 |
| Synovus Financial Corp | 42,797 | $252.3 萬 | 0.03% | −41,707−49.4% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 42,812 | $252.4 萬 | 1.08% | −3,535−7.6% | 減碼 |
| Walkner Condon Financial Advisors LLC | 42,886 | $252.9 萬 | 0.51% | +679+1.6% | 加碼 |
| MMBG Investment Advisors Co. | 42,900 | $252.9 萬 | 0.29% | 00.0% | 不變 |
| Wealthstar Advisors, LLC | 43,587 | $257.0 萬 | 1.18% | −17,256−28.4% | 減碼 |
| Courier Capital LLC | 44,276 | $261.1 萬 | 0.17% | +26,825+153.7% | 加碼 |
| BridgePort Financial Solutions, LLC | 44,549 | $262.7 萬 | 1.18% | +2,208+5.2% | 加碼 |
| Red Door Wealth Management, LLC | 44,725 | $263.7 萬 | 0.39% | +6,269+16.3% | 加碼 |
| Unique Wealth, LLC | 44,930 | $264.9 萬 | 0.50% | +31,594+236.9% | 加碼 |
| Cadent Capital Advisors, LLC | 44,965 | $265.1 萬 | 1.01% | +4,675+11.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 45,636 | $269.1 萬 | 0.08% | +14,741+47.7% | 加碼 |
| Pinnacle Financial Partners Inc | 51,322 | $270.1 萬 | 0.05% | −3,231−5.9% | 減碼 |
| Confluence Wealth Services, Inc. | 43,530 | $270.4 萬 | 0.17% | +1,358+3.2% | 加碼 |
| Cypress Wealth Services, LLC | 46,048 | $271.5 萬 | 0.55% | +19,538+73.7% | 加碼 |
| Compass Financial Group, Inc. | 46,074 | $271.7 萬 | 1.40% | −311−0.7% | 減碼 |
| Red Mountain Financial, LLC | 46,149 | $272.1 萬 | 3.32% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 46,368 | $273.4 萬 | 0.09% | +189+0.4% | 加碼 |
| PAX Financial Group, LLC | 46,700 | $275.3 萬 | 0.49% | +25,980+125.4% | 加碼 |
| IMPACTfolio, LLC | 46,918 | $276.6 萬 | 1.45% | +46,918 | 新進 |