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 | 1,230 | $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 |
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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 66,166 | $390.1 萬 | 0.02% | +27,982+73.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 66,297 | $390.9 萬 | 0.08% | −107−0.2% | 減碼 |
| Scarborough Advisors, LLC | 66,442 | $391.7 萬 | 0.56% | +30,805+86.4% | 加碼 |
| Financial Management Network Inc | 70,040 | $392.9 萬 | 0.88% | −2,377−3.3% | 減碼 |
| Financial Alternatives, Inc | 67,307 | $396.8 萬 | 2.83% | −272−0.4% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 68,172 | $401.9 萬 | 3.12% | +1,311+2.0% | 加碼 |
| Verity Asset Management, Inc. | 68,184 | $402.0 萬 | 1.64% | +50,541+286.5% | 加碼 |
| Promus Capital, LLC | 68,336 | $402.9 萬 | 3.06% | +3,973+6.2% | 加碼 |
| Keystone Financial Group | 68,383 | $403.2 萬 | 0.41% | +57,871+550.5% | 加碼 |
| Financial Sense Advisors, Inc. | 68,686 | $405.0 萬 | 1.16% | +515+0.8% | 加碼 |
| Pacific Point Advisors, LLC | 68,862 | $406.0 萬 | 2.28% | 00.0% | 不變 |
| Robinson Value Management, Ltd. | 69,035 | $407.0 萬 | 2.63% | −7,051−9.3% | 減碼 |
| Flputnam Investment Management Co | 69,262 | $408.4 萬 | 0.08% | +14,026+25.4% | 加碼 |
| Mengis Capital Management, Inc. | 69,296 | $408.6 萬 | 0.85% | −55−0.1% | 減碼 |
| NavPoint Financial, Inc. | 69,425 | $409.3 萬 | 2.88% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 69,633 | $410.0 萬 | 1.15% | +26,564+61.7% | 加碼 |
| Cobblestone Capital Advisors LLC | 69,642 | $410.6 萬 | 0.22% | +492+0.7% | 加碼 |
| Waterloo Capital, L.P. | 70,218 | $414.0 萬 | 0.38% | +38,138+118.9% | 加碼 |
| Allie Family Office LLC | 71,020 | $418.7 萬 | 2.29% | −8,540−10.7% | 減碼 |
| Eq Wealth Advisors, LLC | 71,652 | $422.5 萬 | 3.37% | −2,156−2.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 71,760 | $423.1 萬 | 0.03% | +4,284+6.3% | 加碼 |
| Legacy Financial Group LLC | 72,059 | $424.9 萬 | 0.65% | +20,499+39.8% | 加碼 |
| LifePlan Investment Advisors, Inc. | 72,672 | $428.5 萬 | 2.46% | +616+0.9% | 加碼 |
| Arete Wealth Advisors, LLC | 73,541 | $433.6 萬 | 0.33% | +61,794+526.0% | 加碼 |
| Blueprint Investment Partners LLC | 73,734 | $434.7 萬 | 0.79% | −157−0.2% | 減碼 |
| D. Scott Neal, Inc. | 73,762 | $434.9 萬 | 2.41% | +3,867+5.5% | 加碼 |
| Intrepid Capital Management Inc | 74,400 | $438.7 萬 | 2.13% | +6,802+10.1% | 加碼 |
| Generation Capital Management LLC | 75,088 | $442.7 萬 | 3.99% | +26,802+55.5% | 加碼 |
| Sepio Capital, LP | 75,142 | $443.0 萬 | 0.35% | −46−0.1% | 減碼 |
| Red Crane Wealth Management, LLC | 75,989 | $448.0 萬 | 4.29% | −2,905−3.7% | 減碼 |
| F/M Investments LLC | 76,026 | $448.2 萬 | 0.18% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 76,640 | $451.9 萬 | 0.03% | +58,749+328.4% | 加碼 |
| Financial Advocates Investment Management | 76,700 | $452.2 萬 | 0.32% | +3,719+5.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 77,058 | $454.3 萬 | 0.61% | −1,456−1.9% | 減碼 |
| ONE Advisory Partners, LLC | 77,487 | $456.9 萬 | 1.95% | +43,021+124.8% | 加碼 |
| Motco | 77,702 | $458.1 萬 | 0.48% | +313+0.4% | 加碼 |
| Buckingham Strategic Partners | 77,708 | $458.2 萬 | 0.07% | +53,704+223.7% | 加碼 |
| waypoint wealth counsel | 78,597 | $463.4 萬 | 2.91% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 78,666 | $463.8 萬 | 0.51% | +6,062+8.3% | 加碼 |
| Amplius Wealth Advisors, LLC | 78,940 | $465.4 萬 | 0.48% | 00.0% | 不變 |
| Altman Advisors, Inc. | 85,133 | $466.2 萬 | 2.15% | −2,663−3.0% | 減碼 |
| Crescent Grove Advisors, LLC | 79,991 | $471.6 萬 | 0.49% | +2,032+2.6% | 加碼 |
| VestGen Advisors, LLC | 80,098 | $472.3 萬 | 0.21% | +80,098 | 新進 |
| Moulton Wealth Management, Inc | 80,224 | $473.0 萬 | 3.61% | −1,477−1.8% | 減碼 |
| Delta Financial Advisors LLC | 80,247 | $473.1 萬 | 1.78% | −100.0% | 減碼 |
| Evelyn Partners Asset Management Ltd | 80,497 | $474.6 萬 | 1.32% | +23,090+40.2% | 加碼 |
| TriaGen Wealth Management LLC | 81,482 | $480.4 萬 | 1.69% | −6,183−7.1% | 減碼 |
| AE Wealth Management LLC | 81,520 | $480.6 萬 | 0.04% | −48,300−37.2% | 減碼 |
| First Horizon Advisors, Inc. | 81,606 | $481.1 萬 | 0.14% | +15,564+23.6% | 加碼 |
| Tikvah Management LLC | 82,230 | $484.8 萬 | 1.65% | 00.0% | 不變 |
| Blue Investment Partners LLC | 83,692 | $493.4 萬 | 1.86% | +1,989+2.4% | 加碼 |
| Nomura Asset Management Co Ltd | 83,800 | $494.1 萬 | 0.02% | +30,200+56.3% | 加碼 |
| Wealthspire Advisors, LLC | 84,530 | $498.4 萬 | 0.03% | +51,839+158.6% | 加碼 |
| Gibson Capital, LLC | 85,049 | $501.4 萬 | 1.06% | −1,621−1.9% | 減碼 |
| Versant Capital Management, Inc | 86,058 | $507.4 萬 | 0.85% | −1,778−2.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 86,115 | $507.7 萬 | 0.16% | +20,045+30.3% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 86,227 | $508.4 萬 | 0.87% | +42,718+98.2% | 加碼 |
| Alhambra Investment Partners LLC | 86,252 | $508.5 萬 | 2.62% | −7,933−8.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 86,520 | $510.0 萬 | 0.13% | +3,164+3.8% | 加碼 |
| Fiduciary Trust Co | 86,742 | $511.4 萬 | 0.07% | +2,573+3.1% | 加碼 |
| Vontobel Holding Ltd. | 86,957 | $512.7 萬 | 0.02% | +7,100+8.9% | 加碼 |
| Davies Financial Advisors, Inc. | 88,030 | $519.0 萬 | 4.42% | +2,325+2.7% | 加碼 |
| Welch & Forbes LLC | 88,302 | $520.6 萬 | 0.07% | −606−0.7% | 減碼 |
| Argent Trust Co | 89,145 | $525.6 萬 | 0.22% | +4,688+5.6% | 加碼 |
| Stokes Family Office, LLC | 91,048 | $536.8 萬 | 0.60% | +49,666+120.0% | 加碼 |
| RiverGlades Family Offices LLC | 91,287 | $538.2 萬 | 3.87% | −55−0.1% | 減碼 |
| Kure Advisory, LLC | 91,598 | $540.1 萬 | 4.08% | +91,598 | 新進 |
| Gradient Investments LLC | 91,849 | $541.5 萬 | 0.11% | +375+0.4% | 加碼 |
| Avestar Capital, LLC | 92,647 | $546.2 萬 | 0.52% | +2,020+2.2% | 加碼 |
| FDx Advisors, Inc. | 92,788 | $547.1 萬 | 1.78% | −11,910−11.4% | 減碼 |
| D.A. Davidson & Co. | 92,794 | $547.1 萬 | 0.04% | −11,101−10.7% | 減碼 |
| Camden National Bank | 94,284 | $555.9 萬 | 0.83% | +243+0.3% | 加碼 |
| New Millennium Group LLC | 94,684 | $558.3 萬 | 3.66% | +93,220+6,367.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 95,193 | $561.3 萬 | 0.68% | +200+0.2% | 加碼 |
| D L Carlson Investment Group Inc | 95,396 | $562.5 萬 | 1.08% | +10,598+12.5% | 加碼 |
| Pettinga Financial Advisors, LLC | 95,850 | $565.1 萬 | 1.33% | +37,395+64.0% | 加碼 |
| RSM US Wealth Management LLC | 96,214 | $567.3 萬 | 0.09% | −4,445−4.4% | 減碼 |
| Madden Advisory Services, Inc. | 96,536 | $569.2 萬 | 2.65% | −1,234−1.3% | 減碼 |
| TBH Global Asset Management, LLC | 96,903 | $571.3 萬 | 1.10% | +96,903 | 新進 |
| AdvisorNet Financial, Inc | 97,479 | $574.7 萬 | 0.43% | +475+0.5% | 加碼 |
| Altiora Financial Group, LLC | 97,822 | $576.8 萬 | 1.23% | −66,141−40.3% | 減碼 |
| Seeds Investor LLC | 98,330 | $579.8 萬 | 1.63% | +20,068+25.6% | 加碼 |
| Bessemer Group Inc | 99,127 | $584.5 萬 | 0.01% | +945+1.0% | 加碼 |
| Fiduciary Financial Group, LLC | 98,101 | $586.7 萬 | 1.28% | +6,225+6.8% | 加碼 |
| Deane Retirement Strategies, Inc. | 99,722 | $587.6 萬 | 2.80% | +2,672+2.8% | 加碼 |
| DCF Advisers, LLC | 100,000 | $589.6 萬 | 3.17% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 100,358 | $591.5 萬 | 0.29% | −14,180−12.4% | 減碼 |
| Fermata Advisors, LLC | 100,971 | $595.3 萬 | 1.08% | −6,575−6.1% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 101,768 | $599.0 萬 | 0.47% | +54,514+115.4% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 101,879 | $600.7 萬 | 1.04% | −390.0% | 減碼 |
| Kitching Partners, LLC | 101,963 | $601.2 萬 | 6.92% | +7,902+8.4% | 加碼 |
| Strategic Blueprint, LLC | 102,707 | $605.6 萬 | 0.33% | +65,533+176.3% | 加碼 |
| Wellspring Financial Advisors, LLC | 102,734 | $605.7 萬 | 0.67% | +1,741+1.7% | 加碼 |
| Signature Securities Group Corporation | 103,089 | $607.8 萬 | 1.55% | +601+0.6% | 加碼 |
| Baker Avenue Asset Management, LP | 103,200 | $608.5 萬 | 0.19% | +94,238+1,051.5% | 加碼 |
| Summit Place Financial Advisors, LLC | 103,210 | $608.5 萬 | 3.44% | +20,493+24.8% | 加碼 |
| Citizens Financial Group Inc | 104,619 | $616.8 萬 | 0.12% | +79,507+316.6% | 加碼 |
| NewEdge Wealth, LLC | 104,929 | $618.7 萬 | 0.11% | +84,692+418.5% | 加碼 |
| Kelly Financial Services LLC | 105,563 | $622.4 萬 | 2.16% | +60,342+133.4% | 加碼 |
| Stableford Capital II LLC | 99,559 | $623.5 萬 | 2.64% | −10.0% | 減碼 |