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 |
|---|---|---|---|---|---|
| Briaud Financial Planning, Inc | 106,846 | $629.9 萬 | 2.50% | −826−0.8% | 減碼 |
| Diversify Advisory Services, LLC | 101,294 | $634.5 萬 | 0.40% | +16,628+19.6% | 加碼 |
| Stone House Investment Management, LLC | 107,778 | $635.5 萬 | 1.29% | +79,616+282.7% | 加碼 |
| Twelve Points Wealth Management LLC | 108,695 | $640.9 萬 | 1.74% | −6,630−5.7% | 減碼 |
| SBI Securities Co., Ltd. | 109,064 | $643.0 萬 | 0.21% | +11,863+12.2% | 加碼 |
| Rochester Wealth Strategies, LLC | 110,199 | $649.7 萬 | 5.16% | +110,199 | 新進 |
| Savvy Advisors, Inc. | 110,805 | $653.3 萬 | 0.66% | +79,880+258.3% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 111,113 | $655.1 萬 | 2.97% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 111,790 | $659.1 萬 | 1.74% | −855−0.8% | 減碼 |
| ABLE Financial Group, LLC | 111,934 | $660.0 萬 | 1.85% | −8,787−7.3% | 減碼 |
| Callan Family Office, LLC | 112,327 | $662.3 萬 | 0.50% | +114+0.1% | 加碼 |
| Steel Peak Wealth Management LLC | 112,631 | $664.1 萬 | 0.28% | +64,466+133.8% | 加碼 |
| Battery Global Advisors, LLC | 113,816 | $671.1 萬 | 3.74% | +10,564+10.2% | 加碼 |
| Wills Financial Group LLC | 115,117 | $678.7 萬 | 3.01% | +115,117 | 新進 |
| Lido Advisors, LLC | 115,511 | $681.1 萬 | 0.04% | +4,277+3.8% | 加碼 |
| Southeast Asset Advisors Inc. | 115,540 | $681.2 萬 | 0.84% | 00.0% | 不變 |
| Weil Company, Inc. | 115,773 | $682.6 萬 | 2.04% | −11,430−9.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 115,923 | $683.5 萬 | 0.31% | +34,879+43.0% | 加碼 |
| FineMark National Bank & Trust | 117,091 | $690.4 萬 | 0.25% | +6,300+5.7% | 加碼 |
| TSFG, LLC | 117,217 | $691.1 萬 | 1.41% | +53,007+82.6% | 加碼 |
| High Falls Advisors, Inc | 117,251 | $691.3 萬 | 1.62% | +56,923+94.4% | 加碼 |
| Atomi Financial Group, Inc. | 117,280 | $691.5 萬 | 0.32% | −6,685−5.4% | 減碼 |
| Prudential PLC | 117,291 | $691.5 萬 | 0.03% | +77,490+194.7% | 加碼 |
| Buttonwood Financial Group, LLC | 115,699 | $692.0 萬 | 4.06% | +75,148+185.3% | 加碼 |
| Accretive Wealth Partners, LLC | 109,551 | $707.4 萬 | 2.50% | +4,095+3.9% | 加碼 |
| Systelligence, LLC | 120,090 | $708.1 萬 | 1.70% | −24,991−17.2% | 減碼 |
| Wealthspan Partners, LLC | 120,171 | $708.5 萬 | 3.27% | +2,423+2.1% | 加碼 |
| Independent Financial Group, LLC | 120,486 | $710.4 萬 | 0.24% | −72,985−37.7% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 125,221 | $715.1 萬 | 3.88% | −812−0.6% | 減碼 |
| Capital Analysts, LLC | 123,374 | $727.4 萬 | 0.27% | +96,567+360.2% | 加碼 |
| Prairie Wealth Advisors, Inc. | 123,527 | $728.3 萬 | 3.58% | +2,002+1.6% | 加碼 |
| Thrivent Financial for Lutherans | 143,380 | $730.7 萬 | 0.02% | −73,433−33.9% | 減碼 |
| Security Financial Services, INC. | 124,952 | $736.7 萬 | 1.46% | +70,034+127.5% | 加碼 |
| Alaska Permanent Capital Management | 125,736 | $739.0 萬 | 0.62% | +125,736 | 新進 |
| BCJ Capital Management, LLC | 125,335 | $739.0 萬 | 0.53% | +75,298+150.5% | 加碼 |
| Sentinel Trust Co Lba | 125,556 | $740.3 萬 | 0.87% | −9,708−7.2% | 減碼 |
| Meridian Investment Counsel Inc. | 125,976 | $742.8 萬 | 2.19% | 00.0% | 不變 |
| RFG - Bristol Wealth Advisors, LLC | 126,142 | $743.7 萬 | 2.49% | +103,432+455.4% | 加碼 |
| Patton Fund Management, Inc. | 126,556 | $746.2 萬 | 1.81% | −11,592−8.4% | 減碼 |
| Global Wealth Strategies & Associates | 127,916 | $754.2 萬 | 2.29% | −5,586−4.2% | 減碼 |
| Greenline Partners, LLC | 129,996 | $766.5 萬 | 1.11% | −34,186−20.8% | 減碼 |
| Rehmann Capital Advisory Group | 130,256 | $768.0 萬 | 0.48% | −7,726−5.6% | 減碼 |
| Lynx Capital Group Ltd | 130,297 | $768.2 萬 | 3.95% | +17,261+15.3% | 加碼 |
| JP Wealth Management, Inc. | 130,376 | $768.7 萬 | 6.19% | −4,606−3.4% | 減碼 |
| Maltin Wealth Management, Inc. | 130,615 | $770.1 萬 | 3.62% | +3,984+3.1% | 加碼 |
| Highland Financial Advisors, LLC | 132,273 | $779.9 萬 | 2.79% | −10,648−7.5% | 減碼 |
| GFS Advisors, LLC | 132,680 | $782.3 萬 | 1.57% | −22,691−14.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 133,228 | $785.5 萬 | 3.73% | +11,583+9.5% | 加碼 |
| Well Done, LLC | 158,783 | $786.1 萬 | 1.43% | −90−0.1% | 減碼 |
| Cranbrook Wealth Management, LLC | 133,369 | $786.3 萬 | 1.83% | −718−0.5% | 減碼 |
| WealthCare Investment Partners, LLC | 123,285 | $796.3 萬 | 3.38% | −7,467−5.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 135,608 | $799.5 萬 | 0.05% | −60,662−30.9% | 減碼 |
| Plum Street Advisors, LLC | 136,196 | $803.0 萬 | 3.87% | −20,802−13.2% | 減碼 |
| Omnia Family Wealth, LLC | 136,741 | $806.2 萬 | 3.37% | −500.0% | 減碼 |
| Sage Private Wealth Group, LLC | 136,782 | $806.4 萬 | 6.11% | +19,402+16.5% | 加碼 |
| Pathstone Holdings, LLC | 144,046 | $814.3 萬 | 0.04% | −22,934−13.7% | 減碼 |
| Sharkey, Howes & Javer | 138,373 | $815.8 萬 | 1.17% | +76,331+123.0% | 加碼 |
| MBA Advisors LLC | 139,438 | $822.1 萬 | 4.07% | −1,093−0.8% | 減碼 |
| Shepherd Financial Partners LLC | 140,023 | $825.6 萬 | 0.97% | +129,565+1,238.9% | 加碼 |
| Towneley Capital Management, Inc | 141,321 | $833.2 萬 | 1.95% | +3,278+2.4% | 加碼 |
| Spire Wealth Management | 141,579 | $834.7 萬 | 0.27% | +119,658+545.9% | 加碼 |
| Wealth Alliance | 142,878 | $842.4 萬 | 1.02% | +30,744+27.4% | 加碼 |
| BSW Wealth Partners | 149,779 | $883.1 萬 | 1.34% | +6,050+4.2% | 加碼 |
| Old Port Advisors | 150,107 | $885.0 萬 | 2.63% | −2,572−1.7% | 減碼 |
| Nottingham Advisors, Inc. | 150,172 | $885.4 萬 | 1.35% | −46,404−23.6% | 減碼 |
| Fairview Capital Investment Management, LLC | 153,235 | $903.5 萬 | 0.48% | +12,968+9.2% | 加碼 |
| Brinker Capital Investments, LLC | 154,103 | $908.6 萬 | 0.09% | +29,183+23.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 154,103 | $908.6 萬 | 0.09% | +29,183+23.4% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 154,380 | $910.2 萬 | 4.04% | +3,003+2.0% | 加碼 |
| Brave Asset Management Inc | 154,706 | $912.1 萬 | 2.87% | −1,137−0.7% | 減碼 |
| Vivaldi Capital Management, LLC | 155,048 | $914.2 萬 | 1.47% | −3,195−2.0% | 減碼 |
| Prudential Financial Inc | 155,106 | $914.5 萬 | 0.01% | +12,811+9.0% | 加碼 |
| Cape Ann Savings Bank | 155,150 | $914.8 萬 | 5.74% | −10,223−6.2% | 減碼 |
| Icon Wealth Advisors, LLC | 155,825 | $918.7 萬 | 0.76% | +89,592+135.3% | 加碼 |
| Farther Finance Advisors, LLC | 156,418 | $920.7 萬 | 0.23% | +120,741+338.4% | 加碼 |
| Financial Counselors Inc | 156,209 | $921.0 萬 | 0.14% | +941+0.6% | 加碼 |
| Stephen J. Garry & Associates, LLC | 156,568 | $923.1 萬 | 8.63% | +2,185+1.4% | 加碼 |
| Fortis Group Advisors, LLC | 156,952 | $925.4 萬 | 1.80% | +74,516+90.4% | 加碼 |
| Tennessee Valley Asset Management Partners | 156,988 | $925.6 萬 | 1.51% | +156,988 | 新進 |
| Ancora Advisors, LLC | 157,343 | $927.7 萬 | 0.21% | −3,750−2.3% | 減碼 |
| McMahon Financial Advisors, LLC | 157,881 | $930.9 萬 | 2.30% | −9,274−5.5% | 減碼 |
| Simplex Trading, LLC | 158,432 | $934.1 萬 | 0.33% | +91,102+135.3% | 加碼 |
| Ballentine Partners, LLC | 158,942 | $937.1 萬 | 0.16% | +19,051+13.6% | 加碼 |
| DSG Capital Advisors, LLC | 159,255 | $939.0 萬 | 1.90% | +251+0.2% | 加碼 |
| Apollon Wealth Management, LLC | 159,695 | $941.6 萬 | 0.21% | +55,602+53.4% | 加碼 |
| Insight Wealth Partners, LLC | 159,906 | $942.8 萬 | 5.67% | −9,894−5.8% | 減碼 |
| JNBA Financial Advisors | 160,052 | $943.7 萬 | 0.98% | −5,947−3.6% | 減碼 |
| Impact Investors, Inc | 160,173 | $944.4 萬 | 7.35% | +479+0.3% | 加碼 |
| Ariston Services Group | 160,524 | $946.4 萬 | 7.91% | −1,188−0.7% | 減碼 |
| Mutual Advisors, LLC | 153,715 | $958.3 萬 | 0.27% | +12,359+8.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 163,008 | $961.1 萬 | 0.16% | +11,612+7.7% | 加碼 |
| We Are One Seven, LLC | 163,612 | $964.7 萬 | 0.37% | +24,033+17.2% | 加碼 |
| Stablepoint Partners, LLC | 164,061 | $967.3 萬 | 1.75% | −7,201−4.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 165,396 | $975.2 萬 | 1.75% | +34,843+26.7% | 加碼 |
| Lowe Wealth Advisors, LLC | 167,225 | $986.0 萬 | 4.19% | −1,179−0.7% | 減碼 |
| Silverleafe Capital Partners, LLC | 167,748 | $989.0 萬 | 3.40% | −20,683−11.0% | 減碼 |
| American Investment Services, Inc. | 168,839 | $995.5 萬 | 1.75% | −31,818−15.9% | 減碼 |
| Commerce Bank | 169,273 | $998.0 萬 | 0.06% | +5,530+3.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 173,916 | $1,025 萬 | 0.11% | −584−0.3% | 減碼 |
| Modern Wealth Management, LLC | 174,051 | $1,026 萬 | 0.33% | +22,021+14.5% | 加碼 |