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 |
|---|---|---|---|---|---|
| CSS LLC | 174,370 | $1,028 萬 | 0.72% | 00.0% | 不變 |
| LifePlan Financial, LLC | 176,273 | $1,039 萬 | 9.06% | −4,645−2.6% | 減碼 |
| Stonebridge Financial Group, LLC | 179,016 | $1,055 萬 | 1.12% | +781+0.4% | 加碼 |
| Regency Capital Management Inc. | 179,156 | $1,056 萬 | 6.31% | +13,158+7.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 182,650 | $1,077 萬 | 0.16% | +37,102+25.5% | 加碼 |
| Jones Financial Companies LLLP | 186,839 | $1,086 萬 | 0.01% | +80,181+75.2% | 加碼 |
| LifeWealth Investments, LLC | 185,381 | $1,093 萬 | 2.42% | +125,323+208.7% | 加碼 |
| Sapient Capital LLC | 185,871 | $1,096 萬 | 0.22% | +229+0.1% | 加碼 |
| Cypress Capital Group | 186,135 | $1,097 萬 | 1.44% | +67,433+56.8% | 加碼 |
| Okabena Investment Services Inc | 187,951 | $1,108 萬 | 2.79% | −2,490−1.3% | 減碼 |
| Morton Capital Management LLC | 188,912 | $1,114 萬 | 2.15% | −18,436−8.9% | 減碼 |
| Bulltick Wealth Management, LLC | 189,269 | $1,116 萬 | 2.96% | +88,390+87.6% | 加碼 |
| Sigma Planning Corp | 193,360 | $1,140 萬 | 0.36% | +35,614+22.6% | 加碼 |
| NTV Asset Management LLC | 194,382 | $1,146 萬 | 1.53% | +2,402+1.3% | 加碼 |
| HB Wealth Management, LLC | 196,034 | $1,156 萬 | 0.10% | +116,067+145.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 197,307 | $1,163 萬 | 0.67% | −6,842−3.4% | 減碼 |
| National Asset Management, Inc. | 197,319 | $1,163 萬 | 0.35% | +33,513+20.5% | 加碼 |
| DT Investment Partners, LLC | 197,692 | $1,166 萬 | 1.12% | +195,130+7,616.3% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 197,714 | $1,166 萬 | 4.06% | +190+0.1% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 199,461 | $1,176 萬 | 13.05% | −8,416−4.0% | 減碼 |
| Lifeworks Advisors, LLC | 202,965 | $1,197 萬 | 1.99% | +31,223+18.2% | 加碼 |
| Brown Advisory Inc | 204,028 | $1,203 萬 | 0.02% | +14,630+7.7% | 加碼 |
| Wealth Management Partners, LLC | 204,605 | $1,206 萬 | 5.59% | +2,203+1.1% | 加碼 |
| Pensionmark Financial Group, LLC | 206,232 | $1,216 萬 | 0.32% | +94,641+84.8% | 加碼 |
| Evoke Wealth, LLC | 207,704 | $1,225 萬 | 0.32% | 00.0% | 不變 |
| Fore Capital, LLC | 208,000 | $1,226 萬 | 14.66% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 208,183 | $1,227 萬 | 1.75% | +83,392+66.8% | 加碼 |
| Spectrum Wealth Counsel, LLC | 209,790 | $1,237 萬 | 1.49% | +186,436+798.3% | 加碼 |
| Rogco, LP | 213,756 | $1,260 萬 | 5.05% | −3,773−1.7% | 減碼 |
| Parkside Investments, LLC | 214,566 | $1,265 萬 | 1.86% | −7,971−3.6% | 減碼 |
| Renaissance Technologies LLC | 215,800 | $1,272 萬 | 0.02% | +35,700+19.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 216,872 | $1,279 萬 | 1.01% | +6,033+2.9% | 加碼 |
| EFG Asset Management (Americas) Corp. | 218,708 | $1,290 萬 | 2.61% | −4,171−1.9% | 減碼 |
| Archetype Wealth Partners | 219,245 | $1,293 萬 | 1.90% | −156−0.1% | 減碼 |
| Sowell Financial Services LLC | 219,377 | $1,293 萬 | 0.59% | +501+0.2% | 加碼 |
| Upper Left Wealth Management, LLC | 223,151 | $1,316 萬 | 9.44% | −6,910−3.0% | 減碼 |
| Private Advisor Group, LLC | 223,303 | $1,317 萬 | 0.08% | +59,565+36.4% | 加碼 |
| Huntington National Bank | – | $1,335 萬 | 0.10% | – | – |
| Forza Wealth Management, LLC | 227,991 | $1,344 萬 | 6.04% | +15,151+7.1% | 加碼 |
| Pictet Asset Management Holding SA | 231,500 | $1,346 萬 | 0.01% | −119,000−34.0% | 減碼 |
| Sigma Investment Counselors Inc | 228,771 | $1,349 萬 | 0.82% | −3,481−1.5% | 減碼 |
| Nkcfo LLC | 229,200 | $1,351 萬 | 6.29% | 00.0% | 不變 |
| Umb Bank N A | 229,784 | $1,355 萬 | 0.22% | −17,174−7.0% | 減碼 |
| Merit Financial Group, LLC | 231,497 | $1,365 萬 | 0.20% | +179,959+349.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 232,496 | $1,371 萬 | 0.04% | −30,423−11.6% | 減碼 |
| Leavell Investment Management, Inc. | 233,026 | $1,374 萬 | 0.68% | +29,725+14.6% | 加碼 |
| Timber Creek Capital Management LLC | 233,227 | $1,375 萬 | 3.67% | −2,166−0.9% | 減碼 |
| White Lighthouse Investment Management Inc. | 236,508 | $1,394 萬 | 2.49% | −11,086−4.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 237,131 | $1,398 萬 | 0.54% | +155,970+192.2% | 加碼 |
| Advisory Services Network, LLC | 238,421 | $1,406 萬 | 0.27% | +40,820+20.7% | 加碼 |
| Signet Investment Advisory Group, Inc. | 238,496 | $1,406 萬 | 7.09% | +1,916+0.8% | 加碼 |
| Legend Financial Advisors, Inc. | 239,050 | $1,409 萬 | 10.35% | −30,403−11.3% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 239,999 | $1,415 萬 | 3.29% | −17,315−6.7% | 減碼 |
| Townsend & Associates, Inc | 220,399 | $1,424 萬 | 1.48% | −1,812−0.8% | 減碼 |
| Hamilton Wealth, LLC | 242,162 | $1,428 萬 | 3.44% | +13,436+5.9% | 加碼 |
| Verger Capital Management LLC | 242,959 | $1,432 萬 | 6.30% | +10,323+4.4% | 加碼 |
| Aveo Capital Partners, LLC | 227,972 | $1,450 萬 | 2.41% | −11,292−4.7% | 減碼 |
| Van Hulzen Asset Management, LLC | 247,315 | $1,458 萬 | 1.33% | +4,147+1.7% | 加碼 |
| Purkiss Capital Advisors LLC | 252,670 | $1,490 萬 | 11.25% | +1,045+0.4% | 加碼 |
| Resonant Capital Advisors, LLC | 252,904 | $1,491 萬 | 1.04% | +6,944+2.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 256,157 | $1,510 萬 | 0.18% | +35,447+16.1% | 加碼 |
| Ascent Group, LLC | 256,372 | $1,512 萬 | 0.65% | +227,359+783.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 256,434 | $1,512 萬 | 0.19% | +105,350+69.7% | 加碼 |
| Fifth Third Securities, Inc. | 257,074 | $1,516 萬 | 1.28% | +18,105+7.6% | 加碼 |
| Norris Financial Group, LLC | 262,829 | $1,550 萬 | 7.23% | −3,733−1.4% | 減碼 |
| Change Path, LLC | 263,265 | $1,552 萬 | 0.46% | +112,911+75.1% | 加碼 |
| CPA Asset Management LLC | 263,596 | $1,554 萬 | 6.84% | +4,350+1.7% | 加碼 |
| Partners Capital Investment Group, LLP | 267,057 | $1,575 萬 | 0.27% | +224,969+534.5% | 加碼 |
| Fielder Capital Group LLC | 268,620 | $1,584 萬 | 4.58% | −342−0.1% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 263,093 | $1,594 萬 | 3.44% | +10,905+4.3% | 加碼 |
| Ambassador Advisors, LLC | 273,759 | $1,614 萬 | 2.81% | −9,007−3.2% | 減碼 |
| Allworth Financial LP | 257,796 | $1,625 萬 | 0.09% | −9,066−3.4% | 減碼 |
| Wallington Asset Management, LLC | 276,419 | $1,630 萬 | 2.35% | +7,840+2.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 279,523 | $1,648 萬 | 1.08% | −11,686−4.0% | 減碼 |
| Summit Financial, LLC | 279,758 | $1,649 萬 | 0.46% | +195,640+232.6% | 加碼 |
| M&T Bank Corp | 287,872 | $1,697 萬 | 0.06% | −6,858−2.3% | 減碼 |
| LVM Capital Management Ltd | 293,826 | $1,732 萬 | 1.93% | +3,395+1.2% | 加碼 |
| Arlington Capital Management, Inc. | 295,048 | $1,740 萬 | 13.18% | +832+0.3% | 加碼 |
| Comerica Bank | 296,406 | $1,748 萬 | 0.07% | +49,076+19.8% | 加碼 |
| Brookstone Capital Management | 296,983 | $1,751 萬 | 0.25% | +21,585+7.8% | 加碼 |
| Sage Rhino Capital LLC | 298,174 | $1,758 萬 | 4.08% | −6,339−2.1% | 減碼 |
| Gimbal Financial | 298,586 | $1,760 萬 | 15.88% | +122,062+69.1% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 299,257 | $1,764 萬 | 6.13% | +66,825+28.8% | 加碼 |
| Atria Investments LLC | 300,806 | $1,774 萬 | 0.23% | +174,335+137.8% | 加碼 |
| AMG National Trust Bank | 302,350 | $1,783 萬 | 0.50% | +6,339+2.1% | 加碼 |
| Transform Wealth, LLC | 302,683 | $1,785 萬 | 1.08% | +4,388+1.5% | 加碼 |
| Baldwin Brothers Inc | 303,420 | $1,789 萬 | 1.25% | −4,695−1.5% | 減碼 |
| Advocacy Wealth Management Services, LLC | 303,689 | $1,791 萬 | 1.22% | +176,747+139.2% | 加碼 |
| Sterling Financial Planning, Inc. | 304,027 | $1,793 萬 | 6.50% | −10,404−3.3% | 減碼 |
| Bokf, NA | 306,133 | $1,805 萬 | 0.32% | +10,405+3.5% | 加碼 |
| Cardinal Point Capital Management, ULC | 309,798 | $1,827 萬 | 1.68% | −98,285−24.1% | 減碼 |
| Blair William & Co | 309,992 | $1,828 萬 | 0.06% | +6,385+2.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 313,614 | $1,849 萬 | 0.18% | −29,708−8.7% | 減碼 |
| Modus Advisors, LLC | 314,305 | $1,853 萬 | 6.07% | −3,275−1.0% | 減碼 |
| Avantax Advisory Services, Inc. | 316,716 | $1,867 萬 | 0.11% | +162,279+105.1% | 加碼 |
| Quest Investment Management LLC | 317,681 | $1,873 萬 | 2.32% | +600.0% | 加碼 |
| Cohen & Steers, Inc. | 318,950 | $1,881 萬 | 0.03% | −40,397−11.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 320,526 | $1,890 萬 | 0.23% | −4,229−1.3% | 減碼 |
| Integrated Wealth Concepts LLC | 324,507 | $1,913 萬 | 0.22% | +233,936+258.3% | 加碼 |
| Chemistry Wealth Management LLC | 329,307 | $1,942 萬 | 4.52% | +27,721+9.2% | 加碼 |