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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 330,973 | $1,951 萬 | 0.46% | +4,853+1.5% | 加碼 |
| Acorn Financial Advisory Services Inc | 333,642 | $1,967 萬 | 3.56% | +333,642 | 新進 |
| NorthCrest Asset Manangement, LLC | 336,356 | $1,983 萬 | 0.60% | −29,901−8.2% | 減碼 |
| Colony Group, LLC | 340,308 | $2,006 萬 | 0.05% | −32,952−8.8% | 減碼 |
| Perigon Wealth Management, LLC | 340,342 | $2,007 萬 | 0.52% | +67,388+24.7% | 加碼 |
| Parcion Private Wealth LLC | 342,333 | $2,018 萬 | 1.65% | −11,170−3.2% | 減碼 |
| CI Private Wealth, LLC | 343,079 | $2,023 萬 | 0.03% | −698,610−67.1% | 減碼 |
| CIBC World Markets Inc. | 344,316 | $2,030 萬 | 0.05% | +18,417+5.7% | 加碼 |
| Tudor Investment Corp Et Al | 345,209 | $2,035 萬 | 0.18% | +33,416+10.7% | 加碼 |
| JB Capital LLC | 348,318 | $2,054 萬 | 1.13% | +162,720+87.7% | 加碼 |
| Syon Capital LLC | 350,144 | $2,064 萬 | 1.68% | −34,404−8.9% | 減碼 |
| First American Trust, FSB | 352,870 | $2,081 萬 | 1.91% | +20,082+6.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 357,429 | $2,107 萬 | 0.04% | +54,196+17.9% | 加碼 |
| James Investment Research Inc | 359,662 | $2,121 萬 | 2.69% | −202−0.1% | 減碼 |
| Kingsview Wealth Management, LLC | 360,502 | $2,126 萬 | 0.40% | +826+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 364,724 | $2,150 萬 | 0.24% | −8,527−2.3% | 減碼 |
| Kaydan Wealth Management, Inc. | 366,922 | $2,163 萬 | 6.94% | +129,532+54.6% | 加碼 |
| AllGen Financial Advisors, Inc. | 367,756 | $2,168 萬 | 6.42% | −27,345−6.9% | 減碼 |
| BFSG, LLC | 369,007 | $2,176 萬 | 2.65% | −1,596−0.4% | 減碼 |
| First Foundation Advisors | 371,519 | $2,190 萬 | 0.89% | +29,628+8.7% | 加碼 |
| Sunbelt Securities, Inc. | 373,552 | $2,202 萬 | 1.97% | +121,290+48.1% | 加碼 |
| WESCAP Management Group, Inc. | 374,863 | $2,210 萬 | 5.39% | −15,181−3.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 375,528 | $2,214 萬 | 0.43% | +159,958+74.2% | 加碼 |
| Vision Capital Management, Inc. | 378,314 | $2,231 萬 | 3.21% | +12,568+3.4% | 加碼 |
| TD Waterhouse Canada Inc. | 380,363 | $2,231 萬 | 0.18% | −13,142−3.3% | 減碼 |
| Chatham Capital Group, Inc. | 381,308 | $2,248 萬 | 3.75% | −25,437−6.3% | 減碼 |
| Stephens Inc | 390,757 | $2,304 萬 | 0.34% | −39,400−9.2% | 減碼 |
| Yeomans Consulting Group, Inc. | 398,706 | $2,351 萬 | 9.09% | −26,651−6.3% | 減碼 |
| United Capital Financial Advisers, LLC | 403,191 | $2,377 萬 | 0.20% | +183,063+83.2% | 加碼 |
| VCI Wealth Management LLC | 415,093 | $2,447 萬 | 10.27% | +8,099+2.0% | 加碼 |
| Independent Family Office, LLC | 417,432 | $2,461 萬 | 12.94% | −1,925−0.5% | 減碼 |
| Life Line Wealth Management LLC | 421,536 | $2,485 萬 | 9.14% | +421,536 | 新進 |
| Spinnaker Trust | 431,943 | $2,547 萬 | 1.66% | +14,289+3.4% | 加碼 |
| US Bancorp | 436,020 | $2,571 萬 | 0.03% | +66,314+17.9% | 加碼 |
| Checchi Capital Advisers, LLC | 437,788 | $2,581 萬 | 1.83% | −33,776−7.2% | 減碼 |
| Quent Capital, LLC | 446,020 | $2,630 萬 | 2.76% | −9,847−2.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 456,953 | $2,694 萬 | 0.24% | +91,653+25.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 459,691 | $2,710 萬 | 0.28% | −24,831−5.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 463,034 | $2,730 萬 | 0.33% | +68,501+17.4% | 加碼 |
| Kestra Advisory Services, LLC | 473,880 | $2,794 萬 | 0.14% | +4,915+1.0% | 加碼 |
| Zhang Financial LLC | 475,144 | $2,801 萬 | 1.48% | +2080.0% | 加碼 |
| Public Employees Retirement System of Ohio | 486,700 | $2,870 萬 | 0.10% | 00.0% | 不變 |
| West Family Investments, Inc. | 491,046 | $2,908 萬 | 10.95% | −43,733−8.2% | 減碼 |
| Sowa Financial Group, Inc. | 505,711 | $2,982 萬 | 19.58% | −2,880−0.6% | 減碼 |
| Meridian Wealth Advisors, LLC | 509,579 | $3,004 萬 | 5.10% | +36,527+7.7% | 加碼 |
| SkyView Investment Advisors, LLC | 511,367 | $3,014 萬 | 4.53% | −4,055−0.8% | 減碼 |
| Cadinha & Co LLC | 517,176 | $3,049 萬 | 6.55% | +430,294+495.3% | 加碼 |
| VPR Management LLC | 520,480 | $3,069 萬 | 14.90% | 00.0% | 不變 |
| Mader & Shannon Wealth Management, Inc. | 520,784 | $3,071 萬 | 17.52% | +9,474+1.9% | 加碼 |
| Ronald Blue Trust, Inc. | 528,487 | $3,116 萬 | 0.40% | +57,561+12.2% | 加碼 |
| Strategic Point Investment Advisors, LLC | 533,181 | $3,144 萬 | 5.24% | −11,535−2.1% | 減碼 |
| IFP Advisors, Inc | 535,504 | $3,157 萬 | 0.97% | +28,319+5.6% | 加碼 |
| Reuter James Wealth Management, LLC | 538,059 | $3,172 萬 | 5.52% | +17,908+3.4% | 加碼 |
| MAI Capital Management | 544,946 | $3,213 萬 | 0.24% | +26,387+5.1% | 加碼 |
| Sagespring Wealth Partners, LLC | 560,530 | $3,305 萬 | 0.83% | +352,920+170.0% | 加碼 |
| Cambridge Associates LLC | 560,628 | $3,305 萬 | 0.95% | +39,354+7.5% | 加碼 |
| Citigroup Inc | 561,983 | $3,313 萬 | 0.03% | +236,392+72.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 575,484 | $3,393 萬 | 0.17% | −106,165−15.6% | 減碼 |
| Equitable Holdings, Inc. | 590,988 | $3,484 萬 | 0.33% | +62,292+11.8% | 加碼 |
| Mizuho Bank, Ltd. | 600,000 | $3,538 萬 | 7.99% | +600,000 | 新進 |
| Carl Stuart Investment Advisor, Inc | 610,426 | $3,599 萬 | 20.32% | −7,326−1.2% | 減碼 |
| Ieq Capital, LLC | 621,735 | $3,666 萬 | 0.29% | +533,821+607.2% | 加碼 |
| Assetmark, Inc | 627,352 | $3,699 萬 | 0.10% | +100,790+19.1% | 加碼 |
| HSBC Holdings PLC | 630,294 | $3,716 萬 | 0.02% | −20,745−3.2% | 減碼 |
| Evercore Wealth Management, LLC | 631,220 | $3,722 萬 | 0.60% | −17,378−2.7% | 減碼 |
| Anderson Hoagland & Co | 666,297 | $3,752 萬 | 4.45% | +34,632+5.5% | 加碼 |
| Foundations Investment Advisors, LLC | 655,533 | $3,865 萬 | 0.71% | +56,671+9.5% | 加碼 |
| 1832 Asset Management L.P. | 658,932 | $3,885 萬 | 0.07% | −104,600−13.7% | 減碼 |
| Mackay Shields LLC | 660,000 | $3,891 萬 | 1.25% | −30,000−4.3% | 減碼 |
| National Philanthropic Trust | 674,939 | $3,979 萬 | 0.64% | +70,944+11.7% | 加碼 |
| Narwhal Capital Management | 678,323 | $3,999 萬 | 3.56% | −2,141−0.3% | 減碼 |
| Parker Investment Management, LLC | 678,391 | $4,000 萬 | 7.15% | +672,535+11,484.5% | 加碼 |
| Intellus Advisors LLC | 687,451 | $4,053 萬 | 7.08% | −94,763−12.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 713,233 | $4,205 萬 | 2.31% | +25,505+3.7% | 加碼 |
| Biltmore Family Office, LLC | 719,520 | $4,242 萬 | 7.23% | −5,046−0.7% | 減碼 |
| National Bank of Canada | 723,887 | $4,266 萬 | 0.05% | +21,092+3.0% | 加碼 |
| Goldman Sachs Group Inc | 729,245 | $4,300 萬 | 0.01% | −488,103−40.1% | 減碼 |
| Creative Planning | 763,878 | $4,504 萬 | 0.04% | +5,374+0.7% | 加碼 |
| GWM Advisors LLC | 784,240 | $4,624 萬 | 0.27% | +270,790+52.7% | 加碼 |
| Bank of Montreal | 792,277 | $4,671 萬 | 0.02% | +110,517+16.2% | 加碼 |
| GenWealth Group, Inc. | 795,879 | $4,693 萬 | 10.34% | −1,312−0.2% | 減碼 |
| Circle Wealth Management, LLC | 810,658 | $4,780 萬 | 1.11% | +18,413+2.3% | 加碼 |
| Sanctuary Advisors, LLC | 814,125 | $4,800 萬 | 0.34% | +12,484+1.6% | 加碼 |
| Twin Focus Capital Partners, LLC | 831,689 | $4,904 萬 | 7.62% | −66,349−7.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 847,262 | $4,925 萬 | 0.20% | +52,200+6.6% | 加碼 |
| Tiaa Trust, National Association | 844,405 | $4,979 萬 | 0.16% | +122,209+16.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 868,636 | $5,122 萬 | 0.17% | +151,219+21.1% | 加碼 |
| Permanens Capital L.P. | 873,742 | $5,152 萬 | 9.35% | −112,194−11.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 909,622 | $5,363 萬 | 2.51% | −26,575−2.8% | 減碼 |
| Capital Asset Advisory Services LLC | 947,542 | $5,586 萬 | 2.85% | −87,396−8.4% | 減碼 |
| Deutsche Bank AG | 959,591 | $5,658 萬 | 0.02% | +125,716+15.1% | 加碼 |
| Axxcess Wealth Management, LLC | 967,089 | $5,702 萬 | 1.56% | −74,673−7.2% | 減碼 |
| Oxbow Advisors, LLC | 967,484 | $5,704 萬 | 6.03% | +2,769+0.3% | 加碼 |
| Mercer Global Advisors Inc | 971,068 | $5,726 萬 | 0.13% | −15,335−1.6% | 減碼 |
| CWM, LLC | 980,573 | $5,782 萬 | 0.23% | +212,603+27.7% | 加碼 |
| Charles Schwab Investment Management Inc | 981,332 | $5,786 萬 | 0.01% | +913,987+1,357.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,056,612 | $6,230 萬 | 0.03% | +81,582+8.4% | 加碼 |
| Allianz SE | 1,095,194 | $6,457 萬 | 1.72% | +44,359+4.2% | 加碼 |
| Erste Asset Management GmbH | 1,164,000 | $6,863 萬 | 0.88% | +1,164,000 | 新進 |
| Janney Montgomery Scott LLC | 1,197,537 | $7,061 萬 | 0.20% | +386,410+47.6% | 加碼 |