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 |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 7,288 | $43.0 萬 | 0.13% | +1,476+25.4% | 加碼 |
| Clarity Financial LLC | 7,307 | $43.1 萬 | 0.05% | −837−10.3% | 減碼 |
| McAdam, LLC | 7,346 | $43.3 萬 | 0.03% | −487−6.2% | 減碼 |
| Benchmark Investment Advisors LLC | 7,355 | $43.4 萬 | 0.28% | −190−2.5% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 7,379 | $43.5 萬 | 0.04% | −70−0.9% | 減碼 |
| SFM, LLC | 7,416 | $43.7 萬 | 0.32% | +365+5.2% | 加碼 |
| Arrien Investments, Inc. | 7,500 | $44.2 萬 | 0.32% | 00.0% | 不變 |
| Washington Trust Co | 7,510 | $44.3 萬 | 0.02% | 00.0% | 不變 |
| Dopkins Wealth Management, LLC | 7,513 | $44.3 萬 | 0.23% | 00.0% | 不變 |
| Gries Financial LLC | 7,552 | $44.5 萬 | 0.09% | +7,552 | 新進 |
| Evolution Wealth Advisors, LLC | 7,575 | $44.7 萬 | 0.07% | +490+6.9% | 加碼 |
| Journey Advisory Group, LLC | 7,600 | $44.8 萬 | 0.04% | −360−4.5% | 減碼 |
| BKM Wealth Management, LLC | 7,629 | $45.0 萬 | 0.19% | 00.0% | 不變 |
| Aspiriant, LLC | 7,656 | $45.1 萬 | 0.02% | +463+6.4% | 加碼 |
| Lansing Street Advisors | 7,665 | $45.2 萬 | 0.15% | +7,665 | 新進 |
| Aspire Private Capital, LLC | 7,677 | $45.3 萬 | 0.11% | +7,677 | 新進 |
| Lake Street Financial LLC | 7,680 | $45.3 萬 | 0.07% | +7,680 | 新進 |
| SCS Capital Management LLC | 7,680 | $45.3 萬 | 0.01% | +7,680 | 新進 |
| NWF Advisory Services Inc. | 7,694 | $45.4 萬 | 0.06% | −631−7.6% | 減碼 |
| Clearbridge Investments, LLC | 7,701 | $45.4 萬 | 0.00% | +7,701 | 新進 |
| GWN Securities Inc. | 7,728 | $45.6 萬 | 0.03% | +7,728 | 新進 |
| Koa Wealth Management, LLC | 7,747 | $45.7 萬 | 0.37% | +1,033+15.4% | 加碼 |
| Belpointe Asset Management LLC | 7,752 | $45.7 萬 | 0.02% | −2,786−26.4% | 減碼 |
| Strategies Wealth Advisors, LLC | 7,752 | $45.7 萬 | 0.06% | 00.0% | 不變 |
| Meritage Portfolio Management | 7,760 | $45.8 萬 | 0.03% | 00.0% | 不變 |
| Tacita Capital Inc | 7,777 | $45.8 萬 | 0.33% | +115+1.5% | 加碼 |
| Whalerock Point Partners, LLC | 7,811 | $46.1 萬 | 0.11% | +7,811 | 新進 |
| Golden State Wealth Management, LLC | 7,818 | $46.1 萬 | 0.07% | +3,892+99.1% | 加碼 |
| Copia Wealth Management | 7,819 | $46.1 萬 | 0.43% | +69+0.9% | 加碼 |
| Terry L. Blaker | 7,830 | $46.2 萬 | 0.02% | 00.0% | 不變 |
| Stegent Equity Advisors, Inc. | 7,832 | $46.2 萬 | 0.47% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 7,862 | $46.4 萬 | 0.03% | +7,862 | 新進 |
| Klingman & Associates, LLC | 7,866 | $46.4 萬 | 0.03% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 7,888 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| XML Financial, LLC | 7,907 | $46.6 萬 | 0.04% | −1,395−15.0% | 減碼 |
| Disciplined Investors, L.L.C. | 7,950 | $46.9 萬 | 0.42% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 8,024 | $47.3 萬 | 0.06% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 8,049 | $47.5 萬 | 0.01% | +977+13.8% | 加碼 |
| HRT Financial LP | 8,061 | $47.5 萬 | 0.00% | +8,061 | 新進 |
| WBH Advisory Inc | 8,065 | $47.6 萬 | 0.04% | −31,360−79.5% | 減碼 |
| Patten Group, Inc. | 8,129 | $47.9 萬 | 0.11% | −460−5.4% | 減碼 |
| Lakeridge Wealth Management LLC | 8,156 | $48.1 萬 | 0.24% | +784+10.6% | 加碼 |
| SageView Advisory Group, LLC | 8,168 | $48.2 萬 | 0.02% | +3,719+83.6% | 加碼 |
| Valley Forge Investment Consultants Inc Adv | 8,170 | $48.2 萬 | 0.17% | +3,722+83.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,182 | $48.2 萬 | 0.07% | +119+1.5% | 加碼 |
| Great Diamond Partners, LLC | 8,234 | $48.5 萬 | 0.13% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 8,276 | $48.8 萬 | 0.06% | 00.0% | 不變 |
| Reliant Wealth Planning | 8,317 | $49.0 萬 | 0.22% | −145−1.7% | 減碼 |
| Custom Index Systems, LLC | 8,340 | $49.2 萬 | 0.25% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 8,389 | $49.5 萬 | 0.02% | 00.0% | 不變 |
| Private Client Services, LLC | 8,461 | $49.9 萬 | 0.25% | +8,461 | 新進 |
| Capital Planning Advisors, LLC | 8,464 | $49.9 萬 | 0.08% | 00.0% | 不變 |
| First Nebraska Trust Co | 8,500 | $50.1 萬 | 0.05% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 8,513 | $50.2 萬 | 0.03% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 8,596 | $50.7 萬 | 0.13% | 00.0% | 不變 |
| Keel Point, LLC | 8,635 | $50.9 萬 | 0.04% | −2,663−23.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,638 | $50.9 萬 | 0.06% | +351+4.2% | 加碼 |
| KKM Financial LLC | 8,683 | $51.2 萬 | 0.22% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 8,690 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| Three Cord True Wealth Management, LLC | 8,715 | $51.4 萬 | 0.44% | −570−6.1% | 減碼 |
| W Advisors, LLC | 8,717 | $51.4 萬 | 0.32% | +4,106+89.0% | 加碼 |
| Williams & Novak, LLC | 8,756 | $51.5 萬 | 0.50% | −740−7.8% | 減碼 |
| Squarepoint Ops LLC | 8,766 | $51.7 萬 | 0.00% | +900+11.4% | 加碼 |
| Crestwood Advisors Group LLC | 8,769 | $51.7 萬 | 0.01% | +1,524+21.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 8,793 | $51.8 萬 | 0.29% | −2,300−20.7% | 減碼 |
| DGS Capital Management, LLC | 8,947 | $52.8 萬 | 0.14% | +51+0.6% | 加碼 |
| Berkeley Capital Partners, LLC | 8,971 | $52.9 萬 | 0.15% | −599−6.3% | 減碼 |
| Brandywine Oak Private Wealth LLC | 9,000 | $53.1 萬 | 0.05% | 00.0% | 不變 |
| Endowment Wealth Management, Inc. | 9,017 | $53.2 萬 | 0.34% | −313−3.4% | 減碼 |
| Dynamic Financial Group | 9,062 | $53.4 萬 | 0.54% | +103+1.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 9,106 | $53.7 萬 | 0.07% | +82+0.9% | 加碼 |
| Woodward Diversified Capital, LLC | 9,120 | $53.8 萬 | 0.38% | 00.0% | 不變 |
| Beckerman Institutional, LLC | 9,143 | $53.9 萬 | 0.39% | +113+1.3% | 加碼 |
| R.P. Boggs & Co. | 9,163 | $54.0 萬 | 0.33% | −200−2.1% | 減碼 |
| Callan Capital, LLC | 9,195 | $54.2 萬 | 0.04% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 9,195 | $54.2 萬 | 0.14% | 00.0% | 不變 |
| World Equity Group, Inc. | 9,207 | $54.3 萬 | 0.16% | +4,395+91.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 9,238 | $54.5 萬 | 0.01% | 00.0% | 不變 |
| Farmers Trust Co | 9,246 | $54.5 萬 | 0.10% | 00.0% | 不變 |
| Betterment LLC | 9,290 | $54.8 萬 | 0.00% | −1,731−15.7% | 減碼 |
| May Barnhard Investments LLC | 9,307 | $54.9 萬 | 0.27% | +357+4.0% | 加碼 |
| 4WEALTH Advisors, Inc. | 9,418 | $55.5 萬 | 0.61% | −46−0.5% | 減碼 |
| Potomac Fund Management Inc | 8,598 | $55.5 萬 | 0.24% | −3,057−26.2% | 減碼 |
| Valmark Advisers, Inc. | 9,471 | $55.8 萬 | 0.01% | −268−2.8% | 減碼 |
| Viewpoint Capital Management LLC | 9,512 | $56.1 萬 | 0.30% | −1,265−11.7% | 減碼 |
| Choate Investment Advisors | 9,517 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Isthmus Partners, LLC | 9,520 | $56.1 萬 | 0.07% | 00.0% | 不變 |
| CX Institutional | 9,548 | $56.3 萬 | 0.02% | −3,584−27.3% | 減碼 |
| Sonora Investment Management Group, LLC | 9,643 | $56.9 萬 | 0.05% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 9,644 | $56.9 萬 | 0.09% | 00.0% | 不變 |
| Lane & Associates LLC | 9,647 | $56.9 萬 | 0.31% | +2,960+44.3% | 加碼 |
| Staley Capital Advisers Inc | 9,648 | $56.9 萬 | 0.03% | 00.0% | 不變 |
| EPG Wealth Management LLC | 9,670 | $57.0 萬 | 0.16% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 9,689 | $57.1 萬 | 0.05% | −544−5.3% | 減碼 |
| Paradigm Financial Partners, LLC | 9,694 | $57.2 萬 | 0.07% | +2,021+26.3% | 加碼 |
| Patten & Patten Inc | 9,710 | $57.3 萬 | 0.04% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 9,729 | $57.4 萬 | 0.05% | +9,729 | 新進 |
| Maridea Wealth Management LLC | 9,734 | $57.4 萬 | 0.19% | +2,748+39.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 9,773 | $57.6 萬 | 0.02% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 9,812 | $57.9 萬 | 0.01% | +506+5.4% | 加碼 |