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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 9,898 | $58.4 萬 | 0.01% | +482+5.1% | 加碼 |
| Retirement Wealth Solutions LLC | 9,915 | $58.5 萬 | 0.47% | +6,439+185.2% | 加碼 |
| Helium Advisors LLC | 9,940 | $58.6 萬 | 0.43% | +955+10.6% | 加碼 |
| Old Point Trust & Financial Services N A | 10,000 | $59.0 萬 | 0.21% | −250−2.4% | 減碼 |
| Hengehold Capital Management LLC | 10,000 | $59.0 萬 | 0.06% | 00.0% | 不變 |
| Sterling Investment Advisors LLC | 10,032 | $59.2 萬 | 0.33% | −768−7.1% | 減碼 |
| Strategic Financial Concepts, LLC | 10,043 | $59.2 萬 | 0.11% | +1,112+12.5% | 加碼 |
| Essex Savings Bank | 10,060 | $59.3 萬 | 0.15% | +969+10.7% | 加碼 |
| Inspirion Wealth Advisors, LLC | 10,153 | $59.9 萬 | 0.08% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 10,224 | $60.3 萬 | 0.01% | +4,716+85.6% | 加碼 |
| Atala Financial Inc | 10,225 | $60.3 萬 | 0.45% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 10,251 | $60.4 萬 | 0.03% | +395+4.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 10,357 | $61.1 萬 | 0.20% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 10,418 | $61.4 萬 | 0.05% | +5,672+119.5% | 加碼 |
| Mission Financial Group, LLC | 6,990 | $61.6 萬 | 0.57% | +6,990 | 新進 |
| Level Four Advisory Services, LLC | 10,457 | $61.7 萬 | 0.03% | +1,864+21.7% | 加碼 |
| Sentinel Pension Advisors Inc | 10,521 | $62.0 萬 | 0.11% | −355−3.3% | 減碼 |
| JT Stratford LLC | 10,570 | $62.3 萬 | 0.11% | +10,570 | 新進 |
| Archer Investment Corp | 10,595 | $62.5 萬 | 0.16% | +9,990+1,651.2% | 加碼 |
| Spectrum Planning & Advisory Services Inc. | 10,599 | $62.5 萬 | 0.52% | +10,599 | 新進 |
| Texas Yale Capital Corp. | 10,600 | $62.5 萬 | 0.03% | −937−8.1% | 減碼 |
| North Forty Two & Co. | 10,629 | $62.7 萬 | 0.69% | +500+4.9% | 加碼 |
| True North Advisors, LLC | 10,650 | $62.8 萬 | 0.11% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 10,677 | $63.0 萬 | 0.08% | −6,176−36.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 10,690 | $63.0 萬 | 0.02% | +10,690 | 新進 |
| SFE Investment Counsel | 10,787 | $63.6 萬 | 0.13% | +10,787 | 新進 |
| BLB&B Advisors, LLC | 10,790 | $63.6 萬 | 0.03% | +5,710+112.4% | 加碼 |
| Appleton Partners Inc | 10,807 | $63.7 萬 | 0.05% | −266−2.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 10,887 | $64.2 萬 | 0.10% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 10,906 | $64.3 萬 | 0.09% | +10,906 | 新進 |
| Mount Yale Investment Advisors, LLC | 10,923 | $64.4 萬 | 0.06% | +4,693+75.3% | 加碼 |
| Pure Portfolios Holdings LLC | 10,948 | $64.5 萬 | 0.24% | −710−6.1% | 減碼 |
| Meridian Wealth Management, LLC | 10,952 | $64.6 萬 | 0.03% | −288−2.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 10,980 | $64.7 萬 | 0.00% | −1,118−9.2% | 減碼 |
| Phoenix Wealth Advisors | 10,993 | $64.8 萬 | 0.28% | −1,498−12.0% | 減碼 |
| Bogart Wealth, LLC | 11,012 | $64.9 萬 | 0.03% | +200+1.8% | 加碼 |
| Hancock Whitney Corp | 11,018 | $65.0 萬 | 0.02% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 15,849 | $65.0 萬 | 0.13% | −576−3.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,149 | $65.7 萬 | 0.01% | +1,330+13.5% | 加碼 |
| Colonial Trust Co | 11,206 | $66.1 萬 | 0.10% | −195−1.7% | 減碼 |
| Ameliora Wealth Management Ltd. | 12,500 | $66.1 萬 | 0.25% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 11,275 | $66.5 萬 | 0.08% | +11,275 | 新進 |
| Glenview Trust Co | 11,289 | $66.6 萬 | 0.01% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 11,345 | $66.9 萬 | 0.10% | +173+1.5% | 加碼 |
| Nova Wealth Management, Inc. | 11,399 | $67.2 萬 | 0.58% | −516−4.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,435 | $67.4 萬 | 0.01% | −140−1.2% | 減碼 |
| Advyzon Investment Management, LLC | 11,441 | $67.5 萬 | 0.24% | +6,568+134.8% | 加碼 |
| Werba Rubin Papier Wealth Management | 11,443 | $67.5 萬 | 0.15% | +209+1.9% | 加碼 |
| IMC-Chicago, LLC | 11,481 | $67.7 萬 | 0.03% | +11,481 | 新進 |
| XTX Topco Ltd | 11,574 | $68.2 萬 | 0.03% | −5,475−32.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 11,600 | $68.4 萬 | 0.06% | +6,350+121.0% | 加碼 |
| Firethorn Wealth Partners, LLC | 11,663 | $68.8 萬 | 0.33% | +4,577+64.6% | 加碼 |
| Bryn Mawr Trust Co | 11,667 | $68.8 萬 | 0.01% | +5,660+94.2% | 加碼 |
| Global Financial Private Client, LLC | 11,668 | $68.8 萬 | 0.26% | +891+8.3% | 加碼 |
| GSB Wealth Management, LLC | 11,670 | $68.8 萬 | 0.18% | −10.0% | 減碼 |
| Fairvoy Private Wealth, LLC | 11,694 | $68.9 萬 | 0.19% | +2,810+31.6% | 加碼 |
| MBL Wealth, LLC | 11,700 | $69.0 萬 | 0.07% | 00.0% | 不變 |
| GeoWealth Management, LLC | 11,707 | $69.0 萬 | 0.03% | +2,927+33.3% | 加碼 |
| Keystone Wealth Services, LLC | 11,776 | $69.4 萬 | 0.19% | +11,776 | 新進 |
| StoneX Group Inc. | 11,818 | $69.7 萬 | 0.04% | +3,930+49.8% | 加碼 |
| Colony Family Offices, LLC | 11,820 | $69.7 萬 | 0.22% | 00.0% | 不變 |
| Larson Financial Group LLC | 11,849 | $69.9 萬 | 0.03% | +3,664+44.8% | 加碼 |
| Armbruster Capital Management, Inc. | 12,000 | $70.8 萬 | 0.14% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 12,181 | $71.8 萬 | 0.08% | +582+5.0% | 加碼 |
| RCS Financial Planning, LLC | 12,295 | $72.5 萬 | 0.38% | +6,921+128.8% | 加碼 |
| Itau Unibanco Holding S.A. | 12,374 | $73.0 萬 | 0.03% | +12,374 | 新進 |
| Hirtle Callaghan & Co LLC | 12,402 | $73.1 萬 | 0.03% | 00.0% | 不變 |
| Boston Family Office LLC | 12,421 | $73.2 萬 | 0.05% | 00.0% | 不變 |
| Fedenia Advisers LLC | 12,433 | $73.3 萬 | 0.48% | +6,055+94.9% | 加碼 |
| Community Bank, N.A. | 12,440 | $73.3 萬 | 0.10% | −37−0.3% | 減碼 |
| BKD Wealth Advisors, LLC | 12,468 | $73.5 萬 | 0.02% | +287+2.4% | 加碼 |
| Intrua Financial, LLC | 12,476 | $73.6 萬 | 0.12% | −324−2.5% | 減碼 |
| PDS Planning, Inc | 12,541 | $73.9 萬 | 0.06% | +75+0.6% | 加碼 |
| Pinnacle Associates Ltd | 12,701 | $74.9 萬 | 0.01% | +369+3.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $75.4 萬 | 0.22% | 00.0% | 不變 |
| Wescott Financial Advisory Group, LLC | 12,797 | $75.5 萬 | 0.08% | −3,450−21.2% | 減碼 |
| Mission Creek Capital Partners, Inc. | 12,857 | $75.8 萬 | 0.18% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 12,873 | $75.9 萬 | 0.20% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,901 | $76.1 萬 | 0.01% | +28+0.2% | 加碼 |
| Angeles Wealth Management, LLC | 13,000 | $76.6 萬 | 0.06% | −113−0.9% | 減碼 |
| Fisher Asset Management, LLC | 13,067 | $77.0 萬 | 0.00% | +2,803+27.3% | 加碼 |
| Grove Bank & Trust | 13,071 | $77.1 萬 | 0.10% | −220−1.7% | 減碼 |
| Magnolia Capital Advisors LLC | 13,168 | $77.6 萬 | 0.21% | −384−2.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,191 | $77.8 萬 | 0.08% | +2,154+19.5% | 加碼 |
| Cedar Wealth Management, LLC | 13,287 | $78.3 萬 | 0.28% | +13,166+10,881.0% | 加碼 |
| My Legacy Advisors, LLC | 13,358 | $78.8 萬 | 0.30% | +13,358 | 新進 |
| Essex Financial Services, Inc. | 13,392 | $79.0 萬 | 0.06% | −2,120−13.7% | 減碼 |
| Signature Estate & Investment Advisors LLC | 13,450 | $79.3 萬 | 0.02% | +2,195+19.5% | 加碼 |
| Nwam LLC | 13,645 | $80.5 萬 | 0.07% | +720+5.6% | 加碼 |
| Clear Creek Financial Management, LLC | 13,707 | $80.8 萬 | 0.08% | +714+5.5% | 加碼 |
| First Heartland Consultants, Inc. | 13,850 | $81.7 萬 | 0.08% | +2,461+21.6% | 加碼 |
| AA Financial Advisors, LLC | 13,883 | $81.9 萬 | 0.20% | +452+3.4% | 加碼 |
| Hanson & Doremus Investment Management | 14,027 | $82.7 萬 | 0.12% | −72−0.5% | 減碼 |
| Provenance Wealth Advisors, LLC | 14,029 | $82.7 萬 | 0.12% | −10,122−41.9% | 減碼 |
| Capital Advisors Inc | 14,185 | $83.6 萬 | 0.02% | −38−0.3% | 減碼 |
| Sovereign Financial Group, Inc. | 14,327 | $84.5 萬 | 0.19% | +3,941+37.9% | 加碼 |
| Marmo Financial Group, LLC | 14,344 | $84.6 萬 | 0.46% | −57−0.4% | 減碼 |
| Warren Averett Asset Management, LLC | 14,488 | $85.4 萬 | 0.01% | −280−1.9% | 減碼 |
| Private Wealth Asset Management, LLC | 14,554 | $85.8 萬 | 0.12% | +14,554 | 新進 |
| Farmers & Merchants Investments Inc | 14,587 | $86.0 萬 | 0.03% | 00.0% | 不變 |