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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 14,602 | $86.1 萬 | 0.02% | +4,476+44.2% | 加碼 |
| Investment Management Corp | 14,605 | $86.1 萬 | 0.78% | +14,605 | 新進 |
| Confluence Investment Management LLC | 14,616 | $86.2 萬 | 0.01% | −346−2.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 14,636 | $86.3 萬 | 0.04% | +2,971+25.5% | 加碼 |
| Trustmark National Bank Trust Department | 14,670 | $86.5 萬 | 0.06% | +2,153+17.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 14,702 | $86.7 萬 | 0.04% | +1,828+14.2% | 加碼 |
| Petra Financial Advisors Inc | 14,727 | $86.8 萬 | 0.71% | +4,964+50.8% | 加碼 |
| Bridgewealth Advisory Group, LLC | 14,795 | $87.2 萬 | 1.15% | −18,284−55.3% | 減碼 |
| Aberdeen Wealth Management LLC | 14,912 | $87.9 萬 | 0.61% | 00.0% | 不變 |
| Davenport & Co LLC | 14,930 | $88.0 萬 | 0.01% | +2,502+20.1% | 加碼 |
| Tarbox Family Office, Inc. | 15,000 | $88.4 萬 | 0.15% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 15,037 | $88.7 萬 | 0.11% | +1,983+15.2% | 加碼 |
| Horan Capital Advisors, LLC. | 15,085 | $88.9 萬 | 0.30% | 00.0% | 不變 |
| Bank of Nova Scotia | 15,089 | $88.9 萬 | 0.00% | +95+0.6% | 加碼 |
| Lantz Financial LLC | 15,186 | $89.5 萬 | 0.25% | +4,286+39.3% | 加碼 |
| Diversified Trust Co | 15,225 | $89.8 萬 | 0.02% | +9,104+148.7% | 加碼 |
| Kornitzer Capital Management Inc | 15,228 | $89.8 萬 | 0.02% | −1,565−9.3% | 減碼 |
| Independent Wealth Network Inc. | 15,237 | $89.8 萬 | 0.36% | +2,849+23.0% | 加碼 |
| BXM Wealth LLC | 15,312 | $90.3 萬 | 1.08% | +15,312 | 新進 |
| Mirador Capital Partners LP | 15,343 | $90.5 萬 | 0.16% | −955−5.9% | 減碼 |
| First National Trust Co | 15,397 | $90.8 萬 | 0.04% | −2,050−11.7% | 減碼 |
| Northcape Wealth Management, LLC | 15,435 | $91.0 萬 | 0.29% | −100−0.6% | 減碼 |
| Davis Wealth Advisors, LLC | 15,466 | $91.2 萬 | 1.03% | +8,770+131.0% | 加碼 |
| JFS Wealth Advisors, LLC | 15,503 | $91.4 萬 | 0.06% | +11,641+301.4% | 加碼 |
| Blue Fin Capital, Inc. | 15,508 | $91.4 萬 | 0.18% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 18,486 | $91.5 萬 | 0.29% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 15,650 | $92.3 萬 | 0.40% | +8,537+120.0% | 加碼 |
| Barnes Wealth Management Group, Inc | 15,712 | $92.6 萬 | 0.59% | +555+3.7% | 加碼 |
| KCM Investment Advisors LLC | 15,915 | $93.8 萬 | 0.03% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 15,915 | $93.8 萬 | 0.02% | +234+1.5% | 加碼 |
| Narus Financial Partners, LLC | 16,022 | $94.5 萬 | 0.32% | −765−4.6% | 減碼 |
| Brookwood Investment Group LLC | 16,076 | $94.8 萬 | 0.16% | +16,076 | 新進 |
| Glenmede Trust Co NA | 16,082 | $94.8 萬 | 0.01% | −1,000−5.9% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $95.8 萬 | 0.08% | 00.0% | 不變 |
| 5th Street Advisors, LLC | 16,275 | $96.0 萬 | 0.46% | +5,071+45.3% | 加碼 |
| Austin Private Wealth, LLC | 16,333 | $96.3 萬 | 0.09% | −8,819−35.1% | 減碼 |
| First PREMIER Bank | 16,414 | $96.7 萬 | 0.25% | +8,000+95.1% | 加碼 |
| First Manhattan Co | 16,454 | $97.0 萬 | 0.00% | −28,750−63.6% | 減碼 |
| Cascade Financial Partners, LLC | 16,492 | $97.2 萬 | 0.12% | −450−2.7% | 減碼 |
| Valeo Financial Advisors, LLC | 16,527 | $97.4 萬 | 0.03% | −784−4.5% | 減碼 |
| Northwest Capital Management Inc | 16,623 | $98.0 萬 | 0.40% | +3,371+25.4% | 加碼 |
| Beck Capital Management, LLC | 16,656 | $98.2 萬 | 0.29% | +16,656 | 新進 |
| Ellis Investment Partners, LLC | 16,667 | $98.3 萬 | 0.20% | +310+1.9% | 加碼 |
| Outlook Wealth Advisors, LLC | 16,774 | $98.9 萬 | 0.28% | +5,841+53.4% | 加碼 |
| Mill Creek Capital Advisors, LLC | 16,821 | $99.2 萬 | 0.02% | 00.0% | 不變 |
| Sentinus, LLC | 16,949 | $99.9 萬 | 0.28% | +16,949 | 新進 |
| BOK Financial Private Wealth, Inc. | 17,119 | $100.9 萬 | 0.08% | −70−0.4% | 減碼 |
| Evermay Wealth Management LLC | 17,131 | $101.0 萬 | 0.13% | −53,673−75.8% | 減碼 |
| S&CO Inc | 17,174 | $101.2 萬 | 0.07% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 17,168 | $101.2 萬 | 0.04% | +5,774+50.7% | 加碼 |
| Principle Wealth Partners LLC | 17,209 | $101.5 萬 | 0.07% | +750+4.6% | 加碼 |
| Doliver Advisors, LP | 17,275 | $101.9 萬 | 0.29% | −1,250−6.7% | 減碼 |
| Mather Group, LLC. | 17,283 | $101.9 萬 | 0.01% | +1,526+9.7% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 17,304 | $102.0 萬 | 0.03% | 00.0% | 不變 |
| Maia Wealth LLC | 16,943 | $102.7 萬 | 0.23% | +3,343+24.6% | 加碼 |
| Ballew Advisors, Inc | 16,910 | $103.1 萬 | 0.69% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 17,517 | $103.3 萬 | 0.07% | +4,673+36.4% | 加碼 |
| Novem Group | 17,597 | $103.8 萬 | 0.15% | +1,079+6.5% | 加碼 |
| Auxano Advisors, LLC | 17,637 | $104.0 萬 | 0.28% | −737−4.0% | 減碼 |
| Phillips Financial Management, LLC | 17,649 | $104.1 萬 | 0.08% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 17,681 | $104.2 萬 | 0.03% | −427−2.4% | 減碼 |
| Avaii Wealth Management, LLC | 17,698 | $104.3 萬 | 0.56% | −109−0.6% | 減碼 |
| Silvia McColl Wealth Management, LLC | 17,741 | $104.6 萬 | 0.79% | 00.0% | 不變 |
| Charles Schwab Trust Co | 17,754 | $104.7 萬 | 0.09% | +17,754 | 新進 |
| Hobbs Group Advisors, LLC | 17,782 | $104.8 萬 | 0.40% | −10.0% | 減碼 |
| Crosspoint Financial, LLC | 17,806 | $105.0 萬 | 3.04% | +17,806 | 新進 |
| OneAscent Financial Services LLC | 17,798 | $105.0 萬 | 0.07% | +7,348+70.3% | 加碼 |
| Riggs Asset Managment Co. Inc. | 17,916 | $105.6 萬 | 0.30% | +647+3.7% | 加碼 |
| Noble Wealth Management PBC | 17,930 | $105.7 萬 | 0.72% | −579−3.1% | 減碼 |
| Hamilton Capital, LLC | 17,943 | $105.8 萬 | 0.06% | −1,764−9.0% | 減碼 |
| BEAM Asset Management, LLC | 17,989 | $106.1 萬 | 0.36% | +1,214+7.2% | 加碼 |
| Y.D. More Investments Ltd | 18,000 | $106.1 萬 | 0.09% | 00.0% | 不變 |
| King Luther Capital Management Corp | – | $106.3 萬 | 0.00% | – | – |
| Global Wealth Management, LLC | 18,058 | $106.5 萬 | 0.61% | +545+3.1% | 加碼 |
| Arkansas Financial Group, Inc. | 17,889 | $107.0 萬 | 0.19% | +7,239+68.0% | 加碼 |
| Principal Securities, Inc. | 21,640 | $107.1 萬 | 0.02% | +333+1.6% | 加碼 |
| Sheets Smith Wealth Management | 18,211 | $107.4 萬 | 0.13% | 00.0% | 不變 |
| American National Bank | 18,251 | $107.6 萬 | 0.12% | 00.0% | 不變 |
| Bright Financial Advisors, Inc. | 18,286 | $107.8 萬 | 0.66% | 00.0% | 不變 |
| Independent Advisor Alliance | 18,288 | $107.8 萬 | 0.04% | +985+5.7% | 加碼 |
| Armis Advisers, LLC | 17,359 | $107.9 萬 | 0.10% | +17,359 | 新進 |
| Wealth Management Associates, Inc. | 18,368 | $108.3 萬 | 0.46% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 18,437 | $108.4 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 18,398 | $108.5 萬 | 0.02% | +3,272+21.6% | 加碼 |
| Wealthgarden F.S. LLC | 18,487 | $109.0 萬 | 1.05% | +1,778+10.6% | 加碼 |
| New Republic Capital, LLC | 18,647 | $109.9 萬 | 0.48% | −16,301−46.6% | 減碼 |
| Jordan Park Trust Co LLC | 18,651 | $110.0 萬 | 1.04% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 18,680 | $110.1 萬 | 0.02% | 00.0% | 不變 |
| L.M. Kohn & Company | 18,724 | $110.4 萬 | 0.29% | +18,724 | 新進 |
| Fort Point Capital Partners LLC | 18,971 | $111.9 萬 | 0.13% | −137−0.7% | 減碼 |
| Certus Wealth Management, LLC | 18,684 | $114.0 萬 | 0.77% | +6,853+57.9% | 加碼 |
| Natixis Advisors, L.P. | 19,356 | $114.1 萬 | 0.00% | −264−1.3% | 減碼 |
| AlphaCore Capital LLC | 19,423 | $114.5 萬 | 0.10% | +19,423 | 新進 |
| Camden Capital, LLC | 19,534 | $115.2 萬 | 0.12% | +1,650+9.2% | 加碼 |
| Gateway Wealth Partners, LLC | 19,752 | $116.5 萬 | 0.26% | +7,350+59.3% | 加碼 |
| Old National Bancorp | 19,826 | $116.9 萬 | 0.03% | +3,788+23.6% | 加碼 |
| Signaturefd, LLC | 19,979 | $117.8 萬 | 0.02% | −2,285−10.3% | 減碼 |
| Avory & Company, LLC | 20,000 | $117.9 萬 | 0.78% | 00.0% | 不變 |
| Matrix Trust Co | 20,243 | $119.4 萬 | 0.20% | +5,726+39.4% | 加碼 |
| Kanawha Capital Management LLC | 20,279 | $119.6 萬 | 0.09% | +500+2.5% | 加碼 |