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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 20,498 | $120.9 萬 | 0.18% | +2,612+14.6% | 加碼 |
| Worth Financial Advisory Group, LLC | 20,507 | $120.9 萬 | 0.77% | −286−1.4% | 減碼 |
| Westside Investment Management, Inc. | 20,568 | $121.3 萬 | 0.26% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 20,962 | $121.9 萬 | 0.21% | 00.0% | 不變 |
| Alpha Financial Partners, LLC | 20,731 | $122.2 萬 | 0.98% | −508−2.4% | 減碼 |
| Golden State Equity Partners | 20,788 | $122.6 萬 | 0.24% | −1,364−6.2% | 減碼 |
| Nations Financial Group Inc, | 20,809 | $122.7 萬 | 0.09% | +84+0.4% | 加碼 |
| Glass Jacobson Investment Advisors llc | 24,826 | $122.9 萬 | 0.40% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 20,849 | $122.9 萬 | 0.04% | +1,938+10.2% | 加碼 |
| Hoxton Planning & Management, LLC | 20,895 | $123.2 萬 | 0.47% | +9,880+89.7% | 加碼 |
| Dohj, LLC | 20,960 | $123.6 萬 | 0.28% | +1,311+6.7% | 加碼 |
| Blossom Wealth Management | 21,050 | $124.1 萬 | 2.50% | −934−4.2% | 減碼 |
| Sax Wealth Advisors, LLC | 21,168 | $124.8 萬 | 0.09% | +21,168 | 新進 |
| Jacobi Capital Management LLC | 21,242 | $125.2 萬 | 0.09% | +45+0.2% | 加碼 |
| Port Capital LLC | 21,350 | $125.9 萬 | 0.06% | 00.0% | 不變 |
| Sharp Financial Services, LLC | 21,460 | $126.5 萬 | 0.97% | −478−2.2% | 減碼 |
| Cardiff Park Advisors, LLC | 21,717 | $128.0 萬 | 0.12% | +4,475+26.0% | 加碼 |
| Private Trust Co NA | 21,752 | $128.2 萬 | 0.13% | +3,331+18.1% | 加碼 |
| Terra Nova Asset Management LLC | 21,766 | $128.3 萬 | 1.01% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 21,870 | $128.9 萬 | 0.13% | +8,426+62.7% | 加碼 |
| Azimuth Capital Investment Management LLC | 22,024 | $129.9 萬 | 0.05% | +3,000+15.8% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 21,463 | $130.8 萬 | 0.60% | +11,111+107.3% | 加碼 |
| Silverlake Wealth Management LLC | 22,279 | $131.4 萬 | 0.50% | +3,331+17.6% | 加碼 |
| Simmons Bank | 22,380 | $132.0 萬 | 0.10% | 00.0% | 不變 |
| Alterna Wealth Management, Inc | 22,441 | $132.3 萬 | 1.00% | +1,197+5.6% | 加碼 |
| Sageworth Trust Co | 22,496 | $132.6 萬 | 0.08% | 00.0% | 不變 |
| ETF Store, Inc. | 22,726 | $134.0 萬 | 1.64% | −1,504−6.2% | 減碼 |
| Vident Advisory, LLC | 22,776 | $134.3 萬 | 0.02% | −2,680−10.5% | 減碼 |
| Adviser Investments LLC | 22,836 | $134.6 萬 | 0.02% | +14,581+176.6% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 22,983 | $135.5 萬 | 0.93% | +3,105+15.6% | 加碼 |
| Midwest Financial Group LLC | 23,018 | $135.7 萬 | 0.79% | +710+3.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 23,148 | $136.3 萬 | 0.12% | −7,929−25.5% | 減碼 |
| Hutchinson Capital Management | 23,132 | $136.4 萬 | 0.26% | 00.0% | 不變 |
| Burns J W & Co Inc | 23,591 | $139.1 萬 | 0.18% | +1,608+7.3% | 加碼 |
| J. W. Coons Advisors, LLC | 23,691 | $139.7 萬 | 0.37% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 23,723 | $139.9 萬 | 0.70% | +23,723 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,954 | $141.2 萬 | 0.00% | −3,329−12.2% | 減碼 |
| Americana Partners, LLC | 24,008 | $141.6 萬 | 0.05% | −1,111−4.4% | 減碼 |
| PBMares Wealth Management LLC | 24,242 | $142.9 萬 | 0.29% | −1,510−5.9% | 減碼 |
| SWP Financial LLC | 24,262 | $143.0 萬 | 0.87% | +11,080+84.1% | 加碼 |
| Montis Financial, LLC | 24,378 | $143.7 萬 | 0.42% | −146−0.6% | 減碼 |
| WealthBridge Capital Management, LLC | 24,467 | $144.3 萬 | 0.41% | +185+0.8% | 加碼 |
| Country Club Bank | 24,870 | $144.6 萬 | 0.10% | +117+0.5% | 加碼 |
| Brown Brothers Harriman & Co | 24,666 | $145.4 萬 | 0.01% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 24,727 | $145.8 萬 | 0.03% | −13,413−35.2% | 減碼 |
| Kilter Group LLC | 24,741 | $145.9 萬 | 0.95% | +10,380+72.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,783 | $146.1 萬 | 0.04% | +3,233+15.0% | 加碼 |
| Venturi Wealth Management, LLC | 24,801 | $146.2 萬 | 0.08% | +4,979+25.1% | 加碼 |
| Accredited Wealth Management, LLC | 24,841 | $146.5 萬 | 1.24% | −610−2.4% | 減碼 |
| Endeavor Private Wealth, Inc. | 24,896 | $146.8 萬 | 0.80% | +16,119+183.7% | 加碼 |
| Sharper & Granite LLC | 24,920 | $146.9 萬 | 0.61% | +1,205+5.1% | 加碼 |
| WESPAC Advisors, LLC | 25,030 | $147.6 萬 | 1.20% | +3,878+18.3% | 加碼 |
| 5T Wealth, LLC | 25,195 | $148.6 萬 | 0.85% | +12,450+97.7% | 加碼 |
| Greenhouse Wealth Management, LLC | 25,196 | $148.6 萬 | 1.11% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 25,204 | $148.6 萬 | 0.32% | +1,319+5.5% | 加碼 |
| IFG Advisory, LLC | 25,232 | $148.8 萬 | 0.08% | +2,798+12.5% | 加碼 |
| SlateStone Wealth, LLC | 25,441 | $150.0 萬 | 0.15% | +12,567+97.6% | 加碼 |
| Myecfo, LLC | 25,550 | $150.6 萬 | 0.80% | −400−1.5% | 減碼 |
| Sterling Capital Management LLC | 25,589 | $150.9 萬 | 0.02% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 25,612 | $151.0 萬 | 0.05% | +4,305+20.2% | 加碼 |
| FWL Investment Management, LLC | 25,616 | $151.0 萬 | 0.56% | −2,650−9.4% | 減碼 |
| Macroview Investment Management LLC | 25,759 | $151.9 萬 | 1.43% | −909−3.4% | 減碼 |
| Marks Group Wealth Management, Inc | 25,765 | $151.9 萬 | 0.15% | −8,555−24.9% | 減碼 |
| MONECO Advisors, LLC | 25,783 | $152.0 萬 | 0.16% | +11,752+83.8% | 加碼 |
| Ifrah Financial Services, Inc. | 26,028 | $153.5 萬 | 0.44% | −1,945−7.0% | 減碼 |
| Regatta Capital Group, LLC | 26,200 | $154.5 萬 | 0.30% | +2,004+8.3% | 加碼 |
| Forum Financial Management, LP | 26,597 | $156.8 萬 | 0.03% | +1,416+5.6% | 加碼 |
| EP Wealth Advisors, LLC | 26,762 | $157.8 萬 | 0.01% | +3,143+13.3% | 加碼 |
| Forthright Family Wealth Advisory LLC | 26,890 | $158.5 萬 | 1.05% | +423+1.6% | 加碼 |
| AQR Capital Management LLC | 26,936 | $158.8 萬 | 0.00% | +8,609+47.0% | 加碼 |
| Jump Financial, LLC | 27,032 | $159.4 萬 | 0.02% | −54,016−66.6% | 減碼 |
| Alesco Advisors LLC | 27,037 | $159.4 萬 | 0.05% | 00.0% | 不變 |
| Worth Asset Management, LLC | 27,047 | $159.5 萬 | 0.87% | +8,063+42.5% | 加碼 |
| Hilltop Holdings Inc. | 27,073 | $159.6 萬 | 0.10% | +6,865+34.0% | 加碼 |
| WealthShield Partners, LLC | 27,182 | $160.3 萬 | 0.21% | +14,184+109.1% | 加碼 |
| Arkadios Wealth Advisors | 27,314 | $161.0 萬 | 0.06% | +11,679+74.7% | 加碼 |
| S.A. Mason LLC | 27,386 | $161.5 萬 | 0.85% | +352+1.3% | 加碼 |
| PFG Investments, LLC | 27,421 | $161.7 萬 | 0.10% | +1,984+7.8% | 加碼 |
| Comprehensive Money Management Services LLC | 27,473 | $162.0 萬 | 1.31% | −1,400−4.8% | 減碼 |
| Moors & Cabot, Inc. | 27,493 | $162.1 萬 | 0.08% | +557+2.1% | 加碼 |
| Elyxium Wealth, LLC | 27,784 | $163.8 萬 | 0.73% | +16,294+141.8% | 加碼 |
| Freestone Capital Holdings, LLC | 27,801 | $163.9 萬 | 0.06% | +10,187+57.8% | 加碼 |
| BKA Wealth Consulting, Inc. | 27,849 | $164.2 萬 | 1.64% | +1,146+4.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,939 | $164.7 萬 | 0.04% | +3,139+12.7% | 加碼 |
| Courage Capital Management LLC | 28,000 | $165.1 萬 | 3.37% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 28,061 | $165.4 萬 | 0.21% | +22,842+437.7% | 加碼 |
| Citadel Advisors LLC | 28,116 | $165.8 萬 | 0.00% | −74,344−72.6% | 減碼 |
| One Wealth Capital Management, LLC | 28,262 | $166.6 萬 | 0.89% | +15,865+128.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,458 | $167.8 萬 | 0.14% | 00.0% | 不變 |
| Claro Advisors LLC | 28,546 | $168.3 萬 | 0.23% | +13,719+92.5% | 加碼 |
| FFG Partners, LLC | 28,856 | $170.1 萬 | 0.70% | −844−2.8% | 減碼 |
| WSFS Capital Management, LLC | 28,856 | $170.1 萬 | 0.10% | +17,265+149.0% | 加碼 |
| Eqis Capital Management, Inc. | 28,860 | $170.2 萬 | 0.14% | −198−0.7% | 減碼 |
| TPG Advisors LLC | 28,897 | $170.4 萬 | 1.34% | +872+3.1% | 加碼 |
| PFG Advisors | 29,248 | $172.4 萬 | 0.10% | +108+0.4% | 加碼 |
| MainStreet Investment Advisors LLC | 29,286 | $172.7 萬 | 0.25% | +650+2.3% | 加碼 |
| Atlantic Trust, LLC | 29,472 | $173.8 萬 | 0.39% | +80.0% | 加碼 |
| JSF Financial, LLC | 29,581 | $174.4 萬 | 0.46% | −4,348−12.8% | 減碼 |
| 4J Wealth Management LLC | 29,658 | $174.9 萬 | 1.38% | +96+0.3% | 加碼 |
| Massmutual Trust Co FSB | 29,692 | $175.1 萬 | 0.05% | +22+0.1% | 加碼 |