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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 560,530 | $3,305 萬 | 0.83% | +352,920+170.0% | 加碼 |
| MAI Capital Management | 544,946 | $3,213 萬 | 0.24% | +26,387+5.1% | 加碼 |
| Reuter James Wealth Management, LLC | 538,059 | $3,172 萬 | 5.52% | +17,908+3.4% | 加碼 |
| IFP Advisors, Inc | 535,504 | $3,157 萬 | 0.97% | +28,319+5.6% | 加碼 |
| Strategic Point Investment Advisors, LLC | 533,181 | $3,144 萬 | 5.24% | −11,535−2.1% | 減碼 |
| Ronald Blue Trust, Inc. | 528,487 | $3,116 萬 | 0.40% | +57,561+12.2% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 520,784 | $3,071 萬 | 17.52% | +9,474+1.9% | 加碼 |
| VPR Management LLC | 520,480 | $3,069 萬 | 14.90% | 00.0% | 不變 |
| Cadinha & Co LLC | 517,176 | $3,049 萬 | 6.55% | +430,294+495.3% | 加碼 |
| SkyView Investment Advisors, LLC | 511,367 | $3,014 萬 | 4.53% | −4,055−0.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 509,579 | $3,004 萬 | 5.10% | +36,527+7.7% | 加碼 |
| Sowa Financial Group, Inc. | 505,711 | $2,982 萬 | 19.58% | −2,880−0.6% | 減碼 |
| West Family Investments, Inc. | 491,046 | $2,908 萬 | 10.95% | −43,733−8.2% | 減碼 |
| Public Employees Retirement System of Ohio | 486,700 | $2,870 萬 | 0.10% | 00.0% | 不變 |
| Zhang Financial LLC | 475,144 | $2,801 萬 | 1.48% | +2080.0% | 加碼 |
| Kestra Advisory Services, LLC | 473,880 | $2,794 萬 | 0.14% | +4,915+1.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 463,034 | $2,730 萬 | 0.33% | +68,501+17.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 459,691 | $2,710 萬 | 0.28% | −24,831−5.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 456,953 | $2,694 萬 | 0.24% | +91,653+25.1% | 加碼 |
| Quent Capital, LLC | 446,020 | $2,630 萬 | 2.76% | −9,847−2.2% | 減碼 |
| Checchi Capital Advisers, LLC | 437,788 | $2,581 萬 | 1.83% | −33,776−7.2% | 減碼 |
| US Bancorp | 436,020 | $2,571 萬 | 0.03% | +66,314+17.9% | 加碼 |
| Spinnaker Trust | 431,943 | $2,547 萬 | 1.66% | +14,289+3.4% | 加碼 |
| Life Line Wealth Management LLC | 421,536 | $2,485 萬 | 9.14% | +421,536 | 新進 |
| Independent Family Office, LLC | 417,432 | $2,461 萬 | 12.94% | −1,925−0.5% | 減碼 |
| VCI Wealth Management LLC | 415,093 | $2,447 萬 | 10.27% | +8,099+2.0% | 加碼 |
| United Capital Financial Advisers, LLC | 403,191 | $2,377 萬 | 0.20% | +183,063+83.2% | 加碼 |
| Yeomans Consulting Group, Inc. | 398,706 | $2,351 萬 | 9.09% | −26,651−6.3% | 減碼 |
| Stephens Inc | 390,757 | $2,304 萬 | 0.34% | −39,400−9.2% | 減碼 |
| Chatham Capital Group, Inc. | 381,308 | $2,248 萬 | 3.75% | −25,437−6.3% | 減碼 |
| TD Waterhouse Canada Inc. | 380,363 | $2,231 萬 | 0.18% | −13,142−3.3% | 減碼 |
| Vision Capital Management, Inc. | 378,314 | $2,231 萬 | 3.21% | +12,568+3.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 375,528 | $2,214 萬 | 0.43% | +159,958+74.2% | 加碼 |
| WESCAP Management Group, Inc. | 374,863 | $2,210 萬 | 5.39% | −15,181−3.9% | 減碼 |
| Sunbelt Securities, Inc. | 373,552 | $2,202 萬 | 1.97% | +121,290+48.1% | 加碼 |
| First Foundation Advisors | 371,519 | $2,190 萬 | 0.89% | +29,628+8.7% | 加碼 |
| BFSG, LLC | 369,007 | $2,176 萬 | 2.65% | −1,596−0.4% | 減碼 |
| AllGen Financial Advisors, Inc. | 367,756 | $2,168 萬 | 6.42% | −27,345−6.9% | 減碼 |
| Kaydan Wealth Management, Inc. | 366,922 | $2,163 萬 | 6.94% | +129,532+54.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 364,724 | $2,150 萬 | 0.24% | −8,527−2.3% | 減碼 |
| Kingsview Wealth Management, LLC | 360,502 | $2,126 萬 | 0.40% | +826+0.2% | 加碼 |
| James Investment Research Inc | 359,662 | $2,121 萬 | 2.69% | −202−0.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 357,429 | $2,107 萬 | 0.04% | +54,196+17.9% | 加碼 |
| First American Trust, FSB | 352,870 | $2,081 萬 | 1.91% | +20,082+6.0% | 加碼 |
| Syon Capital LLC | 350,144 | $2,064 萬 | 1.68% | −34,404−8.9% | 減碼 |
| JB Capital LLC | 348,318 | $2,054 萬 | 1.13% | +162,720+87.7% | 加碼 |
| Tudor Investment Corp Et Al | 345,209 | $2,035 萬 | 0.18% | +33,416+10.7% | 加碼 |
| CIBC World Markets Inc. | 344,316 | $2,030 萬 | 0.05% | +18,417+5.7% | 加碼 |
| CI Private Wealth, LLC | 343,079 | $2,023 萬 | 0.03% | −698,610−67.1% | 減碼 |
| Parcion Private Wealth LLC | 342,333 | $2,018 萬 | 1.65% | −11,170−3.2% | 減碼 |
| Perigon Wealth Management, LLC | 340,342 | $2,007 萬 | 0.52% | +67,388+24.7% | 加碼 |
| Colony Group, LLC | 340,308 | $2,006 萬 | 0.05% | −32,952−8.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 336,356 | $1,983 萬 | 0.60% | −29,901−8.2% | 減碼 |
| Acorn Financial Advisory Services Inc | 333,642 | $1,967 萬 | 3.56% | +333,642 | 新進 |
| Dakota Wealth Management | 330,973 | $1,951 萬 | 0.46% | +4,853+1.5% | 加碼 |
| Chemistry Wealth Management LLC | 329,307 | $1,942 萬 | 4.52% | +27,721+9.2% | 加碼 |
| Integrated Wealth Concepts LLC | 324,507 | $1,913 萬 | 0.22% | +233,936+258.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 320,526 | $1,890 萬 | 0.23% | −4,229−1.3% | 減碼 |
| Cohen & Steers, Inc. | 318,950 | $1,881 萬 | 0.03% | −40,397−11.2% | 減碼 |
| Quest Investment Management LLC | 317,681 | $1,873 萬 | 2.32% | +600.0% | 加碼 |
| Avantax Advisory Services, Inc. | 316,716 | $1,867 萬 | 0.11% | +162,279+105.1% | 加碼 |
| Modus Advisors, LLC | 314,305 | $1,853 萬 | 6.07% | −3,275−1.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 313,614 | $1,849 萬 | 0.18% | −29,708−8.7% | 減碼 |
| Blair William & Co | 309,992 | $1,828 萬 | 0.06% | +6,385+2.1% | 加碼 |
| Cardinal Point Capital Management, ULC | 309,798 | $1,827 萬 | 1.68% | −98,285−24.1% | 減碼 |
| Bokf, NA | 306,133 | $1,805 萬 | 0.32% | +10,405+3.5% | 加碼 |
| Sterling Financial Planning, Inc. | 304,027 | $1,793 萬 | 6.50% | −10,404−3.3% | 減碼 |
| Advocacy Wealth Management Services, LLC | 303,689 | $1,791 萬 | 1.22% | +176,747+139.2% | 加碼 |
| Baldwin Brothers Inc | 303,420 | $1,789 萬 | 1.25% | −4,695−1.5% | 減碼 |
| Transform Wealth, LLC | 302,683 | $1,785 萬 | 1.08% | +4,388+1.5% | 加碼 |
| AMG National Trust Bank | 302,350 | $1,783 萬 | 0.50% | +6,339+2.1% | 加碼 |
| Atria Investments LLC | 300,806 | $1,774 萬 | 0.23% | +174,335+137.8% | 加碼 |
| Boyer & Corporon Wealth Management, LLC | 299,257 | $1,764 萬 | 6.13% | +66,825+28.8% | 加碼 |
| Gimbal Financial | 298,586 | $1,760 萬 | 15.88% | +122,062+69.1% | 加碼 |
| Sage Rhino Capital LLC | 298,174 | $1,758 萬 | 4.08% | −6,339−2.1% | 減碼 |
| Brookstone Capital Management | 296,983 | $1,751 萬 | 0.25% | +21,585+7.8% | 加碼 |
| Comerica Bank | 296,406 | $1,748 萬 | 0.07% | +49,076+19.8% | 加碼 |
| Arlington Capital Management, Inc. | 295,048 | $1,740 萬 | 13.18% | +832+0.3% | 加碼 |
| LVM Capital Management Ltd | 293,826 | $1,732 萬 | 1.93% | +3,395+1.2% | 加碼 |
| M&T Bank Corp | 287,872 | $1,697 萬 | 0.06% | −6,858−2.3% | 減碼 |
| Summit Financial, LLC | 279,758 | $1,649 萬 | 0.46% | +195,640+232.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 279,523 | $1,648 萬 | 1.08% | −11,686−4.0% | 減碼 |
| Wallington Asset Management, LLC | 276,419 | $1,630 萬 | 2.35% | +7,840+2.9% | 加碼 |
| Allworth Financial LP | 257,796 | $1,625 萬 | 0.09% | −9,066−3.4% | 減碼 |
| Ambassador Advisors, LLC | 273,759 | $1,614 萬 | 2.81% | −9,007−3.2% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 263,093 | $1,594 萬 | 3.44% | +10,905+4.3% | 加碼 |
| Fielder Capital Group LLC | 268,620 | $1,584 萬 | 4.58% | −342−0.1% | 減碼 |
| Partners Capital Investment Group, LLP | 267,057 | $1,575 萬 | 0.27% | +224,969+534.5% | 加碼 |
| CPA Asset Management LLC | 263,596 | $1,554 萬 | 6.84% | +4,350+1.7% | 加碼 |
| Change Path, LLC | 263,265 | $1,552 萬 | 0.46% | +112,911+75.1% | 加碼 |
| Norris Financial Group, LLC | 262,829 | $1,550 萬 | 7.23% | −3,733−1.4% | 減碼 |
| Fifth Third Securities, Inc. | 257,074 | $1,516 萬 | 1.28% | +18,105+7.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 256,434 | $1,512 萬 | 0.19% | +105,350+69.7% | 加碼 |
| Ascent Group, LLC | 256,372 | $1,512 萬 | 0.65% | +227,359+783.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 256,157 | $1,510 萬 | 0.18% | +35,447+16.1% | 加碼 |
| Resonant Capital Advisors, LLC | 252,904 | $1,491 萬 | 1.04% | +6,944+2.8% | 加碼 |
| Purkiss Capital Advisors LLC | 252,670 | $1,490 萬 | 11.25% | +1,045+0.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 247,315 | $1,458 萬 | 1.33% | +4,147+1.7% | 加碼 |
| Aveo Capital Partners, LLC | 227,972 | $1,450 萬 | 2.41% | −11,292−4.7% | 減碼 |
| Verger Capital Management LLC | 242,959 | $1,432 萬 | 6.30% | +10,323+4.4% | 加碼 |