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 |
|---|---|---|---|---|---|
| Hamilton Wealth, LLC | 242,162 | $1,428 萬 | 3.44% | +13,436+5.9% | 加碼 |
| Townsend & Associates, Inc | 220,399 | $1,424 萬 | 1.48% | −1,812−0.8% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 239,999 | $1,415 萬 | 3.29% | −17,315−6.7% | 減碼 |
| Legend Financial Advisors, Inc. | 239,050 | $1,409 萬 | 10.35% | −30,403−11.3% | 減碼 |
| Signet Investment Advisory Group, Inc. | 238,496 | $1,406 萬 | 7.09% | +1,916+0.8% | 加碼 |
| Advisory Services Network, LLC | 238,421 | $1,406 萬 | 0.27% | +40,820+20.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 237,131 | $1,398 萬 | 0.54% | +155,970+192.2% | 加碼 |
| White Lighthouse Investment Management Inc. | 236,508 | $1,394 萬 | 2.49% | −11,086−4.5% | 減碼 |
| Timber Creek Capital Management LLC | 233,227 | $1,375 萬 | 3.67% | −2,166−0.9% | 減碼 |
| Leavell Investment Management, Inc. | 233,026 | $1,374 萬 | 0.68% | +29,725+14.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 232,496 | $1,371 萬 | 0.04% | −30,423−11.6% | 減碼 |
| Merit Financial Group, LLC | 231,497 | $1,365 萬 | 0.20% | +179,959+349.2% | 加碼 |
| Umb Bank N A | 229,784 | $1,355 萬 | 0.22% | −17,174−7.0% | 減碼 |
| Nkcfo LLC | 229,200 | $1,351 萬 | 6.29% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 228,771 | $1,349 萬 | 0.82% | −3,481−1.5% | 減碼 |
| Pictet Asset Management Holding SA | 231,500 | $1,346 萬 | 0.01% | −119,000−34.0% | 減碼 |
| Forza Wealth Management, LLC | 227,991 | $1,344 萬 | 6.04% | +15,151+7.1% | 加碼 |
| Huntington National Bank | – | $1,335 萬 | 0.10% | – | – |
| Private Advisor Group, LLC | 223,303 | $1,317 萬 | 0.08% | +59,565+36.4% | 加碼 |
| Upper Left Wealth Management, LLC | 223,151 | $1,316 萬 | 9.44% | −6,910−3.0% | 減碼 |
| Sowell Financial Services LLC | 219,377 | $1,293 萬 | 0.59% | +501+0.2% | 加碼 |
| Archetype Wealth Partners | 219,245 | $1,293 萬 | 1.90% | −156−0.1% | 減碼 |
| EFG Asset Management (Americas) Corp. | 218,708 | $1,290 萬 | 2.61% | −4,171−1.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 216,872 | $1,279 萬 | 1.01% | +6,033+2.9% | 加碼 |
| Renaissance Technologies LLC | 215,800 | $1,272 萬 | 0.02% | +35,700+19.8% | 加碼 |
| Parkside Investments, LLC | 214,566 | $1,265 萬 | 1.86% | −7,971−3.6% | 減碼 |
| Rogco, LP | 213,756 | $1,260 萬 | 5.05% | −3,773−1.7% | 減碼 |
| Spectrum Wealth Counsel, LLC | 209,790 | $1,237 萬 | 1.49% | +186,436+798.3% | 加碼 |
| Coastal Bridge Advisors, LLC | 208,183 | $1,227 萬 | 1.75% | +83,392+66.8% | 加碼 |
| Fore Capital, LLC | 208,000 | $1,226 萬 | 14.66% | 00.0% | 不變 |
| Evoke Wealth, LLC | 207,704 | $1,225 萬 | 0.32% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 206,232 | $1,216 萬 | 0.32% | +94,641+84.8% | 加碼 |
| Wealth Management Partners, LLC | 204,605 | $1,206 萬 | 5.59% | +2,203+1.1% | 加碼 |
| Brown Advisory Inc | 204,028 | $1,203 萬 | 0.02% | +14,630+7.7% | 加碼 |
| Lifeworks Advisors, LLC | 202,965 | $1,197 萬 | 1.99% | +31,223+18.2% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 199,461 | $1,176 萬 | 13.05% | −8,416−4.0% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 197,714 | $1,166 萬 | 4.06% | +190+0.1% | 加碼 |
| DT Investment Partners, LLC | 197,692 | $1,166 萬 | 1.12% | +195,130+7,616.3% | 加碼 |
| National Asset Management, Inc. | 197,319 | $1,163 萬 | 0.35% | +33,513+20.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 197,307 | $1,163 萬 | 0.67% | −6,842−3.4% | 減碼 |
| HB Wealth Management, LLC | 196,034 | $1,156 萬 | 0.10% | +116,067+145.1% | 加碼 |
| NTV Asset Management LLC | 194,382 | $1,146 萬 | 1.53% | +2,402+1.3% | 加碼 |
| Sigma Planning Corp | 193,360 | $1,140 萬 | 0.36% | +35,614+22.6% | 加碼 |
| Bulltick Wealth Management, LLC | 189,269 | $1,116 萬 | 2.96% | +88,390+87.6% | 加碼 |
| Morton Capital Management LLC | 188,912 | $1,114 萬 | 2.15% | −18,436−8.9% | 減碼 |
| Okabena Investment Services Inc | 187,951 | $1,108 萬 | 2.79% | −2,490−1.3% | 減碼 |
| Cypress Capital Group | 186,135 | $1,097 萬 | 1.44% | +67,433+56.8% | 加碼 |
| Sapient Capital LLC | 185,871 | $1,096 萬 | 0.22% | +229+0.1% | 加碼 |
| LifeWealth Investments, LLC | 185,381 | $1,093 萬 | 2.42% | +125,323+208.7% | 加碼 |
| Jones Financial Companies LLLP | 186,839 | $1,086 萬 | 0.01% | +80,181+75.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 182,650 | $1,077 萬 | 0.16% | +37,102+25.5% | 加碼 |
| Regency Capital Management Inc. | 179,156 | $1,056 萬 | 6.31% | +13,158+7.9% | 加碼 |
| Stonebridge Financial Group, LLC | 179,016 | $1,055 萬 | 1.12% | +781+0.4% | 加碼 |
| LifePlan Financial, LLC | 176,273 | $1,039 萬 | 9.06% | −4,645−2.6% | 減碼 |
| CSS LLC | 174,370 | $1,028 萬 | 0.72% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 174,051 | $1,026 萬 | 0.33% | +22,021+14.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 173,916 | $1,025 萬 | 0.11% | −584−0.3% | 減碼 |
| Commerce Bank | 169,273 | $998.0 萬 | 0.06% | +5,530+3.4% | 加碼 |
| American Investment Services, Inc. | 168,839 | $995.5 萬 | 1.75% | −31,818−15.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 167,748 | $989.0 萬 | 3.40% | −20,683−11.0% | 減碼 |
| Lowe Wealth Advisors, LLC | 167,225 | $986.0 萬 | 4.19% | −1,179−0.7% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 165,396 | $975.2 萬 | 1.75% | +34,843+26.7% | 加碼 |
| Stablepoint Partners, LLC | 164,061 | $967.3 萬 | 1.75% | −7,201−4.2% | 減碼 |
| We Are One Seven, LLC | 163,612 | $964.7 萬 | 0.37% | +24,033+17.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 163,008 | $961.1 萬 | 0.16% | +11,612+7.7% | 加碼 |
| Mutual Advisors, LLC | 153,715 | $958.3 萬 | 0.27% | +12,359+8.7% | 加碼 |
| Ariston Services Group | 160,524 | $946.4 萬 | 7.91% | −1,188−0.7% | 減碼 |
| Impact Investors, Inc | 160,173 | $944.4 萬 | 7.35% | +479+0.3% | 加碼 |
| JNBA Financial Advisors | 160,052 | $943.7 萬 | 0.98% | −5,947−3.6% | 減碼 |
| Insight Wealth Partners, LLC | 159,906 | $942.8 萬 | 5.67% | −9,894−5.8% | 減碼 |
| Apollon Wealth Management, LLC | 159,695 | $941.6 萬 | 0.21% | +55,602+53.4% | 加碼 |
| DSG Capital Advisors, LLC | 159,255 | $939.0 萬 | 1.90% | +251+0.2% | 加碼 |
| Ballentine Partners, LLC | 158,942 | $937.1 萬 | 0.16% | +19,051+13.6% | 加碼 |
| Simplex Trading, LLC | 158,432 | $934.1 萬 | 0.33% | +91,102+135.3% | 加碼 |
| McMahon Financial Advisors, LLC | 157,881 | $930.9 萬 | 2.30% | −9,274−5.5% | 減碼 |
| Ancora Advisors, LLC | 157,343 | $927.7 萬 | 0.21% | −3,750−2.3% | 減碼 |
| Tennessee Valley Asset Management Partners | 156,988 | $925.6 萬 | 1.51% | +156,988 | 新進 |
| Fortis Group Advisors, LLC | 156,952 | $925.4 萬 | 1.80% | +74,516+90.4% | 加碼 |
| Stephen J. Garry & Associates, LLC | 156,568 | $923.1 萬 | 8.63% | +2,185+1.4% | 加碼 |
| Financial Counselors Inc | 156,209 | $921.0 萬 | 0.14% | +941+0.6% | 加碼 |
| Farther Finance Advisors, LLC | 156,418 | $920.7 萬 | 0.23% | +120,741+338.4% | 加碼 |
| Icon Wealth Advisors, LLC | 155,825 | $918.7 萬 | 0.76% | +89,592+135.3% | 加碼 |
| Cape Ann Savings Bank | 155,150 | $914.8 萬 | 5.74% | −10,223−6.2% | 減碼 |
| Prudential Financial Inc | 155,106 | $914.5 萬 | 0.01% | +12,811+9.0% | 加碼 |
| Vivaldi Capital Management, LLC | 155,048 | $914.2 萬 | 1.47% | −3,195−2.0% | 減碼 |
| Brave Asset Management Inc | 154,706 | $912.1 萬 | 2.87% | −1,137−0.7% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 154,380 | $910.2 萬 | 4.04% | +3,003+2.0% | 加碼 |
| Brinker Capital Investments, LLC | 154,103 | $908.6 萬 | 0.09% | +29,183+23.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 154,103 | $908.6 萬 | 0.09% | +29,183+23.4% | 加碼 |
| Fairview Capital Investment Management, LLC | 153,235 | $903.5 萬 | 0.48% | +12,968+9.2% | 加碼 |
| Nottingham Advisors, Inc. | 150,172 | $885.4 萬 | 1.35% | −46,404−23.6% | 減碼 |
| Old Port Advisors | 150,107 | $885.0 萬 | 2.63% | −2,572−1.7% | 減碼 |
| BSW Wealth Partners | 149,779 | $883.1 萬 | 1.34% | +6,050+4.2% | 加碼 |
| Wealth Alliance | 142,878 | $842.4 萬 | 1.02% | +30,744+27.4% | 加碼 |
| Spire Wealth Management | 141,579 | $834.7 萬 | 0.27% | +119,658+545.9% | 加碼 |
| Towneley Capital Management, Inc | 141,321 | $833.2 萬 | 1.95% | +3,278+2.4% | 加碼 |
| Shepherd Financial Partners LLC | 140,023 | $825.6 萬 | 0.97% | +129,565+1,238.9% | 加碼 |
| MBA Advisors LLC | 139,438 | $822.1 萬 | 4.07% | −1,093−0.8% | 減碼 |
| Sharkey, Howes & Javer | 138,373 | $815.8 萬 | 1.17% | +76,331+123.0% | 加碼 |
| Pathstone Holdings, LLC | 144,046 | $814.3 萬 | 0.04% | −22,934−13.7% | 減碼 |