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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 136,782 | $806.4 萬 | 6.11% | +19,402+16.5% | 加碼 |
| Omnia Family Wealth, LLC | 136,741 | $806.2 萬 | 3.37% | −500.0% | 減碼 |
| Plum Street Advisors, LLC | 136,196 | $803.0 萬 | 3.87% | −20,802−13.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 135,608 | $799.5 萬 | 0.05% | −60,662−30.9% | 減碼 |
| WealthCare Investment Partners, LLC | 123,285 | $796.3 萬 | 3.38% | −7,467−5.7% | 減碼 |
| Cranbrook Wealth Management, LLC | 133,369 | $786.3 萬 | 1.83% | −718−0.5% | 減碼 |
| Well Done, LLC | 158,783 | $786.1 萬 | 1.43% | −90−0.1% | 減碼 |
| Bigelow Investment Advisors, LLC | 133,228 | $785.5 萬 | 3.73% | +11,583+9.5% | 加碼 |
| GFS Advisors, LLC | 132,680 | $782.3 萬 | 1.57% | −22,691−14.6% | 減碼 |
| Highland Financial Advisors, LLC | 132,273 | $779.9 萬 | 2.79% | −10,648−7.5% | 減碼 |
| Maltin Wealth Management, Inc. | 130,615 | $770.1 萬 | 3.62% | +3,984+3.1% | 加碼 |
| JP Wealth Management, Inc. | 130,376 | $768.7 萬 | 6.19% | −4,606−3.4% | 減碼 |
| Lynx Capital Group Ltd | 130,297 | $768.2 萬 | 3.95% | +17,261+15.3% | 加碼 |
| Rehmann Capital Advisory Group | 130,256 | $768.0 萬 | 0.48% | −7,726−5.6% | 減碼 |
| Greenline Partners, LLC | 129,996 | $766.5 萬 | 1.11% | −34,186−20.8% | 減碼 |
| Global Wealth Strategies & Associates | 127,916 | $754.2 萬 | 2.29% | −5,586−4.2% | 減碼 |
| Patton Fund Management, Inc. | 126,556 | $746.2 萬 | 1.81% | −11,592−8.4% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 126,142 | $743.7 萬 | 2.49% | +103,432+455.4% | 加碼 |
| Meridian Investment Counsel Inc. | 125,976 | $742.8 萬 | 2.19% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 125,556 | $740.3 萬 | 0.87% | −9,708−7.2% | 減碼 |
| BCJ Capital Management, LLC | 125,335 | $739.0 萬 | 0.53% | +75,298+150.5% | 加碼 |
| Alaska Permanent Capital Management | 125,736 | $739.0 萬 | 0.62% | +125,736 | 新進 |
| Security Financial Services, INC. | 124,952 | $736.7 萬 | 1.46% | +70,034+127.5% | 加碼 |
| Thrivent Financial for Lutherans | 143,380 | $730.7 萬 | 0.02% | −73,433−33.9% | 減碼 |
| Prairie Wealth Advisors, Inc. | 123,527 | $728.3 萬 | 3.58% | +2,002+1.6% | 加碼 |
| Capital Analysts, LLC | 123,374 | $727.4 萬 | 0.27% | +96,567+360.2% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 125,221 | $715.1 萬 | 3.88% | −812−0.6% | 減碼 |
| Independent Financial Group, LLC | 120,486 | $710.4 萬 | 0.24% | −72,985−37.7% | 減碼 |
| Wealthspan Partners, LLC | 120,171 | $708.5 萬 | 3.27% | +2,423+2.1% | 加碼 |
| Systelligence, LLC | 120,090 | $708.1 萬 | 1.70% | −24,991−17.2% | 減碼 |
| Accretive Wealth Partners, LLC | 109,551 | $707.4 萬 | 2.50% | +4,095+3.9% | 加碼 |
| Buttonwood Financial Group, LLC | 115,699 | $692.0 萬 | 4.06% | +75,148+185.3% | 加碼 |
| Prudential PLC | 117,291 | $691.5 萬 | 0.03% | +77,490+194.7% | 加碼 |
| Atomi Financial Group, Inc. | 117,280 | $691.5 萬 | 0.32% | −6,685−5.4% | 減碼 |
| High Falls Advisors, Inc | 117,251 | $691.3 萬 | 1.62% | +56,923+94.4% | 加碼 |
| TSFG, LLC | 117,217 | $691.1 萬 | 1.41% | +53,007+82.6% | 加碼 |
| FineMark National Bank & Trust | 117,091 | $690.4 萬 | 0.25% | +6,300+5.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 115,923 | $683.5 萬 | 0.31% | +34,879+43.0% | 加碼 |
| Weil Company, Inc. | 115,773 | $682.6 萬 | 2.04% | −11,430−9.0% | 減碼 |
| Southeast Asset Advisors Inc. | 115,540 | $681.2 萬 | 0.84% | 00.0% | 不變 |
| Lido Advisors, LLC | 115,511 | $681.1 萬 | 0.04% | +4,277+3.8% | 加碼 |
| Wills Financial Group LLC | 115,117 | $678.7 萬 | 3.01% | +115,117 | 新進 |
| Battery Global Advisors, LLC | 113,816 | $671.1 萬 | 3.74% | +10,564+10.2% | 加碼 |
| Steel Peak Wealth Management LLC | 112,631 | $664.1 萬 | 0.28% | +64,466+133.8% | 加碼 |
| Callan Family Office, LLC | 112,327 | $662.3 萬 | 0.50% | +114+0.1% | 加碼 |
| ABLE Financial Group, LLC | 111,934 | $660.0 萬 | 1.85% | −8,787−7.3% | 減碼 |
| Ackerman Capital Advisors, LLC | 111,790 | $659.1 萬 | 1.74% | −855−0.8% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 111,113 | $655.1 萬 | 2.97% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 110,805 | $653.3 萬 | 0.66% | +79,880+258.3% | 加碼 |
| Rochester Wealth Strategies, LLC | 110,199 | $649.7 萬 | 5.16% | +110,199 | 新進 |
| SBI Securities Co., Ltd. | 109,064 | $643.0 萬 | 0.21% | +11,863+12.2% | 加碼 |
| Twelve Points Wealth Management LLC | 108,695 | $640.9 萬 | 1.74% | −6,630−5.7% | 減碼 |
| Stone House Investment Management, LLC | 107,778 | $635.5 萬 | 1.29% | +79,616+282.7% | 加碼 |
| Diversify Advisory Services, LLC | 101,294 | $634.5 萬 | 0.40% | +16,628+19.6% | 加碼 |
| Briaud Financial Planning, Inc | 106,846 | $629.9 萬 | 2.50% | −826−0.8% | 減碼 |
| Stableford Capital II LLC | 99,559 | $623.5 萬 | 2.64% | −10.0% | 減碼 |
| Kelly Financial Services LLC | 105,563 | $622.4 萬 | 2.16% | +60,342+133.4% | 加碼 |
| NewEdge Wealth, LLC | 104,929 | $618.7 萬 | 0.11% | +84,692+418.5% | 加碼 |
| Citizens Financial Group Inc | 104,619 | $616.8 萬 | 0.12% | +79,507+316.6% | 加碼 |
| Summit Place Financial Advisors, LLC | 103,210 | $608.5 萬 | 3.44% | +20,493+24.8% | 加碼 |
| Baker Avenue Asset Management, LP | 103,200 | $608.5 萬 | 0.19% | +94,238+1,051.5% | 加碼 |
| Signature Securities Group Corporation | 103,089 | $607.8 萬 | 1.55% | +601+0.6% | 加碼 |
| Wellspring Financial Advisors, LLC | 102,734 | $605.7 萬 | 0.67% | +1,741+1.7% | 加碼 |
| Strategic Blueprint, LLC | 102,707 | $605.6 萬 | 0.33% | +65,533+176.3% | 加碼 |
| Kitching Partners, LLC | 101,963 | $601.2 萬 | 6.92% | +7,902+8.4% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 101,879 | $600.7 萬 | 1.04% | −390.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 101,768 | $599.0 萬 | 0.47% | +54,514+115.4% | 加碼 |
| Fermata Advisors, LLC | 100,971 | $595.3 萬 | 1.08% | −6,575−6.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 100,358 | $591.5 萬 | 0.29% | −14,180−12.4% | 減碼 |
| DCF Advisers, LLC | 100,000 | $589.6 萬 | 3.17% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 99,722 | $587.6 萬 | 2.80% | +2,672+2.8% | 加碼 |
| Fiduciary Financial Group, LLC | 98,101 | $586.7 萬 | 1.28% | +6,225+6.8% | 加碼 |
| Bessemer Group Inc | 99,127 | $584.5 萬 | 0.01% | +945+1.0% | 加碼 |
| Seeds Investor LLC | 98,330 | $579.8 萬 | 1.63% | +20,068+25.6% | 加碼 |
| Altiora Financial Group, LLC | 97,822 | $576.8 萬 | 1.23% | −66,141−40.3% | 減碼 |
| AdvisorNet Financial, Inc | 97,479 | $574.7 萬 | 0.43% | +475+0.5% | 加碼 |
| TBH Global Asset Management, LLC | 96,903 | $571.3 萬 | 1.10% | +96,903 | 新進 |
| Madden Advisory Services, Inc. | 96,536 | $569.2 萬 | 2.65% | −1,234−1.3% | 減碼 |
| RSM US Wealth Management LLC | 96,214 | $567.3 萬 | 0.09% | −4,445−4.4% | 減碼 |
| Pettinga Financial Advisors, LLC | 95,850 | $565.1 萬 | 1.33% | +37,395+64.0% | 加碼 |
| D L Carlson Investment Group Inc | 95,396 | $562.5 萬 | 1.08% | +10,598+12.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 95,193 | $561.3 萬 | 0.68% | +200+0.2% | 加碼 |
| New Millennium Group LLC | 94,684 | $558.3 萬 | 3.66% | +93,220+6,367.5% | 加碼 |
| Camden National Bank | 94,284 | $555.9 萬 | 0.83% | +243+0.3% | 加碼 |
| D.A. Davidson & Co. | 92,794 | $547.1 萬 | 0.04% | −11,101−10.7% | 減碼 |
| FDx Advisors, Inc. | 92,788 | $547.1 萬 | 1.78% | −11,910−11.4% | 減碼 |
| Avestar Capital, LLC | 92,647 | $546.2 萬 | 0.52% | +2,020+2.2% | 加碼 |
| Gradient Investments LLC | 91,849 | $541.5 萬 | 0.11% | +375+0.4% | 加碼 |
| Kure Advisory, LLC | 91,598 | $540.1 萬 | 4.08% | +91,598 | 新進 |
| RiverGlades Family Offices LLC | 91,287 | $538.2 萬 | 3.87% | −55−0.1% | 減碼 |
| Stokes Family Office, LLC | 91,048 | $536.8 萬 | 0.60% | +49,666+120.0% | 加碼 |
| Argent Trust Co | 89,145 | $525.6 萬 | 0.22% | +4,688+5.6% | 加碼 |
| Welch & Forbes LLC | 88,302 | $520.6 萬 | 0.07% | −606−0.7% | 減碼 |
| Davies Financial Advisors, Inc. | 88,030 | $519.0 萬 | 4.42% | +2,325+2.7% | 加碼 |
| Vontobel Holding Ltd. | 86,957 | $512.7 萬 | 0.02% | +7,100+8.9% | 加碼 |
| Fiduciary Trust Co | 86,742 | $511.4 萬 | 0.07% | +2,573+3.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 86,520 | $510.0 萬 | 0.13% | +3,164+3.8% | 加碼 |
| Alhambra Investment Partners LLC | 86,252 | $508.5 萬 | 2.62% | −7,933−8.4% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 86,227 | $508.4 萬 | 0.87% | +42,718+98.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 86,115 | $507.7 萬 | 0.16% | +20,045+30.3% | 加碼 |