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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 86,058 | $507.4 萬 | 0.85% | −1,778−2.0% | 減碼 |
| Gibson Capital, LLC | 85,049 | $501.4 萬 | 1.06% | −1,621−1.9% | 減碼 |
| Wealthspire Advisors, LLC | 84,530 | $498.4 萬 | 0.03% | +51,839+158.6% | 加碼 |
| Nomura Asset Management Co Ltd | 83,800 | $494.1 萬 | 0.02% | +30,200+56.3% | 加碼 |
| Blue Investment Partners LLC | 83,692 | $493.4 萬 | 1.86% | +1,989+2.4% | 加碼 |
| Tikvah Management LLC | 82,230 | $484.8 萬 | 1.65% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 81,606 | $481.1 萬 | 0.14% | +15,564+23.6% | 加碼 |
| AE Wealth Management LLC | 81,520 | $480.6 萬 | 0.04% | −48,300−37.2% | 減碼 |
| TriaGen Wealth Management LLC | 81,482 | $480.4 萬 | 1.69% | −6,183−7.1% | 減碼 |
| Evelyn Partners Asset Management Ltd | 80,497 | $474.6 萬 | 1.32% | +23,090+40.2% | 加碼 |
| Delta Financial Advisors LLC | 80,247 | $473.1 萬 | 1.78% | −100.0% | 減碼 |
| Moulton Wealth Management, Inc | 80,224 | $473.0 萬 | 3.61% | −1,477−1.8% | 減碼 |
| VestGen Advisors, LLC | 80,098 | $472.3 萬 | 0.21% | +80,098 | 新進 |
| Crescent Grove Advisors, LLC | 79,991 | $471.6 萬 | 0.49% | +2,032+2.6% | 加碼 |
| Altman Advisors, Inc. | 85,133 | $466.2 萬 | 2.15% | −2,663−3.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 78,940 | $465.4 萬 | 0.48% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 78,666 | $463.8 萬 | 0.51% | +6,062+8.3% | 加碼 |
| waypoint wealth counsel | 78,597 | $463.4 萬 | 2.91% | 00.0% | 不變 |
| Buckingham Strategic Partners | 77,708 | $458.2 萬 | 0.07% | +53,704+223.7% | 加碼 |
| Motco | 77,702 | $458.1 萬 | 0.48% | +313+0.4% | 加碼 |
| ONE Advisory Partners, LLC | 77,487 | $456.9 萬 | 1.95% | +43,021+124.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 77,058 | $454.3 萬 | 0.61% | −1,456−1.9% | 減碼 |
| Financial Advocates Investment Management | 76,700 | $452.2 萬 | 0.32% | +3,719+5.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 76,640 | $451.9 萬 | 0.03% | +58,749+328.4% | 加碼 |
| F/M Investments LLC | 76,026 | $448.2 萬 | 0.18% | 00.0% | 不變 |
| Red Crane Wealth Management, LLC | 75,989 | $448.0 萬 | 4.29% | −2,905−3.7% | 減碼 |
| Sepio Capital, LP | 75,142 | $443.0 萬 | 0.35% | −46−0.1% | 減碼 |
| Generation Capital Management LLC | 75,088 | $442.7 萬 | 3.99% | +26,802+55.5% | 加碼 |
| Intrepid Capital Management Inc | 74,400 | $438.7 萬 | 2.13% | +6,802+10.1% | 加碼 |
| D. Scott Neal, Inc. | 73,762 | $434.9 萬 | 2.41% | +3,867+5.5% | 加碼 |
| Blueprint Investment Partners LLC | 73,734 | $434.7 萬 | 0.79% | −157−0.2% | 減碼 |
| Arete Wealth Advisors, LLC | 73,541 | $433.6 萬 | 0.33% | +61,794+526.0% | 加碼 |
| LifePlan Investment Advisors, Inc. | 72,672 | $428.5 萬 | 2.46% | +616+0.9% | 加碼 |
| Legacy Financial Group LLC | 72,059 | $424.9 萬 | 0.65% | +20,499+39.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 71,760 | $423.1 萬 | 0.03% | +4,284+6.3% | 加碼 |
| Eq Wealth Advisors, LLC | 71,652 | $422.5 萬 | 3.37% | −2,156−2.9% | 減碼 |
| Allie Family Office LLC | 71,020 | $418.7 萬 | 2.29% | −8,540−10.7% | 減碼 |
| Waterloo Capital, L.P. | 70,218 | $414.0 萬 | 0.38% | +38,138+118.9% | 加碼 |
| Cobblestone Capital Advisors LLC | 69,642 | $410.6 萬 | 0.22% | +492+0.7% | 加碼 |
| Interchange Capital Partners, LLC | 69,633 | $410.0 萬 | 1.15% | +26,564+61.7% | 加碼 |
| NavPoint Financial, Inc. | 69,425 | $409.3 萬 | 2.88% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 69,296 | $408.6 萬 | 0.85% | −55−0.1% | 減碼 |
| Flputnam Investment Management Co | 69,262 | $408.4 萬 | 0.08% | +14,026+25.4% | 加碼 |
| Robinson Value Management, Ltd. | 69,035 | $407.0 萬 | 2.63% | −7,051−9.3% | 減碼 |
| Pacific Point Advisors, LLC | 68,862 | $406.0 萬 | 2.28% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 68,686 | $405.0 萬 | 1.16% | +515+0.8% | 加碼 |
| Keystone Financial Group | 68,383 | $403.2 萬 | 0.41% | +57,871+550.5% | 加碼 |
| Promus Capital, LLC | 68,336 | $402.9 萬 | 3.06% | +3,973+6.2% | 加碼 |
| Verity Asset Management, Inc. | 68,184 | $402.0 萬 | 1.64% | +50,541+286.5% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 68,172 | $401.9 萬 | 3.12% | +1,311+2.0% | 加碼 |
| Financial Alternatives, Inc | 67,307 | $396.8 萬 | 2.83% | −272−0.4% | 減碼 |
| Financial Management Network Inc | 70,040 | $392.9 萬 | 0.88% | −2,377−3.3% | 減碼 |
| Scarborough Advisors, LLC | 66,442 | $391.7 萬 | 0.56% | +30,805+86.4% | 加碼 |
| Great Valley Advisor Group, Inc. | 66,297 | $390.9 萬 | 0.08% | −107−0.2% | 減碼 |
| Scotia Capital Inc. | 66,166 | $390.1 萬 | 0.02% | +27,982+73.3% | 加碼 |
| Barclays PLC | 65,808 | $388.0 萬 | 0.00% | −16,602−20.1% | 減碼 |
| Triad Wealth Partners, LLC | 65,544 | $386.4 萬 | 1.20% | +33,041+101.7% | 加碼 |
| Park Edge Advisors, LLC | 65,329 | $385.2 萬 | 1.07% | +65,329 | 新進 |
| Fifth Third Wealth Advisors LLC | 65,173 | $384.3 萬 | 0.20% | +5,882+9.9% | 加碼 |
| Apollon Financial, LLC | 64,914 | $382.7 萬 | 0.90% | +6,172+10.5% | 加碼 |
| WCG Wealth Advisors LLC | 64,779 | $381.9 萬 | 0.29% | +37,781+139.9% | 加碼 |
| NVWM, LLC | 64,766 | $381.9 萬 | 1.01% | −22,996−26.2% | 減碼 |
| SRS Capital Advisors, Inc. | 64,631 | $381.1 萬 | 0.24% | −8,640−11.8% | 減碼 |
| Aspect Partners, LLC | 64,591 | $380.8 萬 | 2.18% | +2,656+4.3% | 加碼 |
| Bradley Foster & Sargent Inc | 64,359 | $379.5 萬 | 0.06% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 64,315 | $379.2 萬 | 0.18% | −2,958−4.4% | 減碼 |
| Gunderson Capital Management Inc. | 64,209 | $378.6 萬 | 2.44% | +64,209 | 新進 |
| Alpha Zero LLC | 64,167 | $378.3 萬 | 2.88% | +10,312+19.1% | 加碼 |
| Summit X, LLC | 63,618 | $375.1 萬 | 0.79% | +44,911+240.1% | 加碼 |
| TownSquare Capital, LLC | 63,401 | $373.8 萬 | 0.04% | +15,796+33.2% | 加碼 |
| Inscription Capital, LLC | 88,903 | $373.5 萬 | 0.62% | +88,903 | 新進 |
| Beacon Financial Group | 63,308 | $373.3 萬 | 0.41% | +33,135+109.8% | 加碼 |
| Midwest Capital Advisors, LLC | 62,818 | $370.4 萬 | 2.27% | +34,923+125.2% | 加碼 |
| Modera Wealth Management, LLC | 62,608 | $369.1 萬 | 0.05% | +2,397+4.0% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 62,417 | $368.0 萬 | 0.13% | 00.0% | 不變 |
| Principia Wealth Advisory, LLC | 62,862 | $367.0 萬 | 3.54% | +262+0.4% | 加碼 |
| Knollwood Investment Advisory, LLC | 61,376 | $361.9 萬 | 0.40% | +18,525+43.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 62,244 | $361.8 萬 | 0.04% | −3,947−6.0% | 減碼 |
| Patriot Investment Management Inc. | 61,197 | $360.8 萬 | 0.27% | 00.0% | 不變 |
| Whittier Trust Co | 60,810 | $358.5 萬 | 0.05% | −190−0.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 60,699 | $357.9 萬 | 0.27% | −509−0.8% | 減碼 |
| TSA Wealth Managment LLC | 60,635 | $357.5 萬 | 1.42% | +33,423+122.8% | 加碼 |
| Cercano Management LLC | 59,869 | $353.0 萬 | 0.10% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 59,777 | $352.4 萬 | 0.12% | +3,432+6.1% | 加碼 |
| Rathbone Brothers plc | 58,979 | $347.7 萬 | 0.02% | −8,632−12.8% | 減碼 |
| Wedbush Securities Inc | 58,792 | $346.6 萬 | 0.13% | +16,010+37.4% | 加碼 |
| Keystone Financial Services | 58,543 | $345.2 萬 | 1.32% | +58,543 | 新進 |
| Horst & Graben Wealth Management LLC | 58,323 | $343.9 萬 | 0.62% | +25,986+80.4% | 加碼 |
| Tme Financial, Inc. | 58,172 | $343.0 萬 | 2.98% | +32,561+127.1% | 加碼 |
| Snowden Capital Advisors LLC | 58,009 | $342.0 萬 | 0.11% | +3,700+6.8% | 加碼 |
| Bensler, LLC | 57,961 | $341.7 萬 | 0.43% | +36,541+170.6% | 加碼 |
| Berkshire Asset Management LLC | 54,758 | $341.4 萬 | 0.16% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 57,892 | $341.3 萬 | 0.28% | +21,971+61.2% | 加碼 |
| Ci Investments Inc. | 57,617 | $339.7 萬 | 0.01% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 57,503 | $339.0 萬 | 2.11% | +8,334+16.9% | 加碼 |
| One Capital Management, LLC | 57,016 | $336.2 萬 | 0.11% | +1,723+3.1% | 加碼 |
| Regions Financial Corp | 56,843 | $335.1 萬 | 0.02% | −4,120−6.8% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 56,500 | $333.1 萬 | 0.78% | +36,734+185.8% | 加碼 |
| Simplicity Wealth,LLC | 56,477 | $333.0 萬 | 0.26% | +21,023+59.3% | 加碼 |
| LM Advisors LLC | 56,142 | $331.0 萬 | 0.60% | +3,795+7.2% | 加碼 |