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 |
|---|---|---|---|---|---|
| Dahring | Cusmano LLC | 55,964 | $330.0 萬 | 2.84% | +1,448+2.7% | 加碼 |
| United Community Bank | 55,846 | $329.3 萬 | 1.23% | +2,278+4.3% | 加碼 |
| Invst, LLC | 55,792 | $328.9 萬 | 0.45% | +5,418+10.8% | 加碼 |
| KM Capital Management Ltd. | 55,782 | $328.9 萬 | 1.77% | +55,782 | 新進 |
| ShoreHaven Wealth Partners, LLC | 55,752 | $328.7 萬 | 1.57% | +33,603+151.7% | 加碼 |
| Towerpoint Wealth, LLC | 55,745 | $328.7 萬 | 1.63% | −2,459−4.2% | 減碼 |
| Sovran Advisors, LLC | 52,155 | $326.6 萬 | 0.42% | +36,763+238.8% | 加碼 |
| APCM Wealth Management for Individuals | 55,381 | $326.5 萬 | 0.51% | +55,381 | 新進 |
| Scissortail Wealth Management, LLC | 55,262 | $325.8 萬 | 0.84% | +55,262 | 新進 |
| Thompson Siegel & Walmsley LLC | 54,482 | $321.2 萬 | 0.05% | 00.0% | 不變 |
| Harbour Investments, Inc. | 54,239 | $319.8 萬 | 0.09% | +2,807+5.5% | 加碼 |
| Westover Capital Advisors, LLC | 53,798 | $317.2 萬 | 0.70% | +3,760+7.5% | 加碼 |
| Fidelis Capital Partners, LLC | 50,719 | $316.2 萬 | 0.34% | −2,167−4.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 53,484 | $315.3 萬 | 0.17% | −17,836−25.0% | 減碼 |
| Parallel Advisors, LLC | 53,573 | $315.3 萬 | 0.07% | −12,759−19.2% | 減碼 |
| Eagle Strategies LLC | 53,439 | $315.1 萬 | 0.55% | −11,047−17.1% | 減碼 |
| Trademark Financial Management, LLC | 53,371 | $314.7 萬 | 2.40% | +833+1.6% | 加碼 |
| Wooster Corthell Wealth Management, Inc. | 53,234 | $313.9 萬 | 0.64% | +53,234 | 新進 |
| Financial & Tax Architects, LLC | 53,028 | $312.7 萬 | 0.78% | −905−1.7% | 減碼 |
| Plan Group Financial, LLC | 52,952 | $312.2 萬 | 1.11% | +8,394+18.8% | 加碼 |
| Cushing Capital Partners, LLC | 52,909 | $312.0 萬 | 2.80% | +6,718+14.5% | 加碼 |
| Gould Asset Management LLC | 52,053 | $306.9 萬 | 0.63% | −3,382−6.1% | 減碼 |
| Integrity Alliance, LLC. | 51,931 | $306.2 萬 | 0.12% | +47,821+1,163.5% | 加碼 |
| SGL Investment Advisors, Inc. | 49,053 | $305.8 萬 | 1.58% | +36,713+297.5% | 加碼 |
| Perennial Investment Advisors, LLC | 51,771 | $305.2 萬 | 0.34% | +24,800+92.0% | 加碼 |
| Integrated Advisors Network LLC | 51,384 | $303.0 萬 | 0.15% | +5,584+12.2% | 加碼 |
| Guidance Capital, Inc | 49,512 | $301.9 萬 | 0.92% | +6,378+14.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50,982 | $300.6 萬 | 0.11% | −1,329−2.5% | 減碼 |
| BCGM Wealth Management, LLC | 50,963 | $300.5 萬 | 0.92% | +27,590+118.0% | 加碼 |
| Lynx Investment Advisory | 50,889 | $300.0 萬 | 2.00% | 00.0% | 不變 |
| Empowered Funds, LLC | 50,718 | $299.0 萬 | 0.04% | −13,507−21.0% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 51,174 | $297.5 萬 | 0.45% | +739+1.5% | 加碼 |
| Advisory Alpha, LLC | 50,355 | $296.9 萬 | 0.10% | +599+1.2% | 加碼 |
| Cowa, LLC | 50,354 | $296.9 萬 | 1.27% | −2,954−5.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 50,291 | $296.5 萬 | 0.07% | +19,611+63.9% | 加碼 |
| Independent Solutions Wealth Management, LLC | 50,146 | $295.7 萬 | 0.66% | −2,773−5.2% | 減碼 |
| Boston Research & Management Inc | 50,143 | $295.6 萬 | 0.72% | −140−0.3% | 減碼 |
| Asset Management One Co.,Ltd. | 49,550 | $292.1 萬 | 0.01% | −5,700−10.3% | 減碼 |
| West Wealth Group, LLC | 49,330 | $290.4 萬 | 0.86% | +32,093+186.2% | 加碼 |
| Prospera Financial Services Inc | 49,124 | $289.6 萬 | 0.07% | +1,688+3.6% | 加碼 |
| David R. Rahn & Associates Inc. | 49,027 | $289.1 萬 | 0.84% | +18,635+61.3% | 加碼 |
| Farrell Financial LLC | 49,003 | $288.9 萬 | 2.10% | +151+0.3% | 加碼 |
| Cobblestone Asset Management LLC | 48,877 | $288.2 萬 | 1.68% | +24,921+104.0% | 加碼 |
| Wealth Quarterback LLC | 48,226 | $284.3 萬 | 1.60% | +15,119+45.7% | 加碼 |
| Graham Capital Wealth Management, LLC | 48,224 | $284.3 萬 | 3.04% | −63,358−56.8% | 減碼 |
| Connective Portfolio Management, LLC | 48,029 | $283.2 萬 | 9.56% | +16,000+50.0% | 加碼 |
| Eq LLC | 47,992 | $283.0 萬 | 1.32% | +1,938+4.2% | 加碼 |
| Bank of Jackson Hole Trust | 52,262 | $281.5 萬 | 1.82% | +3,112+6.3% | 加碼 |
| Advisor Resource Council | 47,662 | $281.0 萬 | 0.23% | +42,058+750.5% | 加碼 |
| Northside Capital Management, LLC | 47,422 | $279.6 萬 | 0.45% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 47,314 | $279.0 萬 | 0.81% | +5,407+12.9% | 加碼 |
| NewSquare Capital LLC | 47,308 | $278.9 萬 | 0.23% | −3,530−6.9% | 減碼 |
| Bay Harbor Wealth Management, LLC | 47,183 | $278.2 萬 | 0.88% | +36,347+335.4% | 加碼 |
| J2 Capital Management Inc | 47,179 | $278.2 萬 | 2.56% | −40,901−46.4% | 減碼 |
| Rakuten Investment Management, Inc. | 47,624 | $276.8 萬 | 0.01% | +47,624 | 新進 |
| IMPACTfolio, LLC | 46,918 | $276.6 萬 | 1.45% | +46,918 | 新進 |
| PAX Financial Group, LLC | 46,700 | $275.3 萬 | 0.49% | +25,980+125.4% | 加碼 |
| IHT Wealth Management, LLC | 46,368 | $273.4 萬 | 0.09% | +189+0.4% | 加碼 |
| Red Mountain Financial, LLC | 46,149 | $272.1 萬 | 3.32% | 00.0% | 不變 |
| Compass Financial Group, Inc. | 46,074 | $271.7 萬 | 1.40% | −311−0.7% | 減碼 |
| Cypress Wealth Services, LLC | 46,048 | $271.5 萬 | 0.55% | +19,538+73.7% | 加碼 |
| Confluence Wealth Services, Inc. | 43,530 | $270.4 萬 | 0.17% | +1,358+3.2% | 加碼 |
| Pinnacle Financial Partners Inc | 51,322 | $270.1 萬 | 0.05% | −3,231−5.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 45,636 | $269.1 萬 | 0.08% | +14,741+47.7% | 加碼 |
| Cadent Capital Advisors, LLC | 44,965 | $265.1 萬 | 1.01% | +4,675+11.6% | 加碼 |
| Unique Wealth, LLC | 44,930 | $264.9 萬 | 0.50% | +31,594+236.9% | 加碼 |
| Red Door Wealth Management, LLC | 44,725 | $263.7 萬 | 0.39% | +6,269+16.3% | 加碼 |
| BridgePort Financial Solutions, LLC | 44,549 | $262.7 萬 | 1.18% | +2,208+5.2% | 加碼 |
| Courier Capital LLC | 44,276 | $261.1 萬 | 0.17% | +26,825+153.7% | 加碼 |
| Wealthstar Advisors, LLC | 43,587 | $257.0 萬 | 1.18% | −17,256−28.4% | 減碼 |
| MMBG Investment Advisors Co. | 42,900 | $252.9 萬 | 0.29% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 42,886 | $252.9 萬 | 0.51% | +679+1.6% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 42,812 | $252.4 萬 | 1.08% | −3,535−7.6% | 減碼 |
| Synovus Financial Corp | 42,797 | $252.3 萬 | 0.03% | −41,707−49.4% | 減碼 |
| Sachetta, LLC | 42,134 | $248.4 萬 | 1.02% | +614+1.5% | 加碼 |
| Apeiron RIA LLC | 41,400 | $244.1 萬 | 0.74% | +725+1.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 41,395 | $244.1 萬 | 0.09% | +14,265+52.6% | 加碼 |
| Garde Capital, Inc. | 41,196 | $242.9 萬 | 0.14% | +4,656+12.7% | 加碼 |
| Highline Wealth Partners LLC | 41,027 | $241.9 萬 | 0.82% | +6,075+17.4% | 加碼 |
| Milestone Asset Management, LLC | 40,745 | $240.2 萬 | 0.51% | +40,745 | 新進 |
| Compagnie Lombard Odier SCmA | 40,621 | $239.5 萬 | 0.03% | −2,151−5.0% | 減碼 |
| Ipsen Advisor Group LLC | 40,764 | $238.3 萬 | 2.05% | +771+1.9% | 加碼 |
| Ameritas Advisory Services, LLC | 46,619 | $237.3 萬 | 0.10% | −10,770−18.8% | 減碼 |
| Ewa, LLC | 40,107 | $236.5 萬 | 0.88% | +18,975+89.8% | 加碼 |
| EWG Elevate Inc. | 40,042 | $236.1 萬 | 0.89% | +8,295+26.1% | 加碼 |
| Howland Capital Management LLC | 39,770 | $234.5 萬 | 0.10% | +1,623+4.3% | 加碼 |
| Whitener Capital Management, Inc. | 39,310 | $231.8 萬 | 0.66% | −170−0.4% | 減碼 |
| Synergy Investment Management, LLC | 39,265 | $231.5 萬 | 0.97% | +24,572+167.2% | 加碼 |
| Insigneo Advisory Services, LLC | 39,211 | $231.2 萬 | 0.24% | +10,765+37.8% | 加碼 |
| Inlet Private Wealth, LLC | 39,012 | $230.0 萬 | 0.60% | +195+0.5% | 加碼 |
| Focus Financial Network, Inc. | 38,988 | $229.9 萬 | 0.09% | +9,411+31.8% | 加碼 |
| Oak Family Advisors, LLC | 38,822 | $228.9 萬 | 0.95% | +7,246+22.9% | 加碼 |
| TRUE Private Wealth Advisors | 38,715 | $228.3 萬 | 0.28% | +337+0.9% | 加碼 |
| Trust Point Inc. | 38,635 | $227.8 萬 | 0.21% | +176+0.5% | 加碼 |
| Vicus Capital | 38,585 | $227.5 萬 | 0.21% | −4,129−9.7% | 減碼 |
| SigFig Wealth Management, LLC | 39,070 | $227.1 萬 | 0.08% | +21,016+116.4% | 加碼 |
| Novak & Powell Financial Services, Inc. | 38,235 | $225.4 萬 | 1.40% | −277−0.7% | 減碼 |
| Keebeck Wealth Management, LLC | 38,159 | $225.0 萬 | 0.33% | +27,013+242.4% | 加碼 |
| Family Management Corp | 38,130 | $224.8 萬 | 0.37% | +2,197+6.1% | 加碼 |
| Ehrlich Financial Group | 37,781 | $222.8 萬 | 1.62% | +18,119+92.2% | 加碼 |