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 |
|---|---|---|---|---|---|
| CPR Investments Inc. | 37,445 | $220.8 萬 | 1.96% | +23,933+177.1% | 加碼 |
| Perkins Coie Trust Co | 37,347 | $220.2 萬 | 0.50% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 37,331 | $220.1 萬 | 0.37% | −150.0% | 減碼 |
| Five Pine Wealth Management | 37,015 | $218.2 萬 | 1.78% | −2,114−5.4% | 減碼 |
| Allstate Corp | 36,752 | $216.7 萬 | 0.06% | +16,550+81.9% | 加碼 |
| Arlington Trust Co LLC | 36,527 | $215.4 萬 | 0.46% | 00.0% | 不變 |
| Sunesis Advisors, LLC | 36,471 | $215.0 萬 | 1.17% | 00.0% | 不變 |
| Valued Retirements, Inc. | 35,978 | $212.1 萬 | 2.79% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 35,519 | $209.4 萬 | 0.07% | +250+0.7% | 加碼 |
| Ashton Thomas Securities, LLC | 35,487 | $209.2 萬 | 0.58% | +14,247+67.1% | 加碼 |
| Ofc Financial Planning, LLC | 35,417 | $208.8 萬 | 2.36% | +1,578+4.7% | 加碼 |
| Columbus Macro, LLC | 35,409 | $208.8 萬 | 0.28% | +200+0.6% | 加碼 |
| Wormser Freres Gestion | 35,703 | $208.2 萬 | 1.27% | −5,700−13.8% | 減碼 |
| SWMG, LLC | 33,328 | $207.8 萬 | 0.82% | +23,660+244.7% | 加碼 |
| Jane Street Group, LLC | 35,085 | $206.9 萬 | 0.00% | −133,838−79.2% | 減碼 |
| Bank Ozk | 35,066 | $206.7 萬 | 0.86% | −728−2.0% | 減碼 |
| Quantinno Capital Management LP | 34,973 | $206.2 萬 | 0.01% | +12,542+55.9% | 加碼 |
| London & Capital Asset Management Ltd | 34,927 | $205.9 萬 | 0.18% | 00.0% | 不變 |
| True Vision MN LLC | 34,841 | $205.4 萬 | 1.23% | +17,575+101.8% | 加碼 |
| DMG Group, LLC | 34,824 | $205.3 萬 | 1.67% | +25,037+255.8% | 加碼 |
| Main Street Financial Solutions, LLC | 34,645 | $204.3 萬 | 0.18% | +4,399+14.5% | 加碼 |
| Coppell Advisory Solutions LLC | 22,803 | $201.3 萬 | 0.30% | +20,145+757.9% | 加碼 |
| One Wealth Advisors, LLC | 34,008 | $200.5 萬 | 0.30% | +34,008 | 新進 |
| China Universal Asset Management Co., Ltd. | 34,000 | $200.5 萬 | 0.19% | +13,000+61.9% | 加碼 |
| Bailard, Inc. | 33,942 | $200.1 萬 | 0.05% | +33,942 | 新進 |
| Braun-Bostich & Associates Inc. | 33,812 | $199.4 萬 | 1.48% | +15,285+82.5% | 加碼 |
| New England Private Wealth Advisors LLC | 33,681 | $198.6 萬 | 0.31% | +1,426+4.4% | 加碼 |
| Csenge Advisory Group | 31,545 | $197.6 萬 | 0.11% | +13,435+74.2% | 加碼 |
| Virtus Family Office LLC | 33,442 | $197.2 萬 | 2.53% | −554−1.6% | 減碼 |
| Signal Advisors Wealth, LLC | 33,065 | $195.0 萬 | 0.19% | −56,619−63.1% | 減碼 |
| Holistic Financial Partners | 32,987 | $194.5 萬 | 0.94% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 32,683 | $192.7 萬 | 0.14% | 00.0% | 不變 |
| Congress Wealth Management LLC | 32,867 | $192.7 萬 | 0.02% | +8,048+32.4% | 加碼 |
| Satovsky Asset Management LLC | 32,278 | $190.3 萬 | 0.43% | +436+1.4% | 加碼 |
| Foguth Wealth Management, LLC. | 32,222 | $190.0 萬 | 0.46% | −104,598−76.4% | 減碼 |
| Flywheel Private Wealth LLC | 31,940 | $188.3 萬 | 1.72% | −20.0% | 減碼 |
| Eastern Bank | 31,915 | $188.2 萬 | 0.04% | +4,992+18.5% | 加碼 |
| Roundview Capital LLC | 31,808 | $187.5 萬 | 0.14% | +552+1.8% | 加碼 |
| Western Wealth Management, LLC | 31,678 | $186.8 萬 | 0.12% | −11,516−26.7% | 減碼 |
| Blueprint Financial Advisors LLC | 31,574 | $186.2 萬 | 1.01% | +31,574 | 新進 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $185.8 萬 | 0.25% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 31,753 | $184.6 萬 | 0.17% | −7,211−18.5% | 減碼 |
| Cathy Pareto & Associates, Inc | 31,140 | $183.6 萬 | 1.62% | +5,015+19.2% | 加碼 |
| Savant Capital, LLC | 30,910 | $182.2 萬 | 0.02% | −343−1.1% | 減碼 |
| First Trust Advisors LP | 30,803 | $181.6 萬 | 0.00% | +7,720+33.4% | 加碼 |
| Oppenheimer & Co Inc | 30,698 | $181.0 萬 | 0.03% | +3,291+12.0% | 加碼 |
| Accredited Investor Services, LLC | 30,695 | $181.0 萬 | 1.51% | +202+0.7% | 加碼 |
| TD Private Client Wealth LLC | 30,646 | $180.7 萬 | 0.05% | +4,839+18.8% | 加碼 |
| Clearstead Advisors, LLC | 30,487 | $179.8 萬 | 0.03% | +428+1.4% | 加碼 |
| Shared Vision Wealth Group LLC | 30,421 | $179.4 萬 | 0.98% | +15,449+103.2% | 加碼 |
| Naviter Wealth, LLC | 30,820 | $179.2 萬 | 0.22% | +141+0.5% | 加碼 |
| Bristlecone Advisors, LLC | 30,253 | $178.4 萬 | 0.15% | +680+2.3% | 加碼 |
| Susquehanna International Group, LLP | 30,111 | $177.5 萬 | 0.00% | +30,111 | 新進 |
| United Asset Strategies, Inc. | 30,088 | $177.4 萬 | 0.16% | −5,984−16.6% | 減碼 |
| RFG Advisory, LLC | 30,086 | $177.4 萬 | 0.05% | +20,961+229.7% | 加碼 |
| Massmutual Trust Co FSB | 29,692 | $175.1 萬 | 0.05% | +22+0.1% | 加碼 |
| 4J Wealth Management LLC | 29,658 | $174.9 萬 | 1.38% | +96+0.3% | 加碼 |
| JSF Financial, LLC | 29,581 | $174.4 萬 | 0.46% | −4,348−12.8% | 減碼 |
| Atlantic Trust, LLC | 29,472 | $173.8 萬 | 0.39% | +80.0% | 加碼 |
| MainStreet Investment Advisors LLC | 29,286 | $172.7 萬 | 0.25% | +650+2.3% | 加碼 |
| PFG Advisors | 29,248 | $172.4 萬 | 0.10% | +108+0.4% | 加碼 |
| TPG Advisors LLC | 28,897 | $170.4 萬 | 1.34% | +872+3.1% | 加碼 |
| Eqis Capital Management, Inc. | 28,860 | $170.2 萬 | 0.14% | −198−0.7% | 減碼 |
| FFG Partners, LLC | 28,856 | $170.1 萬 | 0.70% | −844−2.8% | 減碼 |
| WSFS Capital Management, LLC | 28,856 | $170.1 萬 | 0.10% | +17,265+149.0% | 加碼 |
| Claro Advisors LLC | 28,546 | $168.3 萬 | 0.23% | +13,719+92.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,458 | $167.8 萬 | 0.14% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 28,262 | $166.6 萬 | 0.89% | +15,865+128.0% | 加碼 |
| Citadel Advisors LLC | 28,116 | $165.8 萬 | 0.00% | −74,344−72.6% | 減碼 |
| Parkside Financial Bank & Trust | 28,061 | $165.4 萬 | 0.21% | +22,842+437.7% | 加碼 |
| Courage Capital Management LLC | 28,000 | $165.1 萬 | 3.37% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,939 | $164.7 萬 | 0.04% | +3,139+12.7% | 加碼 |
| BKA Wealth Consulting, Inc. | 27,849 | $164.2 萬 | 1.64% | +1,146+4.3% | 加碼 |
| Freestone Capital Holdings, LLC | 27,801 | $163.9 萬 | 0.06% | +10,187+57.8% | 加碼 |
| Elyxium Wealth, LLC | 27,784 | $163.8 萬 | 0.73% | +16,294+141.8% | 加碼 |
| Moors & Cabot, Inc. | 27,493 | $162.1 萬 | 0.08% | +557+2.1% | 加碼 |
| Comprehensive Money Management Services LLC | 27,473 | $162.0 萬 | 1.31% | −1,400−4.8% | 減碼 |
| PFG Investments, LLC | 27,421 | $161.7 萬 | 0.10% | +1,984+7.8% | 加碼 |
| S.A. Mason LLC | 27,386 | $161.5 萬 | 0.85% | +352+1.3% | 加碼 |
| Arkadios Wealth Advisors | 27,314 | $161.0 萬 | 0.06% | +11,679+74.7% | 加碼 |
| WealthShield Partners, LLC | 27,182 | $160.3 萬 | 0.21% | +14,184+109.1% | 加碼 |
| Hilltop Holdings Inc. | 27,073 | $159.6 萬 | 0.10% | +6,865+34.0% | 加碼 |
| Worth Asset Management, LLC | 27,047 | $159.5 萬 | 0.87% | +8,063+42.5% | 加碼 |
| Alesco Advisors LLC | 27,037 | $159.4 萬 | 0.05% | 00.0% | 不變 |
| Jump Financial, LLC | 27,032 | $159.4 萬 | 0.02% | −54,016−66.6% | 減碼 |
| AQR Capital Management LLC | 26,936 | $158.8 萬 | 0.00% | +8,609+47.0% | 加碼 |
| Forthright Family Wealth Advisory LLC | 26,890 | $158.5 萬 | 1.05% | +423+1.6% | 加碼 |
| EP Wealth Advisors, LLC | 26,762 | $157.8 萬 | 0.01% | +3,143+13.3% | 加碼 |
| Forum Financial Management, LP | 26,597 | $156.8 萬 | 0.03% | +1,416+5.6% | 加碼 |
| Regatta Capital Group, LLC | 26,200 | $154.5 萬 | 0.30% | +2,004+8.3% | 加碼 |
| Ifrah Financial Services, Inc. | 26,028 | $153.5 萬 | 0.44% | −1,945−7.0% | 減碼 |
| MONECO Advisors, LLC | 25,783 | $152.0 萬 | 0.16% | +11,752+83.8% | 加碼 |
| Marks Group Wealth Management, Inc | 25,765 | $151.9 萬 | 0.15% | −8,555−24.9% | 減碼 |
| Macroview Investment Management LLC | 25,759 | $151.9 萬 | 1.43% | −909−3.4% | 減碼 |
| FWL Investment Management, LLC | 25,616 | $151.0 萬 | 0.56% | −2,650−9.4% | 減碼 |
| Stock Yards Bank & Trust Co | 25,612 | $151.0 萬 | 0.05% | +4,305+20.2% | 加碼 |
| Sterling Capital Management LLC | 25,589 | $150.9 萬 | 0.02% | 00.0% | 不變 |
| Myecfo, LLC | 25,550 | $150.6 萬 | 0.80% | −400−1.5% | 減碼 |
| SlateStone Wealth, LLC | 25,441 | $150.0 萬 | 0.15% | +12,567+97.6% | 加碼 |
| IFG Advisory, LLC | 25,232 | $148.8 萬 | 0.08% | +2,798+12.5% | 加碼 |