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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 2 季與 2025 年第 1 季比較

持有 iShares Gold Trust 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

IAU 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數1,555221,599+66
股數4.08 億324.2 萬4.07 億+270.4 萬 (+0.7%)
市值$240.4 億$1.91 億$254.8 億+$16.4 億 (+6.9%)

22 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(136 家)

2025 年第 2 季季末持有 iShares Gold Trust、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 136 家。

2025 年第 2 季新進 IAU 的機構
機構股數市值佔組合 %
Quadrature Capital Ltd1,058,060$6,598 萬1.14%
Summit Trail Advisors, LLC283,983$1,771 萬0.30%
Gotham Asset Management, LLC165,240$1,030 萬0.06%
B&D White Capital Company, LLC163,249$1,018 萬1.55%
Midwest Trust Co151,481$944.6 萬0.13%
Group One Trading, L.P.134,943$841.5 萬0.28%
TruWealth Advisors, LLC122,955$766.7 萬0.42%
SoFi Wealth, LLC110,351$688.1 萬0.42%
Lifelong Wealth Advisors, Inc.109,536$683.1 萬2.27%
Bull Oak Capital, LLC96,172$599.7 萬2.73%
Twin Tree Management, LP89,319$557.0 萬0.14%
Global Retirement Partners, LLC87,151$543.5 萬0.13%
Vernal Point Advisors, LLC84,629$527.7 萬3.08%
Heck Capital Advisors, LLC81,598$508.8 萬0.44%
Capitolis Liquid Global Markets LLC80,600$502.6 萬0.04%
Jmac Enterprises LLC76,352$476.1 萬1.02%
Hilltop National Bank75,950$473.6 萬1.24%
Chicago Partners Investment Group LLC64,920$414.9 萬0.12%
Per Stirling Capital Management, LLC.65,546$408.7 萬0.53%
American Trust63,176$394.0 萬0.37%
Liberty Wealth Management LLC62,890$392.2 萬0.61%
Strathmore Capital Advisors, Inc.60,536$378.5 萬1.67%
Firestone Capital Management57,836$360.7 萬0.85%
North Dallas Bank & Trust Co39,595$246.9 萬1.87%
Vise Technologies, Inc.39,238$244.7 萬0.10%
Centerline Wealth Advisors, LLC37,199$232.0 萬1.14%
Alaethes Wealth LLC37,132$231.6 萬0.69%
Glenmede Investment Management, LP35,554$221.7 萬0.01%
Sagace Wealth Management LLC35,024$218.4 萬1.63%
AlphaStar Capital Management, LLC34,071$212.5 萬0.15%
LOM Asset Management Ltd31,500$196.4 萬0.66%
Capital Advisors Wealth Management, LLC27,697$172.7 萬0.27%
WealthPlan Investment Management, LLC25,814$161.0 萬0.12%
Latitude Advisors, LLC24,387$152.1 萬0.76%
Tudor Financial Inc.23,094$144.0 萬0.82%
MAS Advisors LLC21,891$136.5 萬2.23%
Strategic Wealth Partners, Ltd.21,357$133.2 萬0.10%
Apella Capital, LLC20,400$128.4 萬0.03%
Resolute Wealth Advisor, Inc.13,904$122.6 萬0.70%
Clarion Wealth Managment Partners, LLC17,903$111.6 萬1.22%
Ibex Wealth Advisors17,783$110.9 萬0.12%
ERn Financial, LLC16,564$103.3 萬0.22%
HORAN Wealth, LLC15,385$95.9 萬0.29%
Compass Wealth Management, LLC14,738$91.9 萬0.49%
Wolverine Trading, LLC14,556$89.7 萬0.02%
Wetherby Asset Management Inc10,850$67.7 萬0.03%
Net Worth Advisory Group10,780$67.2 萬0.15%
Arrowroot Family Office, LLC10,493$65.4 萬0.29%
Drive Wealth Management, LLC10,431$65.0 萬0.14%
Wealth Watch Advisors, INC10,313$64.3 萬0.38%
Tyche Wealth Partners LLC9,902$61.7 萬0.12%
RMB Capital Management, LLC9,459$59.0 萬0.01%
Ground Swell Capital, LLC9,227$57.5 萬0.94%
Regimen Wealth, LLC8,987$56.0 萬0.17%
Muirfield Wealth Advisors LLC8,875$55.3 萬0.44%
Capital Squared Financial LLC8,683$54.1 萬0.63%
TCFG Wealth Management, LLC8,479$52.9 萬0.24%
Beese Fulmer Investment Management, Inc.8,052$50.2 萬0.04%
Boston Private Wealth LLC7,902$49.3 萬0.03%
Two Sigma Securities, LLC7,123$44.4 萬0.05%
Money Concepts Capital Corp6,973$43.5 萬0.03%
Armstrong, Fleming & Moore, Inc6,820$42.5 萬0.23%
SMART Wealth LLC6,802$42.4 萬0.13%
Lantern Wealth Advisors, LLC6,534$40.7 萬0.24%
MRP Capital Investments, LLC6,500$40.5 萬0.28%
Janus Henderson Group PLC6,434$40.1 萬0.00%
Copperwynd Financial, LLC6,258$39.0 萬0.10%
Tactive Advisors, LLC5,954$37.1 萬0.12%
Edge Financial Advisors LLC5,811$36.5 萬0.19%
Wealthfront Advisers LLC5,778$36.0 萬0.00%
Avantax Planning Partners, Inc.5,131$32.0 萬0.01%
Secure Asset Management, LLC4,985$31.1 萬0.06%
Fortis Capital Management LLC4,966$31.0 萬0.05%
Strategy Asset Managers LLC4,639$28.9 萬0.05%
Accredited Investors Inc.4,581$28.6 萬0.02%
Meridian Wealth Partners, LLC4,499$28.1 萬0.04%
Elm Partners Management LLC4,314$26.9 萬0.02%
Advisor OS, LLC4,194$26.2 萬0.03%
Clark Asset Management, LLC4,172$26.0 萬0.04%
Fund Evaluation Group, LLC4,094$25.5 萬0.01%
Baron Silver Stevens Financial Advisors, LLC4,090$25.5 萬0.04%
BTC Capital Management, Inc.3,900$24.3 萬0.02%
Ritholtz Wealth Management3,858$24.1 萬0.01%
J. L. Bainbridge & Co., Inc.3,837$23.9 萬0.02%
DDD Partners, LLC3,833$23.9 萬0.03%
Jackson Wealth Management, LLC3,831$23.9 萬0.03%
Boreal Capital Management LLC3,605$22.5 萬0.19%
WFA of San Diego, LLC3,575$22.3 萬0.16%
Mairs & Power Inc3,525$22.0 萬0.00%
Elios Financial Group Inc.3,519$21.9 萬0.10%
Lyell Wealth Management, LP3,517$21.9 萬0.02%
Cottage Street Advisors LLC3,472$21.7 萬0.11%
Zuckerman Investment Group, LLC3,457$21.6 萬0.02%
Alexander Labrunerie & Co., Inc.3,454$21.5 萬0.09%
Univest Financial Corp3,444$21.5 萬0.01%
MJP Associates Inc3,385$21.1 萬0.03%
United Advisor Group, LLC3,385$21.1 萬0.04%
Dorsey & Whitney Trust CO LLC3,370$21.0 萬0.01%
Jeppson Wealth Management, LLC3,370$21.0 萬0.07%
Foster Group, Inc.3,368$21.0 萬0.01%

清倉機構(70 家)

2025 年第 1 季季末持有 iShares Gold Trust、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 IAU 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Mizuho Bank, Ltd.600,000$3,538 萬
Gimbal Financial298,586$1,760 萬
Aveo Capital Partners, LLC227,972$1,450 萬
Renaissance Technologies LLC215,800$1,272 萬
Tennessee Valley Asset Management Partners156,988$925.6 萬
Financial Counselors Inc156,209$921.0 萬
JP Wealth Management, Inc.130,376$768.7 萬
Alaska Permanent Capital Management125,736$739.0 萬
Red Crane Wealth Management, LLC75,989$448.0 萬
Scarborough Advisors, LLC66,442$391.7 萬
Scissortail Wealth Management, LLC55,262$325.8 萬
Advisor Resource Council47,662$281.0 萬
MMBG Investment Advisors Co.42,900$252.9 萬
Synergy Investment Management, LLC39,265$231.5 萬
M Holdings Securities, Inc.37,331$220.1 萬
London & Capital Asset Management Ltd34,927$205.9 萬
Susquehanna International Group, LLP30,111$177.5 萬
Jump Financial, LLC27,032$159.4 萬
Worth Financial Advisory Group, LLC20,507$120.9 萬
Riverpoint Wealth Management Holdings, LLC12,873$75.9 萬
Strategic Financial Concepts, LLC10,043$59.2 萬
Simon Quick Advisors, LLC7,862$46.4 萬
Terry L. Blaker7,830$46.2 萬
Discipline Wealth Solutions, LLC6,940$40.9 萬
Carolinas Wealth Consulting LLC6,000$35.4 萬
Southland Equity Partners LLC5,957$35.1 萬
Global Assets Advisory, LLC6,042$35.0 萬
Millennium Management LLC5,761$34.0 萬
Moss Adams Wealth Advisors LLC5,677$33.5 萬
First American Bank5,625$33.2 萬
Vanguard Capital Wealth Advisors5,417$31.9 萬
Facet Wealth, Inc.5,048$31.7 萬
Farmers & Merchants Trust Co of Long Beach4,978$29.4 萬
Center For Asset Management LLC4,780$28.2 萬
Virtue Capital Management, LLC4,775$28.1 萬
Centennial Wealth Advisory LLC4,753$28.0 萬
Spinnaker Investment Group, LLC4,671$27.5 萬
Balboa Wealth Partners4,411$26.0 萬
Carrera Capital Advisors4,163$24.5 萬
Willis Johnson & Associates, Inc.4,149$24.5 萬
Hanlon Investment Management, Inc.4,133$24.4 萬
Headlands Technologies LLC4,092$24.1 萬
Octavia Wealth Advisors, LLC3,932$23.2 萬
Commonwealth Financial Services, LLC3,795$22.4 萬
Wick Capital Partners, LLC3,533$20.8 萬
BOS Asset Management, LLC3,484$20.5 萬
Blalock Williams, LLC3,481$20.5 萬
Acorn Wealth Advisors, LLC3,478$20.5 萬
Addis & Hill, Inc3,409$20.1 萬
Acropolis Investment Management, LLC3,145$18.5 萬
Lord & Richards Wealth Management, LLC1,216$7.17 萬
Cromwell Holdings LLC955$5.63 萬
eCIO, Inc.948$5.59 萬
Hexagon Capital Partners LLC928$5.47 萬
PFG Private Wealth Management, LLC849$5.01 萬
Flaharty Asset Management, LLC697$4.11 萬
Valley National Advisers Inc680$4.00 萬
Cloud Capital Management, LLC676$3.90 萬
Halbert Hargrove Global Advisors, LLC359$2.12 萬
Farmers & Merchants Trust Co of Chambersburg PA215$1.30 萬
IMG Wealth Management, Inc.215$1.27 萬
Johnson Financial Group, Inc.204$1.20 萬
TruNorth Capital Management, LLC159$9,375
Laurel Wealth Advisors LLC125$7,370
Bridge Generations Wealth Management LLC80$4,717
PSI Advisors, LLC40$2,358
HWG Holdings LP30$1,769
Wiser Advisor Group LLC27$1,592
Coston, McIsaac & Partners28$1,000
Capital A Wealth Management, LLC3$177

尚未申報 2025 年第 2 季的機構(22 家)

2025 年第 1 季季末持有 iShares Gold Trust、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 IAU、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Packer & Co Ltd2,350,100$1.39 億
Transform Wealth, LLC302,683$1,785 萬
Spectrum Wealth Counsel, LLC209,790$1,237 萬
Orion Portfolio Solutions, LLC154,103$908.6 萬
Rakuten Investment Management, Inc.47,624$276.8 萬
Sunesis Advisors, LLC36,471$215.0 萬
Noble Wealth Management PBC17,930$105.7 萬
Glenmede Trust Co NA16,082$94.8 萬
Horan Capital Advisors, LLC.15,085$88.9 萬
Sheaff Brock Investment Advisors, LLC11,600$68.4 萬
Nova Wealth Management, Inc.11,399$67.2 萬
Mission Financial Group, LLC6,990$61.6 萬
Lane & Associates LLC9,647$56.9 萬
Callan Capital, LLC9,195$54.2 萬
Benchmark Investment Advisors LLC7,355$43.4 萬
Marcum Wealth, LLC7,250$42.7 萬
Schechter Investment Advisors, LLC7,112$41.9 萬
Henderson Brothers Financial Partners, LLC4,613$37.4 萬
Delta Financial Group, Inc.4,829$27.4 萬
Montecito Bank & Trust3,945$23.3 萬
Concorde Asset Management, LLC3,976$23.2 萬
Sandy Spring Bank3,832$22.6 萬