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 13F 持有人
iShares Gold Trust 在 2025/6/30 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
- 1,599
- 較 2025 年第 1 季 +66 家
- 持有股數
- 4.07 億
- 較 2025 年第 1 季 +270.4 萬 (+0.7%)
- 總市值
- $254.8 億
- 較 2025 年第 1 季 +$16.4 億 (+6.9%)
- 新進機構
- 136
- 另有 503 家加碼
- 清倉機構
- 70
- 另有 627 家減碼
另有 22 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cercano Management LLC | 59,869 | $373.3 萬 | 0.11% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 59,981 | $374.0 萬 | 0.25% | −718−1.2% | 減碼 |
| ShoreHaven Wealth Partners, LLC | 60,475 | $377.1 萬 | 1.55% | +4,723+8.5% | 加碼 |
| Principal Securities, Inc. | 60,501 | $377.3 萬 | 0.07% | +38,861+179.6% | 加碼 |
| Strathmore Capital Advisors, Inc. | 60,536 | $378.5 萬 | 1.67% | +60,536 | 新進 |
| Signature Securities Group Corporation | 60,826 | $379.3 萬 | 1.05% | −42,263−41.0% | 減碼 |
| Whittier Trust Co | 60,987 | $380.3 萬 | 0.05% | +177+0.3% | 加碼 |
| Perennial Investment Advisors, LLC | 61,169 | $381.5 萬 | 0.37% | +9,398+18.2% | 加碼 |
| Nadler Financial Group, Inc. | 61,176 | $381.5 萬 | 0.39% | −17,490−22.2% | 減碼 |
| Patriot Investment Management Inc. | 61,197 | $381.6 萬 | 0.26% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 61,376 | $382.7 萬 | 0.37% | 00.0% | 不變 |
| Eq Wealth Advisors, LLC | 62,068 | $387.1 萬 | 2.64% | −9,584−13.4% | 減碼 |
| Connective Portfolio Management, LLC | 62,029 | $388.6 萬 | 8.32% | +14,000+29.1% | 加碼 |
| Keystone Financial Group | 62,463 | $389.5 萬 | 0.35% | −5,920−8.7% | 減碼 |
| Gunderson Capital Management Inc. | 62,869 | $392.1 萬 | 1.64% | −1,340−2.1% | 減碼 |
| Liberty Wealth Management LLC | 62,890 | $392.2 萬 | 0.61% | +62,890 | 新進 |
| American Trust | 63,176 | $394.0 萬 | 0.37% | +63,176 | 新進 |
| Westover Capital Advisors, LLC | 63,194 | $394.1 萬 | 0.79% | +9,396+17.5% | 加碼 |
| Modera Wealth Management, LLC | 63,275 | $394.6 萬 | 0.05% | +667+1.1% | 加碼 |
| Bensler, LLC | 63,714 | $397.3 萬 | 0.44% | +5,753+9.9% | 加碼 |
| Beacon Financial Group | 63,734 | $397.4 萬 | 0.41% | +426+0.7% | 加碼 |
| WCG Wealth Advisors LLC | 63,780 | $397.7 萬 | 0.26% | −999−1.5% | 減碼 |
| D.A. Davidson & Co. | 64,052 | $399.4 萬 | 0.03% | −28,742−31.0% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 64,919 | $404.8 萬 | 1.26% | −61,223−48.5% | 減碼 |
| Per Stirling Capital Management, LLC. | 65,546 | $408.7 萬 | 0.53% | +65,546 | 新進 |
| One Capital Management, LLC | 66,378 | $413.9 萬 | 0.14% | +9,362+16.4% | 加碼 |
| Financial Alternatives, Inc | 66,483 | $414.6 萬 | 2.70% | −824−1.2% | 減碼 |
| Chicago Partners Investment Group LLC | 64,920 | $414.9 萬 | 0.12% | +64,920 | 新進 |
| CPR Investments Inc. | 66,679 | $415.8 萬 | 3.23% | +29,234+78.1% | 加碼 |
| Bradley Foster & Sargent Inc | 66,925 | $417.3 萬 | 0.07% | +2,566+4.0% | 加碼 |
| Interchange Capital Partners, LLC | 67,036 | $418.0 萬 | 0.97% | −2,597−3.7% | 減碼 |
| Aspect Partners, LLC | 67,121 | $418.6 萬 | 2.06% | +2,530+3.9% | 加碼 |
| Deane Retirement Strategies, Inc. | 67,180 | $418.7 萬 | 1.88% | −32,542−32.6% | 減碼 |
| Alhambra Investment Partners LLC | 67,576 | $421.4 萬 | 2.09% | −18,676−21.7% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 67,639 | $421.8 萬 | 2.95% | −533−0.8% | 減碼 |
| IHT Wealth Management, LLC | 67,710 | $422.2 萬 | 0.12% | +21,342+46.0% | 加碼 |
| SRS Capital Advisors, Inc. | 60,633 | $422.5 萬 | 0.20% | −3,998−6.2% | 減碼 |
| Financial Sense Advisors, Inc. | 67,853 | $423.1 萬 | 1.02% | −833−1.2% | 減碼 |
| Mengis Capital Management, Inc. | 68,106 | $424.7 萬 | 0.90% | −1,190−1.7% | 減碼 |
| Financial Management Network Inc | 67,945 | $427.2 萬 | 0.77% | −2,095−3.0% | 減碼 |
| LifePlan Investment Advisors, Inc. | 68,602 | $427.8 萬 | 2.12% | −4,070−5.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 68,691 | $428.4 萬 | 0.84% | +18,545+37.0% | 加碼 |
| Pacific Point Advisors, LLC | 68,862 | $429.4 萬 | 2.33% | 00.0% | 不變 |
| VestGen Advisors, LLC | 68,226 | $431.0 萬 | 0.17% | −11,872−14.8% | 減碼 |
| Promus Capital, LLC | 69,211 | $431.6 萬 | 2.80% | +875+1.3% | 加碼 |
| NavPoint Financial, Inc. | 69,425 | $432.9 萬 | 2.62% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 69,642 | $434.3 萬 | 0.22% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 69,800 | $435.3 萬 | 0.03% | −1,960−2.7% | 減碼 |
| Apollon Financial, LLC | 69,915 | $436.0 萬 | 0.91% | +5,001+7.7% | 加碼 |
| Wealth Quarterback LLC | 70,746 | $441.2 萬 | 2.09% | +22,520+46.7% | 加碼 |
| Waterloo Capital, L.P. | 71,434 | $445.5 萬 | 0.36% | +1,216+1.7% | 加碼 |
| Amplius Wealth Advisors, LLC | 71,850 | $448.0 萬 | 0.42% | −7,090−9.0% | 減碼 |
| Wealthspire Advisors, LLC | 72,856 | $454.3 萬 | 0.03% | −11,674−13.8% | 減碼 |
| D. Scott Neal, Inc. | 73,349 | $457.4 萬 | 2.28% | −413−0.6% | 減碼 |
| First Horizon Advisors, Inc. | 73,476 | $458.2 萬 | 0.12% | −8,130−10.0% | 減碼 |
| Mutual Advisors, LLC | 72,997 | $459.2 萬 | 0.11% | −80,718−52.5% | 減碼 |
| Flputnam Investment Management Co | 73,934 | $461.1 萬 | 0.08% | +4,672+6.7% | 加碼 |
| Midwest Capital Advisors, LLC | 74,094 | $462.1 萬 | 2.44% | +11,276+18.0% | 加碼 |
| Intrepid Capital Management Inc | 74,648 | $465.5 萬 | 1.89% | +248+0.3% | 加碼 |
| Altiora Financial Group, LLC | 74,774 | $466.3 萬 | 0.91% | −23,048−23.6% | 減碼 |
| Gibson Capital, LLC | 74,885 | $467.0 萬 | 0.92% | −10,164−12.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 74,944 | $467.4 萬 | 0.20% | +9,771+15.0% | 加碼 |
| Sepio Capital, LP | 75,142 | $468.6 萬 | 0.33% | 00.0% | 不變 |
| Allie Family Office LLC | 75,159 | $468.7 萬 | 2.32% | +4,139+5.8% | 加碼 |
| Altman Advisors, Inc. | 85,454 | $470.1 萬 | 1.92% | +321+0.4% | 加碼 |
| Scotia Capital Inc. | 75,930 | $473.5 萬 | 0.02% | +9,764+14.8% | 加碼 |
| Hilltop National Bank | 75,950 | $473.6 萬 | 1.24% | +75,950 | 新進 |
| Jmac Enterprises LLC | 76,352 | $476.1 萬 | 1.02% | +76,352 | 新進 |
| Fortis Group Advisors, LLC | 76,872 | $476.7 萬 | 0.87% | −80,080−51.0% | 減碼 |
| Simplicity Wealth,LLC | 76,868 | $479.3 萬 | 0.20% | +20,391+36.1% | 加碼 |
| Steel Peak Wealth Management LLC | 76,911 | $479.6 萬 | 0.19% | −35,720−31.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 77,037 | $480.4 萬 | 0.03% | +397+0.5% | 加碼 |
| ONE Advisory Partners, LLC | 75,696 | $483.8 萬 | 1.62% | −1,791−2.3% | 減碼 |
| Motco | 78,571 | $487.2 萬 | 0.47% | +869+1.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 78,528 | $489.7 萬 | 0.56% | +1,470+1.9% | 加碼 |
| Triad Wealth Partners, LLC | 79,350 | $494.8 萬 | 1.00% | +13,806+21.1% | 加碼 |
| National Asset Management, Inc. | 80,222 | $500.3 萬 | 0.24% | −117,097−59.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 80,273 | $500.6 萬 | 0.11% | +13,976+21.1% | 加碼 |
| Delta Financial Advisors LLC | 80,322 | $500.9 萬 | 1.76% | +75+0.1% | 加碼 |
| waypoint wealth counsel | 80,331 | $500.9 萬 | 2.48% | +1,734+2.2% | 加碼 |
| Evelyn Partners Asset Management Ltd | 80,497 | $502.0 萬 | 1.27% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 80,600 | $502.6 萬 | 0.04% | +80,600 | 新進 |
| Buckingham Strategic Partners | 80,916 | $504.6 萬 | 0.07% | +3,208+4.1% | 加碼 |
| Heck Capital Advisors, LLC | 81,598 | $508.8 萬 | 0.44% | +81,598 | 新進 |
| Tikvah Management LLC | 82,230 | $512.8 萬 | 1.69% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 82,459 | $514.2 萬 | 0.02% | −4,498−5.2% | 減碼 |
| TriaGen Wealth Management LLC | 82,558 | $514.8 萬 | 1.56% | +1,076+1.3% | 加碼 |
| Thrivent Financial for Lutherans | 82,699 | $515.7 萬 | 0.01% | −60,681−42.3% | 減碼 |
| Fiduciary Trust Co | 83,505 | $520.7 萬 | 0.06% | −3,237−3.7% | 減碼 |
| Versant Capital Management, Inc | 83,524 | $520.9 萬 | 0.79% | −2,534−2.9% | 減碼 |
| High Falls Advisors, Inc | 83,957 | $523.6 萬 | 1.16% | −33,294−28.4% | 減碼 |
| Argent Trust Co | 84,302 | $525.7 萬 | 0.20% | −4,843−5.4% | 減碼 |
| Vernal Point Advisors, LLC | 84,629 | $527.7 萬 | 3.08% | +84,629 | 新進 |
| Blueprint Investment Partners LLC | 85,342 | $532.2 萬 | 0.94% | +11,608+15.7% | 加碼 |
| Davies Financial Advisors, Inc. | 85,503 | $533.2 萬 | 4.14% | −2,527−2.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 85,535 | $533.4 萬 | 0.12% | −985−1.1% | 減碼 |
| FDx Advisors, Inc. | 85,794 | $535.0 萬 | 1.63% | −6,994−7.5% | 減碼 |
| Blue Investment Partners LLC | 86,111 | $537.0 萬 | 1.88% | +2,419+2.9% | 加碼 |
| Welch & Forbes LLC | 86,883 | $541.8 萬 | 0.07% | −1,419−1.6% | 減碼 |
| Beck Capital Management, LLC | 87,029 | $542.7 萬 | 1.35% | +70,373+422.5% | 加碼 |