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 |
|---|---|---|---|---|---|
| Viewpoint Capital Management LLC | 9,409 | $58.7 萬 | 0.29% | −103−1.1% | 減碼 |
| RMB Capital Management, LLC | 9,459 | $59.0 萬 | 0.01% | +9,459 | 新進 |
| Moneta Group Investment Advisors LLC | 9,465 | $59.0 萬 | 0.01% | −1,684−15.1% | 減碼 |
| RCS Financial Planning, LLC | 9,489 | $59.2 萬 | 0.29% | −2,806−22.8% | 減碼 |
| Choate Investment Advisors | 9,517 | $59.3 萬 | 0.01% | 00.0% | 不變 |
| Isthmus Partners, LLC | 9,520 | $59.4 萬 | 0.07% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 9,578 | $59.7 萬 | 0.03% | −70−0.7% | 減碼 |
| Black Diamond Financial, LLC | 9,644 | $60.1 萬 | 0.09% | 00.0% | 不變 |
| EPG Wealth Management LLC | 9,670 | $60.3 萬 | 0.18% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 9,698 | $60.5 萬 | 0.04% | +55+0.6% | 加碼 |
| SFE Investment Counsel | 9,717 | $60.6 萬 | 0.11% | −1,070−9.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 9,729 | $60.7 萬 | 0.04% | 00.0% | 不變 |
| Betterment LLC | 9,726 | $60.7 萬 | 0.00% | +436+4.7% | 加碼 |
| Patten & Patten Inc | 9,740 | $60.7 萬 | 0.04% | +30+0.3% | 加碼 |
| Firethorn Wealth Partners, LLC | 9,744 | $60.8 萬 | 0.26% | −1,919−16.5% | 減碼 |
| Clifford Swan Investment Counsel LLC | 9,773 | $60.9 萬 | 0.02% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 9,902 | $61.7 萬 | 0.12% | +9,902 | 新進 |
| Meridian Wealth Management, LLC | 9,919 | $61.9 萬 | 0.03% | −1,033−9.4% | 減碼 |
| Helium Advisors LLC | 9,940 | $62.0 萬 | 0.39% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 9,959 | $62.1 萬 | 0.05% | −6,374−39.0% | 減碼 |
| Old Point Trust & Financial Services N A | 10,000 | $62.4 萬 | 0.22% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 10,000 | $62.4 萬 | 0.06% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 10,042 | $62.6 萬 | 0.03% | −209−2.0% | 減碼 |
| Fisher Asset Management, LLC | 10,087 | $62.9 萬 | 0.00% | −2,980−22.8% | 減碼 |
| My Legacy Advisors, LLC | 10,059 | $63.0 萬 | 0.22% | −3,299−24.7% | 減碼 |
| Pure Portfolios Holdings LLC | 10,111 | $63.0 萬 | 0.21% | −837−7.6% | 減碼 |
| Inspirion Wealth Advisors, LLC | 10,153 | $63.3 萬 | 0.08% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 10,196 | $63.6 萬 | 0.20% | −161−1.6% | 減碼 |
| BXM Wealth LLC | 10,212 | $63.7 萬 | 0.76% | −5,100−33.3% | 減碼 |
| Atala Financial Inc | 10,225 | $63.8 萬 | 0.44% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 10,249 | $63.9 萬 | 0.01% | +6,012+141.9% | 加碼 |
| Keel Point, LLC | 10,285 | $64.1 萬 | 0.04% | +1,650+19.1% | 加碼 |
| Beacon Financial Advisory LLC | 10,288 | $64.2 萬 | 0.17% | +3,000+41.2% | 加碼 |
| Wealth Watch Advisors, INC | 10,313 | $64.3 萬 | 0.38% | +10,313 | 新進 |
| Copperleaf Capital, LLC | 10,334 | $64.4 萬 | 0.33% | +3,933+61.4% | 加碼 |
| Golden State Wealth Management, LLC | 10,349 | $64.5 萬 | 0.08% | +2,531+32.4% | 加碼 |
| Blue Chip Partners, Inc. | 10,375 | $64.7 萬 | 0.05% | +4,710+83.1% | 加碼 |
| Drive Wealth Management, LLC | 10,431 | $65.0 萬 | 0.14% | +10,431 | 新進 |
| GeoWealth Management, LLC | 10,433 | $65.1 萬 | 0.03% | −1,274−10.9% | 減碼 |
| Valmark Advisers, Inc. | 10,493 | $65.4 萬 | 0.01% | +1,022+10.8% | 加碼 |
| Arrowroot Family Office, LLC | 10,493 | $65.4 萬 | 0.29% | +10,493 | 新進 |
| World Equity Group, Inc. | 10,519 | $65.6 萬 | 0.18% | +1,312+14.3% | 加碼 |
| Ameliora Wealth Management Ltd. | 12,500 | $66.1 萬 | 0.24% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 10,600 | $66.1 萬 | 0.02% | 00.0% | 不變 |
| Appleton Partners Inc | 10,670 | $66.5 萬 | 0.05% | −137−1.3% | 減碼 |
| North Forty Two & Co. | 10,729 | $66.9 萬 | 0.71% | +100+0.9% | 加碼 |
| Net Worth Advisory Group | 10,780 | $67.2 萬 | 0.15% | +10,780 | 新進 |
| True North Advisors, LLC | 10,842 | $67.6 萬 | 0.13% | +192+1.8% | 加碼 |
| Paradigm Financial Partners, LLC | 10,850 | $67.7 萬 | 0.07% | +1,156+11.9% | 加碼 |
| Wetherby Asset Management Inc | 10,850 | $67.7 萬 | 0.03% | +10,850 | 新進 |
| Jamison Private Wealth Management, Inc. | 10,887 | $67.9 萬 | 0.10% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 10,952 | $68.3 萬 | 0.05% | +1,263+13.0% | 加碼 |
| Bogart Wealth, LLC | 10,983 | $68.5 萬 | 0.03% | −29−0.3% | 減碼 |
| Phoenix Wealth Advisors | 10,986 | $68.5 萬 | 0.29% | −7−0.1% | 減碼 |
| Maridea Wealth Management LLC | 10,993 | $68.6 萬 | 0.18% | +1,259+12.9% | 加碼 |
| Sentinel Pension Advisors Inc | 10,999 | $68.6 萬 | 0.12% | +478+4.5% | 加碼 |
| Integrated Investment Consultants, LLC | 15,849 | $68.7 萬 | 0.14% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 11,047 | $68.9 萬 | 0.06% | +7,624+222.7% | 加碼 |
| OneAscent Financial Services LLC | 11,083 | $69.2 萬 | 0.05% | −6,715−37.7% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 11,125 | $69.4 萬 | 0.08% | −150−1.3% | 減碼 |
| Colonial Trust Co | 11,267 | $70.3 萬 | 0.10% | +61+0.5% | 加碼 |
| Global Financial Private Client, LLC | 11,271 | $70.3 萬 | 0.26% | −397−3.4% | 減碼 |
| MBL Wealth, LLC | 11,300 | $70.5 萬 | 0.07% | −400−3.4% | 減碼 |
| Verus Capital Partners, LLC | 11,396 | $71.1 萬 | 0.06% | −10,474−47.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,435 | $71.3 萬 | 0.01% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 11,443 | $71.4 萬 | 0.13% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 11,518 | $71.8 萬 | 0.06% | +595+5.4% | 加碼 |
| Fairvoy Private Wealth, LLC | 11,743 | $73.2 萬 | 0.18% | +49+0.4% | 加碼 |
| Brighton Jones LLC | 11,775 | $73.4 萬 | 0.02% | +6,045+105.5% | 加碼 |
| Hancock Whitney Corp | 11,787 | $73.5 萬 | 0.01% | +769+7.0% | 加碼 |
| Colony Family Offices, LLC | 11,820 | $73.7 萬 | 0.19% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 11,860 | $74.0 萬 | 0.00% | −7,496−38.7% | 減碼 |
| Bank of Nova Scotia | 11,904 | $74.2 萬 | 0.00% | −3,185−21.1% | 減碼 |
| Magnolia Capital Advisors LLC | 11,968 | $74.6 萬 | 0.19% | −1,200−9.1% | 減碼 |
| Armbruster Capital Management, Inc. | 12,000 | $74.8 萬 | 0.14% | 00.0% | 不變 |
| Intrua Financial, LLC | 12,021 | $75.0 萬 | 0.11% | −455−3.6% | 減碼 |
| Larson Financial Group LLC | 12,076 | $75.3 萬 | 0.03% | +227+1.9% | 加碼 |
| Boston Family Office LLC | 12,421 | $77.2 萬 | 0.05% | 00.0% | 不變 |
| Fedenia Advisers LLC | 12,381 | $77.2 萬 | 0.37% | −52−0.4% | 減碼 |
| Glenview Trust Co | 12,384 | $77.2 萬 | 0.01% | +1,095+9.7% | 加碼 |
| Central Bank & Trust Co | 12,393 | $77.3 萬 | 0.13% | +5,529+80.6% | 加碼 |
| Hirtle Callaghan & Co LLC | 12,402 | $77.3 萬 | 0.03% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 12,413 | $77.4 萬 | 0.02% | −1,037−7.7% | 減碼 |
| Community Bank, N.A. | 12,425 | $77.5 萬 | 0.10% | −15−0.1% | 減碼 |
| Graham Capital Wealth Management, LLC | 12,432 | $77.5 萬 | 0.86% | −35,792−74.2% | 減碼 |
| Pinnacle Associates Ltd | 12,485 | $77.9 萬 | 0.01% | −216−1.7% | 減碼 |
| BKD Wealth Advisors, LLC | 12,508 | $78.0 萬 | 0.02% | +40+0.3% | 加碼 |
| Titleist Asset Management, LLC | 12,521 | $78.1 萬 | 0.08% | +340+2.8% | 加碼 |
| PDS Planning, Inc | 12,545 | $78.2 萬 | 0.06% | +40.0% | 加碼 |
| Sentinus, LLC | 12,693 | $79.2 萬 | 0.19% | −4,256−25.1% | 減碼 |
| Custom Index Systems, LLC | 12,698 | $79.2 萬 | 0.38% | +4,358+52.3% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $79.8 萬 | 0.22% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 12,857 | $80.2 萬 | 0.18% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 12,984 | $81.0 萬 | 0.20% | +1,314+11.3% | 加碼 |
| Angeles Wealth Management, LLC | 13,000 | $81.1 萬 | 0.06% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 13,004 | $81.1 萬 | 0.05% | −2,499−16.1% | 減碼 |
| Lantz Financial LLC | 13,319 | $83.1 萬 | 0.21% | −1,867−12.3% | 減碼 |
| JT Stratford LLC | 13,337 | $83.2 萬 | 0.13% | +2,767+26.2% | 加碼 |
| Sterling Investment Advisors LLC | 8,505 | $83.2 萬 | 0.43% | −1,527−15.2% | 減碼 |
| Cedar Wealth Management, LLC | 13,365 | $83.3 萬 | 0.28% | +78+0.6% | 加碼 |