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 |
|---|---|---|---|---|---|
| Barclays PLC | 13,464 | $84.0 萬 | 0.00% | −52,344−79.5% | 減碼 |
| AA Financial Advisors, LLC | 13,534 | $84.4 萬 | 0.18% | −349−2.5% | 減碼 |
| Hanson & Doremus Investment Management | 13,586 | $84.7 萬 | 0.11% | −441−3.1% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,634 | $85.0 萬 | 0.08% | +443+3.4% | 加碼 |
| Warren Averett Asset Management, LLC | 13,781 | $85.9 萬 | 0.01% | −707−4.9% | 減碼 |
| Doliver Advisors, LP | 13,875 | $86.5 萬 | 0.24% | −3,400−19.7% | 減碼 |
| Wescott Financial Advisory Group, LLC | 14,006 | $87.3 萬 | 0.08% | +1,209+9.4% | 加碼 |
| First Heartland Consultants, Inc. | 14,076 | $87.8 萬 | 0.08% | +226+1.6% | 加碼 |
| First Manhattan Co | 14,100 | $87.9 萬 | 0.00% | −2,354−14.3% | 減碼 |
| Alpha Financial Partners, LLC | 14,118 | $88.0 萬 | 0.63% | −6,613−31.9% | 減碼 |
| Signaturefd, LLC | 14,142 | $88.2 萬 | 0.02% | −5,837−29.2% | 減碼 |
| Hobbs Group Advisors, LLC | 14,178 | $88.4 萬 | 0.30% | −3,604−20.3% | 減碼 |
| Axecap Investments, LLC | 14,179 | $88.4 萬 | 0.58% | +10,455+280.7% | 加碼 |
| Sovereign Financial Group, Inc. | 14,226 | $88.7 萬 | 0.18% | −101−0.7% | 減碼 |
| May Hill Capital, LLC | 14,271 | $89.0 萬 | 0.29% | +9,836+221.8% | 加碼 |
| Wolverine Trading, LLC | 14,556 | $89.7 萬 | 0.02% | +14,556 | 新進 |
| Marmo Financial Group, LLC | 14,401 | $89.8 萬 | 0.45% | +57+0.4% | 加碼 |
| Confluence Investment Management LLC | 14,403 | $89.8 萬 | 0.01% | −213−1.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 14,407 | $89.8 萬 | 0.11% | +3,062+27.0% | 加碼 |
| Gateway Wealth Partners, LLC | 14,438 | $90.0 萬 | 0.17% | −5,314−26.9% | 減碼 |
| Hoxton Planning & Management, LLC | 14,463 | $90.2 萬 | 0.31% | −6,432−30.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 14,534 | $90.6 萬 | 0.04% | −102−0.7% | 減碼 |
| Farmers & Merchants Investments Inc | 14,536 | $90.6 萬 | 0.03% | −51−0.3% | 減碼 |
| Trustmark National Bank Trust Department | 14,670 | $91.5 萬 | 0.06% | 00.0% | 不變 |
| Investment Management Corp | 14,709 | $91.7 萬 | 0.83% | +104+0.7% | 加碼 |
| Compass Wealth Management, LLC | 14,738 | $91.9 萬 | 0.49% | +14,738 | 新進 |
| Brookwood Investment Group LLC | 14,801 | $92.3 萬 | 0.15% | −1,275−7.9% | 減碼 |
| CoreCap Advisors, LLC | 14,837 | $92.5 萬 | 0.04% | −2,331−13.6% | 減碼 |
| Aberdeen Wealth Management LLC | 14,912 | $93.0 萬 | 0.62% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 15,077 | $94.0 萬 | 0.14% | +77+0.5% | 加碼 |
| Davis Wealth Advisors, LLC | 15,184 | $94.7 萬 | 1.01% | −282−1.8% | 減碼 |
| Mirador Capital Partners LP | 15,224 | $94.9 萬 | 0.15% | −119−0.8% | 減碼 |
| Kornitzer Capital Management Inc | 15,228 | $95.0 萬 | 0.02% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 15,305 | $95.4 萬 | 0.14% | +1,276+9.1% | 加碼 |
| Barnes Wealth Management Group, Inc | 15,340 | $95.7 萬 | 0.56% | −372−2.4% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 15,356 | $95.8 萬 | 0.02% | +2,455+19.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 15,358 | $95.8 萬 | 0.04% | +656+4.5% | 加碼 |
| Diversified Trust Co | 15,376 | $95.9 萬 | 0.02% | +151+1.0% | 加碼 |
| HORAN Wealth, LLC | 15,385 | $95.9 萬 | 0.29% | +15,385 | 新進 |
| First National Trust Co | 15,397 | $96.0 萬 | 0.04% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 15,410 | $96.1 萬 | 0.03% | −2,271−12.8% | 減碼 |
| Northcape Wealth Management, LLC | 15,435 | $96.3 萬 | 0.29% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 15,508 | $96.7 萬 | 0.16% | 00.0% | 不變 |
| Virtus Family Office LLC | 15,548 | $97.0 萬 | 1.24% | −17,894−53.5% | 減碼 |
| Sachetta, LLC | 15,578 | $97.1 萬 | 0.38% | −26,556−63.0% | 減碼 |
| Nwam LLC | 16,064 | $99.7 萬 | 0.06% | +2,419+17.7% | 加碼 |
| Cascade Financial Partners, LLC | 15,992 | $99.7 萬 | 0.12% | −500−3.0% | 減碼 |
| Independent Wealth Network Inc. | 15,998 | $99.8 萬 | 0.36% | +761+5.0% | 加碼 |
| Financial Engines Advisors L.L.C. | 16,031 | $100.0 萬 | 0.00% | +5,051+46.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 16,117 | $100.5 萬 | 0.29% | +11,877+280.1% | 加碼 |
| Maia Wealth LLC | 16,151 | $100.7 萬 | 0.19% | −792−4.7% | 減碼 |
| Wealthstar Advisors, LLC | 16,169 | $100.8 萬 | 0.38% | −27,418−62.9% | 減碼 |
| Mill Capital Management, LLC | 16,250 | $101.3 萬 | 0.08% | 00.0% | 不變 |
| Mission Wealth Management, LP | 16,317 | $101.8 萬 | 0.02% | +1,715+11.7% | 加碼 |
| Essex Financial Services, Inc. | 16,365 | $102.1 萬 | 0.07% | +2,973+22.2% | 加碼 |
| ERn Financial, LLC | 16,564 | $103.3 萬 | 0.22% | +16,564 | 新進 |
| Ellis Investment Partners, LLC | 16,583 | $103.4 萬 | 0.20% | −84−0.5% | 減碼 |
| 5th Street Advisors, LLC | 16,687 | $104.1 萬 | 0.52% | +412+2.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 16,700 | $104.1 萬 | 0.27% | −74−0.4% | 減碼 |
| SWMG, LLC | 16,751 | $104.7 萬 | 0.35% | −16,577−49.7% | 減碼 |
| Silvia McColl Wealth Management, LLC | 17,042 | $106.3 萬 | 0.77% | −699−3.9% | 減碼 |
| Ballew Advisors, Inc | 16,910 | $106.3 萬 | 0.63% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 17,115 | $106.7 萬 | 0.02% | +1,200+7.5% | 加碼 |
| S&CO Inc | 17,174 | $107.0 萬 | 0.07% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 17,160 | $107.0 萬 | 0.13% | +29+0.2% | 加碼 |
| Private Wealth Asset Management, LLC | 17,179 | $107.1 萬 | 0.14% | +2,625+18.0% | 加碼 |
| Auxano Advisors, LLC | 17,265 | $107.7 萬 | 0.25% | −372−2.1% | 減碼 |
| Transcend Wealth Collective, LLC | 17,311 | $108.0 萬 | 0.08% | −206−1.2% | 減碼 |
| KCM Investment Advisors LLC | 17,365 | $108.3 萬 | 0.04% | +1,450+9.1% | 加碼 |
| King Luther Capital Management Corp | – | $108.4 萬 | 0.00% | – | – |
| S.A. Mason LLC | 17,411 | $108.6 萬 | 0.53% | −9,975−36.4% | 減碼 |
| Accredited Wealth Management, LLC | 17,535 | $109.3 萬 | 0.89% | −7,306−29.4% | 減碼 |
| XTX Topco Ltd | 17,564 | $109.5 萬 | 0.05% | +5,990+51.8% | 加碼 |
| DMG Group, LLC | 17,633 | $110.0 萬 | 0.85% | −17,191−49.4% | 減碼 |
| Phillips Financial Management, LLC | 17,649 | $110.1 萬 | 0.08% | 00.0% | 不變 |
| Charles Schwab Trust Co | 17,754 | $110.7 萬 | 0.08% | 00.0% | 不變 |
| Ibex Wealth Advisors | 17,783 | $110.9 萬 | 0.12% | +17,783 | 新進 |
| Crosspoint Financial, LLC | 17,806 | $111.0 萬 | 2.97% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 17,820 | $111.1 萬 | 0.11% | +16,122+949.5% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 17,609 | $111.1 萬 | 0.36% | −3,854−18.0% | 減碼 |
| Wealth Management Associates, Inc. | 17,858 | $111.4 萬 | 0.43% | −510−2.8% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 17,903 | $111.6 萬 | 1.22% | +17,903 | 新進 |
| Hamilton Capital, LLC | 17,943 | $111.9 萬 | 0.06% | 00.0% | 不變 |
| BEAM Asset Management, LLC | 17,989 | $112.2 萬 | 0.33% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 18,025 | $112.4 萬 | 0.35% | +2,003+12.5% | 加碼 |
| New Republic Capital, LLC | 18,089 | $112.8 萬 | 0.40% | −558−3.0% | 減碼 |
| Sheets Smith Wealth Management | 18,211 | $113.6 萬 | 0.13% | 00.0% | 不變 |
| Novem Group | 18,246 | $113.8 萬 | 0.14% | +649+3.7% | 加碼 |
| Bright Financial Advisors, Inc. | 18,286 | $114.0 萬 | 0.63% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 18,437 | $114.3 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 18,361 | $114.5 萬 | 0.01% | −37−0.2% | 減碼 |
| FFG Partners, LLC | 18,413 | $114.8 萬 | 0.38% | −10,443−36.2% | 減碼 |
| American National Bank | 18,551 | $115.7 萬 | 0.12% | +300+1.6% | 加碼 |
| Principle Wealth Partners LLC | 18,557 | $115.7 萬 | 0.07% | +1,348+7.8% | 加碼 |
| Golden State Equity Partners | 18,568 | $115.8 萬 | 0.21% | −2,220−10.7% | 減碼 |
| Jordan Park Trust Co LLC | 18,651 | $116.3 萬 | 1.08% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 18,680 | $116.5 萬 | 0.02% | 00.0% | 不變 |
| Global Wealth Management, LLC | 18,488 | $116.6 萬 | 0.64% | +430+2.4% | 加碼 |
| Cary Street Partners Financial LLC | 18,722 | $116.8 萬 | 0.03% | +13,976+294.5% | 加碼 |
| Riggs Asset Managment Co. Inc. | 18,776 | $117.1 萬 | 0.29% | +860+4.8% | 加碼 |