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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 129,410 | $807.0 萬 | 2.92% | −7,331−5.4% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 133,234 | $806.3 萬 | 4.13% | +8,013+6.4% | 加碼 |
| Greenline Partners, LLC | 129,145 | $805.3 萬 | 1.09% | −851−0.7% | 減碼 |
| Systelligence, LLC | 129,088 | $805.0 萬 | 1.49% | +8,998+7.5% | 加碼 |
| Cranbrook Wealth Management, LLC | 128,846 | $803.5 萬 | 1.71% | −4,523−3.4% | 減碼 |
| Pensionmark Financial Group, LLC | 128,262 | $799.8 萬 | 0.18% | −77,970−37.8% | 減碼 |
| Avaii Wealth Management, LLC | 127,720 | $796.5 萬 | 3.54% | +110,022+621.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 127,716 | $796.4 萬 | 0.31% | +11,793+10.2% | 加碼 |
| Ariston Services Group | 126,379 | $788.1 萬 | 5.60% | −34,145−21.3% | 減碼 |
| Meridian Investment Counsel Inc. | 125,985 | $785.6 萬 | 2.14% | +90.0% | 加碼 |
| Wealth Alliance | 125,458 | $782.4 萬 | 0.87% | −17,420−12.2% | 減碼 |
| TruWealth Advisors, LLC | 122,955 | $766.7 萬 | 0.42% | +122,955 | 新進 |
| Independent Financial Group, LLC | 122,567 | $764.3 萬 | 0.21% | +2,081+1.7% | 加碼 |
| Atomi Financial Group, Inc. | 122,541 | $764.2 萬 | 0.29% | +5,261+4.5% | 加碼 |
| Sentinel Trust Co Lba | 122,316 | $762.8 萬 | 0.83% | −3,240−2.6% | 減碼 |
| Plum Street Advisors, LLC | 122,188 | $762.0 萬 | 3.36% | −14,008−10.3% | 減碼 |
| Lynx Capital Group Ltd | 122,092 | $761.4 萬 | 3.67% | −8,205−6.3% | 減碼 |
| Nottingham Advisors, Inc. | 121,621 | $758.4 萬 | 1.13% | −28,551−19.0% | 減碼 |
| Highland Financial Advisors, LLC | 121,536 | $757.9 萬 | 2.43% | −10,737−8.1% | 減碼 |
| Rehmann Capital Advisory Group | 121,484 | $757.6 萬 | 0.46% | −8,772−6.7% | 減碼 |
| Vivaldi Capital Management, LLC | 121,215 | $755.9 萬 | 1.13% | −33,833−21.8% | 減碼 |
| Prairie Wealth Advisors, Inc. | 120,936 | $754.2 萬 | 3.22% | −2,591−2.1% | 減碼 |
| WealthCare Investment Partners, LLC | 119,913 | $753.9 萬 | 2.71% | −3,372−2.7% | 減碼 |
| Prudential PLC | 120,861 | $753.7 萬 | 0.05% | +3,570+3.0% | 加碼 |
| Wealthspan Partners, LLC | 119,713 | $746.5 萬 | 3.10% | −458−0.4% | 減碼 |
| Sharkey, Howes & Javer | 118,490 | $738.9 萬 | 0.99% | −19,883−14.4% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 118,041 | $736.1 萬 | 1.80% | +114,591+3,321.5% | 加碼 |
| Capital Analysts, LLC | 117,454 | $732.5 萬 | 0.24% | −5,920−4.8% | 減碼 |
| FineMark National Bank & Trust | 117,426 | $732.3 萬 | 0.25% | +335+0.3% | 加碼 |
| Security Financial Services, INC. | 117,136 | $730.5 萬 | 1.29% | −7,816−6.3% | 減碼 |
| Callan Family Office, LLC | 116,996 | $729.6 萬 | 0.23% | +4,669+4.2% | 加碼 |
| Global Wealth Strategies & Associates | 115,834 | $722.3 萬 | 2.07% | −12,082−9.4% | 減碼 |
| Buttonwood Financial Group, LLC | 114,728 | $721.9 萬 | 3.66% | −971−0.8% | 減碼 |
| Southeast Asset Advisors Inc. | 115,540 | $720.5 萬 | 0.86% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 115,473 | $720.1 萬 | 0.51% | −40,352−25.9% | 減碼 |
| Wills Financial Group LLC | 115,117 | $717.9 萬 | 3.12% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 114,823 | $716.0 萬 | 1.57% | −11,733−9.3% | 減碼 |
| Towneley Capital Management, Inc | 114,651 | $715.0 萬 | 1.64% | −26,670−18.9% | 減碼 |
| TSFG, LLC | 113,018 | $704.8 萬 | 1.28% | −4,199−3.6% | 減碼 |
| Seeds Investor LLC | 112,707 | $702.8 萬 | 1.65% | +14,377+14.6% | 加碼 |
| MBA Advisors LLC | 112,359 | $700.7 萬 | 3.23% | −27,079−19.4% | 減碼 |
| SBI Securities Co., Ltd. | 112,313 | $700.4 萬 | 0.20% | +3,249+3.0% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 111,113 | $692.9 萬 | 2.71% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 111,049 | $692.5 萬 | 1.67% | −885−0.8% | 減碼 |
| Baker Avenue Asset Management, LP | 110,658 | $690.1 萬 | 0.20% | +7,458+7.2% | 加碼 |
| SoFi Wealth, LLC | 110,351 | $688.1 萬 | 0.42% | +110,351 | 新進 |
| Lifelong Wealth Advisors, Inc. | 109,536 | $683.1 萬 | 2.27% | +109,536 | 新進 |
| Adviser Investments LLC | 108,225 | $674.9 萬 | 0.08% | +85,389+373.9% | 加碼 |
| Parkside Investments, LLC | 108,216 | $674.8 萬 | 0.92% | −106,350−49.6% | 減碼 |
| Battery Global Advisors, LLC | 108,116 | $674.2 萬 | 3.32% | −5,700−5.0% | 減碼 |
| Accretive Wealth Partners, LLC | 107,528 | $670.5 萬 | 2.20% | −2,023−1.8% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 106,380 | $663.4 萬 | 0.83% | +97,274+1,068.2% | 加碼 |
| Summit Place Financial Advisors, LLC | 106,140 | $661.9 萬 | 3.33% | +2,930+2.8% | 加碼 |
| Ackerman Capital Advisors, LLC | 105,767 | $659.6 萬 | 1.53% | −6,023−5.4% | 減碼 |
| Kitching Partners, LLC | 105,409 | $657.3 萬 | 6.67% | +3,446+3.4% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 105,390 | $657.2 萬 | 0.43% | +3,622+3.6% | 加碼 |
| Strategic Blueprint, LLC | 105,185 | $655.9 萬 | 0.32% | +2,478+2.4% | 加碼 |
| Diversify Advisory Services, LLC | 103,288 | $651.7 萬 | 0.25% | +1,994+2.0% | 加碼 |
| RSM US Wealth Management LLC | 104,326 | $650.5 萬 | 0.09% | +8,112+8.4% | 加碼 |
| Rochester Wealth Strategies, LLC | 104,277 | $650.3 萬 | 4.66% | −5,922−5.4% | 減碼 |
| Lido Advisors, LLC | 103,889 | $647.9 萬 | 0.03% | −11,622−10.1% | 減碼 |
| Parker Investment Management, LLC | 102,881 | $641.6 萬 | 0.98% | −575,510−84.8% | 減碼 |
| Wellspring Financial Advisors, LLC | 102,734 | $640.6 萬 | 0.64% | 00.0% | 不變 |
| Kelly Financial Services LLC | 102,561 | $639.6 萬 | 1.88% | −3,002−2.8% | 減碼 |
| Farther Finance Advisors, LLC | 101,487 | $632.9 萬 | 0.13% | −54,931−35.1% | 減碼 |
| DCF Advisers, LLC | 100,000 | $623.6 萬 | 3.00% | 00.0% | 不變 |
| Bulltick Wealth Management, LLC | 99,940 | $623.2 萬 | 1.54% | −89,329−47.2% | 減碼 |
| NewEdge Wealth, LLC | 96,713 | $619.7 萬 | 0.10% | −8,216−7.8% | 減碼 |
| Fiduciary Financial Group, LLC | 98,338 | $618.7 萬 | 1.12% | +237+0.2% | 加碼 |
| Stableford Capital II LLC | 98,087 | $617.1 萬 | 2.32% | −1,472−1.5% | 減碼 |
| Citizens Financial Group Inc | 97,450 | $607.7 萬 | 0.10% | −7,169−6.9% | 減碼 |
| Avestar Capital, LLC | 97,021 | $605.0 萬 | 0.44% | +4,374+4.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 96,656 | $602.7 萬 | 0.69% | +1,463+1.5% | 加碼 |
| AdvisorNet Financial, Inc | 96,379 | $601.0 萬 | 0.39% | −1,100−1.1% | 減碼 |
| Bull Oak Capital, LLC | 96,172 | $599.7 萬 | 2.73% | +96,172 | 新進 |
| Concurrent Investment Advisors, LLC | 96,166 | $599.7 萬 | 0.12% | +45,875+91.2% | 加碼 |
| Madden Advisory Services, Inc. | 95,786 | $597.3 萬 | 2.55% | −750−0.8% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 94,851 | $596.8 萬 | 1.09% | −7,028−6.9% | 減碼 |
| Spire Wealth Management | 97,916 | $596.0 萬 | 0.21% | −43,663−30.8% | 減碼 |
| Kure Advisory, LLC | 94,760 | $590.9 萬 | 3.92% | +3,162+3.5% | 加碼 |
| Camden National Bank | 93,711 | $584.4 萬 | 0.84% | −573−0.6% | 減碼 |
| Stokes Family Office, LLC | 93,539 | $583.3 萬 | 0.61% | +2,491+2.7% | 加碼 |
| Crescent Grove Advisors, LLC | 93,287 | $581.7 萬 | 0.56% | +13,296+16.6% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 92,692 | $578.0 萬 | 0.91% | +6,465+7.5% | 加碼 |
| Pettinga Financial Advisors, LLC | 92,392 | $576.2 萬 | 1.26% | −3,458−3.6% | 減碼 |
| Bessemer Group Inc | 91,693 | $571.7 萬 | 0.01% | −7,434−7.5% | 減碼 |
| Stone House Investment Management, LLC | 90,098 | $561.8 萬 | 1.03% | −17,680−16.4% | 減碼 |
| RiverGlades Family Offices LLC | 89,535 | $558.3 萬 | 3.66% | −1,752−1.9% | 減碼 |
| Insight Wealth Partners, LLC | 89,476 | $558.0 萬 | 3.09% | −70,430−44.0% | 減碼 |
| Twin Tree Management, LP | 89,319 | $557.0 萬 | 0.14% | +89,319 | 新進 |
| Briaud Financial Planning, Inc | 88,965 | $554.7 萬 | 2.19% | −17,881−16.7% | 減碼 |
| Fermata Advisors, LLC | 88,813 | $553.8 萬 | 1.48% | −12,158−12.0% | 減碼 |
| Inscription Capital, LLC | 88,807 | $553.8 萬 | 0.80% | −96−0.1% | 減碼 |
| Gradient Investments LLC | 88,680 | $553.0 萬 | 0.10% | −3,169−3.5% | 減碼 |
| Clear Creek Financial Management, LLC | 88,640 | $552.8 萬 | 0.53% | +74,933+546.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 88,020 | $548.9 萬 | 0.16% | +1,905+2.2% | 加碼 |
| D L Carlson Investment Group Inc | 87,598 | $546.3 萬 | 1.00% | −7,798−8.2% | 減碼 |
| Global Retirement Partners, LLC | 87,151 | $543.5 萬 | 0.13% | +87,151 | 新進 |
| Beck Capital Management, LLC | 87,029 | $542.7 萬 | 1.35% | +70,373+422.5% | 加碼 |
| Welch & Forbes LLC | 86,883 | $541.8 萬 | 0.07% | −1,419−1.6% | 減碼 |