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 3 季 13F 持有人
iShares Gold Trust 在 2025/9/30 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
- 1,713
- 較 2025 年第 2 季 +141 家
- 持有股數
- 4.32 億
- 較 2025 年第 2 季 +2,854 萬 (+7.1%)
- 總市值
- $314.9 億
- 較 2025 年第 2 季 +$62.0 億 (+24.5%)
- 新進機構
- 194
- 另有 757 家加碼
- 清倉機構
- 53
- 另有 419 家減碼
另有 27 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Beckerman Institutional, LLC | 9,836 | $71.6 萬 | 0.42% | +1,957+24.8% | 加碼 |
| Larson Financial Group LLC | 9,840 | $71.6 萬 | 0.03% | −2,236−18.5% | 減碼 |
| New Millennium Group LLC | 9,860 | $71.8 萬 | 0.33% | +8,799+829.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 9,428 | $71.9 萬 | 0.19% | +1,226+14.9% | 加碼 |
| Helium Advisors LLC | 9,940 | $72.3 萬 | 0.60% | 00.0% | 不變 |
| W Advisors, LLC | 9,944 | $72.4 萬 | 0.38% | +2,056+26.1% | 加碼 |
| Sterling Investment Advisors LLC | 9,989 | $72.7 萬 | 0.36% | +1,484+17.4% | 加碼 |
| Hengehold Capital Management LLC | 10,000 | $72.8 萬 | 0.06% | 00.0% | 不變 |
| Clarity Financial LLC | 10,019 | $72.9 萬 | 0.07% | +1,499+17.6% | 加碼 |
| Wisconsin Capital Management LLC | 10,040 | $73.1 萬 | 0.37% | +2,800+38.7% | 加碼 |
| Optiver Holding B.V. | 10,045 | $73.1 萬 | 0.01% | +10,045 | 新進 |
| Pure Portfolios Holdings LLC | 10,071 | $73.3 萬 | 0.23% | −40−0.4% | 減碼 |
| Private Client Services, LLC | 10,079 | $73.3 萬 | 0.25% | +1,987+24.6% | 加碼 |
| TCFG Wealth Management, LLC | 10,108 | $73.6 萬 | 0.29% | +1,629+19.2% | 加碼 |
| Bank of Nova Scotia | 10,201 | $74.2 萬 | 0.00% | −1,703−14.3% | 減碼 |
| Atala Financial Inc | 10,225 | $74.4 萬 | 0.47% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 10,279 | $74.8 萬 | 0.05% | −804−7.3% | 減碼 |
| Keel Point, LLC | 10,285 | $74.8 萬 | 0.05% | 00.0% | 不變 |
| Sentinel Pension Advisors Inc | 10,299 | $74.9 萬 | 0.12% | −700−6.4% | 減碼 |
| Advance Capital Management, Inc. | 10,416 | $75.8 萬 | 0.03% | +374+3.7% | 加碼 |
| Drive Wealth Management, LLC | 10,432 | $75.9 萬 | 0.16% | +10.0% | 加碼 |
| TCG Advisory Services, LLC | 10,471 | $76.2 萬 | 0.03% | +3,850+58.1% | 加碼 |
| Blue Chip Partners, Inc. | 10,483 | $76.3 萬 | 0.06% | +108+1.0% | 加碼 |
| Valmark Advisers, Inc. | 10,495 | $76.4 萬 | 0.01% | +20.0% | 加碼 |
| Arrowroot Family Office, LLC | 10,515 | $76.5 萬 | 0.31% | +22+0.2% | 加碼 |
| Appleton Partners Inc | 10,542 | $76.7 萬 | 0.05% | −128−1.2% | 減碼 |
| Texas Yale Capital Corp. | 10,600 | $77.1 萬 | 0.02% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 10,639 | $77.4 萬 | 0.01% | +1,514+16.6% | 加碼 |
| Catalytic Wealth RIA, LLC | 10,726 | $78.1 萬 | 0.03% | −321−2.9% | 減碼 |
| North Forty Two & Co. | 10,729 | $78.1 萬 | 0.76% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 10,792 | $78.5 萬 | 0.30% | −194−1.8% | 減碼 |
| Paradigm Financial Partners, LLC | 10,850 | $79.0 萬 | 0.08% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 10,887 | $79.2 萬 | 0.10% | 00.0% | 不變 |
| Stokes Family Office, LLC | 10,985 | $79.9 萬 | 0.08% | −82,554−88.3% | 減碼 |
| Integrated Investment Consultants, LLC | 15,849 | $80.1 萬 | 0.14% | 00.0% | 不變 |
| Bogart Wealth, LLC | 11,033 | $80.3 萬 | 0.03% | +50+0.5% | 加碼 |
| Heritage Financial Services, LLC | 11,065 | $80.5 萬 | 0.07% | +11,065 | 新進 |
| Wetherby Asset Management Inc | 11,205 | $81.5 萬 | 0.03% | +355+3.3% | 加碼 |
| Colonial Trust Co | 11,267 | $82.0 萬 | 0.11% | 00.0% | 不變 |
| MBL Wealth, LLC | 11,321 | $82.4 萬 | 0.07% | +21+0.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 11,435 | $83.2 萬 | 0.01% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 11,443 | $83.3 萬 | 0.13% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 11,487 | $83.6 萬 | 0.19% | +1,199+11.7% | 加碼 |
| Rebalance, LLC | 11,554 | $84.1 萬 | 0.05% | +11,554 | 新進 |
| Fairvoy Private Wealth, LLC | 11,713 | $85.2 萬 | 0.19% | −30−0.3% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,744 | $85.5 萬 | 0.08% | −1,890−13.9% | 減碼 |
| Hancock Whitney Corp | 11,787 | $85.8 萬 | 0.02% | 00.0% | 不變 |
| Colony Family Offices, LLC | 11,820 | $86.0 萬 | 0.22% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 11,827 | $86.1 萬 | 0.31% | +556+4.9% | 加碼 |
| Armbruster Capital Management, Inc. | 12,000 | $87.3 萬 | 0.15% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 12,042 | $87.6 萬 | 0.06% | +1,090+10.0% | 加碼 |
| Graham Capital Wealth Management, LLC | 12,352 | $89.9 萬 | 0.92% | −80−0.6% | 減碼 |
| Empowered Funds, LLC | 12,360 | $89.9 萬 | 0.01% | +5,415+78.0% | 加碼 |
| Boston Family Office LLC | 12,421 | $90.1 萬 | 0.06% | 00.0% | 不變 |
| Wedmont Private Capital | 12,021 | $90.2 萬 | 0.03% | +4,821+67.0% | 加碼 |
| Hirtle Callaghan & Co LLC | 12,402 | $90.2 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 12,448 | $90.6 萬 | 0.01% | −37−0.3% | 減碼 |
| Ameliora Wealth Management Ltd. | 12,500 | $91.0 萬 | 0.30% | 00.0% | 不變 |
| PDS Planning, Inc | 12,547 | $91.3 萬 | 0.06% | +20.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 12,632 | $92.0 萬 | 0.08% | −5,188−29.1% | 減碼 |
| Doliver Advisors, LP | 12,650 | $92.1 萬 | 0.24% | −1,225−8.8% | 減碼 |
| Berger Financial Group, Inc | 12,729 | $92.6 萬 | 0.06% | +6,795+114.5% | 加碼 |
| NWF Advisory Services Inc. | 12,745 | $92.7 萬 | 0.10% | +6,575+106.6% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,757 | $92.8 萬 | 0.18% | −100−0.8% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 12,793 | $93.1 萬 | 0.23% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 12,814 | $93.2 萬 | 0.21% | −170−1.3% | 減碼 |
| Landing Point Financial Group, LLC | 12,859 | $93.6 萬 | 0.49% | +6,033+88.4% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 12,873 | $93.7 萬 | 0.21% | +12,873 | 新進 |
| Firethorn Wealth Partners, LLC | 12,928 | $94.1 萬 | 0.37% | +3,184+32.7% | 加碼 |
| Alpha Financial Partners, LLC | 12,946 | $94.2 萬 | 0.61% | −1,172−8.3% | 減碼 |
| Angeles Wealth Management, LLC | 13,000 | $94.6 萬 | 0.06% | 00.0% | 不變 |
| First Bank & Trust | 13,051 | $95.0 萬 | 0.16% | +13,051 | 新進 |
| Kornitzer Capital Management Inc | 13,058 | $95.0 萬 | 0.02% | −2,170−14.3% | 減碼 |
| Swisher Financial Concepts, Inc. | 13,059 | $95.0 萬 | 0.57% | +13,059 | 新進 |
| BKD Wealth Advisors, LLC | 13,063 | $95.1 萬 | 0.02% | +555+4.4% | 加碼 |
| Financial Advocates Investment Management | 13,084 | $95.2 萬 | 0.54% | −17,248−56.9% | 減碼 |
| AlphaCore Capital LLC | 13,226 | $96.2 萬 | 0.03% | −15,342−53.7% | 減碼 |
| Community Bank, N.A. | 13,318 | $96.9 萬 | 0.12% | +893+7.2% | 加碼 |
| Cedar Wealth Management, LLC | 13,365 | $97.3 萬 | 0.30% | 00.0% | 不變 |
| Sentinus, LLC | 13,450 | $97.9 萬 | 0.21% | +757+6.0% | 加碼 |
| American National Bank | 13,451 | $97.9 萬 | 0.10% | −5,100−27.5% | 減碼 |
| Hanson & Doremus Investment Management | 13,451 | $97.9 萬 | 0.12% | −135−1.0% | 減碼 |
| TownSquare Capital, LLC | 13,461 | $98.0 萬 | 0.15% | −6,567−32.8% | 減碼 |
| A4 Wealth Advisors LLC | 13,764 | $100.2 萬 | 0.84% | +13,764 | 新進 |
| Retirement Wealth Solutions LLC | 13,794 | $100.4 萬 | 0.66% | +5,881+74.3% | 加碼 |
| AA Financial Advisors, LLC | 13,886 | $101.0 萬 | 0.20% | +352+2.6% | 加碼 |
| BCU Wealth Advisors, LLC | 13,922 | $101.3 萬 | 0.41% | +9,828+240.1% | 加碼 |
| Embree Financial Group | 13,944 | $101.5 萬 | 0.14% | +8,355+149.5% | 加碼 |
| Capital & Planning, LLC | 13,988 | $101.8 萬 | 0.63% | +5,128+57.9% | 加碼 |
| Wescott Financial Advisory Group, LLC | 14,006 | $101.9 萬 | 0.09% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 14,085 | $102.5 萬 | 0.02% | +1,672+13.5% | 加碼 |
| First Manhattan Co | 14,100 | $102.6 萬 | 0.00% | 00.0% | 不變 |
| Hobbs Group Advisors, LLC | 14,178 | $103.2 萬 | 0.32% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 14,190 | $103.3 萬 | 0.08% | −7,255−33.8% | 減碼 |
| Maridea Wealth Management LLC | 12,571 | $103.7 萬 | 0.16% | +1,578+14.4% | 加碼 |
| Axecap Investments, LLC | 14,316 | $104.2 萬 | 0.64% | +137+1.0% | 加碼 |
| Marmo Financial Group, LLC | 14,344 | $104.4 萬 | 0.51% | −57−0.4% | 減碼 |
| JFS Wealth Advisors, LLC | 14,438 | $105.1 萬 | 0.06% | +1,434+11.0% | 加碼 |
| Trustmark National Bank Trust Department | 14,451 | $105.2 萬 | 0.07% | −219−1.5% | 減碼 |
| Farmers & Merchants Investments Inc | 14,552 | $105.9 萬 | 0.03% | +16+0.1% | 加碼 |