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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 672,041 | $4,890 萬 | 3.62% | +2860.0% | 加碼 |
| Tiaa Trust, National Association | 667,556 | $4,858 萬 | 0.12% | +40,142+6.4% | 加碼 |
| Life Line Wealth Management LLC | 637,931 | $4,642 萬 | 14.15% | −6,104−0.9% | 減碼 |
| National Bank of Canada | 630,639 | $4,588 萬 | 0.05% | +396+0.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 628,271 | $4,572 萬 | 0.18% | −40,231−6.0% | 減碼 |
| Evercore Wealth Management, LLC | 619,495 | $4,508 萬 | 0.66% | −16,460−2.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 615,365 | $4,478 萬 | 0.88% | +25,635+4.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 604,705 | $4,400 萬 | 0.50% | +212,070+54.0% | 加碼 |
| MAI Capital Management | 587,425 | $4,275 萬 | 0.27% | +58,323+11.0% | 加碼 |
| Reuter James Wealth Management, LLC | 587,079 | $4,272 萬 | 6.07% | +42,369+7.8% | 加碼 |
| Carl Stuart Investment Advisor, Inc | 583,889 | $4,249 萬 | 39.92% | −6,790−1.1% | 減碼 |
| Meridian Wealth Advisors, LLC | 580,871 | $4,227 萬 | 6.00% | +35,498+6.5% | 加碼 |
| Merit Financial Group, LLC | 578,361 | $4,209 萬 | 0.39% | +227,485+64.8% | 加碼 |
| IFP Advisors, Inc | 566,946 | $4,126 萬 | 1.07% | +16,404+3.0% | 加碼 |
| Kestra Advisory Services, LLC | 531,429 | $3,867 萬 | 0.18% | +69,570+15.1% | 加碼 |
| Cadinha & Co LLC | 528,706 | $3,847 萬 | 5.23% | +6,021+1.2% | 加碼 |
| Strategic Point Investment Advisors, LLC | 527,399 | $3,838 萬 | 5.51% | +650.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 526,441 | $3,831 萬 | 0.66% | +430,275+447.4% | 加碼 |
| Mackay Shields LLC | 525,000 | $3,820 萬 | 1.30% | −30,000−5.4% | 減碼 |
| Ronald Blue Trust, Inc. | 521,320 | $3,794 萬 | 0.43% | +15,679+3.1% | 加碼 |
| Colony Group, LLC | 495,344 | $3,624 萬 | 0.06% | +34,306+7.4% | 加碼 |
| Kingsview Wealth Management, LLC | 489,655 | $3,563 萬 | 0.54% | +142,233+40.9% | 加碼 |
| Public Employees Retirement System of Ohio | 486,700 | $3,542 萬 | 0.11% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 481,112 | $3,501 萬 | 4.42% | −987−0.2% | 減碼 |
| Zhang Financial LLC | 475,595 | $3,461 萬 | 1.41% | +1,832+0.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 448,732 | $3,366 萬 | 0.05% | +34,960+8.4% | 加碼 |
| West Family Investments, Inc. | 455,786 | $3,333 萬 | 7.44% | −180.0% | 減碼 |
| Pictet Asset Management Holding SA | 461,220 | $3,328 萬 | 0.03% | +245,140+113.4% | 加碼 |
| Acorn Financial Advisory Services Inc | 450,443 | $3,278 萬 | 5.03% | +71,599+18.9% | 加碼 |
| WESCAP Management Group, Inc. | 449,859 | $3,273 萬 | 6.88% | +29,553+7.0% | 加碼 |
| Spinnaker Trust | 448,518 | $3,264 萬 | 1.81% | +10,089+2.3% | 加碼 |
| Kaydan Wealth Management, Inc. | 446,063 | $3,246 萬 | 9.27% | +86,818+24.2% | 加碼 |
| VCI Wealth Management LLC | 444,351 | $3,234 萬 | 9.81% | +17,915+4.2% | 加碼 |
| United Capital Financial Advisers, LLC | 436,676 | $3,178 萬 | 0.23% | +153,616+54.3% | 加碼 |
| Quent Capital, LLC | 432,525 | $3,147 萬 | 2.64% | −2,970−0.7% | 減碼 |
| US Bancorp | 429,422 | $3,125 萬 | 0.04% | +73,795+20.8% | 加碼 |
| SRS Capital Advisors, Inc. | 433,526 | $3,121 萬 | 0.45% | +372,893+615.0% | 加碼 |
| HSBC Holdings PLC | 428,063 | $3,115 萬 | 0.02% | −289,102−40.3% | 減碼 |
| VPR Management LLC | 422,930 | $3,078 萬 | 13.98% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 422,824 | $3,077 萬 | 0.25% | −9,344−2.2% | 減碼 |
| Sunbelt Securities, Inc. | 422,045 | $3,071 萬 | 2.12% | +169,783+67.3% | 加碼 |
| JB Capital LLC | 420,181 | $3,058 萬 | 1.32% | +174,201+70.8% | 加碼 |
| Checchi Capital Advisers, LLC | 414,770 | $3,018 萬 | 2.07% | +39,544+10.5% | 加碼 |
| Sowa Financial Group, Inc. | 406,610 | $2,959 萬 | 16.60% | +5,429+1.4% | 加碼 |
| TD Waterhouse Canada Inc. | 404,477 | $2,957 萬 | 0.19% | +37,444+10.2% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 405,365 | $2,950 萬 | 14.46% | +6,356+1.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 399,941 | $2,910 萬 | 0.34% | +191,780+92.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 396,240 | $2,883 萬 | 0.48% | +16,557+4.4% | 加碼 |
| CRCM LP | 392,680 | $2,858 萬 | 8.27% | +112,440+40.1% | 加碼 |
| Independent Family Office, LLC | 392,114 | $2,853 萬 | 12.07% | −8,793−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 385,315 | $2,804 萬 | 0.39% | +101,332+35.7% | 加碼 |
| Advocacy Wealth Management Services, LLC | 384,136 | $2,795 萬 | 1.21% | +28,739+8.1% | 加碼 |
| Perigon Wealth Management, LLC | 384,064 | $2,795 萬 | 0.57% | +52,610+15.9% | 加碼 |
| Vision Capital Management, Inc. | 383,411 | $2,790 萬 | 3.44% | +6,848+1.8% | 加碼 |
| BFSG, LLC | 381,016 | $2,773 萬 | 2.69% | +8,076+2.2% | 加碼 |
| AllGen Financial Advisors, Inc. | 366,084 | $2,664 萬 | 6.55% | +4,652+1.3% | 加碼 |
| Chatham Capital Group, Inc. | 365,565 | $2,660 萬 | 3.83% | +4,265+1.2% | 加碼 |
| Blair William & Co | 365,351 | $2,659 萬 | 0.07% | +74,000+25.4% | 加碼 |
| Yeomans Consulting Group, Inc. | 364,162 | $2,654 萬 | 9.16% | −7,809−2.1% | 減碼 |
| Partners Capital Investment Group, LLP | 349,933 | $2,546 萬 | 1.01% | 00.0% | 不變 |
| Chemistry Wealth Management LLC | 347,513 | $2,529 萬 | 4.88% | +6,223+1.8% | 加碼 |
| Dakota Wealth Management | 343,132 | $2,497 萬 | 0.50% | −1,380−0.4% | 減碼 |
| Thrivent Financial for Lutherans | 342,500 | $2,492 萬 | 0.05% | +259,801+314.2% | 加碼 |
| James Investment Research Inc | 339,621 | $2,471 萬 | 2.70% | −18,059−5.0% | 減碼 |
| Ascent Group, LLC | 338,918 | $2,466 萬 | 0.87% | +95,863+39.4% | 加碼 |
| First American Trust, FSB | 337,448 | $2,456 萬 | 1.78% | +4,201+1.3% | 加碼 |
| Cohen & Steers, Inc. | 337,303 | $2,455 萬 | 0.04% | −1,963−0.6% | 減碼 |
| Parcion Private Wealth LLC | 336,841 | $2,451 萬 | 1.53% | −3,443−1.0% | 減碼 |
| Integrated Wealth Concepts LLC | 334,769 | $2,436 萬 | 0.22% | +28,133+9.2% | 加碼 |
| First Foundation Advisors | 331,395 | $2,412 萬 | 0.89% | −22,318−6.3% | 減碼 |
| Comerica Bank | 330,866 | $2,408 萬 | 0.09% | +37,802+12.9% | 加碼 |
| Change Path, LLC | 328,559 | $2,391 萬 | 0.58% | +68,648+26.4% | 加碼 |
| Sage Rhino Capital LLC | 324,717 | $2,363 萬 | 4.57% | +3,031+0.9% | 加碼 |
| Cardinal Point Capital Management, ULC | 300,056 | $2,323 萬 | 1.63% | −5,435−1.8% | 減碼 |
| Quest Investment Management LLC | 318,622 | $2,319 萬 | 2.43% | +425+0.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 318,173 | $2,315 萬 | 0.25% | −1,114−0.3% | 減碼 |
| Archetype Wealth Partners | 314,711 | $2,290 萬 | 2.92% | +106,560+51.2% | 加碼 |
| Bokf, NA | 312,656 | $2,275 萬 | 0.34% | −2,490−0.8% | 減碼 |
| Private Advisor Group, LLC | 312,114 | $2,271 萬 | 0.11% | +66,473+27.1% | 加碼 |
| M&T Bank Corp | 312,097 | $2,271 萬 | 0.08% | +12,081+4.0% | 加碼 |
| AMG National Trust Bank | 311,574 | $2,267 萬 | 0.55% | +4,750+1.5% | 加碼 |
| Fifth Third Securities, Inc. | 310,645 | $2,261 萬 | 1.54% | +61,122+24.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 309,211 | $2,250 萬 | 0.28% | +10,988+3.7% | 加碼 |
| Stephens Inc | 304,091 | $2,213 萬 | 0.28% | −20,489−6.3% | 減碼 |
| Modus Advisors, LLC | 303,152 | $2,206 萬 | 6.00% | −6,812−2.2% | 減碼 |
| Jones Financial Companies LLLP | 308,589 | $2,191 萬 | 0.01% | +65,756+27.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 291,649 | $2,188 萬 | 0.52% | −6,241−2.1% | 減碼 |
| Brookstone Capital Management | 300,113 | $2,184 萬 | 0.26% | +12,207+4.2% | 加碼 |
| Syon Capital LLC | 299,623 | $2,180 萬 | 1.17% | −22,479−7.0% | 減碼 |
| Boyer & Corporon Wealth Management, LLC | 299,407 | $2,179 萬 | 6.52% | +1,500+0.5% | 加碼 |
| CIBC World Markets Inc. | 298,523 | $2,172 萬 | 0.04% | −72,463−19.5% | 減碼 |
| LVM Capital Management Ltd | 295,480 | $2,150 萬 | 2.07% | +2,803+1.0% | 加碼 |
| Baldwin Brothers Inc | 295,201 | $2,148 萬 | 1.40% | −3,042−1.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 293,694 | $2,137 萬 | 0.18% | −61,400−17.3% | 減碼 |
| Leavell Investment Management, Inc. | 287,171 | $2,090 萬 | 0.88% | +46,585+19.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 286,476 | $2,085 萬 | 0.54% | +27,282+10.5% | 加碼 |
| We Are One Seven, LLC | 286,338 | $2,084 萬 | 0.48% | +103,481+56.6% | 加碼 |
| Wallington Asset Management, LLC | 285,114 | $2,075 萬 | 2.69% | +8,635+3.1% | 加碼 |
| Gotham Asset Management, LLC | 280,413 | $2,041 萬 | 0.09% | +115,173+69.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 279,615 | $2,035 萬 | 1.54% | +66,926+31.5% | 加碼 |