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 |
|---|---|---|---|---|---|
| Nkcfo LLC | 279,400 | $2,033 萬 | 6.12% | +50,200+21.9% | 加碼 |
| Pictet North America Advisors SA | 275,500 | $2,005 萬 | 1.88% | +275,500 | 新進 |
| Summit Financial, LLC | 274,907 | $2,001 萬 | 0.31% | +1320.0% | 加碼 |
| Sterling Financial Planning, Inc. | 273,359 | $1,989 萬 | 6.27% | −6,329−2.3% | 減碼 |
| Hamilton Wealth, LLC | 270,705 | $1,970 萬 | 4.11% | +15,443+6.0% | 加碼 |
| Cypress Capital Group | 270,506 | $1,968 萬 | 2.35% | +8,457+3.2% | 加碼 |
| Tudor Investment Corp Et Al | 270,454 | $1,968 萬 | 0.13% | −162,673−37.6% | 減碼 |
| Cyndeo Wealth Partners, LLC | 269,069 | $1,958 萬 | 1.09% | −10,397−3.7% | 減碼 |
| SoFi Wealth, LLC | 265,106 | $1,929 萬 | 1.04% | +154,755+140.2% | 加碼 |
| Ambassador Advisors, LLC | 262,888 | $1,913 萬 | 2.84% | −8,623−3.2% | 減碼 |
| Allworth Financial LP | 258,741 | $1,883 萬 | 0.08% | −30,167−10.4% | 減碼 |
| Verger Capital Management LLC | 257,693 | $1,875 萬 | 6.09% | +21,509+9.1% | 加碼 |
| Umb Bank N A | 257,416 | $1,873 萬 | 0.28% | +26,788+11.6% | 加碼 |
| Brinker Capital Investments, LLC | 255,720 | $1,861 萬 | 0.14% | +59,961+30.6% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 253,270 | $1,843 萬 | 3.47% | +824+0.3% | 加碼 |
| Resonant Capital Advisors, LLC | 253,207 | $1,843 萬 | 1.07% | −2,406−0.9% | 減碼 |
| CPA Asset Management LLC | 245,535 | $1,787 萬 | 6.89% | −18,528−7.0% | 減碼 |
| Fielder Capital Group LLC | 241,376 | $1,756 萬 | 4.00% | −9,193−3.7% | 減碼 |
| Norris Financial Group, LLC | 241,122 | $1,755 萬 | 6.41% | −1,952−0.8% | 減碼 |
| JSF Financial, LLC | 236,846 | $1,724 萬 | 3.82% | +207,186+698.5% | 加碼 |
| Timber Creek Capital Management LLC | 235,148 | $1,711 萬 | 4.13% | −1,838−0.8% | 減碼 |
| LifeWealth Investments, LLC | 234,969 | $1,710 萬 | 2.61% | +2,258+1.0% | 加碼 |
| Forza Wealth Management, LLC | 226,961 | $1,652 萬 | 6.33% | −1,350−0.6% | 減碼 |
| Atria Investments LLC | 224,896 | $1,637 萬 | 0.19% | +47,891+27.1% | 加碼 |
| Lifeworks Advisors, LLC | 220,641 | $1,606 萬 | 2.15% | +26,158+13.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 218,787 | $1,592 萬 | 1.12% | +4,095+1.9% | 加碼 |
| Legend Financial Advisors, Inc. | 218,042 | $1,587 萬 | 9.73% | −1,019−0.5% | 減碼 |
| Sigma Planning Corp | 215,893 | $1,571 萬 | 0.45% | +9,239+4.5% | 加碼 |
| White Lighthouse Investment Management Inc. | 215,646 | $1,569 萬 | 2.39% | +6,123+2.9% | 加碼 |
| Modern Wealth Management, LLC | 214,303 | $1,559 萬 | 0.31% | +45,091+26.6% | 加碼 |
| Huntington National Bank | – | $1,552 萬 | 0.09% | – | – |
| Kestra Private Wealth Services, LLC | 210,462 | $1,532 萬 | 0.20% | +41,127+24.3% | 加碼 |
| Fore Capital, LLC | 208,000 | $1,514 萬 | 19.18% | 00.0% | 不變 |
| HB Wealth Management, LLC | 207,384 | $1,509 萬 | 0.10% | +2,729+1.3% | 加碼 |
| Advisory Services Network, LLC | 207,238 | $1,508 萬 | 0.22% | +35,018+20.3% | 加碼 |
| Rogco, LP | 207,123 | $1,507 萬 | 5.29% | −4,019−1.9% | 減碼 |
| Sowell Financial Services LLC | 207,028 | $1,507 萬 | 0.58% | +5,249+2.6% | 加碼 |
| Evoke Wealth, LLC | 206,701 | $1,504 萬 | 0.31% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 204,746 | $1,490 萬 | 1.11% | +5,801+2.9% | 加碼 |
| DT Investment Partners, LLC | 204,670 | $1,489 萬 | 1.26% | +7,808+4.0% | 加碼 |
| Wealth Management Partners, LLC | 203,663 | $1,482 萬 | 4.71% | +980.0% | 加碼 |
| Mill Creek Capital Advisors, LLC | 203,287 | $1,479 萬 | 0.30% | +5,749+2.9% | 加碼 |
| Upper Left Wealth Management, LLC | 202,668 | $1,475 萬 | 9.26% | −6,378−3.1% | 減碼 |
| Wealth Quarterback LLC | 200,692 | $1,460 萬 | 5.65% | +129,946+183.7% | 加碼 |
| Prospera Financial Services Inc | 200,457 | $1,459 萬 | 0.25% | −76,151−27.5% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 200,010 | $1,455 萬 | 2.27% | +3,240+1.6% | 加碼 |
| Brown Advisory Inc | 199,509 | $1,452 萬 | 0.02% | +2,449+1.2% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 198,674 | $1,446 萬 | 3.73% | +2,230+1.1% | 加碼 |
| Arlington Capital Management, Inc. | 197,460 | $1,437 萬 | 9.18% | −2,997−1.5% | 減碼 |
| Savvy Advisors, Inc. | 195,577 | $1,423 萬 | 0.65% | +63,116+47.6% | 加碼 |
| NTV Asset Management LLC | 190,860 | $1,389 萬 | 1.51% | −2,291−1.2% | 減碼 |
| Shepherd Financial Partners LLC | 190,826 | $1,389 萬 | 1.32% | +26,032+15.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 190,051 | $1,383 萬 | 0.09% | +21,834+13.0% | 加碼 |
| Quadrature Capital Ltd | 188,104 | $1,369 萬 | 0.16% | −869,956−82.2% | 減碼 |
| Okabena Investment Services Inc | 187,002 | $1,361 萬 | 2.64% | −588−0.3% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 186,739 | $1,359 萬 | 0.24% | +240+0.1% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 186,736 | $1,359 萬 | 14.07% | −10,673−5.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 186,346 | $1,356 萬 | 0.04% | −2,928−1.5% | 減碼 |
| Brave Asset Management Inc | 186,105 | $1,354 萬 | 3.31% | +23,507+14.5% | 加碼 |
| Bulltick Wealth Management, LLC | 185,859 | $1,350 萬 | 3.19% | +85,919+86.0% | 加碼 |
| CSS LLC | 185,240 | $1,348 萬 | 0.80% | +8,400+4.8% | 加碼 |
| Icon Wealth Advisors, LLC | 184,238 | $1,341 萬 | 0.91% | +68,765+59.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 182,341 | $1,327 萬 | 0.67% | −1,744−0.9% | 減碼 |
| Sage Private Wealth Group, LLC | 182,284 | $1,326 萬 | 7.38% | +11,000+6.4% | 加碼 |
| Signet Investment Advisory Group, Inc. | 178,734 | $1,301 萬 | 6.25% | +2,230+1.3% | 加碼 |
| Townsend & Associates, Inc | 162,693 | $1,296 萬 | 1.23% | +585+0.4% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 177,608 | $1,292 萬 | 3.02% | +3,404+2.0% | 加碼 |
| Sharkey, Howes & Javer | 177,535 | $1,292 萬 | 1.66% | +59,045+49.8% | 加碼 |
| Capital Analysts, LLC | 173,391 | $1,262 萬 | 0.37% | +55,937+47.6% | 加碼 |
| Regency Capital Management Inc. | 172,804 | $1,257 萬 | 5.98% | +1,752+1.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 172,666 | $1,256 萬 | 0.12% | −1,250−0.7% | 減碼 |
| Commerce Bank | 172,050 | $1,252 萬 | 0.07% | +610.0% | 加碼 |
| BCJ Capital Management, LLC | 171,446 | $1,248 萬 | 0.74% | −15,845−8.5% | 減碼 |
| Apollon Wealth Management, LLC | 171,133 | $1,245 萬 | 0.22% | +15,960+10.3% | 加碼 |
| Stonebridge Financial Group, LLC | 169,736 | $1,235 萬 | 1.09% | −988−0.6% | 減碼 |
| Morton Capital Management LLC | 168,366 | $1,225 萬 | 2.01% | −3,619−2.1% | 減碼 |
| Purkiss Capital Advisors LLC | 165,608 | $1,205 萬 | 5.77% | −102,412−38.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 165,174 | $1,202 萬 | 4.39% | −2,313−1.4% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 160,315 | $1,167 萬 | 4.10% | +4,202+2.7% | 加碼 |
| Stephen J. Garry & Associates, LLC | 160,071 | $1,165 萬 | 9.30% | +325+0.2% | 加碼 |
| Ballentine Partners, LLC | 158,542 | $1,154 萬 | 0.16% | −400−0.3% | 減碼 |
| Sapient Capital LLC | 159,617 | $1,152 萬 | 0.18% | +9,330+6.2% | 加碼 |
| Well Done, LLC | 157,991 | $1,150 萬 | 1.96% | +5,300+3.5% | 加碼 |
| MA Private Wealth | 157,758 | $1,148 萬 | 1.93% | +14,705+10.3% | 加碼 |
| Security Financial Services, INC. | 156,798 | $1,141 萬 | 1.84% | +39,662+33.9% | 加碼 |
| NewEdge Wealth, LLC | 151,437 | $1,137 萬 | 0.16% | +54,724+56.6% | 加碼 |
| EFG Asset Management (Americas) Corp. | 154,906 | $1,127 萬 | 1.95% | −1,268−0.8% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 154,853 | $1,127 萬 | 0.65% | +49,463+46.9% | 加碼 |
| Old Port Advisors | 154,437 | $1,124 萬 | 2.83% | +2,621+1.7% | 加碼 |
| BSW Wealth Partners | 154,332 | $1,123 萬 | 1.40% | +903+0.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 153,084 | $1,114 萬 | 0.57% | −600−0.4% | 減碼 |
| LifePlan Financial, LLC | 152,529 | $1,110 萬 | 8.79% | −8,688−5.4% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 151,870 | $1,105 萬 | 2.16% | +4,127+2.8% | 加碼 |
| Wealth Alliance | 150,675 | $1,096 萬 | 1.13% | +25,217+20.1% | 加碼 |
| Impact Investors, Inc | 149,990 | $1,091 萬 | 7.19% | −8,297−5.2% | 減碼 |
| TSFG, LLC | 149,806 | $1,090 萬 | 1.73% | +36,788+32.6% | 加碼 |
| Mutual Advisors, LLC | 140,044 | $1,086 萬 | 0.24% | +67,047+91.8% | 加碼 |
| Cape Ann Savings Bank | 148,248 | $1,079 萬 | 5.76% | −4,532−3.0% | 減碼 |
| Stablepoint Partners, LLC | 147,886 | $1,076 萬 | 1.71% | −13,322−8.3% | 減碼 |
| JNBA Financial Advisors | 146,781 | $1,068 萬 | 0.97% | −4,644−3.1% | 減碼 |