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 4 季 13F 持有人
iShares Gold Trust 在 2025/12/31 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
- 1,937
- 較 2025 年第 3 季 +254 家
- 持有股數
- 4.38 億
- 較 2025 年第 3 季 +640.3 萬 (+1.5%)
- 總市值
- $355.9 億
- 較 2025 年第 3 季 +$41.8 億 (+13.3%)
- 新進機構
- 327
- 另有 655 家加碼
- 清倉機構
- 73
- 另有 653 家減碼
另有 30 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Spectrum Planning & Advisory Services Inc. | 31,439 | $255.2 萬 | 1.31% | −2,346−6.9% | 減碼 |
| LOM Asset Management Ltd | 31,500 | $255.7 萬 | 0.74% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 31,505 | $255.7 萬 | 0.26% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 31,554 | $256.1 萬 | 1.09% | −1,109−3.4% | 減碼 |
| Clear Retirement Advice LLC | 28,347 | $256.6 萬 | 2.00% | +28,347 | 新進 |
| Northstar Financial Companies, Inc. | 31,693 | $257.3 萬 | 2.05% | +12,865+68.3% | 加碼 |
| Cathy Pareto & Associates, Inc | 31,717 | $257.4 萬 | 1.79% | +1,490+4.9% | 加碼 |
| Parkside Financial Bank & Trust | 31,739 | $257.6 萬 | 0.19% | −10,000−24.0% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 31,774 | $257.9 萬 | 0.72% | −1,643−4.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 31,918 | $259.1 萬 | 0.05% | +1,293+4.2% | 加碼 |
| Main Street Financial Solutions, LLC | 32,020 | $259.9 萬 | 0.19% | −4,292−11.8% | 減碼 |
| Flywheel Private Wealth LLC | 32,269 | $261.9 萬 | 1.64% | −68−0.2% | 減碼 |
| 4J Wealth Management LLC | 32,291 | $262.1 萬 | 1.50% | +93+0.3% | 加碼 |
| Oak Family Advisors, LLC | 32,624 | $264.8 萬 | 0.81% | −3,942−10.8% | 減碼 |
| PFG Investments, LLC | 32,685 | $265.3 萬 | 0.12% | +6,292+23.8% | 加碼 |
| Sage Mountain Advisors LLC | 32,753 | $265.9 萬 | 0.14% | −264−0.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,814 | $266.4 萬 | 0.05% | +2,235+7.3% | 加碼 |
| Apella Capital, LLC | 32,997 | $267.8 萬 | 0.05% | +5,250+18.9% | 加碼 |
| Bank Ozk | 33,091 | $268.6 萬 | 0.95% | −505−1.5% | 減碼 |
| ASL Financial, LLC | 31,141 | $268.9 萬 | 2.11% | +31,141 | 新進 |
| Patton Albertson Miller Group, LLC | 33,154 | $269.1 萬 | 0.32% | +33,154 | 新進 |
| Wealthspire Advisors, LLC | 33,167 | $269.2 萬 | 0.02% | −36,249−52.2% | 減碼 |
| Oppenheimer & Co Inc | 33,263 | $270.0 萬 | 0.04% | +1,437+4.5% | 加碼 |
| Glenmede Trust Co NA | 33,443 | $271.5 萬 | 0.01% | +33,443 | 新進 |
| ATX Financial Planning, LLC | 33,598 | $272.7 萬 | 2.10% | +33,598 | 新進 |
| Ashton Thomas Securities, LLC | 33,668 | $272.8 萬 | 0.52% | −569−1.7% | 減碼 |
| WESPAC Advisors, LLC | 33,656 | $273.2 萬 | 1.48% | +6,782+25.2% | 加碼 |
| Citizens National Bank Trust Department | 33,675 | $273.3 萬 | 0.47% | +3,748+12.5% | 加碼 |
| New England Private Wealth Advisors LLC | 33,681 | $273.4 萬 | 0.34% | 00.0% | 不變 |
| Vicus Capital | 33,890 | $275.1 萬 | 0.21% | −1,702−4.8% | 減碼 |
| Moneta Group Investment Advisors LLC | 33,929 | $275.4 萬 | 0.02% | +5,295+18.5% | 加碼 |
| First Trust Advisors LP | 34,048 | $276.4 萬 | 0.00% | +4,388+14.8% | 加碼 |
| Ofc Financial Planning, LLC | 34,132 | $277.0 萬 | 2.63% | −315−0.9% | 減碼 |
| PFG Advisors | 34,206 | $277.7 萬 | 0.13% | +1,528+4.7% | 加碼 |
| Guardian Partners Inc. | 30,000 | $278.8 萬 | 0.22% | +30,000 | 新進 |
| Five Pine Wealth Management | 34,460 | $279.7 萬 | 1.79% | −311−0.9% | 減碼 |
| Clearstead Advisors, LLC | 34,693 | $281.6 萬 | 0.04% | +1,932+5.9% | 加碼 |
| Sharp Financial Services, LLC | 34,750 | $282.1 萬 | 1.42% | +1,473+4.4% | 加碼 |
| Mosley Wealth Management | 37,026 | $282.2 萬 | 1.29% | +37,026 | 新進 |
| Stratos Wealth Advisors, LLC | 34,810 | $282.6 萬 | 0.14% | −13,746−28.3% | 減碼 |
| Focus Financial Network, Inc. | 34,833 | $282.7 萬 | 0.10% | +3,716+11.9% | 加碼 |
| Waldron Private Wealth LLC | 35,091 | $284.8 萬 | 0.11% | +960+2.8% | 加碼 |
| Perkins Coie Trust Co | 35,110 | $285.0 萬 | 0.53% | 00.0% | 不變 |
| Valued Retirements, Inc. | 35,201 | $285.7 萬 | 2.79% | −600−1.7% | 減碼 |
| Bridgewealth Advisory Group, LLC | 35,297 | $286.5 萬 | 0.63% | +4,021+12.9% | 加碼 |
| Verus Financial Partners, Inc. | 30,161 | $287.1 萬 | 0.26% | −111−0.4% | 減碼 |
| Davis Wealth Advisors, LLC | 35,372 | $287.1 萬 | 2.39% | +7,512+27.0% | 加碼 |
| Sagace Wealth Management LLC | 35,373 | $287.1 萬 | 1.95% | −1,540−4.2% | 減碼 |
| Brown Brothers Harriman & Co | 35,472 | $287.9 萬 | 0.02% | +8,707+32.5% | 加碼 |
| MONECO Advisors, LLC | 35,712 | $289.9 萬 | 0.23% | −940−2.6% | 減碼 |
| Eastern Bank | 35,752 | $290.2 萬 | 0.05% | +2,787+8.5% | 加碼 |
| Simplicity Wealth,LLC | 36,011 | $292.3 萬 | 0.17% | −32,922−47.8% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 30,709 | $293.7 萬 | 0.86% | +3,078+11.1% | 加碼 |
| Sterling Capital Management LLC | 36,196 | $293.8 萬 | 0.05% | −297−0.8% | 減碼 |
| Roger Wittlin Investment Advisory, LLC | 36,220 | $294.0 萬 | 2.06% | +1,886+5.5% | 加碼 |
| Tyche Wealth Partners LLC | 36,385 | $295.3 萬 | 0.47% | +4,641+14.6% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 36,595 | $297.0 萬 | 0.09% | −22,662−38.2% | 減碼 |
| Centurion Wealth Management LLC | 36,679 | $297.7 萬 | 0.65% | +110+0.3% | 加碼 |
| Weil Company, Inc. | 36,756 | $298.3 萬 | 0.69% | −915−2.4% | 減碼 |
| Arlington Trust Co LLC | 36,756 | $298.3 萬 | 0.30% | +229+0.6% | 加碼 |
| True Vision MN LLC | 36,847 | $299.1 萬 | 1.52% | −2,632−6.7% | 減碼 |
| Guardian Capital, LLC | 36,901 | $299.5 萬 | 2.68% | +36,901 | 新進 |
| TRUE Private Wealth Advisors | 36,905 | $299.6 萬 | 0.30% | +100.0% | 加碼 |
| Almanack Investment Partners, LLC. | 37,004 | $300.4 萬 | 0.51% | −7,896−17.6% | 減碼 |
| Adkins Seale Capital Management LLC | 37,035 | $300.6 萬 | 2.97% | +37,035 | 新進 |
| Whitener Capital Management, Inc. | 37,633 | $305.5 萬 | 0.70% | +72+0.2% | 加碼 |
| Novak & Powell Financial Services, Inc. | 38,024 | $308.6 萬 | 1.61% | −366−1.0% | 減碼 |
| Walkner Condon Financial Advisors LLC | 38,213 | $310.2 萬 | 0.43% | −572−1.5% | 減碼 |
| Catalyst Investment Management LLC | 38,242 | $310.4 萬 | 2.94% | +38,242 | 新進 |
| Trust Point Inc. | 38,429 | $311.9 萬 | 0.25% | −380−1.0% | 減碼 |
| American Trust | 38,446 | $312.1 萬 | 0.26% | −25,406−39.8% | 減碼 |
| Valeo Financial Advisors, LLC | 38,712 | $314.2 萬 | 0.07% | +19,045+96.8% | 加碼 |
| Evergreen Capital Management LLC | 38,921 | $315.9 萬 | 0.07% | +1,651+4.4% | 加碼 |
| NewSquare Capital LLC | 38,928 | $316.0 萬 | 0.28% | −6,813−14.9% | 減碼 |
| Inlet Private Wealth, LLC | 38,929 | $316.0 萬 | 0.73% | −100−0.3% | 減碼 |
| Choate Investment Advisors | 39,324 | $319.2 萬 | 0.06% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 37,703 | $320.1 萬 | 0.72% | +1,617+4.5% | 加碼 |
| Alaethes Wealth LLC | 39,586 | $321.3 萬 | 0.90% | +676+1.7% | 加碼 |
| HighPoint Advisor Group LLC | 39,628 | $321.7 萬 | 0.07% | +39,628 | 新進 |
| Ipsen Advisor Group LLC | 39,784 | $322.9 萬 | 2.29% | −2,441−5.8% | 減碼 |
| Endeavor Private Wealth, Inc. | 39,839 | $323.4 萬 | 0.93% | +10,194+34.4% | 加碼 |
| Strategic Investment Solutions, Inc. | 39,861 | $323.6 萬 | 0.78% | −8,665−17.9% | 減碼 |
| Csenge Advisory Group | 40,250 | $326.7 萬 | 0.15% | +3,310+9.0% | 加碼 |
| North Dallas Bank & Trust Co | 40,305 | $327.2 萬 | 2.13% | +40,305 | 新進 |
| AAFMAA Wealth Management & Trust LLC | 40,613 | $329.7 萬 | 1.29% | +40,613 | 新進 |
| Veridan Wealth LLC | 40,661 | $330.0 萬 | 1.11% | −991−2.4% | 減碼 |
| Burns J W & Co Inc | 40,775 | $331.0 萬 | 0.37% | +4,332+11.9% | 加碼 |
| Arkansas Financial Group, Inc. | 40,828 | $331.4 萬 | 0.48% | +7,669+23.1% | 加碼 |
| Roundview Capital LLC | 40,893 | $331.9 萬 | 0.20% | +3,366+9.0% | 加碼 |
| Savant Capital, LLC | 41,298 | $335.2 萬 | 0.02% | +4,523+12.3% | 加碼 |
| Wealth Watch Advisors, INC | 41,685 | $338.4 萬 | 1.26% | +18,045+76.3% | 加碼 |
| Alhambra Investment Partners LLC | 41,943 | $340.5 萬 | 1.58% | −5,408−11.4% | 減碼 |
| Cowa, LLC | 42,007 | $341.0 萬 | 1.04% | −6,862−14.0% | 減碼 |
| Uniting Wealth Partners, LLC | 42,134 | $342.0 萬 | 1.05% | +231+0.6% | 加碼 |
| 5T Wealth, LLC | 42,097 | $342.5 萬 | 1.37% | +3,367+8.7% | 加碼 |
| Verity Asset Management, Inc. | 42,340 | $343.7 萬 | 1.48% | −63,930−60.2% | 減碼 |
| Highline Wealth Partners LLC | 42,508 | $345.0 萬 | 0.97% | +749+1.8% | 加碼 |
| EP Wealth Advisors, LLC | 42,634 | $346.1 萬 | 0.02% | +42,634 | 新進 |
| WealthShield Partners, LLC | 42,705 | $346.6 萬 | 0.38% | +1,512+3.7% | 加碼 |
| Compagnie Lombard Odier SCmA | 42,789 | $347.3 萬 | 0.04% | −3,232−7.0% | 減碼 |