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 | 1,230 | $176.7 億 |
| 2024 年第 2 季 | 1,177 | $165.0 億 |
| 2024 年第 1 季 | 1,148 | $157.2 億 |
| 2023 年第 4 季 | 1,152 | $155.0 億 |
| 2023 年第 3 季 | 1,040 | $137.0 億 |
| 2023 年第 2 季 | 1,067 | $159.2 億 |
| 2023 年第 1 季 | 1,040 | $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 |
|---|---|---|---|---|---|
| Smith Thornton Advisors LLC | 60,714 | $492.8 萬 | 2.51% | +614+1.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 60,999 | $495.1 萬 | 0.30% | 00.0% | 不變 |
| Centerline Wealth Advisors, LLC | 61,032 | $495.4 萬 | 1.79% | +23,358+62.0% | 加碼 |
| Liberty Wealth Management LLC | 61,500 | $499.1 萬 | 0.64% | −1,458−2.3% | 減碼 |
| Allie Family Office LLC | 61,861 | $502.1 萬 | 2.34% | −3,626−5.5% | 減碼 |
| Parallel Advisors, LLC | 61,908 | $502.5 萬 | 0.09% | +5,482+9.7% | 加碼 |
| Cypress Wealth Services, LLC | 61,913 | $502.5 萬 | 0.70% | +5,731+10.2% | 加碼 |
| Firestone Capital Management | 61,962 | $502.9 萬 | 1.07% | +2,139+3.6% | 加碼 |
| Connective Portfolio Management, LLC | 62,029 | $503.5 萬 | 9.07% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 62,038 | $503.6 萬 | 0.16% | +21,868+54.4% | 加碼 |
| Geneos Wealth Management Inc. | 62,043 | $503.6 萬 | 0.12% | +2,158+3.6% | 加碼 |
| NBC Securities, Inc. | 62,573 | $507.9 萬 | 0.38% | +17,686+39.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 62,651 | $508.5 萬 | 0.07% | +39,964+176.2% | 加碼 |
| Interchange Capital Partners, LLC | 62,670 | $508.7 萬 | 0.94% | −1,479−2.3% | 減碼 |
| Synergy Investment Management, LLC | 62,675 | $508.7 萬 | 1.80% | +2,744+4.6% | 加碼 |
| Westover Capital Advisors, LLC | 63,124 | $512.4 萬 | 0.93% | +901+1.4% | 加碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 63,509 | $515.5 萬 | 4.01% | +63,509 | 新進 |
| Modera Wealth Management, LLC | 64,032 | $519.7 萬 | 0.06% | +1,941+3.1% | 加碼 |
| D.A. Davidson & Co. | 64,039 | $519.8 萬 | 0.03% | +5,119+8.7% | 加碼 |
| Perennial Investment Advisors, LLC | 64,140 | $520.6 萬 | 0.41% | −2,797−4.2% | 減碼 |
| One Capital Management, LLC | 64,324 | $522.1 萬 | 0.16% | −2,798−4.2% | 減碼 |
| Altiora Financial Group, LLC | 64,394 | $522.7 萬 | 0.90% | −10,632−14.2% | 減碼 |
| Rakuten Investment Management, Inc. | 72,574 | $523.7 萬 | 0.02% | 00.0% | 不變 |
| Ci Investments Inc. | 64,617 | $524.5 萬 | 0.02% | +7,000+12.1% | 加碼 |
| Amplius Wealth Advisors, LLC | 64,690 | $525.1 萬 | 0.44% | −3,541−5.2% | 減碼 |
| J2 Capital Management Inc | 64,807 | $526.0 萬 | 3.84% | −619−0.9% | 減碼 |
| Keystone Financial Services | 65,207 | $529.3 萬 | 1.60% | +20,023+44.3% | 加碼 |
| Family Management Corp | 65,329 | $530.3 萬 | 0.67% | +7,509+13.0% | 加碼 |
| FDx Advisors, Inc. | 65,832 | $534.4 萬 | 2.73% | −6,280−8.7% | 減碼 |
| SGL Investment Advisors, Inc. | 59,032 | $534.4 萬 | 2.14% | +5,834+11.0% | 加碼 |
| PAX Financial Group, LLC | 65,857 | $534.6 萬 | 0.92% | +11,244+20.6% | 加碼 |
| Financial Sense Advisors, Inc. | 66,128 | $536.8 萬 | 1.00% | −4,845−6.8% | 減碼 |
| Snowden Capital Advisors LLC | 66,443 | $539.3 萬 | 0.14% | +4,135+6.6% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 66,488 | $539.7 萬 | 1.94% | −924−1.4% | 減碼 |
| Altman Advisors, Inc. | 80,627 | $540.6 萬 | 2.04% | −5,856−6.8% | 減碼 |
| Per Stirling Capital Management, LLC. | 66,600 | $540.6 萬 | 0.61% | −243−0.4% | 減碼 |
| Regal Investment Advisors LLC | 66,628 | $540.8 萬 | 0.32% | +9,542+16.7% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 66,804 | $542.2 萬 | 1.80% | +22,967+52.4% | 加碼 |
| Whittier Trust Co | 64,554 | $546.3 萬 | 0.06% | +268+0.4% | 加碼 |
| Financial Management Network Inc | 66,989 | $546.4 萬 | 0.86% | −2,786−4.0% | 減碼 |
| Park Edge Advisors, LLC | 67,339 | $546.6 萬 | 1.24% | −15,394−18.6% | 減碼 |
| Bradley Foster & Sargent Inc | 67,431 | $547.3 萬 | 0.08% | +576+0.9% | 加碼 |
| Nadler Financial Group, Inc. | 67,589 | $548.6 萬 | 0.51% | +6,793+11.2% | 加碼 |
| VestGen Advisors, LLC | 67,884 | $551.0 萬 | 0.23% | −26,536−28.1% | 減碼 |
| Financial Alternatives, Inc | 67,929 | $551.4 萬 | 3.21% | +821+1.2% | 加碼 |
| Mengis Capital Management, Inc. | 68,270 | $554.2 萬 | 0.98% | −414−0.6% | 減碼 |
| Regions Financial Corp | 68,719 | $557.8 萬 | 0.04% | +11,678+20.5% | 加碼 |
| Pacific Point Advisors, LLC | 68,862 | $559.0 萬 | 2.99% | 00.0% | 不變 |
| LifePlan Investment Advisors, Inc. | 69,286 | $562.4 萬 | 2.29% | −1,170−1.7% | 減碼 |
| WCG Wealth Advisors LLC | 69,375 | $563.1 萬 | 0.16% | +5,462+8.5% | 加碼 |
| Versant Capital Management, Inc | 69,735 | $566.0 萬 | 0.71% | −9,211−11.7% | 減碼 |
| CPR Investments Inc. | 69,963 | $567.9 萬 | 3.81% | +2,117+3.1% | 加碼 |
| Gibson Capital, LLC | 70,271 | $570.4 萬 | 1.05% | −4,269−5.7% | 減碼 |
| BCGM Wealth Management, LLC | 70,338 | $570.9 萬 | 1.46% | −1,313−1.8% | 減碼 |
| Howard Capital Management Inc. | 70,361 | $571.1 萬 | 0.07% | +6,305+9.8% | 加碼 |
| Aspect Partners, LLC | 70,569 | $572.8 萬 | 2.51% | +738+1.1% | 加碼 |
| Everest Financial Group LLC | 70,602 | $573.1 萬 | 1.28% | +70,602 | 新進 |
| Fortis Group Advisors, LLC | 63,626 | $580.3 萬 | 0.97% | +6,694+11.8% | 加碼 |
| Argentarii, LLC | 71,525 | $580.6 萬 | 1.96% | +71,525 | 新進 |
| Marex Group plc | 73,194 | $594.1 萬 | 0.06% | −3,150−4.1% | 減碼 |
| Eq LLC | 73,212 | $594.3 萬 | 1.71% | +2,544+3.6% | 加碼 |
| Discipline Wealth Solutions, LLC | 73,580 | $597.3 萬 | 1.11% | −53−0.1% | 減碼 |
| Gradient Investments LLC | 73,744 | $598.6 萬 | 0.10% | +213+0.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 73,936 | $600.1 萬 | 0.21% | −1,167−1.6% | 減碼 |
| Hilltop National Bank | 74,440 | $604.2 萬 | 1.46% | +750+1.0% | 加碼 |
| Intrepid Capital Management Inc | 74,648 | $605.9 萬 | 2.34% | 00.0% | 不變 |
| Sepio Capital, LP | 74,908 | $608.0 萬 | 0.33% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 75,139 | $609.9 萬 | 0.57% | +8,112+12.1% | 加碼 |
| Chicago Partners Investment Group LLC | 65,076 | $610.3 萬 | 0.15% | −700−1.1% | 減碼 |
| Apollon Financial, LLC | 75,372 | $611.8 萬 | 0.89% | −2,597−3.3% | 減碼 |
| Pacific Park Financial, Inc. | 75,408 | $612.1 萬 | 3.82% | +75,408 | 新進 |
| West Wealth Group, LLC | 75,614 | $613.8 萬 | 1.27% | +6,045+8.7% | 加碼 |
| TSA Wealth Managment LLC | 75,630 | $613.9 萬 | 2.03% | −2,309−3.0% | 減碼 |
| Bensler, LLC | 75,726 | $614.7 萬 | 0.62% | +3,091+4.3% | 加碼 |
| Advyzon Investment Management, LLC | 75,945 | $616.4 萬 | 0.72% | −10,871−12.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 75,967 | $616.6 萬 | 0.03% | −580−0.8% | 減碼 |
| NavPoint Financial, Inc. | 76,175 | $618.3 萬 | 2.64% | +6,750+9.7% | 加碼 |
| Sovran Advisors, LLC | 71,641 | $621.2 萬 | 0.53% | +334+0.5% | 加碼 |
| China Universal Asset Management Co., Ltd. | 77,000 | $625.0 萬 | 0.48% | +31,000+67.4% | 加碼 |
| AE Wealth Management LLC | 77,191 | $626.6 萬 | 0.04% | +4,414+6.1% | 加碼 |
| Guardian Wealth Management, LLC | 77,690 | $630.6 萬 | 2.00% | +77,690 | 新進 |
| Sage Investment Advisers LLC | 77,830 | $631.7 萬 | 4.74% | +77,830 | 新進 |
| Fiduciary Trust Co | 78,710 | $638.9 萬 | 0.07% | −4,795−5.7% | 減碼 |
| Motco | 78,774 | $639.4 萬 | 0.58% | +103+0.1% | 加碼 |
| Deane Retirement Strategies, Inc. | 78,897 | $640.4 萬 | 2.65% | +2,150+2.8% | 加碼 |
| Pinnacle Financial Partners, Inc. | 79,144 | $642.4 萬 | 0.05% | +79,144 | 新進 |
| Scotia Capital Inc. | 79,586 | $646.0 萬 | 0.03% | +4,429+5.9% | 加碼 |
| Vontobel Holding Ltd. | 79,694 | $646.9 萬 | 0.02% | +90.0% | 加碼 |
| Sentinel Trust Co Lba | 79,875 | $648.3 萬 | 0.64% | −41,612−34.3% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 80,152 | $650.6 萬 | 3.94% | +10,246+14.7% | 加碼 |
| waypoint wealth counsel | 80,321 | $652.0 萬 | 2.39% | −563−0.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 80,433 | $652.9 萬 | 0.78% | −2,779−3.3% | 減碼 |
| Excelsior Advisor Network LLC | 80,846 | $656.2 萬 | 3.19% | +80,846 | 新進 |
| Delta Financial Advisors LLC | 81,124 | $658.5 萬 | 1.71% | +802+1.0% | 加碼 |
| Briaud Financial Planning, Inc | 81,225 | $659.3 萬 | 1.62% | −5,813−6.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 81,290 | $659.8 萬 | 0.04% | +4,409+5.7% | 加碼 |
| Evelyn Partners Asset Management Ltd | 81,392 | $660.7 萬 | 1.55% | +895+1.1% | 加碼 |
| Tikvah Management LLC | 82,230 | $667.5 萬 | 1.78% | 00.0% | 不變 |
| Fermata Advisors, LLC | 82,363 | $668.5 萬 | 1.60% | −3,187−3.7% | 減碼 |
| Kovack Advisors, Inc. | 82,620 | $670.6 萬 | 0.32% | +75,270+1,024.1% | 加碼 |