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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 8,854 | $71.9 萬 | 0.03% | −15,090−63.0% | 減碼 |
| HBK Sorce Advisory LLC | 7,714 | $71.9 萬 | 0.02% | +454+6.3% | 加碼 |
| PUREfi Wealth, LLC | 8,861 | $71.9 萬 | 0.55% | +141+1.6% | 加碼 |
| Evolution Wealth Advisors, LLC | 8,877 | $72.1 萬 | 0.07% | +20.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 8,918 | $72.4 萬 | 0.58% | −16,784−65.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,652 | $72.5 萬 | 0.07% | +388+4.7% | 加碼 |
| XML Financial, LLC | 8,947 | $72.6 萬 | 0.06% | +1,465+19.6% | 加碼 |
| Regimen Wealth, LLC | 8,958 | $72.7 萬 | 0.21% | −87−1.0% | 減碼 |
| Milestone Asset Management, LLC | 8,966 | $72.8 萬 | 0.14% | +669+8.1% | 加碼 |
| Beckerman Institutional, LLC | 8,969 | $72.8 萬 | 0.41% | −867−8.8% | 減碼 |
| Nilsine Partners, LLC | 8,973 | $72.8 萬 | 0.06% | +2,891+47.5% | 加碼 |
| Crestwood Advisors Group LLC | 8,979 | $72.9 萬 | 0.01% | +250+2.9% | 加碼 |
| ORG Partners LLC | 9,006 | $73.1 萬 | 0.13% | +243+2.8% | 加碼 |
| Brandywine Oak Private Wealth LLC | 9,078 | $73.7 萬 | 0.06% | +78+0.9% | 加碼 |
| Advance Capital Management, Inc. | 9,090 | $73.8 萬 | 0.03% | −1,326−12.7% | 減碼 |
| TCFG Wealth Management, LLC | 9,101 | $73.9 萬 | 0.29% | −1,007−10.0% | 減碼 |
| Chilton Investment Co LLC | 9,187 | $74.6 萬 | 0.02% | +3,157+52.4% | 加碼 |
| South State Corp. | 9,216 | $74.8 萬 | 0.03% | +3,549+62.6% | 加碼 |
| Patten & Patten Inc | 9,225 | $74.9 萬 | 0.04% | −500−5.1% | 減碼 |
| Aspiriant, LLC | 9,239 | $75.0 萬 | 0.02% | +1,385+17.6% | 加碼 |
| Armbruster Capital Management, Inc. | 9,250 | $75.1 萬 | 0.13% | −2,750−22.9% | 減碼 |
| BKM Wealth Management, LLC | 9,307 | $75.5 萬 | 0.28% | +837+9.9% | 加碼 |
| Schmidt P J Investment Management Inc | 9,362 | $76.0 萬 | 0.12% | +106+1.1% | 加碼 |
| May Barnhard Investments LLC | 9,372 | $76.1 萬 | 0.36% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 9,377 | $76.1 萬 | 0.05% | +1,954+26.3% | 加碼 |
| Clarity Financial LLC | 9,428 | $76.5 萬 | 0.07% | −591−5.9% | 減碼 |
| Curry Webb Wealth Management LLC | 9,453 | $76.7 萬 | 0.38% | +9,453 | 新進 |
| Staley Capital Advisers Inc | 9,476 | $76.9 萬 | 0.03% | −20.0% | 減碼 |
| Cozad Asset Management Inc | 9,489 | $77.0 萬 | 0.06% | +300+3.3% | 加碼 |
| Net Worth Advisory Group | 9,497 | $77.1 萬 | 0.16% | +6,679+237.0% | 加碼 |
| Black Diamond Financial, LLC | 9,502 | $77.1 萬 | 0.08% | −142−1.5% | 減碼 |
| SFE Investment Counsel | 9,532 | $77.4 萬 | 0.12% | −185−1.9% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 9,591 | $77.9 萬 | 0.08% | +40+0.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 9,652 | $78.3 萬 | 0.03% | 00.0% | 不變 |
| EPG Wealth Management LLC | 9,670 | $78.5 萬 | 0.21% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 9,700 | $78.7 萬 | 0.25% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 9,729 | $79.0 萬 | 0.05% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 9,853 | $80.0 萬 | 0.01% | −642−6.1% | 減碼 |
| CJM Wealth Advisers, Ltd. | 9,911 | $80.4 萬 | 0.24% | +6,788+217.4% | 加碼 |
| Doliver Advisors, LP | 9,925 | $80.6 萬 | 0.20% | −2,725−21.5% | 減碼 |
| Exchange Bank | 9,989 | $81.1 萬 | 0.56% | +720+7.8% | 加碼 |
| Hengehold Capital Management LLC | 10,000 | $81.2 萬 | 0.07% | 00.0% | 不變 |
| Pennington Partners & Co., LLC | 10,062 | $81.7 萬 | 0.33% | +6,292+166.9% | 加碼 |
| Custom Index Systems, LLC | 10,111 | $82.1 萬 | 0.36% | −9,443−48.3% | 減碼 |
| Capital Investment Management, Inc. | 10,134 | $82.3 萬 | 0.29% | +10,134 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 10,136 | $82.3 萬 | 0.02% | +624+6.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 10,153 | $82.4 萬 | 0.10% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 10,176 | $82.6 萬 | 0.03% | −550−5.1% | 減碼 |
| Florida Financial Advisors, LLC | 10,191 | $82.7 萬 | 0.22% | +3,012+42.0% | 加碼 |
| World Equity Group, Inc. | 10,218 | $82.9 萬 | 0.23% | +3,687+56.5% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 10,240 | $83.1 萬 | 0.33% | +9,392+1,107.5% | 加碼 |
| KKM Financial LLC | 10,243 | $83.1 萬 | 0.15% | +1,560+18.0% | 加碼 |
| Sentinel Pension Advisors Inc | 10,259 | $83.3 萬 | 0.13% | −40−0.4% | 減碼 |
| Fisher Asset Management, LLC | 10,274 | $83.4 萬 | 0.00% | +6,717+188.8% | 加碼 |
| Pinnacle Bancorp, Inc. | 10,294 | $83.6 萬 | 0.24% | +973+10.4% | 加碼 |
| BXM Wealth LLC | 10,300 | $83.6 萬 | 0.64% | +1,300+14.4% | 加碼 |
| Range Advisory, LLC | 10,301 | $83.6 萬 | 0.22% | +10,301 | 新進 |
| OneAscent Financial Services LLC | 10,311 | $83.7 萬 | 0.08% | +32+0.3% | 加碼 |
| Vantage Point Financial LLC | 10,333 | $83.9 萬 | 0.30% | +1,545+17.6% | 加碼 |
| Private Client Services, LLC | 10,359 | $84.1 萬 | 0.26% | +280+2.8% | 加碼 |
| Blue Chip Partners, Inc. | 10,370 | $84.2 萬 | 0.06% | −113−1.1% | 減碼 |
| GWN Securities Inc. | 10,370 | $84.2 萬 | 0.17% | +2,357+29.4% | 加碼 |
| Tradition Wealth Management, LLC | 10,484 | $85.1 萬 | 0.06% | −1,558−12.9% | 減碼 |
| Astoria Portfolio Advisors LLC. | 8,638 | $85.1 萬 | 0.19% | −790−8.4% | 減碼 |
| New Millennium Group LLC | 10,502 | $85.2 萬 | 0.37% | +642+6.5% | 加碼 |
| Appleton Partners Inc | 10,517 | $85.4 萬 | 0.06% | −25−0.2% | 減碼 |
| Urban Wealth Management, LLC | 10,557 | $85.7 萬 | 0.80% | +10,557 | 新進 |
| South Shore Capital Advisors | 10,566 | $85.8 萬 | 0.63% | +10,566 | 新進 |
| Texas Yale Capital Corp. | 10,600 | $86.0 萬 | 0.03% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 10,680 | $86.7 萬 | 0.33% | −112−1.0% | 減碼 |
| Essex Savings Bank | 10,699 | $86.8 萬 | 0.19% | +1,022+10.6% | 加碼 |
| Euro Pacific Asset Management, LLC | 10,761 | $87.3 萬 | 0.10% | +1,700+18.8% | 加碼 |
| Pure Portfolios Holdings LLC | 10,790 | $87.6 萬 | 0.26% | +719+7.1% | 加碼 |
| King Luther Capital Management Corp | – | $87.9 萬 | 0.00% | – | – |
| Wisconsin Capital Management LLC | 10,840 | $88.0 萬 | 0.44% | +800+8.0% | 加碼 |
| CWA Asset Management Group, LLC | 10,890 | $88.4 萬 | 0.03% | +2,784+34.3% | 加碼 |
| Keel Point, LLC | 10,941 | $88.8 萬 | 0.05% | +656+6.4% | 加碼 |
| Arrowroot Family Office, LLC | 10,954 | $88.9 萬 | 0.32% | +439+4.2% | 加碼 |
| Jamison Private Wealth Management, Inc. | 10,954 | $88.9 萬 | 0.11% | +67+0.6% | 加碼 |
| Colonial Trust Co | 10,972 | $89.1 萬 | 0.12% | −295−2.6% | 減碼 |
| McAdam, LLC | 10,988 | $89.2 萬 | 0.04% | +3,428+45.3% | 加碼 |
| North Forty Two & Co. | 11,004 | $89.3 萬 | 0.84% | +275+2.6% | 加碼 |
| Bogart Wealth, LLC | 11,083 | $90.0 萬 | 0.04% | +50+0.5% | 加碼 |
| W Advisors, LLC | 11,131 | $90.4 萬 | 0.45% | +1,187+11.9% | 加碼 |
| Advisory Advocates, LLC | 11,168 | $90.7 萬 | 0.90% | +11,168 | 新進 |
| MBL Wealth, LLC | 11,300 | $91.7 萬 | 0.07% | −21−0.2% | 減碼 |
| Optivise Advisory Services LLC | 11,357 | $92.2 萬 | 0.53% | +3,594+46.3% | 加碼 |
| Werba Rubin Papier Wealth Management | 11,443 | $92.9 萬 | 0.25% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,449 | $92.9 萬 | 0.07% | −295−2.5% | 減碼 |
| Hirtle Callaghan & Co LLC | 11,452 | $93.0 萬 | 0.03% | −950−7.7% | 減碼 |
| Meridian Wealth Management, LLC | 11,484 | $93.2 萬 | 0.03% | +2,027+21.4% | 加碼 |
| Fairvoy Private Wealth, LLC | 11,500 | $93.3 萬 | 0.21% | −213−1.8% | 減碼 |
| Paradigm Financial Partners, LLC | 11,562 | $93.8 萬 | 0.09% | +712+6.6% | 加碼 |
| Stokes Family Office, LLC | 11,615 | $94.3 萬 | 0.09% | +630+5.7% | 加碼 |
| Kornitzer Capital Management Inc | 11,708 | $95.0 萬 | 0.02% | −1,350−10.3% | 減碼 |
| Hancock Whitney Corp | 11,787 | $95.7 萬 | 0.02% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 11,795 | $95.7 萬 | 0.20% | +8,624+272.0% | 加碼 |
| Colony Family Offices, LLC | 11,820 | $95.9 萬 | 0.24% | 00.0% | 不變 |
| RCW Management, LLC | 11,836 | $96.1 萬 | 0.97% | +11,836 | 新進 |
| Advisor Resource Council | 10,976 | $96.1 萬 | 0.34% | +10,976 | 新進 |