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。
2026 年第 1 季 13F 持有人
iShares Gold Trust 在 2026/3/31 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
- 1,984
- 較 2025 年第 4 季 +76 家
- 持有股數
- 3.96 億
- 較 2025 年第 4 季 −3,753 萬 (−8.7%)
- 總市值
- $348.3 億
- 較 2025 年第 4 季 −$4.30 億 (−1.2%)
- 新進機構
- 183
- 另有 553 家加碼
- 清倉機構
- 107
- 另有 888 家減碼
另有 29 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 24,145 | $212.9 萬 | 0.52% | +99+0.4% | 加碼 |
| Montis Financial, LLC | 24,339 | $214.6 萬 | 0.44% | −39−0.2% | 減碼 |
| Tudor Financial Inc. | 24,341 | $214.6 萬 | 1.10% | −130−0.5% | 減碼 |
| Alesco Advisors LLC | 24,421 | $215.3 萬 | 0.05% | −2,510−9.3% | 減碼 |
| TD Private Client Wealth LLC | 24,470 | $215.7 萬 | 0.04% | −1,589−6.1% | 減碼 |
| January Capital Advisors LLC | 24,635 | $217.2 萬 | 2.93% | +24,635 | 新進 |
| Petra Financial Advisors Inc | 24,759 | $218.3 萬 | 1.35% | −90−0.4% | 減碼 |
| Glenview Trust Co | 24,824 | $218.8 萬 | 0.03% | +9,911+66.5% | 加碼 |
| Storen Legacy Partners, LLC | 24,845 | $219.0 萬 | 0.69% | +24,845 | 新進 |
| BEAM Asset Management, LLC | 24,882 | $219.4 萬 | 0.55% | +7,351+41.9% | 加碼 |
| Glenmede Trust Co NA | 25,068 | $221.0 萬 | 0.01% | −8,375−25.0% | 減碼 |
| Moors & Cabot, Inc. | 25,124 | $221.5 萬 | 0.09% | −6,308−20.1% | 減碼 |
| Riggs Asset Managment Co. Inc. | 25,221 | $222.3 萬 | 0.46% | −3,760−13.0% | 減碼 |
| Columbus Macro, LLC | 25,277 | $222.8 萬 | 0.24% | −1,385−5.2% | 減碼 |
| WealthShield Partners, LLC | 25,514 | $224.9 萬 | 0.25% | −17,191−40.3% | 減碼 |
| Greenhouse Wealth Management, LLC | 25,546 | $225.2 萬 | 1.39% | +350+1.4% | 加碼 |
| TPG Advisors LLC | 25,592 | $225.6 萬 | 1.41% | −4,882−16.0% | 減碼 |
| Milestone Asset Management, LLC | 25,659 | $226.2 萬 | 0.42% | +16,693+186.2% | 加碼 |
| Keystone Financial Services | 25,673 | $226.3 萬 | 0.66% | −39,534−60.6% | 減碼 |
| Ipsen Advisor Group LLC | 25,691 | $226.5 萬 | 1.58% | −14,093−35.4% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 26,009 | $229.3 萬 | 0.23% | +3,276+14.4% | 加碼 |
| Csenge Advisory Group | 26,058 | $229.7 萬 | 0.11% | −14,192−35.3% | 減碼 |
| Silver Oak Securities, Inc | 26,231 | $231.3 萬 | 0.17% | +2,029+8.4% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 26,253 | $231.4 萬 | 1.22% | +2,232+9.3% | 加碼 |
| Marks Group Wealth Management, Inc | 26,358 | $232.4 萬 | 0.22% | −738−2.7% | 減碼 |
| Betterment LLC | 26,555 | $234.1 萬 | 0.00% | +4,175+18.7% | 加碼 |
| Venturi Wealth Management, LLC | 26,687 | $235.3 萬 | 0.11% | +494+1.9% | 加碼 |
| Vicus Capital | 26,754 | $235.9 萬 | 0.17% | −7,136−21.1% | 減碼 |
| Bleakley Financial Group, LLC | 26,793 | $236.2 萬 | 0.04% | +216+0.8% | 加碼 |
| Nest Investments, LLC | 26,796 | $236.2 萬 | 1.92% | −3,648−12.0% | 減碼 |
| Davis Wealth Advisors, LLC | 26,848 | $236.7 萬 | 1.97% | −8,524−24.1% | 減碼 |
| Holistic Planning, LLC | 26,889 | $237.1 萬 | 0.47% | +8,658+47.5% | 加碼 |
| Bridgewealth Advisory Group, LLC | 26,950 | $237.6 萬 | 0.49% | −8,347−23.6% | 減碼 |
| Stock Yards Bank & Trust Co | 26,970 | $237.8 萬 | 0.07% | +62+0.2% | 加碼 |
| SCS Capital Management LLC | 26,982 | $237.9 萬 | 0.03% | −177−0.7% | 減碼 |
| Aureum Wealth Management, LLC | 27,066 | $238.6 萬 | 1.66% | +3,792+16.3% | 加碼 |
| BCGM Wealth Management, LLC | 27,086 | $238.8 萬 | 0.60% | −43,252−61.5% | 減碼 |
| Atlantic Trust, LLC | 27,086 | $238.8 萬 | 0.39% | −1,373−4.8% | 減碼 |
| Virtus Family Office LLC | 27,092 | $238.8 萬 | 2.04% | −2,973−9.9% | 減碼 |
| Silverlake Wealth Management LLC | 27,142 | $239.3 萬 | 0.50% | −2,319−7.9% | 減碼 |
| Ashton Thomas Securities, LLC | 27,305 | $240.6 萬 | 0.30% | −6,363−18.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 27,393 | $241.5 萬 | 0.08% | +10,129+58.7% | 加碼 |
| Naviter Wealth, LLC | 27,491 | $242.4 萬 | 0.30% | −903−3.2% | 減碼 |
| Florida Financial Advisors, LLC | 27,748 | $244.6 萬 | 0.59% | +17,557+172.3% | 加碼 |
| IMC-Chicago, LLC | 27,860 | $245.6 萬 | 0.04% | +27,860 | 新進 |
| Capital & Planning, LLC | 27,919 | $246.1 萬 | 1.49% | +27,919 | 新進 |
| Scarborough Advisors, LLC | 27,947 | $246.4 萬 | 0.27% | +27,947 | 新進 |
| Clear Retirement Advice LLC | 27,961 | $246.5 萬 | 1.94% | −386−1.4% | 減碼 |
| Courage Capital Management LLC | 28,000 | $246.8 萬 | 3.49% | 00.0% | 不變 |
| Davenport & Co LLC | 28,004 | $246.9 萬 | 0.01% | −46−0.2% | 減碼 |
| Simmons Bank | 28,095 | $247.7 萬 | 0.17% | +7,419+35.9% | 加碼 |
| Sachetta, LLC | 28,338 | $249.8 萬 | 1.35% | −30−0.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 28,358 | $250.0 萬 | 0.17% | 00.0% | 不變 |
| Bayshore Capital Advisors, LLC | 28,370 | $250.1 萬 | 1.06% | +28,370 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 28,416 | $250.5 萬 | 0.68% | −3,358−10.6% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 28,458 | $250.9 萬 | 0.42% | +28,458 | 新進 |
| Roger Wittlin Investment Advisory, LLC | 28,594 | $252.1 萬 | 2.06% | −7,626−21.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 28,649 | $252.6 萬 | 0.10% | +1,125+4.1% | 加碼 |
| RFG Advisory, LLC | 28,693 | $253.0 萬 | 0.05% | −14,866−34.1% | 減碼 |
| West Wealth Group, LLC | 28,749 | $253.5 萬 | 0.50% | −46,865−62.0% | 減碼 |
| Kanawha Capital Management LLC | 28,763 | $253.6 萬 | 0.18% | +4,031+16.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 29,011 | $255.8 萬 | 0.02% | −4,918−14.5% | 減碼 |
| Interchange Capital Partners, LLC | 43,470 | $255.8 萬 | 0.82% | −19,200−30.6% | 減碼 |
| Grand Central Investment Group | 29,201 | $257.4 萬 | 1.90% | 00.0% | 不變 |
| Catalyst Investment Management LLC | 28,215 | $257.7 萬 | 2.86% | −10,027−26.2% | 減碼 |
| 5T Wealth, LLC | 29,277 | $258.1 萬 | 1.02% | −12,820−30.5% | 減碼 |
| Kingswood Wealth Advisors, LLC | 29,620 | $261.1 萬 | 0.12% | +5,592+23.3% | 加碼 |
| NVWM, LLC | 29,871 | $263.3 萬 | 0.59% | −15,312−33.9% | 減碼 |
| Americana Partners, LLC | 30,059 | $265.0 萬 | 0.07% | +2,450+8.9% | 加碼 |
| Cowa, LLC | 30,264 | $266.8 萬 | 0.72% | −11,743−28.0% | 減碼 |
| Main Street Financial Solutions, LLC | 30,322 | $267.3 萬 | 0.20% | −1,698−5.3% | 減碼 |
| Holistic Financial Partners | 30,322 | $267.3 萬 | 0.99% | 00.0% | 不變 |
| Mosley Wealth Management | 36,902 | $268.5 萬 | 1.22% | −124−0.3% | 減碼 |
| HORAN Wealth, LLC | 30,471 | $268.6 萬 | 0.26% | +14,786+94.3% | 加碼 |
| J2 Capital Management Inc | 30,497 | $268.9 萬 | 1.84% | −34,310−52.9% | 減碼 |
| Satovsky Asset Management LLC | 30,559 | $269.4 萬 | 0.48% | −89−0.3% | 減碼 |
| Green Ridge Wealth Planning LLC | 30,733 | $270.9 萬 | 1.43% | +12,802+71.4% | 加碼 |
| Wealthspire Advisors, LLC | 30,821 | $271.7 萬 | 0.02% | −2,346−7.1% | 減碼 |
| Verus Financial Partners, Inc. | 30,161 | $271.9 萬 | 0.24% | 00.0% | 不變 |
| Ehrlich Financial Group | 30,958 | $272.9 萬 | 1.57% | −24,502−44.2% | 減碼 |
| Oppenheimer & Co Inc | 31,027 | $273.5 萬 | 0.03% | −2,236−6.7% | 減碼 |
| Brown Brothers Harriman & Co | 31,065 | $273.9 萬 | 0.01% | −4,407−12.4% | 減碼 |
| Banco BTG Pactual S.A. | 31,220 | $275.2 萬 | 0.54% | +31,220 | 新進 |
| Ancora Advisors, LLC | 31,240 | $275.4 萬 | 0.06% | +2,691+9.4% | 加碼 |
| Cathy Pareto & Associates, Inc | 31,322 | $276.0 萬 | 1.85% | −395−1.2% | 減碼 |
| TBH Global Asset Management, LLC | 31,447 | $277.2 萬 | 0.56% | −55,731−63.9% | 減碼 |
| LOM Asset Management Ltd | 31,500 | $277.7 萬 | 0.80% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 31,592 | $278.5 萬 | 0.42% | +4,548+16.8% | 加碼 |
| Bank Ozk | 31,777 | $280.1 萬 | 0.99% | −1,314−4.0% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 31,820 | $280.5 萬 | 0.28% | +315+1.0% | 加碼 |
| BKA Wealth Consulting, Inc. | 31,925 | $281.5 萬 | 2.13% | +4,518+16.5% | 加碼 |
| Northstar Financial Companies, Inc. | 31,994 | $282.1 萬 | 2.24% | +301+0.9% | 加碼 |
| Johnson Investment Counsel Inc | 32,061 | $282.6 萬 | 0.02% | +32,061 | 新進 |
| Accredited Investor Services, LLC | 32,090 | $282.9 萬 | 1.82% | +1,395+4.5% | 加碼 |
| Flywheel Private Wealth LLC | 32,100 | $283.0 萬 | 1.61% | −169−0.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 32,123 | $283.2 萬 | 0.17% | −2,687−7.7% | 減碼 |
| Cardiff Park Advisors, LLC | 32,370 | $285.4 萬 | 0.23% | +1,000+3.2% | 加碼 |
| Centurion Wealth Management LLC | 32,559 | $287.0 萬 | 0.65% | −4,120−11.2% | 減碼 |
| Kovack Advisors, Inc. | 32,450 | $287.7 萬 | 0.15% | −50,170−60.7% | 減碼 |
| Strategic Financial Concepts, LLC | 32,698 | $288.3 萬 | 0.71% | +3,135+10.6% | 加碼 |