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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 4,637 | $42.4 萬 | 0.03% | −623−11.8% | 減碼 |
| West Paces Advisors Inc. | 4,815 | $42.4 萬 | 0.08% | 00.0% | 不變 |
| DBK Financial Counsel, LLC | 4,821 | $42.5 萬 | 0.32% | −696−12.6% | 減碼 |
| Quotient Wealth Partners, LLC | 4,840 | $42.7 萬 | 0.01% | −677−12.3% | 減碼 |
| Curry Webb Wealth Management LLC | 4,842 | $42.7 萬 | 0.20% | −4,611−48.8% | 減碼 |
| Sound Stewardship, LLC | 4,850 | $42.8 萬 | 0.20% | −1,300−21.1% | 減碼 |
| Private Advisory Group LLC | 4,850 | $42.8 萬 | 0.03% | −1,050−17.8% | 減碼 |
| BlueChip Wealth Advisors LLC | 4,882 | $43.0 萬 | 0.19% | −43−0.9% | 減碼 |
| Tempo Wealth, LLC | 4,908 | $43.3 萬 | 0.08% | 00.0% | 不變 |
| Indivisible Partners | 4,915 | $43.3 萬 | 0.04% | 00.0% | 不變 |
| DAGCO, Inc. | 4,925 | $43.4 萬 | 0.09% | 00.0% | 不變 |
| Sankala Group LLC | 5,123 | $43.6 萬 | 0.36% | 00.0% | 不變 |
| Mechanics Financial Corp | 4,954 | $43.7 萬 | 0.18% | −250−4.8% | 減碼 |
| Stone Point Wealth LLC | 4,960 | $43.7 萬 | 0.12% | −21−0.4% | 減碼 |
| Foster Group, Inc. | 5,006 | $44.1 萬 | 0.01% | −120−2.3% | 減碼 |
| Pure Financial Advisors, Inc. | 5,029 | $44.3 萬 | 0.01% | +287+6.1% | 加碼 |
| Helium Advisors LLC | 5,043 | $44.5 萬 | 0.42% | −20.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 5,054 | $44.6 萬 | 0.02% | −52,944−91.3% | 減碼 |
| Broadway Wealth Solutions, Inc. | 5,054 | $44.6 萬 | 0.23% | −1,132−18.3% | 減碼 |
| Shepherd Street Advisors LLC | 5,066 | $44.7 萬 | 0.44% | +2,274+81.4% | 加碼 |
| Norden Group LLC | 5,073 | $44.7 萬 | 0.04% | +98+2.0% | 加碼 |
| Bragg Financial Advisors, Inc | 5,080 | $44.8 萬 | 0.01% | +678+15.4% | 加碼 |
| HHM Wealth Advisors, LLC | 5,107 | $45.0 萬 | 0.05% | −88−1.7% | 減碼 |
| Nolet Wealth Management, LLC | 5,117 | $45.1 萬 | 0.26% | 00.0% | 不變 |
| Sincerus Advisory, LLC | 5,133 | $45.3 萬 | 0.34% | −51−1.0% | 減碼 |
| Lesa Sroufe & Co | 5,142 | $45.3 萬 | 0.31% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 5,187 | $45.7 萬 | 0.03% | 00.0% | 不變 |
| Christensen, King & Associates Investment Services, Inc. | 5,209 | $45.9 萬 | 0.20% | −128−2.4% | 減碼 |
| Naples Global Advisors, LLC | 5,213 | $46.0 萬 | 0.03% | −250−4.6% | 減碼 |
| Magnolia Private Wealth, LLC | 5,221 | $46.0 萬 | 0.31% | +2,126+68.7% | 加碼 |
| Birchwood Financial Partners, Inc. | 5,226 | $46.1 萬 | 0.44% | −2,756−34.5% | 減碼 |
| Patten Group, Inc. | 5,235 | $46.2 萬 | 0.08% | +60+1.2% | 加碼 |
| Fiduciary Family Office, LLC | 5,249 | $46.3 萬 | 0.13% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,250 | $46.3 萬 | 0.09% | 00.0% | 不變 |
| Rare Wolf Capital LLC | 5,260 | $46.4 萬 | 0.30% | 00.0% | 不變 |
| GAMMA Investing LLC | 5,261 | $46.4 萬 | 0.02% | +3,240+160.3% | 加碼 |
| One Charles Private Wealth Services, LLC | 5,269 | $46.5 萬 | 0.12% | 00.0% | 不變 |
| Rossby Financial, LCC | 5,198 | $46.6 萬 | 0.10% | +4,873+1,499.4% | 加碼 |
| Retirement Management Systems Inc. | 5,343 | $47.1 萬 | 0.11% | −969−15.4% | 減碼 |
| Plante Moran Financial Advisors, LLC | 5,351 | $47.2 萬 | 0.03% | −21,079−79.8% | 減碼 |
| Founders Financial Securities LLC | 5,269 | $47.3 萬 | 0.03% | +48+0.9% | 加碼 |
| Asset Dedication, LLC | 5,363 | $47.3 萬 | 0.03% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 5,389 | $47.5 萬 | 0.01% | +258+5.0% | 加碼 |
| Prentiss Smith & Co Inc | 5,391 | $47.5 萬 | 0.28% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 5,392 | $47.5 萬 | 0.04% | +83+1.6% | 加碼 |
| CX Institutional | 5,406 | $47.7 萬 | 0.01% | −917−14.5% | 減碼 |
| Aspen Investment Management Inc | 5,408 | $47.7 萬 | 0.15% | 00.0% | 不變 |
| Wealth Architects, LLC | 5,425 | $47.8 萬 | 0.04% | +1,462+36.9% | 加碼 |
| Mayport, LLC | 5,447 | $48.0 萬 | 0.09% | +5,447 | 新進 |
| Empirical Asset Management, LLC | 5,459 | $48.1 萬 | 0.13% | −118−2.1% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 5,461 | $48.1 萬 | 0.07% | 00.0% | 不變 |
| Barnes Dennig Private Wealth Management LLC | 5,494 | $48.4 萬 | 0.48% | +83+1.5% | 加碼 |
| Sanders Morris Harris LLC | 5,498 | $48.5 萬 | 0.08% | 00.0% | 不變 |
| MRP Capital Investments, LLC | 5,500 | $48.5 萬 | 0.42% | −1,375−20.0% | 減碼 |
| Baker Ellis Asset Management LLC | 5,500 | $48.5 萬 | 0.06% | −1,000−15.4% | 減碼 |
| Woodward Diversified Capital, LLC | 5,326 | $48.6 萬 | 0.22% | −700−11.6% | 減碼 |
| Rossmore Private Capital | 5,540 | $48.8 萬 | 0.04% | 00.0% | 不變 |
| Sound Financial Strategies Group, LLC | 5,555 | $49.0 萬 | 0.33% | +5,555 | 新進 |
| Investment Advisory Group, LLC | 5,564 | $49.1 萬 | 0.12% | −447−7.4% | 減碼 |
| Potomac Fund Management Inc | 5,566 | $49.1 萬 | 0.02% | +214+4.0% | 加碼 |
| Busey Wealth Management | 5,575 | $49.1 萬 | 0.01% | −1,601−22.3% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,594 | $49.3 萬 | 0.04% | +3,112+125.4% | 加碼 |
| Continuum Wealth Advisors, LLC | 5,625 | $49.6 萬 | 0.21% | −176−3.0% | 減碼 |
| Concentrum Wealth Management | 5,628 | $49.6 萬 | 0.15% | +5,628 | 新進 |
| Future Financial Wealth Managment LLC | 5,500 | $49.6 萬 | 0.32% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 5,633 | $49.7 萬 | 0.06% | +66+1.2% | 加碼 |
| Signal Advisors Wealth, LLC | 5,665 | $49.9 萬 | 0.03% | −1,537−21.3% | 減碼 |
| Envision Financial Planning, LLC | 5,667 | $50.0 萬 | 0.18% | +506+9.8% | 加碼 |
| Pillar Financial Advisors, LLC | 5,670 | $50.0 萬 | 0.29% | 00.0% | 不變 |
| J.M. Arbour, LLC | 5,701 | $50.3 萬 | 0.48% | −8,773−60.6% | 減碼 |
| Harbor Investment Advisory, LLC | 5,702 | $50.3 萬 | 0.04% | −489−7.9% | 減碼 |
| Quattro Financial Advisors LLC | 5,707 | $50.3 萬 | 0.15% | 00.0% | 不變 |
| Compton Wealth Advisory Group, LLC | 5,622 | $50.4 萬 | 0.11% | +520+10.2% | 加碼 |
| Fulton Bank, N.A. | 5,742 | $50.6 萬 | 0.02% | +147+2.6% | 加碼 |
| Great Diamond Partners, LLC | 5,744 | $50.6 萬 | 0.10% | −1,303−18.5% | 減碼 |
| Tactive Advisors, LLC | 5,767 | $50.8 萬 | 0.14% | 00.0% | 不變 |
| Clear Investment Research, LLC | 5,801 | $51.1 萬 | 0.80% | −771−11.7% | 減碼 |
| DDD Partners, LLC | 5,818 | $51.3 萬 | 0.04% | +53+0.9% | 加碼 |
| Peapack Gladstone Financial Corp | 5,820 | $51.3 萬 | 0.01% | −38−0.6% | 減碼 |
| Certified Advisory Corp | 5,834 | $51.4 萬 | 0.05% | −93−1.6% | 減碼 |
| Legacy Edge Advisors, LLC | 5,877 | $51.8 萬 | 0.05% | −1,292−18.0% | 減碼 |
| Signature Wealth Management Group | 5,879 | $51.8 萬 | 0.20% | −864−12.8% | 減碼 |
| Advisor OS, LLC | 5,894 | $52.0 萬 | 0.04% | +513+9.5% | 加碼 |
| Baker Boyer National Bank | 5,895 | $52.0 萬 | 0.16% | −398−6.3% | 減碼 |
| Financial Futures Ltd Liability Co. | 5,906 | $52.1 萬 | 0.23% | +1,490+33.7% | 加碼 |
| Cassaday & Co Wealth Management LLC | 5,916 | $52.2 萬 | 0.01% | −14−0.2% | 減碼 |
| Pitcairn Wealth Advisors LLC | 6,465 | $52.5 萬 | 0.05% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 5,969 | $52.6 萬 | 0.24% | −320−5.1% | 減碼 |
| Aptus Capital Advisors, LLC | 5,977 | $52.7 萬 | 0.00% | +192+3.3% | 加碼 |
| Elm Partners Management LLC | 6,210 | $52.7 萬 | 0.02% | +296+5.0% | 加碼 |
| One Day In July LLC | 5,983 | $52.7 萬 | 0.04% | +2,070+52.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,990 | $52.8 萬 | 0.00% | −175−2.8% | 減碼 |
| Moulton Wealth Management, Inc | 6,006 | $52.9 萬 | 0.36% | +6,006 | 新進 |
| R.P. Boggs & Co. | 5,898 | $52.9 萬 | 0.25% | −2,850−32.6% | 減碼 |
| Tortoise Investment Management, LLC | 6,003 | $52.9 萬 | 0.04% | +410+7.3% | 加碼 |
| Retirement Wealth Solutions LLC | 6,018 | $53.1 萬 | 0.33% | −6,727−52.8% | 減碼 |
| Williams & Novak, LLC | 5,924 | $53.1 萬 | 0.40% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 6,048 | $53.3 萬 | 0.13% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 6,067 | $53.5 萬 | 0.11% | +1,868+44.5% | 加碼 |
| Integrity Investment Advisors, LLC | 6,068 | $53.5 萬 | 0.29% | 00.0% | 不變 |