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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 90,813 | $800.6 萬 | 1.38% | −6,075−6.3% | 減碼 |
| Lifelong Wealth Advisors, Inc. | 90,709 | $799.7 萬 | 2.13% | −19,350−17.6% | 減碼 |
| Deane Retirement Strategies, Inc. | 90,528 | $797.0 萬 | 3.21% | +11,631+14.7% | 加碼 |
| Sharkey, Howes & Javer | 89,704 | $790.8 萬 | 1.07% | −87,341−49.3% | 減碼 |
| Camden National Bank | 88,872 | $783.5 萬 | 1.06% | −1,404−1.6% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 88,851 | $783.3 萬 | 1.32% | +3,179+3.7% | 加碼 |
| Principal Securities, Inc. | 88,496 | $780.2 萬 | 0.11% | −18,610−17.4% | 減碼 |
| Kure Advisory, LLC | 88,188 | $777.5 萬 | 4.23% | −5,065−5.4% | 減碼 |
| Beck Capital Management, LLC | 88,060 | $776.3 萬 | 1.78% | +160.0% | 加碼 |
| RiverGlades Family Offices LLC | 88,039 | $776.2 萬 | 4.56% | +88,039 | 新進 |
| TriaGen Wealth Management LLC | 88,036 | $776.1 萬 | 2.12% | −946−1.1% | 減碼 |
| Madden Advisory Services, Inc. | 87,831 | $774.3 萬 | 3.05% | −1,940−2.2% | 減碼 |
| MA Private Wealth | 87,278 | $769.4 萬 | 1.30% | −69,474−44.3% | 減碼 |
| Welch & Forbes LLC | 86,883 | $766.0 萬 | 0.10% | 00.0% | 不變 |
| Inscription Capital, LLC | 86,051 | $758.6 萬 | 0.80% | −4,627−5.1% | 減碼 |
| Blueprint Financial Advisors LLC | 85,625 | $754.9 萬 | 1.12% | −2,411−2.7% | 減碼 |
| Argent Trust Co | 84,984 | $749.2 萬 | 0.25% | +517+0.6% | 加碼 |
| Rochester Wealth Strategies, LLC | 83,839 | $739.1 萬 | 4.48% | −17,697−17.4% | 減碼 |
| Tikvah Management LLC | 82,230 | $724.9 萬 | 2.25% | 00.0% | 不變 |
| Sage Investment Advisers LLC | 80,705 | $723.8 萬 | 5.36% | +2,875+3.7% | 加碼 |
| Strategic Blueprint, LLC | 81,897 | $722.0 萬 | 0.42% | −52,905−39.2% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 81,474 | $718.3 萬 | 4.33% | +1,322+1.6% | 加碼 |
| Delta Financial Advisors LLC | 81,171 | $715.6 萬 | 1.86% | +47+0.1% | 加碼 |
| Scotia Capital Inc. | 80,902 | $713.2 萬 | 0.03% | +1,316+1.7% | 加碼 |
| Briaud Financial Planning, Inc | 80,824 | $712.5 萬 | 1.87% | −401−0.5% | 減碼 |
| Financial Sense Advisors, Inc. | 80,663 | $711.1 萬 | 1.44% | +14,535+22.0% | 加碼 |
| Nottingham Advisors, Inc. | 80,317 | $708.1 萬 | 0.91% | −9,398−10.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 80,309 | $708.0 萬 | 0.04% | −981−1.2% | 減碼 |
| Fiduciary Trust Co | 80,250 | $707.5 萬 | 0.08% | +1,540+2.0% | 加碼 |
| Bellwether Advisors, LLC | 79,766 | $703.2 萬 | 1.19% | +79,766 | 新進 |
| Triad Wealth Partners, LLC | 79,455 | $700.5 萬 | 0.56% | −72,725−47.8% | 減碼 |
| SageGuard Financial Group, LLC | 79,200 | $698.2 萬 | 1.08% | +32,418+69.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 78,881 | $695.4 萬 | 0.03% | +2,914+3.8% | 加碼 |
| Motco | 78,644 | $693.3 萬 | 0.64% | −130−0.2% | 減碼 |
| Citizens Financial Group Inc | 78,370 | $690.9 萬 | 0.10% | −10,120−11.4% | 減碼 |
| CCG Wealth Management, LLC | 77,933 | $687.1 萬 | 1.86% | +61,694+379.9% | 加碼 |
| Sepio Capital, LP | 77,471 | $683.0 萬 | 0.37% | +2,563+3.4% | 加碼 |
| Leslie Global Wealth, LLC | 77,269 | $681.2 萬 | 3.59% | −15,635−16.8% | 減碼 |
| Discipline Wealth Solutions, LLC | 77,256 | $681.1 萬 | 0.72% | +3,676+5.0% | 加碼 |
| Sentinel Trust Co Lba | 76,786 | $676.9 萬 | 0.67% | −3,089−3.9% | 減碼 |
| Harbour Investments, Inc. | 76,774 | $676.8 萬 | 0.10% | +16,768+27.9% | 加碼 |
| Intrepid Capital Management Inc | 76,246 | $672.2 萬 | 2.58% | +1,598+2.1% | 加碼 |
| Evelyn Partners Asset Management Ltd | 75,984 | $669.9 萬 | 1.65% | −5,408−6.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 75,948 | $669.6 萬 | 0.03% | −59,660−44.0% | 減碼 |
| NavPoint Financial, Inc. | 75,890 | $669.0 萬 | 2.71% | −285−0.4% | 減碼 |
| Gradient Investments LLC | 75,410 | $664.8 萬 | 0.10% | +1,666+2.3% | 加碼 |
| Hilltop National Bank | 75,172 | $662.7 萬 | 1.58% | +732+1.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 75,160 | $662.6 萬 | 0.67% | +210.0% | 加碼 |
| waypoint wealth counsel | 74,796 | $659.4 萬 | 3.41% | −5,525−6.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 74,333 | $655.3 萬 | 0.22% | +397+0.5% | 加碼 |
| Pacific Park Financial, Inc. | 74,199 | $654.1 萬 | 4.27% | −1,209−1.6% | 減碼 |
| WCG Wealth Advisors LLC | 73,932 | $651.8 萬 | 0.18% | +4,557+6.6% | 加碼 |
| Apollon Financial, LLC | 73,811 | $650.7 萬 | 0.90% | −1,561−2.1% | 減碼 |
| Argentarii, LLC | 73,734 | $650.0 萬 | 2.27% | +2,209+3.1% | 加碼 |
| Eq LLC | 73,698 | $649.7 萬 | 1.83% | +486+0.7% | 加碼 |
| Aspect Partners, LLC | 73,490 | $647.9 萬 | 2.65% | +2,921+4.1% | 加碼 |
| Buckingham Strategic Partners | 73,489 | $647.9 萬 | 0.07% | +22,049+42.9% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 73,252 | $645.8 萬 | 2.52% | −25,886−26.1% | 減碼 |
| Vontobel Holding Ltd. | 73,191 | $645.3 萬 | 0.02% | −6,503−8.2% | 減碼 |
| Marex Group plc | 72,610 | $640.1 萬 | 0.07% | −584−0.8% | 減碼 |
| Nadler Financial Group, Inc. | 72,524 | $639.4 萬 | 0.62% | +4,935+7.3% | 加碼 |
| D.A. Davidson & Co. | 72,213 | $636.6 萬 | 0.04% | +8,174+12.8% | 加碼 |
| Fermata Advisors, LLC | 71,807 | $633.1 萬 | 1.43% | −10,556−12.8% | 減碼 |
| Pinnacle Financial Partners, Inc. | 71,612 | $631.3 萬 | 0.05% | −7,532−9.5% | 減碼 |
| Excelsior Advisor Network LLC | 71,573 | $631.0 萬 | 2.41% | −9,273−11.5% | 減碼 |
| NBC Securities, Inc. | 71,157 | $627.3 萬 | 0.47% | +8,584+13.7% | 加碼 |
| Everest Financial Group LLC | 70,726 | $623.5 萬 | 1.03% | +124+0.2% | 加碼 |
| Gibson Capital, LLC | 70,267 | $619.5 萬 | 1.15% | −40.0% | 減碼 |
| Icon Wealth Advisors, LLC | 71,749 | $613.8 萬 | 0.40% | −104,426−59.3% | 減碼 |
| Plan Group Financial, LLC | 69,136 | $609.5 萬 | 1.43% | +12,108+21.2% | 加碼 |
| Pacific Point Advisors, LLC | 68,862 | $607.1 萬 | 3.20% | 00.0% | 不變 |
| Versant Capital Management, Inc | 68,727 | $605.9 萬 | 0.60% | −1,008−1.4% | 減碼 |
| Guardian Wealth Management, LLC | 67,733 | $603.3 萬 | 1.83% | −9,957−12.8% | 減碼 |
| Family Management Corp | 68,017 | $599.6 萬 | 0.72% | +2,688+4.1% | 加碼 |
| Financial Alternatives, Inc | 67,980 | $599.3 萬 | 3.23% | +51+0.1% | 加碼 |
| Mutual Advisors, LLC | 67,465 | $594.8 萬 | 0.13% | −94,617−58.4% | 減碼 |
| Parallel Advisors, LLC | 67,110 | $591.6 萬 | 0.11% | +5,202+8.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 66,781 | $588.7 萬 | 0.07% | +4,130+6.6% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 66,685 | $587.9 萬 | 1.97% | −119−0.2% | 減碼 |
| Chicago Partners Investment Group LLC | 65,388 | $583.2 萬 | 0.13% | +312+0.5% | 加碼 |
| Wealthfront Advisers LLC | 66,081 | $582.6 萬 | 0.01% | +20,442+44.8% | 加碼 |
| Mengis Capital Management, Inc. | 66,013 | $582.0 萬 | 1.00% | −2,257−3.3% | 減碼 |
| Financial Management Network Inc | 64,780 | $581.2 萬 | 0.89% | −2,209−3.3% | 減碼 |
| AE Wealth Management LLC | 65,618 | $578.5 萬 | 0.03% | −11,573−15.0% | 減碼 |
| Alvarez & Marsal Private Wealth Partners, LLC | 65,110 | $574.0 萬 | 0.81% | +65,110 | 新進 |
| Heck Capital Advisors, LLC | 65,098 | $573.9 萬 | 0.43% | +13,785+26.9% | 加碼 |
| Bradley Foster & Sargent Inc | 64,620 | $569.7 萬 | 0.09% | −2,811−4.2% | 減碼 |
| Ci Investments Inc. | 64,617 | $569.7 萬 | 0.03% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 64,522 | $568.8 萬 | 0.47% | −168−0.3% | 減碼 |
| Tiaa Trust, National Association | 64,498 | $568.6 萬 | 0.35% | −643,129−90.9% | 減碼 |
| Altiora Financial Group, LLC | 64,394 | $567.7 萬 | 0.94% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 63,763 | $562.1 萬 | 0.07% | −269−0.4% | 減碼 |
| Independent Advisor Alliance | 63,736 | $561.9 萬 | 0.06% | −38,119−37.4% | 減碼 |
| Garde Capital, Inc. | 63,686 | $561.5 萬 | 0.34% | +4,751+8.1% | 加碼 |
| Burns J W & Co Inc | 63,361 | $558.6 萬 | 0.64% | +22,586+55.4% | 加碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 63,309 | $558.1 萬 | 4.23% | −200−0.3% | 減碼 |
| Advisory Alpha, LLC | 62,331 | $549.5 萬 | 0.15% | +7,150+13.0% | 加碼 |
| Westover Capital Advisors, LLC | 62,005 | $546.6 萬 | 1.01% | −1,119−1.8% | 減碼 |
| SGL Investment Advisors, Inc. | 60,866 | $542.1 萬 | 2.03% | +1,834+3.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 61,424 | $541.5 萬 | 0.24% | +3,077+5.3% | 加碼 |