Запись по ценной бумаге · архивный квартал
IAU
iShares Gold Trust · Financial Services · Asset Management
94Отслеживаемые держатели
+2Δ держателей
241.97MАкций в держании
$21.22BОтчётная стоимость
+5Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.2% ·
поток акций -10.7% ·
новые чистые позиции +2.1%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.18M | $76.04M | n/a | −1 |
| Q2 2026 | 85 | -4 | 227.25M | $17.22B | +2 | −9 |
| Q1 2026 | 94 | +2 | 241.97M | $21.22B | +5 | −3 |
| Q4 2025 | 91 | 0 | 268.24M | $21.77B | +1 | −1 |
| Q3 2025 | 12 | +2 | 83.34M | $6.06B | +2 | n/a |
| Q2 2025 | 7 | -1 | 31.41M | $1.96B | +1 | −2 |
| Q1 2025 | 6 | +1 | 463.60K | $27.33M | +1 | n/a |
| Q4 2024 | 5 | 0 | 485.65K | $24.04M | n/a | n/a |
| Q3 2024 | 5 | 0 | 255.40K | $12.69M | +1 | −1 |
| Q2 2024 | 5 | n/a | 260.19K | $11.43M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 28.29M | -6.5% | $2.49B | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 3 | UBS Group AG | 15.30M | +70.8% | $1.35B | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ ×6 |
| 5 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | LPL Financial LLC | 10.18M | -25.9% | $897.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 8.99M | -53.5% | $792.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 9 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ ×10 |
| 10 | Citigroup Inc | 7.12M | -1.1% | $627.67M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 7.00M | -3.7% | $618.93M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 6.45M | -2.2% | $568.62M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 5.51M | -2.4% | $486.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Empower Advisory Group, LLC | 5.40M | -2.1% | $476.43M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | Alliancebernstein L.P. | 5.84M | -8.0% | $474.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 5.28M | +16.4% | $465.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Truist Financial Corp | 5.22M | -11.6% | $459.99M | 0.6% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 3.61M | -45.3% | $318.62M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 3.29M | -3.0% | $290.12M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 3.21M | -9.4% | $282.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 3.16M | -3.8% | $278.46M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | CIBC Bancorp USA Inc. | 2.70M | n/a | $237.83M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 24 | Captrust Financial Advisors | 2.42M | +0.2% | $212.99M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 2.23M | -8.5% | $196.16M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Rockefeller Capital Management L.P. | 1.97M | -1.5% | $173.64M | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 27 | Goldman Sachs Group ✦ | 1.84M | +0.1% | $162.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | UBS AM, a distinct business unit of… | 1.80M | +265.0% | $158.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.79M | -14.2% | $157.43M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Bank of New York Mellon Corp | 1.69M | -23.3% | $149.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 31 | Charles Schwab Investment… | 1.64M | +11.8% | $144.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Chevy Chase Trust Holdings, LLC | 1.58M | -2.3% | $138.87M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 1.39M | -4.2% | $122.49M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | Cetera Investment Advisers | 1.37M | -40.8% | $121.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 1.35M | -2.0% | $118.86M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Citadel Advisors ✦ | 1.30M | -38.5% | $114.26M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.30M | +2.7% | $114.22M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 38 | Neuberger Berman Group LLC | 1.13M | -2.6% | $99.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Mml Investors Services, Llc | 1.13M | -46.3% | $99.76M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 1.11M | -5.7% | $97.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 41 | Focus Partners Wealth | 1.06M | -1.9% | $93.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 997.90K | -4.2% | $87.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 43 | Barclays Plc | 881.43K | +33827.1% | $77.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Assetmark, Inc | 843.00K | -19.3% | $74.32M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 45 | Creative Planning | 821.16K | +3.8% | $72.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Cwm, Llc | 766.37K | -60.8% | $67.56M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 730.03K | -8.3% | $64.36M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 682.47K | -12.4% | $60.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 647.98K | +57.9% | $55.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Hsbc Holdings Plc | 624.50K | -51.7% | $55.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 51 | National Bank Of Canada /Fi/ | 605.14K | -4.9% | $53.32M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Mirae Asset Global Investments Co.… | 589.77K | -28.9% | $51.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 530.16K | +30.1% | $46.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Pictet Asset Management Holding SA | 527.92K | +14.5% | $44.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 457.10K | +4.1% | $40.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 429.34K | +7.3% | $37.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 57 | Wealth Enhancement Advisory… | 600.48K | +30.7% | $34.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Fifth Third Bancorp | 381.00K | +1641.4% | $33.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Jane Street Group, Llc | 372.59K | -5.2% | $32.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Bank Julius Baer & Co. Ltd, Zurich | 371.71K | -5.6% | $32.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Cibc World Market Inc. | 356.81K | +20.7% | $31.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Corient Private Wealth LP | 604.03K | -55.6% | $31.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 244.88K | -42.1% | $21.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Brown Advisory Inc | 209.62K | +4.3% | $18.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | GAMCO Investors ✦ | 187.22K | 0.0% | $16.51M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 172.68K | +54.1% | $15.22M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 67 | Tudor Investment Corp Et Al | 132.97K | -47.4% | $11.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Nomura Asset Management Co Ltd | 124.41K | +7.3% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Renaissance Technologies ✦ | 123.97K | +466.1% | $10.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Rakuten Investment Management, Inc. | 145.15K | +100.0% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Lido Advisors, LLC | 116.26K | +13.0% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Susquehanna International Group, Llp | 97.46K | Новый | $8.59M | 0.0% | New | 1 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 91.77K | +53.7% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Wealthfront Advisers LLC | 66.08K | +44.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Millennium Management ✦ | 48.82K | -41.1% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Amundi | 42.60K | +432.5% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | IMC-Chicago, LLC | 27.86K | Новый | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 78 | First Manhattan Co. Llc. | 23.37K | +11.5% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Asset Management One Co., Ltd. | 23.25K | -22.6% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Group One Trading Llc | 22.86K | Новый | $2.02M | 0.1% | New | 1 | SEC ↗ |
| 81 | First Trust Advisors Lp | 22.48K | -34.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank Of Nova Scotia | 21.48K | 0.0% | $1.89M | 0.0% | Held | 2 | SEC ↗ |
| 83 | Kayne Anderson Rudnick Investment… | 18.37K | +5.8% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Financial Engines Advisors L.L.C. | 16.39K | -7.8% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Mitsubishi UFJ Asset Management… | 13.84K | -14.2% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Fisher Asset Management ✦ | 9.51K | -7.4% | $838,542 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 87 | Clearbridge Investments, LLC | 7.70K | 0.0% | $678,920 | 0.0% | Held | 2 | SEC ↗ |
| 88 | Tidal Investments LLC | 6.36K | Новый | $546,666 | 0.0% | New | 1 | SEC ↗ |
| 89 | Belvedere Trading LLC | 4.56K | -90.5% | $402,186 | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 90 | Janus Henderson Group Plc | 4.37K | +49.9% | $385,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Sei Investments Co | 3.93K | +2.0% | $346,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | First Eagle Investment Management… | 2.87K | -8.1% | $252,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Parallax Volatility Advisers, L.P. | 2.55K | -32.0% | $224,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 1 | Новый | $88 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Susquehanna International… | $8.59M | 0.0% |
| IMC-Chicago, LLC | $2.46M | 0.0% |
| Group One Trading Llc | $2.02M | 0.1% |
| Tidal Investments LLC | $546,666 | 0.0% |
| Russell Investments Group… | $88 | 0.0% |
Закрыто
| Squarepoint Ops LLC | $503,335 | составлял 0.0% |
| Lazard Asset Management Llc | $462,831 | составлял 0.0% |
| Walleye Trading LLC | $158,606 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,936 держатели, 385.04M акции, $32.46B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
Получить через API