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, меньший совокупный пакет
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | -4 | 230.50M | $17.46B | +2 | −7 |
| 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 | — |
| Q2 2025 | 7 | -1 | 31.41M | $1.96B | +1 | −2 |
| Q1 2025 | 6 | +1 | 463.60K | $27.33M | +1 | — |
| Q4 2024 | 5 | 0 | 485.65K | $24.04M | — | — |
| Q3 2024 | 5 | 0 | 255.40K | $12.69M | +1 | −1 |
| Q2 2024 | 5 | — | 260.19K | $11.43M | — | — |
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 ↗ |
| 2 | Bank Of America Corp /De/ | 28.29M | -6.5% | $2.49B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 28.29M | -6.5% | $2.49B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 28.29M | -6.5% | $2.49B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 23.26M | -6.6% | $2.05B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 15.30M | +70.8% | $1.35B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 15.30M | +70.8% | $1.35B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 15.30M | +70.8% | $1.35B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 15.30M | +70.8% | $1.35B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 14.71M | -34.4% | $1.30B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 13.19M | +0.4% | $1.16B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 28 | LPL Financial LLC | 10.18M | -25.9% | $897.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 8.99M | -53.5% | $792.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | BlackRock ✦ (пассивный) | 8.62M | +19.9% | $760.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 8.87M | -25.1% | $752.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Citigroup Inc | 7.12M | -1.1% | $627.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citigroup Inc | 7.12M | -1.1% | $627.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 7.00M | -3.7% | $618.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 7.00M | -3.7% | $618.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 7.00M | -3.7% | $618.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 7.00M | -3.7% | $618.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 54 | Northwestern Mutual Wealth… | 6.45M | -2.2% | $568.62M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 55 | Raymond James Financial Inc | 5.51M | -2.4% | $486.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Raymond James Financial Inc | 5.51M | -2.4% | $486.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | Raymond James Financial Inc | 5.51M | -2.4% | $486.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 58 | Empower Advisory Group, LLC | 5.40M | -2.1% | $476.43M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 59 | Alliancebernstein L.P. | 5.84M | -8.0% | $474.10M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 5.28M | +16.4% | $465.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | Northern Trust Corp | 5.28M | +16.4% | $465.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Truist Financial Corp | 5.22M | -11.6% | $459.99M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 63 | Truist Financial Corp | 5.22M | -11.6% | $459.99M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 64 | Truist Financial Corp | 5.22M | -11.6% | $459.99M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 73 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 74 | Royal Bank Of Canada | 3.82M | -2.0% | $337.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Sumitomo Mitsui Trust Group, Inc. | 3.61M | -45.3% | $318.62M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 76 | HighTower Advisors, LLC | 3.29M | -3.0% | $290.12M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 77 | Commonwealth Equity Services, Llc | 3.21M | -9.4% | $282.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 78 | Cerity Partners LLC | 3.16M | -3.8% | $278.46M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 79 | Cerity Partners LLC | 3.16M | -3.8% | $278.46M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 80 | CIBC Bancorp USA Inc. | 2.70M | — | $237.83M | 0.3% | n/c | 1 | SEC ↗ |
| 81 | CIBC Bancorp USA Inc. | 2.70M | — | $237.83M | 0.3% | n/c | 1 | SEC ↗ |
| 82 | Captrust Financial Advisors | 2.42M | +0.2% | $212.99M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 83 | Captrust Financial Advisors | 2.42M | +0.2% | $212.99M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 84 | Stifel Financial Corp | 2.23M | -8.5% | $196.16M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 85 | Stifel Financial Corp | 2.23M | -8.5% | $196.16M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 86 | Stifel Financial Corp | 2.23M | -8.5% | $196.16M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 87 | Stifel Financial Corp | 2.23M | -8.5% | $196.16M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 88 | Stifel Financial Corp | 2.23M | -8.5% | $196.16M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 1.97M | -1.5% | $173.64M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 90 | Rockefeller Capital Management L.P. | 1.97M | -1.5% | $173.64M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 1.97M | -1.5% | $173.64M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 1.97M | -1.5% | $173.64M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 1.97M | -1.5% | $173.64M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 94 | Goldman Sachs Group ✦ | 1.84M | +0.1% | $162.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 1.84M | +0.1% | $162.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 1.84M | +0.1% | $162.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 1.84M | +0.1% | $162.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Goldman Sachs Group ✦ | 1.84M | +0.1% | $162.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 1.80M | +265.0% | $158.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 1.79M | -14.2% | $157.43M | 0.2% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
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 держатели 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 ·
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