Запись по ценной бумаге · архивный квартал
IAU
iShares Gold Trust · Financial Services · Asset Management
88Отслеживаемые держатели
-4Δ держателей
230.50MАкций в держании
$17.46BОтчётная стоимость
+2Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -4.3% ·
поток акций -4.4% ·
новые чистые позиции -4.5%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.18M | $76.04M | n/a | n/a |
| Q2 2026 | 88 | -4 | 230.50M | $17.46B | +2 | −6 |
| 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 · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 27.85M | -1.6% | $2.10B | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 22.99M | -1.1% | $1.74B | 0.1% | ▼ Trim | 4 | SEC ↗ ×7 |
| 3 | Fidelity (FMR) ✦ | 13.82M | -6.0% | $1.04B | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 12.83M | -2.7% | $968.74M | 0.2% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | UBS Group AG | 12.42M | -18.9% | $937.46M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | LPL Financial LLC | 10.95M | +7.6% | $827.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 8.80M | -2.1% | $664.57M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 8.73M | +1.3% | $659.40M | 0.0% | ▲ Add | 5 | SEC ↗ ×10 |
| 9 | Citigroup Inc | 7.26M | +2.0% | $548.52M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Alliancebernstein L.P. | 5.82M | -0.4% | $513.02M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 6.79M | -3.0% | $510.03M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 6.32M | -2.0% | $477.25M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 5.50M | -37.9% | $415.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 14 | Raymond James Financial Inc | 5.35M | -2.9% | $404.10M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 5.26M | -0.5% | $397.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Empower Advisory Group, LLC | 5.24M | -3.1% | $395.50M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 3.74M | -2.1% | $282.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 18 | HighTower Advisors, LLC | 3.25M | -1.3% | $245.24M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 3.11M | -13.8% | $235.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 3.10M | -3.2% | $234.43M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 2.94M | -43.7% | $221.95M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Cerity Partners LLC | 2.93M | -7.1% | $221.47M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | CIBC Bancorp USA Inc. | 2.76M | +2.1% | $208.18M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Stifel Financial Corp | 2.23M | +0.1% | $168.14M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Captrust Financial Advisors | 2.18M | -9.8% | $164.60M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 1.92M | -2.7% | $144.66M | 0.2% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Osaic Holdings, Inc. | 1.88M | +5.3% | $141.99M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Bank of New York Mellon Corp | 1.84M | +8.8% | $138.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 29 | Citadel Advisors ✦ | 1.72M | +32.8% | $129.92M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 1.67M | -9.4% | $126.14M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 1.65M | -8.6% | $124.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Charles Schwab Investment… | 1.62M | -1.6% | $122.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Chevy Chase Trust Holdings, LLC | 1.49M | -5.2% | $112.80M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 1.43M | +4.3% | $108.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.34M | +3.3% | $101.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 36 | Baird Financial Group, Inc. | 1.28M | -5.1% | $96.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Mml Investors Services, Llc | 1.19M | +4.8% | $89.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Neuberger Berman Group LLC | 1.13M | -0.2% | $85.37M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Mariner, LLC | 1.13M | -18.7% | $85.31M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Jane Street Group, Llc | 1.13M | +202.2% | $85.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Franklin Resources Inc | 1.07M | -3.0% | $81.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 42 | Focus Partners Wealth | 1.04M | -2.3% | $78.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 985.62K | +16.9% | $74.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 980.23K | -1.8% | $74.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 45 | Pictet Asset Management Holding SA | 899.14K | +70.3% | $67.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Barclays Plc | 880.87K | -0.1% | $66.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Creative Planning | 792.47K | -3.5% | $59.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Jones Financial Companies Lllp | 733.50K | +13.2% | $56.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Gotham Asset Management ✦ | 730.12K | 0.0% | $55.13M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 667.09K | -2.2% | $50.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 650.14K | +4.1% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | National Bank Of Canada /Fi/ | 604.76K | -0.1% | $45.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Blair William & Co/Il | 524.80K | -1.0% | $39.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | TD Waterhouse Canada Inc. | 517.31K | +13.2% | $39.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | Corient Private Wealth LP | 500.57K | -17.1% | $37.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 495.99K | +30.2% | $37.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 426.51K | -0.7% | $32.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 58 | Wealth Enhancement Advisory… | 587.65K | -2.1% | $29.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Cibc World Market Inc. | 312.89K | -12.3% | $23.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank Julius Baer & Co. Ltd, Zurich | 311.70K | -16.1% | $23.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 61 | Mirae Asset Global Investments Co.… | 283.70K | -51.9% | $21.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Us Bancorp \De\ | 240.13K | -1.9% | $18.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Brown Advisory Inc | 202.27K | -3.5% | $15.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Renaissance Technologies ✦ | 195.40K | +57.6% | $14.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | GAMCO Investors ✦ | 187.22K | 0.0% | $14.14M | 0.1% | Held | 9 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 179.47K | +3.9% | $13.55M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 67 | Tudor Investment Corp Et Al | 138.13K | +3.9% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Lido Advisors, LLC | 118.13K | +1.6% | $8.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Quantinno Capital Management LP | 106.20K | +15.7% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | IMC-Chicago, LLC | 104.17K | +273.9% | $7.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Nomura Asset Management Co Ltd | 94.11K | -24.4% | $7.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 72 | Susquehanna International Group, Llp | 85.56K | -12.2% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Wealthfront Advisers LLC | 62.14K | -6.0% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Nuveen, LLC | 26.42K | Новый | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 75 | Asset Management One Co., Ltd. | 24.15K | +3.9% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | First Manhattan Co. Llc. | 23.92K | +2.3% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank Of Nova Scotia | 21.48K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ |
| 78 | Kayne Anderson Rudnick Investment… | 18.71K | +1.9% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Financial Engines Advisors L.L.C. | 16.99K | +3.6% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Mitsubishi UFJ Asset Management… | 14.53K | +5.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Millennium Management ✦ | 13.29K | -72.8% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Amundi | 8.60K | -79.8% | $649,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Clearbridge Investments, LLC | 7.70K | 0.0% | $581,503 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Fisher Asset Management ✦ | 7.34K | -22.9% | $554,055 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 85 | Sei Investments Co | 5.53K | +40.7% | $417,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | First Eagle Investment Management… | 2.67K | -7.0% | $201,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Walleye Trading LLC | 2.64K | Новый | $199,044 | 0.0% | New | 1 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 103 | +10200.0% | $7,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Nuveen, LLC | $1.99M | 0.0% |
| Walleye Trading LLC | $199,044 | 0.0% |
Закрыто
| Rakuten Investment… | $10.47M | составлял 0.0% |
| Group One Trading Llc | $2.02M | составлял 0.1% |
| First Trust Advisors Lp | $1.98M | составлял 0.0% |
| Tidal Investments LLC | $546,666 | составлял 0.0% |
| Belvedere Trading LLC | $402,186 | составлял 0.1% |
| Parallax Volatility Advisers… | $224,808 | 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: Q2 2026 ·
Методология ·
Получить через API