증권 기록
IAU
iShares Gold Trust · Financial Services · Asset Management
85추적 보유자
-4Δ 보유자
227.25M보유 주식 수
$17.22B보고 가치
+2신규 편입 포지션
−9청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.5% ·
주식 흐름 -4.5% ·
순 신규 포지션 -8.2%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (패시브) | 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 | Sumitomo Mitsui Trust Group, Inc. | 3.11M | -13.8% | $235.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 3.10M | -3.2% | $234.43M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 2.94M | -43.7% | $221.95M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Cerity Partners LLC | 2.93M | -7.1% | $221.47M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | CIBC Bancorp USA Inc. | 2.76M | +2.1% | $208.18M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Stifel Financial Corp | 2.23M | +0.1% | $168.14M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 24 | Captrust Financial Advisors | 2.18M | -9.8% | $164.60M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 1.92M | -2.7% | $144.66M | 0.2% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Osaic Holdings, Inc. | 1.88M | +5.3% | $141.99M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Bank of New York Mellon Corp | 1.84M | +8.8% | $138.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 28 | Citadel Advisors ✦ | 1.72M | +32.8% | $129.92M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 1.67M | -9.4% | $126.14M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 30 | UBS AM, a distinct business unit of… | 1.65M | -8.6% | $124.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Charles Schwab Investment… | 1.62M | -1.6% | $122.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Chevy Chase Trust Holdings, LLC | 1.49M | -5.2% | $112.80M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 1.43M | +4.3% | $108.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.34M | +3.3% | $101.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 35 | Baird Financial Group, Inc. | 1.28M | -5.1% | $96.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Mml Investors Services, Llc | 1.19M | +4.8% | $89.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 1.13M | -0.2% | $85.37M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Mariner, LLC | 1.13M | -18.7% | $85.31M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 39 | Jane Street Group, Llc | 1.13M | +202.2% | $85.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Franklin Resources Inc | 1.07M | -3.0% | $81.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 41 | Focus Partners Wealth | 1.04M | -2.3% | $78.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 985.62K | +16.9% | $74.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 980.23K | -1.8% | $74.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 44 | Pictet Asset Management Holding SA | 899.14K | +70.3% | $67.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Barclays Plc | 880.87K | -0.1% | $66.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 46 | Creative Planning | 792.47K | -3.5% | $59.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Jones Financial Companies Lllp | 733.50K | +13.2% | $56.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Gotham Asset Management ✦ | 730.12K | 0.0% | $55.13M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 667.09K | -2.2% | $50.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 650.14K | +4.1% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | National Bank Of Canada /Fi/ | 604.76K | -0.1% | $45.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Blair William & Co/Il | 524.80K | -1.0% | $39.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 517.31K | +13.2% | $39.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Corient Private Wealth LP | 500.57K | -17.1% | $37.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Fifth Third Bancorp | 495.99K | +30.2% | $37.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 426.51K | -0.7% | $32.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 57 | Wealth Enhancement Advisory… | 587.65K | -2.1% | $29.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Cibc World Market Inc. | 312.89K | -12.3% | $23.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Julius Baer & Co. Ltd, Zurich | 311.70K | -16.1% | $23.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 283.70K | -51.9% | $21.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Us Bancorp \De\ | 240.13K | -1.9% | $18.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 62 | Brown Advisory Inc | 202.27K | -3.5% | $15.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 195.40K | +57.6% | $14.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | GAMCO Investors ✦ | 187.22K | 0.0% | $14.14M | 0.1% | Held | 9 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 179.47K | +3.9% | $13.55M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 66 | Tudor Investment Corp Et Al | 138.13K | +3.9% | $10.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Lido Advisors, LLC | 118.13K | +1.6% | $8.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Quantinno Capital Management LP | 106.20K | +15.7% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | IMC-Chicago, LLC | 104.17K | +273.9% | $7.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Nomura Asset Management Co Ltd | 94.11K | -24.4% | $7.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | Susquehanna International Group, Llp | 85.56K | -12.2% | $6.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Wealthfront Advisers LLC | 62.14K | -6.0% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Nuveen, LLC | 26.42K | 신규 | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 74 | Asset Management One Co., Ltd. | 24.15K | +3.9% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | First Manhattan Co. Llc. | 23.92K | +2.3% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank Of Nova Scotia | 21.48K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ |
| 77 | Kayne Anderson Rudnick Investment… | 18.71K | +1.9% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Financial Engines Advisors L.L.C. | 16.99K | +3.6% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Mitsubishi UFJ Asset Management… | 14.53K | +5.0% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Millennium Management ✦ | 13.29K | -72.8% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Clearbridge Investments, LLC | 7.70K | 0.0% | $581,503 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Fisher Asset Management ✦ | 7.34K | -22.9% | $554,055 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 83 | Sei Investments Co | 5.53K | +40.7% | $417,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Walleye Trading LLC | 2.64K | 신규 | $199,044 | 0.0% | New | 1 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 103 | +10200.0% | $7,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Nuveen, LLC | $1.99M | 0.0% |
| Walleye Trading LLC | $199,044 | 0.0% |
청산됨
| HighTower Advisors, LLC | $290.12M | 이었음 0.3% |
| Rakuten Investment… | $10.47M | 이었음 0.0% |
| Amundi | $3.76M | 이었음 0.0% |
| Group One Trading Llc | $2.02M | 이었음 0.1% |
| First Trust Advisors Lp | $1.98M | 이었음 0.0% |
| Tidal Investments LLC | $546,666 | 이었음 0.0% |
| Belvedere Trading LLC | $402,186 | 이었음 0.1% |
| First Eagle Investment… | $252,843 | 이었음 0.0% |
| Parallax Volatility Advisers… | $224,808 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,936 보유 기관, 385.04M 주식, $32.46B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
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