증권 기록 · 과거 분기 (아카이브)
IAUM
iShares Gold Trust Micro · Financial Services · Asset Management
45추적 보유자
-2Δ 보유자
42.39M보유 주식 수
$1.70B보고 가치
+3신규 편입 포지션
−5청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.3% ·
주식 흐름 +11.3% ·
순 신규 포지션 -4.4%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
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 | 45 | -2 | 42.39M | $1.70B | +3 | −5 |
| Q1 2026 | 48 | +6 | 38.09M | $1.78B | +10 | −4 |
| Q4 2025 | 42 | +1 | 30.87M | $1.33B | +1 | — |
| Q3 2025 | 5 | +1 | 2.00M | $77.18M | +1 | — |
| Q2 2025 | 2 | -1 | 59.28K | $1.96M | — | −1 |
| Q1 2025 | 2 | +1 | 655.79K | $20.44M | +1 | — |
| Q4 2024 | 1 | 0 | 158.10K | $4.14M | — | — |
| Q3 2024 | 1 | 0 | 154.30K | $4.05M | +1 | −1 |
| Q2 2024 | 1 | — | 42.47K | $985,327 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Sumitomo Mitsui Trust Group, Inc. | 28.23M | +5.2% | $1.13B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.41M | -0.5% | $136.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.41M | -0.5% | $136.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.41M | -0.5% | $136.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 2.44M | +189.1% | $97.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Asset Management One Co., Ltd. | 2.43M | +70.3% | $97.26M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 944.05K | +28.5% | $37.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 944.05K | +28.5% | $37.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fifth Third Bancorp | 842.37K | +1.0% | $33.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Mirae Asset Global Investments Co.… | 520.00K | -29.7% | $20.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 461.00K | -29.9% | $18.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 461.00K | -29.9% | $18.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 437.81K | +5.7% | $17.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 437.81K | +5.7% | $17.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 437.81K | +5.7% | $17.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 437.81K | +5.7% | $17.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 295.85K | +17.1% | $11.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 289.29K | +21.2% | $11.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 215.31K | +374.2% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 200.74K | +40.8% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 197.99K | +12.9% | $7.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Amundi | 147.70K | +9.1% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 139.69K | +8.1% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 130.73K | +13.1% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 130.73K | +13.1% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 130.73K | +13.1% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 127.02K | -1.1% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 113.60K | +358.1% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 100.44K | +13.3% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 99.71K | -20.4% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 86.69K | +8.5% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 83.82K | +1021.4% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 81.79K | 신규 | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 34 | Creative Planning | 50.66K | +13.7% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Nomura Asset Management Co Ltd | 50.00K | -19.4% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 41.88K | +5.3% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 33.60K | +18.0% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Tidal Investments LLC | 33.18K | -5.9% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Brown Advisory Inc | 30.46K | +523.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 20.90K | 0.0% | $836,049 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 17.50K | +40.1% | $716,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Tudor Investment Corp Et Al | 17.54K | -43.8% | $701,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 17.05K | +44.0% | $682,331 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cibc World Market Inc. | 10.64K | 0.0% | $425,826 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Stifel Financial Corp | 10.29K | -4.2% | $411,583 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Stifel Financial Corp | 10.29K | -4.2% | $411,583 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 9.86K | 0.0% | $394,579 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Daiwa Securities Group Inc. | 6.21K | 신규 | $248,462 | 0.0% | New | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 6.02K | +30.9% | $240,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 6.02K | +30.9% | $240,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 6.02K | +30.9% | $240,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 6.02K | +30.9% | $240,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 4.66K | +52.3% | $186,367 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 2.73K | +202.3% | $109,107 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Us Bancorp \De\ | 2.58K | +157.5% | $103,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 997 | 0.0% | $39,890 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 997 | 0.0% | $39,890 | 0.0% | Held | 3 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 500 | 신규 | $19,975 | 0.0% | New | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 139 | 0.0% | $5,561 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Renaissance Technologies | $3.27M | 0.0% |
| Daiwa Securities Group Inc. | $248,462 | 0.0% |
| National Bank Of Canada /Fi/ | $19,975 | 0.0% |
청산됨
| Citadel Advisors | $5.94M | 이었음 0.0% |
| Corient Private Wealth LP | $461,023 | 이었음 0.0% |
| Hrt Financial Lp | $441,000 | 이었음 0.0% |
| Neuberger Berman Group LLC | $200,810 | 이었음 0.0% |
| Wells Fargo & Company/Mn | $1,635 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 274 보유 기관, 67.47M 주식, $3.13B 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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