Who owns IAUI
Which tracked institutional funds hold IAUI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IAUI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened IAUI while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IAUI’s largest tracked holder by dollar value, Private Advisor Group, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IAUI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 61 tracked filers holding IAUI, 50 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IAUI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Diversify Advisory Services, LLC$980K
- DIVERSIFY WEALTH MANAGEMENT, LLC$980K
- Compound Planning, Inc.$800K
- Integrated Wealth Concepts LLC$708K
Full exits 3
- CITADEL ADVISORS LLC$4M
- Integrity Wealth Partners, LLC$2M
- Cambridge Investment Research Advisors, Inc.$561K
Largest adds
- ROYAL BANK OF CANADA$8M
- LPL Financial LLC$2M
- Stratos Wealth Partners, LTD.$2M
- AE Wealth Management LLC$993K
- Belvedere Trading LLC$964K
- SBI Securities Co., Ltd.$404K
Largest trims
- Private Advisor Group, LLC$2M
- Farther Finance Advisors, LLC$562K
- Cresset Asset Management, LLC$327K
- MADDEN SECURITIES Corp$262K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Private Advisor Group, LLC added | 242,820 | $12M | 18.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 239,794 | $12M | 18.4% | 2026-Q2 |
| LPL Financial LLC added | 115,326 | $6M | 8.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 42,591 | $2M | 3.3% | 2026-Q2 |
| MADDEN SECURITIES Corp added | 39,440 | $2M | 3.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 38,098 | $2M | 2.9% | 2026-Q2 |
| PFG Advisors added | 33,560 | $2M | 2.6% | 2026-Q2 |
| AE Wealth Management LLC added | 31,581 | $2M | 2.4% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 26,151 | $1M | 2.0% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 25,195 | $1M | 1.9% | 2026-Q2 |
| Belvedere Trading LLC added | 21,021 | $1M | 1.6% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 19,970 | $980K | 1.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 19,970 | $980K | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 20,114 | $975K | 1.5% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 17,535 | $850K | 1.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 17,452 | $846K | 1.3% | 2026-Q2 |
| Compound Planning, Inc. new | 16,512 | $800K | 1.3% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 15,728 | $762K | 1.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 15,504 | $751K | 1.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 14,619 | $708K | 1.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 9,516 | $461K | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC new | 8,714 | $422K | 0.7% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 8,650 | $419K | 0.7% | 2026-Q2 |
| HERBST GROUP, LLC new | 8,307 | $402K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,083 | $392K | 0.6% | 2026-Q2 |
| Creative Planning added | 7,972 | $386K | 0.6% | 2026-Q2 |
| BCS Wealth Management added | 7,913 | $383K | 0.6% | 2026-Q2 |
| CAP Partners, LLC added | 7,789 | $377K | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,914 | $335K | 0.5% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC new | 6,802 | $330K | 0.5% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. new | 6,218 | $301K | 0.5% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 6,212 | $301K | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 5,830 | $282K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,326 | $258K | 0.4% | 2026-Q2 |
| THRYVE WEALTH MANAGEMENT LLC new | 5,321 | $258K | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 4,762 | $231K | 0.4% | 2026-Q2 |
| ZEGA Investments, LLC new | 4,274 | $207K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 4,258 | $206K | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC new | 4,248 | $206K | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 4,247 | $206K | 0.3% | 2026-Q2 |
| EFG International AG | 4,170 | $203K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 2,349 | $114K | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc new | 1,600 | $78K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,547 | $75K | 0.1% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC | 1,400 | $68K | 0.1% | 2026-Q2 |
| NFSG Corp added | 1,182 | $57K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 1,109 | $54K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 996 | $48K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 793 | $38K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 693 | $34K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 515 | $25K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 500 | $24K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 450 | $22K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 381 | $18K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 200 | $10K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 100 | $5K | 0.0% | 2026-Q2 |
| Main Street Group, LTD new | 100 | $5K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 38 | $2K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 19 | $921 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $59 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $15 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 63,067 | $4M | 5.7% | 2026-Q1 stale (1 quarter behind) |
| Integrity Wealth Partners, LLC new | 34,756 | $2M | 3.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 9,866 | $561K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Thompson David Blair | 4,022 | $229K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| INDEPENDENT FINANCIAL GROUP, LLC new | 3,620 | $206K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HB Wealth Management, LLC new | 3,605 | $205K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 2,280 | $130K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GROUP ONE TRADING LLC new | 700 | $40K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 98 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional new | 115 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Russell Investments Group, Ltd. new | 1 | $41 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.