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-Q1 13F filings (latest filed 2026-05-15). 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
The tracked-fund tape on IAUI is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 3 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 44 tracked filers holding IAUI, 40 increased or opened the position and 7 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 2025-Q4 and 2026-Q1 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 6
- Private Advisor Group, LLC$14M
- LPL Financial LLC$3M
- Integrity Wealth Partners, LLC$2M
- New England Private Wealth Advisors LLC$978K
- KINGSWOOD WEALTH ADVISORS, LLC$569K
- AE Wealth Management LLC$537K
Full exits 1
- UBS Group AG$573K
Largest adds
- CITADEL ADVISORS LLC$2M
- Farther Finance Advisors, LLC$2M
- STIFEL FINANCIAL CORP$791K
- PFG Advisors$668K
Largest trims
- ROYAL BANK OF CANADA$6M
- BCS Wealth Management$323K
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 new | 237,500 | $14M | 29.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 63,067 | $4M | 7.8% | 2026-Q1 |
| LPL Financial LLC new | 60,149 | $3M | 7.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 57,777 | $3M | 7.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 41,618 | $2M | 5.2% | 2026-Q1 |
| MADDEN SECURITIES Corp added | 38,207 | $2M | 4.7% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 34,756 | $2M | 4.3% | 2026-Q1 |
| PFG Advisors added | 24,810 | $1M | 3.1% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 24,008 | $1M | 3.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 19,239 | $1M | 2.4% | 2026-Q1 |
| New England Private Wealth Advisors LLC new | 17,205 | $978K | 2.1% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 17,056 | $970K | 2.1% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 16,881 | $960K | 2.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 13,861 | $788K | 1.7% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 10,012 | $569K | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 9,866 | $561K | 1.2% | 2026-Q1 |
| AE Wealth Management LLC new | 9,443 | $537K | 1.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 6,912 | $393K | 0.9% | 2026-Q1 |
| Creative Planning added | 6,444 | $366K | 0.8% | 2026-Q1 |
| SBI Securities Co., Ltd. new | 6,299 | $358K | 0.8% | 2026-Q1 |
| CAP Partners, LLC added | 6,212 | $353K | 0.8% | 2026-Q1 |
| BCS Wealth Management trimmed | 5,876 | $334K | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 4,805 | $273K | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 4,648 | $264K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,477 | $255K | 0.6% | 2026-Q1 |
| EFG International AG new | 4,170 | $237K | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 4,132 | $235K | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 3,620 | $206K | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC new | 3,605 | $205K | 0.4% | 2026-Q1 |
| CWM, LLC added | 2,280 | $130K | 0.3% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 1,851 | $105K | 0.2% | 2026-Q1 |
| Innovative Asset Advisors Group, LLC new | 1,400 | $80K | 0.2% | 2026-Q1 |
| NFSG Corp added | 1,077 | $61K | 0.1% | 2026-Q1 |
| Belvedere Trading LLC new | 962 | $55K | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC new | 700 | $40K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 320 | $19K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 237 | $13K | 0.0% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC new | 200 | $11K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC new | 98 | $6K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc new | 100 | $6K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC new | 100 | $6K | 0.0% | 2026-Q1 |
| IMA Advisory Services, Inc. new | 20 | $1K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 1 | $77 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $10 | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 35,797 | $2M | 4.1% | 2025-Q3 stale |
| UBS Group AG added | 10,246 | $573K | 1.2% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. new | 250 | $14K | 0.0% | 2025-Q4 stale |
| CX Institutional new | 115 | $6K | 0.0% | 2025-Q4 stale |
| Russell Investments Group, Ltd. new | 1 | $41 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale |
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.