Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (IAUI)

66 + Investors. Track Smart Money conviction in IAUI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
3Q ▲
Buyers last Q
83%

Smart Money Signals — IAUI

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added IAUI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
43 hedge funds hold IAUI right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 83% buying

39 buying8 selling
Last quarter: 39 funds were net buyers (23 opened a brand new position + 16 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new IAUI position: 9 → 15 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 95% entered in last year

■ 0% conviction (2yr+) ■ 5% medium ■ 95% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

9 → 15 → 23 new funds/Q
New funds entering each quarter: 9 → 15 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 47 current holders: 47 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
7 of 42 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IAUI

In 2026 Q1, 39 hedge funds were net buyers of IAUI (23 opened a new position, 16 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in IAUI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: IAUI

How many hedge funds hold IAUI — quarterly history vs. share price
Quarterly hedge fund ownership of IAUI vs. share price

Market Analysis: IAUI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAUI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IAUI
66 + Investors

Track Smart Money conviction in IAUI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 66 43 53.49%
13F Shares 1M 786K 65.67%
Total Value $60M $44M 36.11%
New Positions 29 23 +6
Increased Positions 26 16 +10
Closed Positions 4 3 +1
Reduced Positions 6 4 +2
Total Calls 2 2 -
Total Puts 2 2 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: IAUI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

66 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IAUI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IAUI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Red Crane Wealth Management, LLC 0.93% 26,151 $1.3M
2 MADDEN SECURITIES Corp 0.53% 39,440 $1.9M
3 Herbst Group, LLC 0.22% 8,307 $402K
4 CAP Partners, LLC 0.18% 7,789 $377K
5 Thryve Wealth Management LLC 0.14% 5,321 $258K
6 Thompson David Blair 0.13% 4,022 $229K
7 New England Private Wealth Advisors LLC 0.12% 25,195 $1.2M
8 PFG Advisors 0.08% 33,560 $1.6M
9 Brown Wealth Management, LLC 0.07% 6,802 $330K
10 BCS Wealth Management 0.07% 7,913 $383K
11 Private Advisor Group, LLC 0.05% 242,820 $11.8M
12 Coastal Bridge Advisors, LLC 0.05% 17,535 $850K
13 Kingswood Wealth Advisors, LLC 0.03% 17,452 $846K
14 Innovative Asset Advisors Group, LLC 0.03% 1,400 $68K
15 Hbw Advisory Services LLC 0.03% 6,212 $301K
16 ZEGA Investments, LLC 0.02% 4,274 $207K
17 Compound Planning, Inc. 0.02% 16,512 $800K
18 Stratos Wealth Partners, LTD. 0.02% 42,591 $2.1M
19 Strategic Wealth Partners, Ltd. 0.02% 6,218 $301K
20 SBI Securities Co., Ltd. 0.02% 15,728 $762K
21 Diversify Wealth Management, LLC 0.02% 19,970 $980K
22 Diversify Advisory Services, LLC 0.02% 19,970 $980K
23 Farther Finance Advisors, LLC 0.01% 38,098 $1.8M
24 HUB Investment Partners, LLC 0.01% 15,504 $751K
25 WealthPlan Investment Management, LLC 0.01% 4,248 $206K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Neos ETF Trust (IAUI)

What does the Smart Money Trend signal show for IAUI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IAUI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IAUI?

More buyers than sellers — 83% buying: Last quarter: 39 funds were net buyers (23 opened a brand new position + 16 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAUI holders?

Strong quality — 28% AUM from major funds: 7 of 42 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IAUI?

Mostly new holders — 95% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →