Ishares Gold Trust Micro (IAUM) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Gold Trust Micro (IAUM) following the 2026 Q2 hedge fund 13F filings?

As of today, IAUM has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), IAUM gained +8.2% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Gold Trust Micro (IAUM)

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

Smart Money Signals — IAUM

Based on 261 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IAUM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

261 hedge funds hold IAUM right now — the highest count in 3.0 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.

🚀

Fast accumulation — +69% more funds vs a year ago

fund count last 6Q

+107 new funds entered over the past year (+69% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 57% buying

150 buying114 selling

Last quarter: 150 funds bought or added vs 114 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 55 → 65 → 52 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 38% entered in last year

■ 16% conviction (2yr+) ■ 46% medium ■ 38% new

Only 42 funds (16%) 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.

📊

Peak discovery — momentum slowing

45 → 55 → 65 → 52 → 38 new funds/Q

New funds entering each quarter: 55 → 65 → 52 → 38. IAUM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 61% of holders entered in last year

■ 16% veterans ■ 24% 1-2yr ■ 61% new

Of 261 current holders: 158 (61%) entered in the past year, only 41 (16%) 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.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

17 of 261 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IAUM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	259	273	-5.13%
13F Shares	67M	67M	-1.07%
Total Value	$2.66B	$3.13B	-15.07%
New Positions	36	52	-16
Increased Positions	112	104	+8
Closed Positions	50	20	+30
Reduced Positions	64	71	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

259

273

-5.13%

13F Shares

67M

-1.07%

Total Value

$2.66B

$3.13B

-15.07%

New Positions

-16

Increased Positions

112

104

Closed Positions

+30

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

259 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IAUM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	School Employees Retirement Board of Ohio	57.17%	3,965,691	$158.7M
2	Alaska Permanent Fund Corp	10.03%	3,585,000	$144.7M
3	Sfm, LLC	4.51%	220,012	$8.8M
4	United Community Bank	4.30%	347,362	$13.9M
5	Reliant Wealth Planning	3.90%	354,094	$14.2M
6	Fielder Capital Group LLC	3.42%	395,257	$15.8M
7	Tableaux LLC	3.09%	183,367	$7.3M
8	Bauman Advisory Group, LLC	2.95%	139,413	$5.6M
9	Spectrum Strategic Capital Management, LLC	2.48%	125,114	$5.0M
10	M Wealth Management, LLC	2.42%	77,013	$3.1M
11	Raub Brock Capital Management LP	2.16%	195,990	$7.8M
12	Sankala Group LLC	1.54%	53,284	$2.3M
13	BOK Financial Private Wealth, Inc.	1.53%	747,968	$29.9M
14	Castle Wealth Management LLC	1.52%	128,624	$5.1M
15	Heck Capital Advisors, LLC	1.40%	584,557	$23.4M
16	Versant Capital Management, Inc	1.24%	345,409	$13.8M
17	Cedar Point Capital Partners, LLC	1.24%	53,747	$2.2M
18	AlTi Global, Inc.	1.17%	1,419,049	$56.8M
19	Turning Point Benefit Group, Inc.	1.16%	66,827	$2.7M
20	Permanens Capital L.P.	1.09%	265,651	$10.6M
21	Stuart Investment Advisors, INC.	1.07%	66,599	$2.7M
22	Cushing Capital Partners, LLC	0.91%	32,923	$1.3M
23	China Universal Asset Management Co., Ltd.	0.84%	353,000	$14.1M
24	Avestar Capital, LLC	0.82%	365,566	$14.6M
25	AlphaCore Capital LLC	0.79%	1,071,629	$42.9M

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 — Ishares Gold Trust Micro (IAUM)

What does the Smart Money Trend signal show for IAUM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IAUM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IAUM?

Slight buying edge — 57% buying: Last quarter: 150 funds bought or added vs 114 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IAUM holders?

Elite ownership — 55% AUM from top-100 funds: 17 of 261 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in IAUM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IAUM?

Mostly new holders — 38% entered in last year: Only 42 funds (16%) 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.

Is it too late to buy Ishares Gold Trust Micro (IAUM) following the 2026 Q2 hedge fund 13F filings?

As of today, IAUM has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), IAUM has gained +8.2% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Gold Trust Micro (IAUM)

Smart Money Signals — IAUM

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Fast accumulation — +69% more funds vs a year ago

Slight buying edge — 57% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 38% entered in last year

Peak discovery — momentum slowing

Early stage — 61% of holders entered in last year

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — IAUM

Hedge Fund Ownership: IAUM

Market Analysis: IAUM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IAUM

Is It Too Late to Buy Ishares Gold Trust Micro (IAUM) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IAUM

Statistics: IAUM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Gold Trust Micro (IAUM)

Welcome to 13Foresight!