Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES GOLD TR (IAUM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — IAUM

Based on 221 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IAUM 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
221 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 — +166% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+166% 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.
🟢

More buyers than sellers — 71% buying

147 buying60 selling
Last quarter: 147 funds were net buyers (61 opened a brand new position + 86 added to an existing one). Only 60 were sellers (46 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new IAUM position: 41 → 43 → 51 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 58% entered in last year

■ 14% conviction (2yr+) ■ 28% medium ■ 58% new
Only 30 funds (14%) 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.
📈

Growing discovery — still being found

25 → 41 → 43 → 51 → 61 new funds/Q
New funds entering each quarter: 41 → 43 → 51 → 61. A growing number of institutions are discovering IAUM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 73% of holders entered in last year

■ 15% veterans ■ 12% 1-2yr ■ 73% new
Of 221 current holders: 161 (73%) entered in the past year, only 33 (15%) 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.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
11 of 221 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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.

Hedge Fund Ownership: IAUM

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

Market Analysis: IAUM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAUM

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 11 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: IAUM
2026 Q1 Stats Unlock in 11 days 221 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 221 174 27.01%
13F Shares 34M 31M 10.19%
Total Value $1.49B $1.20B 23.63%
New Positions 61 51 +10
Increased Positions 86 69 +17
Closed Positions 14 18 -4
Reduced Positions 46 26 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IAUM

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

221 + investors

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

Top 25 institutional holders of IAUM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 54.75% 2,875,749 $134.3M
2 Myriad Asset Management US LP 19.28% 275,242 $12.9M
3 Myriad Asset Management Advisors LLC 10.70% 777,371 $36.3M
4 Heck Capital Advisors, LLC 8.44% 2,435,620 $113.7M
5 Bauman Advisory Group, LLC 6.25% 190,927 $8.9M
6 SFM, LLC 6.12% 216,857 $10.1M
7 United Community Bank 5.86% 376,344 $17.6M
8 Raub Brock Capital Management LP 2.40% 202,920 $9.5M
9 MorganRosel Wealth Management, LLC 2.03% 110,084 $5.1M
10 CASTLE WEALTH MANAGEMENT LLC 1.92% 126,968 $5.9M
11 Cedar Point Capital Partners, LLC 1.54% 50,906 $2.4M
12 Versant Capital Management, Inc 1.47% 320,167 $15.0M
13 AlTi Global, Inc. 1.38% 1,339,049 $63.5M
14 China Universal Asset Management Co., Ltd. 1.18% 333,000 $15.6M
15 Cushing Capital Partners, LLC 1.06% 29,416 $1.4M
16 Blue Trust, Inc. 0.86% 1,606,389 $75.0M
17 Sumitomo Mitsui Trust Group, Inc. 0.81% 26,834,927 $1.25B
18 Sound Portfolio Advisors, LLC 0.80% 21,050 $983K
19 Westfuller Advisors, LLC 0.71% 35,165 $1.6M
20 STUART INVESTMENT ADVISORS, INC. 0.67% 32,934 $1.5M
21 Red Tortoise LLC 0.60% 31,072 $1.5M
22 SIGMA INVESTMENT COUNSELORS INC 0.60% 244,500 $11.4M
23 Townsend Financial Planning, LLC 0.57% 12,640 $590K
24 HOWLAND CAPITAL MANAGEMENT LLC 0.51% 275,045 $12.8M
25 SIGNET FINANCIAL MANAGEMENT, LLC 0.50% 95,672 $4.5M
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 TR (IAUM)

What does the Smart Money Trend signal show for IAUM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IAUM 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 IAUM?

More buyers than sellers — 71% buying: Last quarter: 147 funds were net buyers (61 opened a brand new position + 86 added to an existing one). Only 60 were sellers (46 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAUM holders?

Smaller funds dominant — 13% AUM from top-100: 11 of 221 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IAUM?

Mostly new holders — 58% entered in last year: Only 30 funds (14%) 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.