32 tracked 13F filers disclose a position in IAUG as of the latest SEC 13F filings, a combined $47.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allworth Financial LP | $22.8M | 797K | ▲+12% Added · +84K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $4.4M | 153K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 121K | ▼−0.4% Reduced · −444 sh | Q1 2026 | |
| 4 | Cornerstone Wealth, LLC/TN | $2.6M | 89K | ▲New +89K sh | Q1 2026 | |
| 5 | Americana Partners, LLC | $2.5M | 88K | ▼−30% Reduced · −38K sh | Q1 2026 | |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 53K | —Held | Q2 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 52K | ▲New +52K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $978K | 34K | ▲+32% Added · +8K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $784K | 27K | ▲New +27K sh | Q1 2026 | |
| 10 | Focus Partners Wealth | $699K | 24K | —Held | Q1 2026 | |
| 11 | Creative Planning | $630K | 22K | ▲New +22K sh | Q1 2026 | |
| 12 | Sigma Planning Corp | $568K | 20K | ▼−1.3% Reduced · −251 sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $529K | 18K | ▼−59% Reduced · −27K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $491K | 17K | ▲New +17K sh | Q1 2026 | |
| 15 | Berger Financial Group, Inc | $491K | 17K | —Held | Q1 2026 | |
| 16 | Cetera Investment Advisers | $450K | 16K | ▼−26% Reduced · −5K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $375K | 13K | ▲New +13K sh | Q1 2026 | |
| 18 | FIDUCIARY FINANCIAL GROUP, LLC | $392K | 13K | —Held | Q2 2026 | |
| 19 | Opus Financial Solutions LLC | $372K | 12K | ▼−42% Reduced · −9K sh | Q2 2026 | |
| 20 | Diligent Investors, LLC | $314K | 10K | —Held | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $286K | 10K | ▼−8.6% Reduced · −941 sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $250K | 9K | —Held | Q1 2026 | |
| 23 | AE Wealth Management LLC | $234K | 8K | —Held | Q1 2026 | |
| 24 | PFG Advisors | $234K | 8K | —Held | Q2 2026 | |
| 25 | DHJJ Financial Advisors, Ltd. | $188K | 6K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in IAUG, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $2.0B |
| NVIDIA CORPNVDA | 8 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $1.2B |
| MICROSOFT CORPMSFT | 8 funds | $1.1B |
| AMAZON.COM INCAMZN | 8 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $911.1M |
| ALPHABET INC-CL AGOOGL | 8 funds | $806.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $762.3M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $738.8M |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $605.0M |
| BROADCOM INCAVGO | 8 funds | $584.7M |
| JPMORGAN CHASE & COJPM | 8 funds | $571.6M |
Ranked by how many of IAUG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IAUG/capital-change-brief"
Use Arkolith's capital_change_brief for IAUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IAUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.