Among active 13F managers last quarter, 10 opened and 11 added, while 2 reduced; the largest holder to move was Farther Finance Advisors, LLC (+328%).
54 tracked 13F filers disclose a position in IAUI as of the latest SEC 13F filings, a combined $43.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 243K | $11.8M | ▲+2.2% Added · +5K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 60K | $3.4M | ▲New +60K sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 58K | $3.3M | ▼−65% Reduced · −109K sh | Q1 2026 | |
| 4 | Stratos Wealth Partners, LTD. | 43K | $2.1M | ▲+816% Added · +38K sh | Q2 2026 | |
| 5 | Farther Finance Advisors, LLC | 42K | $2.4M | ▲+328% Added · +32K sh | Q1 2026 | |
| 6 | GFS Advisors, LLC | 41K | Withheld | ▲New +41K sh | Q2 2026 | |
| 7 | Madden Securities Corp | 39K | $1.9M | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 8 | PFG Advisors | 34K | $1.6M | ▲+35% Added · +9K sh | Q2 2026 | |
| 9 | Red Crane Wealth Management, LLC | 26K | $1.3M | ▲+8.9% Added · +2K sh | Q2 2026 | |
| 10 | New England Private Wealth Advisors LLC | 25K | $1.2M | ▲+46% Added · +8K sh | Q2 2026 | |
| 11 | Diversify Wealth Management, LLC | 20K | $980K | ▲New +20K sh | Q2 2026 | |
| 12 | Diversify Advisory Services, LLC | 20K | $980K | ▲New +20K sh | Q2 2026 | |
| 13 | Stifel Financial Corp | 19K | $1.1M | ▲+254% Added · +14K sh | Q1 2026 | |
| 14 | Coastal Bridge Advisors, LLC | 18K | $850K | ▲+2.8% Added · +479 sh | Q2 2026 | |
| 15 | Kingswood Wealth Advisors, LLC | 17K | $846K | ▲+74% Added · +7K sh | Q2 2026 | |
| 16 | Compound Planning, Inc. | 17K | $800K | ▲New +17K sh | Q2 2026 | |
| 17 | SBI Securities Co., Ltd. | 16K | $762K | ▲+150% Added · +9K sh | Q2 2026 | |
| 18 | HUB Investment Partners, LLC | 16K | $751K | ▼−8.2% Reduced · −1K sh | Q2 2026 | |
| 19 | Cresset Asset Management, LLC | 10K | $461K | ▼−31% Reduced · −4K sh | Q2 2026 | |
| 20 | AE Wealth Management LLC | 9K | $537K | ▲New +9K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | 9K | $422K | ▲New +9K sh | Q2 2026 | |
| 22 | Great Valley Advisor Group, Inc. | 9K | $419K | ▲New +9K sh | Q2 2026 | |
| 23 | Herbst Group, LLC | 8K | $402K | ▲New +8K sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | 8K | $392K | ▲+81% Added · +4K sh | Q2 2026 | |
| 25 | BCS Wealth Management | 8K | $383K | ▲+35% Added · +2K sh | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in IAUI and 11 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 27 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 27 funds | $895.5M |
| Broadcom IncAVGO | 27 funds | $662.0M |
| Meta Platforms Inc-Class AMETA | 27 funds | $578.6M |
| Ge Vernova IncGEV | 27 funds | $192.5M |
| Crowdstrike Holdings Inc - ACRWD | 27 funds | $180.7M |
| Nvidia CorpNVDA | 26 funds | $3.1B |
| Apple IncAAPL | 26 funds | $2.5B |
| Amazon.com IncAMZN | 26 funds | $1.2B |
| Vanguard S&P 500 ETFVOO | 26 funds | $1.0B |
| Alphabet Inc-CL CGOOG | 26 funds | $977.4M |
| Invesco QQQ Trust Series 1QQQ | 26 funds | $807.0M |
Ranked by how many of IAUI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IAUI.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 409 funds | $1.5B |
| QQQImc | 334 funds | $1.1B |
| CSHImc | 122 funds | $431.6M |
| IWMImc | 97 funds | $148.2M |
| QQQHmc | 82 funds | $67.1M |
| IAUIthis pagemc | 54 funds | $43.5M |
| BTCImc | 51 funds | $30.1M |
| IYRImc | 41 funds | $41.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IAUI
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/IAUI/capital-change-brief"
Use Arkolith's capital_change_brief for IAUI. 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 IAUI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.