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/IAUM/capital-change-brief"
Use Arkolith's capital_change_brief for IAUM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sumitomo Mitsui Trust Group, Inc. | $1.3B | 26.8M | ▲+22% Added · +4.9M sh | Q1 2026 | |
| 2 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $158.7M | 4.0M | ▲+38% Added · +1.1M sh | Q2 2026 | |
| 3 | Alaska Permanent Fund Corp | $170.5M | 3.7M | ▲+25% Added · +751K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $159.9M | 3.4M | ▲+17% Added · +500K sh | Q1 2026 | |
| 5 | Vident Advisory, LLC | $78.6M | 1.7M | ▼−1.6% Reduced · −28K sh | Q1 2026 | |
| 6 | Blue Trust, Inc. | $75.0M | 1.6M | ▼−8.2% Reduced · −144K sh | Q1 2026 | |
| 7 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $68.9M | 1.5M | ▼−56% Reduced · −1.9M sh | Q1 2026 | |
| 8 | Asset Management One Co., Ltd. | $66.7M | 1.4M | ▲+20% Added · +238K sh | Q1 2026 | |
| 9 | AlTi Global, Inc. | $63.5M | 1.3M | ▼−1.5% Reduced · −21K sh | Q1 2026 | |
| 10 | BOK Financial Private Wealth, Inc. | $52.8M | 1.1M | ▲+60% Added · +422K sh | Q1 2026 | |
| 11 | Quadrature Capital Ltd | $46.3M | 992K | ▲New +992K sh | Q1 2026 | |
| 12 | AlphaCore Capital LLC | $43.9M | 940K | ▲+25% Added · +188K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $39.4M | 843K | ▲New +843K sh | Q1 2026 | |
| 14 | FIFTH THIRD BANCORP | $39.0M | 834K | ▲+4.7% Added · +37K sh | Q1 2026 | |
| 15 | Mirae Asset Global Investments Co., Ltd. | $34.6M | 740K | ▲+137% Added · +428K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $34.3M | 735K | ▲+4.7% Added · +33K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $30.7M | 657K | ▲+110% Added · +344K sh | Q1 2026 | |
| 18 | Ancora Advisors LLC | $30.1M | 644K | ▲+4.6% Added · +28K sh | Q1 2026 | |
| 19 | Heck Capital Advisors, LLC | $23.4M | 585K | ▼−76% Reduced · −1.9M sh | Q2 2026 | |
| 20 | Sanctuary Advisors, LLC | $19.6M | 420K | ▼−48% Reduced · −394K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $18.6M | 414K | ▼−48% Reduced · −387K sh | Q1 2026 | |
| 22 | Versant Capital Management, Inc | $13.8M | 345K | ▲+7.9% Added · +25K sh | Q2 2026 | |
| 23 | Reliant Wealth Planning | $15.7M | 337K | ▲54× Added · +331K sh | Q1 2026 | |
| 24 | MAI Capital Management | $14.7M | 315K | ▲+6.1% Added · +18K sh | Q1 2026 | |
| 25 | HOWLAND CAPITAL MANAGEMENT LLC | $10.7M | 268K | ▼−2.5% Reduced · −7K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| TESLA INCTSLA | 77 funds | $4.8B |
| APPLE INCAAPL | 76 funds | $23.4B |
| MICROSOFT CORPMSFT | 76 funds | $18.7B |
| BROADCOM INCAVGO | 76 funds | $9.6B |
| JPMORGAN CHASE & COJPM | 76 funds | $8.3B |
| ALPHABET INC-CL CGOOG | 76 funds | $7.4B |
| VISA INC-CLASS A SHARESV | 76 funds | $5.0B |
| ELI LILLY & COLLY | 76 funds | $4.9B |
| SPDR GOLD SHARESGLD | 76 funds | $3.6B |
| MASTERCARD INC - AMA | 76 funds | $3.1B |
| CATERPILLAR INCCAT | 76 funds | $2.8B |
| NETFLIX INCNFLX | 76 funds | $2.8B |
Ranked by how many of IAUM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IAUM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.