Iamgold Corp (IAG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Iamgold Corp (IAG) following the 2026 Q1 hedge fund 13F filings?

As of today, IAG has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), IAG gained -11.5% vs +14.1% 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.

Iamgold Corp (IAG)

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

Smart Money Signals — IAG

Based on 299 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IAG 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

299 hedge funds hold IAG 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 — +31% more funds vs a year ago

fund count last 6Q

+71 new funds entered over the past year (+31% 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 — 58% buying

178 buying128 selling

Last quarter: 178 funds bought or added vs 128 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.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new IAG position: 55 → 53 → 53 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 27% medium ■ 26% new

139 out of 299 hedge funds have held IAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (-1% value, -54% shares)

Value

-1%

-53%

Last quarter: total value of institutional IAG holdings rose -1% even though funds reduced share count by 54%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~64 new funds/quarter

58 → 55 → 53 → 53 → 64 new funds/Q

New funds entering each quarter: 55 → 53 → 53 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 11% 1-2yr ■ 32% new

Of 317 current holders: 179 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

47 of 299 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	298	265	12.45%
13F Shares	374M	812M	-53.92%
Total Value	$6.24B	$6.32B	-1.29%
New Positions	64	53	+11
Increased Positions	108	77	+31
Closed Positions	31	53	-22
Reduced Positions	94	98	-4
Total Calls	13	13	-
Total Puts	8	10	-20.0%
PUT/CALL Ratio	0.62	0.77	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

298

265

12.45%

13F Shares

374M

812M

-53.92%

Total Value

$6.24B

$6.32B

-1.29%

New Positions

+11

Increased Positions

108

+31

Closed Positions

-22

Reduced Positions

-4

Total Calls

Total Puts

-20.0%

PUT/CALL Ratio

0.62

0.77

Bullish

Institutional Holders (2026 Q1)

298 + investors

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

QUARTER:

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

Top 25 IAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mudita Advisors LLP	9.12%	2,375,300	$44.7M
2	Winmill & CO. Inc	6.46%	1,190,000	$22.4M
3	Extract Advisors LLC	5.62%	856,612	$16.1M
4	Donald Smith & CO., INC.	4.90%	14,479,039	$272.5M
5	Sprott INC.	3.60%	6,572,889	$123.7M
6	P Schoenfeld Asset Management LP	3.49%	341,737	$6.4M
7	Orion Resource Partners LP	3.35%	389,851	$7.3M
8	Appian Way Asset Management LP	3.28%	1,414,929	$18.3M
9	Semanteon Capital Management, LP	2.85%	11,299	$213K
10	Hartree Partners, LP	2.30%	571,480	$10.8M
11	PCJ Investment Counsel Ltd.	2.15%	403,320	$7.6M
12	U S Global Investors Inc	2.13%	971,581	$18.3M
13	Bastion Asset Management Inc.	1.93%	351,333	$6.3M
14	Extract Advisors LLC	1.64%	250,000	$4.7M
15	Vann Equity Management LLC	1.45%	108,245	$2.0M
16	Waratah Capital Advisors Ltd.	1.39%	1,939,936	$36.5M
17	Williamson Legacy Group, LLC	1.37%	97,402	$1.8M
18	Leuthold Group, LLC	1.16%	580,474	$10.9M
19	Louisbourg Investments INC.	1.13%	318,300	$6.0M
20	L1 Capital Pty Ltd	1.12%	1,509,742	$28.4M
21	Merewether Investment Management, LP	1.08%	2,953,542	$55.6M
22	683 Capital Management, LLC	1.03%	1,050,000	$19.8M
23	Hillsdale Investment Management Inc.	1.02%	1,993,050	$37.5M
24	Themes Management Co LLC	0.87%	75,119	$1.4M
25	GeoSphere Capital Management, LLC	0.76%	92,257	$1.7M

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 — Iamgold Corp (IAG)

What does the Smart Money Trend signal show for IAG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IAG 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 IAG?

Slight buying edge — 58% buying: Last quarter: 178 funds bought or added vs 128 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 IAG holders?

Elite ownership — 50% AUM from top-100 funds: 47 of 299 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IAG. 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 IAG?

46% of holders stayed for 2+ years: 139 out of 299 hedge funds have held IAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Iamgold Corp (IAG) following the 2026 Q1 hedge fund 13F filings?

As of today, IAG has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -2.2%. Since the quarter end (March 31, 2026), IAG has gained -11.5% vs +14.1% 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.

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Iamgold Corp (IAG)

Smart Money Signals — IAG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+11 vs last Q)

46% of holders stayed for 2+ years

Price up while funds trimmed (-1% value, -54% shares)

Steady discovery — ~64 new funds/quarter

Deep conviction — 56% of holders stayed 2+ years

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — IAG

Hedge Fund Ownership: IAG

Market Analysis: IAG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IAG

Is It Too Late to Buy Iamgold Corp (IAG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IAG

Statistics: IAG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Iamgold Corp (IAG)

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