Ishares Gold Tr (IAU) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Gold Tr (IAU) following the 2026 Q2 hedge fund 13F filings?

As of today, IAU has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), IAU gained +6.0% vs +3.1% 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.

Ishares Gold Tr (IAU)

2K + Investors. Track Smart Money conviction in IAU. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IAU

Based on 1914 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their IAU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

1,914 hedge funds hold IAU 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 — +22% more funds vs a year ago

fund count last 6Q

+348 new funds entered over the past year (+22% 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 — 51% buying

862 buying826 selling

Last quarter: 862 funds bought or added vs 826 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.

⚠️

Fewer new buyers each quarter (-61 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 201 → 312 → 208 → 147. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new

1,052 out of 1,914 hedge funds have held IAU 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.

📊

Peak discovery — momentum slowing

144 → 201 → 312 → 208 → 147 new funds/Q

New funds entering each quarter: 201 → 312 → 208 → 147. IAU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 59% veterans vs 24% newcomers

■ 59% veterans ■ 17% 1-2yr ■ 24% new

Entry-cohort mix of 1,935 holders: 1,142 (59%) are 2+ year veterans, 327 entered 1–2 years ago, and 466 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

40 of 1911 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IAU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	1899	1960	-3.11%
13F Shares	392M	391M	0.27%
Total Value	$28.72B	$33.01B	-12.98%
New Positions	140	208	-68
Increased Positions	702	551	+151
Closed Positions	198	138	+60
Reduced Positions	624	851	-227
Total Calls	11	12	-8.33%
Total Puts	10	10	-
PUT/CALL Ratio	0.91	0.83	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1899

1960

-3.11%

13F Shares

392M

391M

0.27%

Total Value

$28.72B

$33.01B

-12.98%

New Positions

140

208

-68

Increased Positions

702

551

+151

Closed Positions

198

138

+60

Reduced Positions

624

851

-227

Total Calls

-8.33%

Total Puts

PUT/CALL Ratio

0.91

0.83

Neutral

Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:

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

Top 25 IAU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VCU Investment Management Co	94.96%	969,928	$73.2M
2	Moon Capital Management LP	79.53%	1,559,604	$117.8M
3	Crcm LP	68.20%	1,302,321	$98.3M
4	Emory University	55.88%	1,184,586	$89.4M
5	Pennsylvania State University	47.82%	1,574,099	$118.9M
6	Eurizon Asset Management Hungary Ltd.	42.86%	533,074	$40.3M
7	Diameter Capital Partners LP	20.48%	3,363,600	$254.0M
8	Hrtg Gpe, LLC	17.05%	5,603,339	$423.1M
9	Private Harbour Investment Management & Counsel, LLC	16.13%	180,105	$13.6M
10	Stuart Investment Advisors, INC.	15.60%	513,674	$38.8M
11	DWM Financial Group, Inc.	13.01%	179,766	$14.6M
12	Daiichi Life International Holdings LLC	12.09%	5,050	$381K
13	VPR Management LLC	11.99%	395,430	$29.9M
14	Mader & Shannon Wealth Management, Inc.	11.79%	334,134	$25.2M
15	Independent Family Office, LLC	11.40%	375,916	$28.4M
16	Sowa Financial Group, Inc.	10.04%	285,204	$21.5M
17	Arnhold LLC	9.28%	1,757,254	$132.7M
18	Twin Focus Capital Partners, LLC	9.18%	1,195,340	$90.3M
19	Stephen J. Garry & Associates, LLC	8.84%	160,529	$12.1M
20	Argos Wealth Advisors, LLC	8.82%	440,971	$33.3M
21	Broussard Financial Group LLC	8.66%	143,120	$10.8M
22	Topor & Co. Korea	7.86%	131,980	$10.0M
23	Harbour Wealth Management Group, Inc.	7.62%	149,297	$11.3M
24	Legend Financial Advisors, Inc.	7.59%	176,990	$13.4M
25	GenWealth Group, Inc.	7.49%	636,522	$48.1M

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 (IAU)

What does the Smart Money Trend signal show for IAU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IAU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IAU?

Slight buying edge — 51% buying: Last quarter: 862 funds bought or added vs 826 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 IAU holders?

Elite ownership — 49% AUM from top-100 funds: 40 of 1911 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IAU. 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 IAU?

55% of holders stayed for 2+ years: 1,052 out of 1,914 hedge funds have held IAU 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 Ishares Gold Tr (IAU) following the 2026 Q2 hedge fund 13F filings?

As of today, IAU has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), IAU has gained +6.0% vs +3.1% 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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Ishares Gold Tr (IAU)

Smart Money Signals — IAU

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Fast accumulation — +22% more funds vs a year ago

Slight buying edge — 51% buying

Fewer new buyers each quarter (-61 vs last Q)

55% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 59% veterans vs 24% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — IAU

Hedge Fund Ownership: IAU

Market Analysis: IAU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IAU

Is It Too Late to Buy Ishares Gold Tr (IAU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IAU

Statistics: IAU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Gold Tr (IAU)

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