Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES GOLD TR (IAU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +183
Streak
9Q ▲
Buyers last Q
56%

Smart Money Signals — IAU

Based on 1754 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added IAU 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
1,754 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 — +36% more funds vs a year ago

fund count last 6Q
+464 new funds entered over the past year (+36% 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 — 56% buying

900 buying709 selling
Last quarter: 900 funds bought or added vs 709 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 (+104 vs last Q)

new funds entering per quarter
Funds opening a new IAU position: 216 → 137 → 178 → 282. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
959 out of 1,754 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.
💎

Buying through price weakness — shares -1%, value -50%

Value
-50%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -50%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

203 → 216 → 137 → 178 → 282 new funds/Q
New funds entering each quarter: 216 → 137 → 178 → 282. A growing number of institutions are discovering IAU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 11% 1-2yr ■ 30% new
Of 1,773 current holders: 1,036 (58%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
30 of 1754 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.9
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.

Hedge Fund Ownership: IAU

How many hedge funds hold IAU — quarterly history vs. share price
Quarterly hedge fund ownership of IAU vs. share price

Market Analysis: IAU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IAU

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

107 top-rated funds 107 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
7.7
/ 10
conviction
Hedge Fund Positioning: IAU
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1773 1589 11.58%
13F Shares 424M 427M -0.64%
Total Value $34.36B $68.98B -50.18%
New Positions 282 178 +104
Increased Positions 644 729 -85
Closed Positions 101 80 +21
Reduced Positions 621 408 +213
Total Calls 10 8 25.0%
Total Puts 9 11 -18.18%
PUT/CALL Ratio 0.9 1.38 Neutral

Statistics: IAU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of IAU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STUART INVESTMENT ADVISORS, INC. 20.37% 528,842 $46.6M
2 LIFE LINE WEALTH MANAGEMENT LLC 17.03% 432,527 $38.1M
3 Mader & Shannon Wealth Management, Inc. 13.58% 332,931 $29.4M
4 Sowa Financial Group, Inc. 12.97% 296,941 $26.2M
5 STEPHEN J. GARRY & ASSOCIATES, LLC 11.35% 160,108 $14.1M
6 Connective Portfolio Management, LLC 11.23% 47,029 $4.1M
7 Argos Wealth Advisors, LLC 10.91% 430,216 $37.9M
8 Legend Financial Advisors, Inc. 9.98% 175,659 $15.5M
9 Harbour Wealth Management Group, Inc. 9.94% 149,800 $13.2M
10 Topor & Co. Korea 9.91% 132,898 $11.7M
11 LifePlan Financial, LLC 8.83% 135,456 $11.9M
12 Upper Left Wealth Management, LLC 8.28% 159,080 $14.0M
13 Wealth Care LLC 8.23% 105,150 $9.3M
14 VCI Wealth Management LLC 7.77% 318,108 $28.0M
15 FORBES J M & CO LLP 6.85% 918,801 $81.0M
16 Strategic Point Investment Advisors, LLC 6.85% 534,548 $47.1M
17 Tanglewood Wealth Management, Inc. 6.70% 917,288 $80.9M
18 Ariston Services Group 6.61% — $11.1M
19 CPR Investments Inc. 6.43% 109,312 $9.6M
20 Davies Financial Advisors, Inc. 6.30% 7,797 $687K
21 Wealth Quarterback LLC 6.30% 181,382 $16.0M
22 ANDERSON HOAGLAND & CO 6.12% 807,580 $71.2M
23 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5.84% 483,758 $42.6M
24 CAPE ANN SAVINGS BANK 5.84% 131,805 $11.6M
25 Sage Investment Advisers LLC 5.36% 80,705 $7.2M
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?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added IAU 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 IAU?

Slight buying edge — 56% buying: Last quarter: 900 funds bought or added vs 709 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 — 44% AUM from top-100 funds: 30 of 1754 holders are among the 100 largest funds by AUM, controlling 44% 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: 959 out of 1,754 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.