Institutional Holders (2026 Q1)
2K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IAU. Verified SEC 13F-HR filings.
| # | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|