ISHARES GOLD TR (IAUM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES GOLD TR (IAUM)

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

Smart Money Signals — IAUM

Based on 240 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IAUM 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

240 hedge funds hold IAUM 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 — +164% more funds vs a year ago

fund count last 6Q

+149 new funds entered over the past year (+164% 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.

🟢

More buyers than sellers — 70% buying

155 buying65 selling

Last quarter: 155 funds were net buyers (65 opened a brand new position + 90 added to an existing one). Only 65 were sellers (51 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new IAUM position: 45 → 44 → 55 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 57% entered in last year

■ 14% conviction (2yr+) ■ 29% medium ■ 57% new

Only 33 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +30% but shares only +13% — price-driven

Value

+29%

+12%

Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

29 → 45 → 44 → 55 → 65 new funds/Q

New funds entering each quarter: 45 → 44 → 55 → 65. A growing number of institutions are discovering IAUM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 73% of holders entered in last year

■ 15% veterans ■ 12% 1-2yr ■ 73% new

Of 240 current holders: 175 (73%) entered in the past year, only 36 (15%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

16 of 240 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IAUM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.9

out of 10

Moderate Exit Risk

Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	221	174	27.01%
13F Shares	34M	31M	10.19%
Total Value	$1.49B	$1.20B	23.63%
New Positions	61	51	+10
Increased Positions	86	69	+17
Closed Positions	14	18	-4
Reduced Positions	46	26	+20
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

221

174

27.01%

13F Shares

34M

31M

10.19%

Total Value

$1.49B

$1.20B

23.63%

New Positions

+10

Increased Positions

+17

Closed Positions

-4

Reduced Positions

+20

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

221 + investors

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

QUARTER:

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

Top 25 institutional holders of IAUM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	54.75%	2,875,749	$134.3M
2	Myriad Asset Management US LP	19.28%	275,242	$12.9M
3	Myriad Asset Management Advisors LLC	10.70%	777,371	$36.3M
4	Heck Capital Advisors, LLC	8.44%	2,435,620	$113.7M
5	Bauman Advisory Group, LLC	6.25%	190,927	$8.9M
6	SFM, LLC	6.12%	216,857	$10.1M
7	United Community Bank	5.86%	376,344	$17.6M
8	Reliant Wealth Planning	4.76%	336,983	$15.7M
9	Fielder Capital Group LLC	4.01%	393,890	$18.4M
10	TABLEAUX LLC	3.81%	168,626	$7.9M
11	Spectrum Strategic Capital Management, LLC	3.71%	147,489	$6.9M
12	BOK Financial Private Wealth, Inc.	3.19%	1,130,650	$52.8M
13	M Wealth Management, LLC	3.01%	76,528	$3.6M
14	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	2.41%	1,476,384	$68.9M
15	Raub Brock Capital Management LP	2.40%	202,920	$9.5M
16	MorganRosel Wealth Management, LLC	2.03%	110,084	$5.1M
17	CASTLE WEALTH MANAGEMENT LLC	1.92%	126,968	$5.9M
18	Permanens Capital L.P.	1.60%	265,651	$12.4M
19	Cedar Point Capital Partners, LLC	1.54%	50,906	$2.4M
20	Versant Capital Management, Inc	1.47%	320,167	$15.0M
21	Turning Point Benefit Group, Inc.	1.46%	74,989	$2.3M
22	AlTi Global, Inc.	1.38%	1,339,049	$63.5M
23	China Universal Asset Management Co., Ltd.	1.18%	333,000	$15.6M
24	Avestar Capital, LLC	1.10%	367,753	$17.2M
25	Cushing Capital Partners, LLC	1.06%	29,416	$1.4M

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 (IAUM)

What does the Smart Money Trend signal show for IAUM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IAUM 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 IAUM?

More buyers than sellers — 70% buying: Last quarter: 155 funds were net buyers (65 opened a brand new position + 90 added to an existing one). Only 65 were sellers (51 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAUM holders?

Elite ownership — 44% AUM from top-100 funds: 16 of 240 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in IAUM. 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 IAUM?

Mostly new holders — 57% entered in last year: Only 33 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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 (IAUM)

Smart Money Signals — IAUM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +164% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 57% entered in last year

Value +30% but shares only +13% — price-driven

Growing discovery — still being found

Early stage — 73% of holders entered in last year

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — IAUM

Hedge Fund Ownership: IAUM

Market Analysis: IAUM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IAUM

Hedge Fund Positioning: IAUM

Statistics: IAUM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES GOLD TR (IAUM)

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