IAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -12.7% ·
net new positions +8.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 117.33K | -3.3% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 26.08K | +18.7% | $786,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 24.38K | 0.0% | $735,657 | 0.0% | Held | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 17.21K | -1.1% | $517,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 12.99K | -0.9% | $391,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 10.94K | +9.4% | $330,036 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 10.90K | -30.6% | $328,863 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 10.71K | New | $323,191 | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 9.93K | -81.1% | $299,446 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 8.74K | 0.0% | $264,000 | 0.0% | Held | 3 | SEC ↗ |
| 11 | UBS Group AG | 442 | -61.3% | $13,336 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 278 | New | $8,388 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $323,191 | 0.0% |
| Northwestern Mutual Wealth… | $8,388 | 0.0% |
Exited
| HighTower Advisors, LLC | $4.39M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 1.83M shares, $52.41M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.