IAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -4.8% ·
net new positions -12.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 150.65K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 121.75K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Focus Partners Wealth | 24.38K | — | $693,940 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 21.11K | — | $600,932 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 10.94K | — | $311,322 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 8.74K | — | $249,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 7.46K | — | $212,169 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 2.71K | — | $76,984 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $489,187 | 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.