IAUX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -14.2% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 35.77K | $57,095 | n/a | n/a |
| Q2 2026 | 69 | 0 | 111.96M | $161.37M | +7 | −8 |
| Q1 2026 | 71 | +11 | 110.77M | $167.94M | +15 | −4 |
| Q4 2025 | 60 | +1 | 90.02M | $131.43M | +2 | −1 |
| Q3 2025 | 13 | +2 | 39.20M | $37.45M | +3 | −1 |
| Q2 2025 | 8 | 0 | 16.75M | $10.03M | +3 | −3 |
| Q1 2025 | 6 | -2 | 12.90M | $7.51M | n/a | −2 |
| Q4 2024 | 8 | +2 | 15.04M | $7.29M | +3 | −1 |
| Q3 2024 | 5 | 0 | 5.03M | $5.84M | +2 | −2 |
| Q2 2024 | 5 | n/a | 5.61M | $6.05M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 4.56M | +1.5% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 4.05M | -31.5% | $2.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 3.86M | -0.6% | $2.25M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | AQR Capital Management ✦ | 195.71K | +1345.4% | $113,862 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | T. Rowe Price ✦ | 142.05K | +22.0% | $83,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 87.85K | -20.1% | $51,112 | 0.0% | ▼ Trim | 2 | 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
| Millennium Management | $235,379 | was 0.0% |
| Two Sigma Investments | $6,927 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 191 holders, 365.51M shares, $520.30M 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.
Open-market purchases (P)
Officer · EVP, General Counsel · 4.58K sh @ 1.59 · $7,274
Officer, Director · President and CEO · 1.00M sh @ 1.62 · $1.62M
Open-market sales (S)
Director · 19.23K sh · $33,435
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology