Signals

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☆IAU

81 in-universe funds with a nonzero position in IAU within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10973
Score / z-0.129 / -0.90
Consensus30.31 over 58 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0
FiledFormItems
2026-03-31 8-K 5.02
2024-04-26 8-K 5.02
2022-06-06 8-K 5.02
2022-03-08 8-K 5.02
2022-01-31 8-K 1.01, 3.03, 9.01
2021-07-02 8-K 5.02
2021-03-03 8-K 8.01, 9.01
2019-07-11 8-K 5.02
2019-03-29 8-K 5.02
2016-12-22 8-K 1.01, 3.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2022-12-12 S-3 ISHARES GOLD TRUST
2010-06-24 S-3 ISHARES GOLD TRUST

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,847.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,402.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 318.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 157.7 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 77.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 64.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 56.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 39.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 33.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 30.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 19.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 15.5 7.2% 2 +1.0 pp +7.2 pp +7.2 pp +7.2 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 14.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 9.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.0 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 7.7 4.0% 2 +0.7 pp +4.0 pp +4.0 pp +4.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 7.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 3.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 3.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFM, LLC CIK 0002064225 0.428 69 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IAU). Qtrs Held counts distinct quarters this fund has actually held IAU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAU position size. Δ columns are the percentage-point change in IAU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status