Signals

IAU

1747 in-universe funds with a nonzero position in IAU within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#31
Score / z4.162 / 6.23
Consensus624.05 over 1261 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)
Fund Positions
Quarters Held

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 2,241.3 0.2% 3 +0.0 pp +0.0 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 1,807.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,600.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,493.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 985.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 958.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 937.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 665.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 655.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 496.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 481.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 427.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 423.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 414.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 409.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 405.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 386.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 329.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 313.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 266.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 255.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 251.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HRTG GPE, LLC CIK 0001537455 0.000 6 230.2 24.5% 1 +24.5 pp +24.5 pp +24.5 pp +24.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 227.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 192.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 175.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 174.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 164.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Packer & Co Ltd CIK 0001664017 0.182 10 156.5 43.2% 1 +43.2 pp +43.2 pp +43.2 pp +43.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 146.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 142.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 137.9 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 137.5 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 136.8 6.3% 2 +0.4 pp +6.3 pp +6.3 pp +6.3 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 132.3 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
Arnhold LLC CIK 0001733755 0.660 113 127.9 10.7% 2 +0.7 pp +10.7 pp +10.7 pp +10.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 127.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 124.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 123.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 122.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 120.8 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 116.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 113.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 113.5 83.5% 2 +9.5 pp +83.5 pp +83.5 pp +83.5 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 113.1 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 111.0 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 104.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 101.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 99.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
Silver Point Capital L.P. CIK 0001332784 0.853 14 97.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 95.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 89.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 88.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 87.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 87.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 86.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ALLIANZ SE CIK 0001127508 0.910 519 86.4 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 85.7 7.1% 2 +0.5 pp +7.1 pp +7.1 pp +7.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 85.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 84.0 7.8% 2 +0.7 pp +7.8 pp +7.8 pp +7.8 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 78.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 77.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 76.3 9.7% 2 +1.0 pp +9.7 pp +9.7 pp +9.7 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 75.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 73.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 67.2 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 66.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 66.4 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 64.8 9.7% 2 +1.9 pp +9.7 pp +9.7 pp +9.7 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 63.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 61.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 61.1 13.7% 3 -8.4 pp -9.8 pp +13.7 pp +13.7 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 59.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 59.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
National Philanthropic Trust CIK 0001785342 0.575 409 59.3 0.7% 4 +0.1 pp +0.0 pp +0.2 pp +0.7 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 59.1 5.3% 2 +0.9 pp +5.3 pp +5.3 pp +5.3 pp
Creative Planning CIK 0001540235 0.979 4196 57.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 54.7 5.5% 2 +1.4 pp +5.5 pp +5.5 pp +5.5 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 53.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 53.1 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 52.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 52.4 9.8% 2 +1.1 pp +9.8 pp +9.8 pp +9.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 52.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 51.9 7.4% 2 -0.0 pp +7.4 pp +7.4 pp +7.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 51.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 51.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 50.7 6.9% 2 +5.9 pp +6.9 pp +6.9 pp +6.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 50.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 50.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 49.0 6.7% 2 +0.5 pp +6.7 pp +6.7 pp +6.7 pp
Narwhal Capital Management CIK 0001461287 0.675 155 48.9 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 48.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 48.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 46.4 14.2% 2 +1.1 pp +14.2 pp +14.2 pp +14.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 45.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 45.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 45.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 44.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 44.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 42.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 42.7 6.1% 2 +0.7 pp +6.1 pp +6.1 pp +6.1 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 42.5 39.9% 2 +21.1 pp +39.9 pp +39.9 pp +39.9 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 42.3 6.0% 2 +0.6 pp +6.0 pp +6.0 pp +6.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 42.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 41.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 38.5 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 38.4 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 38.3 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 38.2 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 37.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 36.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 35.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 35.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 35.0 4.4% 3 +0.2 pp -0.1 pp +4.4 pp +4.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 34.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 33.3 7.5% 2 +0.0 pp +7.5 pp +7.5 pp +7.5 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 32.8 5.0% 2 +1.2 pp +5.0 pp +5.0 pp +5.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 32.7 6.9% 2 +0.9 pp +6.9 pp +6.9 pp +6.9 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 32.6 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 32.5 9.3% 2 +1.9 pp +9.3 pp +9.3 pp +9.3 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 32.3 9.8% 2 +0.5 pp +9.8 pp +9.8 pp +9.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 31.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 31.5 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 31.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 30.8 14.0% 2 +1.6 pp +14.0 pp +14.0 pp +14.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 30.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 30.7 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
JB Capital LLC CIK 0001879371 0.629 280 30.6 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 30.2 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
Sowa Financial Group, Inc. CIK 0001806226 0.772 29 29.6 16.6% 2 +1.0 pp +16.6 pp +16.6 pp +16.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 29.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 29.5 14.5% 2 +0.9 pp +14.5 pp +14.5 pp +14.5 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 29.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 28.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
CRCM LP CIK 0001483234 0.533 12 28.6 8.3% 2 +3.1 pp +8.3 pp +8.3 pp +8.3 pp
Independent Family Office, LLC CIK 0001756485 0.549 85 28.5 12.1% 2 +0.5 pp +12.1 pp +12.1 pp +12.1 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 28.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 28.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 27.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 27.9 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
BFSG, LLC CIK 0001706836 0.376 765 27.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 26.6 6.5% 2 +0.5 pp +6.5 pp +6.5 pp +6.5 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 2.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 2 -6.8 pp +0.1 pp +0.1 pp +0.1 pp
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FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 2.4 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 2.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
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Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.3 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
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SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TPG Advisors LLC CIK 0002033388 0.435 115 2.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FFG Partners, LLC CIK 0002045972 0.070 41 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&CO INC CIK 0001082461 0.523 222 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -8.6 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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