Signals

IAUX

233 in-universe funds with a nonzero position in IAUX within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-10 8-K Item(s) 2.02, 9.01
2026-07-30 8-K Item(s) 7.01, 9.01
2026-07-01 8-K Item(s) 7.01, 9.01
2026-06-26 8-K Item(s) 8.01, 9.01
2026-06-26 Ownership Dilution filing by i-80 Gold Corp. (424B5)
2026-06-24 8-K Item(s) 5.07, 7.01, 9.01
2026-05-15 8-K Item(s) 9.01
2026-05-12 8-K Item(s) 2.02
2026-04-14 8-K Item(s) 7.01, 9.01
2026-03-27 8-K Item(s) 1.01, 2.03, 7.01, 8.01, 9.01
2026-03-24 8-K Item(s) 1.01, 2.03, 3.02, 8.01, 9.01
2025-05-14 Ownership Dilution filing by i-80 Gold Corp. (424B5)
2025-05-14 Ownership Dilution filing by i-80 Gold Corp. (424B5)
2025-05-01 Ownership Dilution filing by i-80 Gold Corp. (S-3/A)
2025-04-14 Ownership Dilution filing by i-80 Gold Corp. (S-3)
2023-08-16 Ownership Dilution filing by i-80 Gold Corp. (D)
2023-03-09 Ownership Dilution filing by i-80 Gold Corp. (D)
2021-10-28 Ownership Dilution filing by i-80 Gold Corp. (D)
2021-04-21 Ownership Dilution filing by i-80 Gold Corp. (D)

Flow ranking

Rank#1050
Score / z0.084 / 0.06
Consensus82.32 over 139 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.003
F-score
M-score
Net issuance-56.8%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-10 8-K 2.02, 9.01
2026-07-30 8-K 7.01, 9.01
2026-07-01 8-K 7.01, 9.01
2026-06-26 8-K 8.01, 9.01
2026-06-24 8-K 5.07, 7.01, 9.01
2026-05-15 8-K 9.01
2026-05-12 8-K 2.02
2026-04-14 8-K 7.01, 9.01
2026-03-27 8-K 1.01, 2.03, 7.01, 8.01, 9.01
2026-03-24 8-K 1.01, 2.03, 3.02, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-06-26 424B5 i-80 Gold Corp.
2025-05-14 424B5 i-80 Gold Corp.
2025-05-14 424B5 i-80 Gold Corp.
2025-05-01 S-3/A i-80 Gold Corp.
2025-04-14 S-3 i-80 Gold Corp.
2023-08-16 D i-80 Gold Corp.
2023-03-09 D i-80 Gold Corp.
2021-10-28 D i-80 Gold Corp.
2021-04-21 D i-80 Gold Corp.

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
Condire Management, LP CIK 0001847739 0.000 1 124.8 12.1% 4 -0.2 pp +2.9 pp +5.2 pp +12.1 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 54.4 1.7% 4 -0.2 pp +0.1 pp +0.4 pp +1.7 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 33.7 10.2% 4 +0.9 pp +2.4 pp +3.7 pp +10.2 pp
Pale Fire Capital SE CIK 0001922318 0.723 71 31.7 2.8% 4 -1.1 pp +0.4 pp +1.5 pp +2.8 pp
Orion Resource Partners LP CIK 0002032200 0.217 24 19.0 8.7% 4 -3.9 pp +2.7 pp +6.3 pp +8.7 pp
Trek Financial, LLC CIK 0001768195 0.100 501 17.8 0.9% 4 +0.2 pp +0.3 pp +0.5 pp +0.9 pp
Amundi CIK 0001330387 0.000 1 14.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eschler Asset Management LLP CIK 0001910874 0.000 33 13.7 13.6% 3 +6.2 pp +8.3 pp +13.6 pp +13.6 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 12.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flat Footed LLC CIK 0001799456 0.299 21 8.4 2.8% 2 +1.1 pp +2.8 pp +2.8 pp +2.8 pp
Groupe la Francaise CIK 0002056088 0.682 451 8.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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 5.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 4.8 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
MOON CAPITAL MANAGEMENT LP CIK 0001387303 0.815 14 4.5 2.7% 4 -1.1 pp +0.6 pp +1.3 pp +2.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE CIK 0001047859 0.094 14 3.8 5.2% 1 +5.2 pp +2.6 pp +5.2 pp +5.2 pp
McAlvany Wealth Management LLC CIK 0002123857 0.296 48 3.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417 0.655 69 2.3 0.2% 4 -0.2 pp -0.1 pp -0.0 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AEGIS FINANCIAL CORP CIK 0001140753 0.511 39 1.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAFFLES ASSOCIATES LP CIK 0001169581 0.214 47 0.3 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLOBAL STRATEGIC MANAGEMENT INC CIK 0001413303 0.373 26 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 0.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TritonPoint Partners, LLC CIK 0002111167 0.019 351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.0 0.0% 4 -0.0 pp -0.6 pp -0.9 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 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
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amitell Capital Pte Ltd CIK 0001807559 0.090 26 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
HGC Investment Management Inc. CIK 0001711200 0.041 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 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
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewGen Asset Management Ltd CIK 0001845012 0.081 29 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Equinox Partners Investment Management LLC CIK 0000938552 0.622 12 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Truffle Hound Capital, LLC CIK 0001595862 0.080 46 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Georgetown University CIK 0001730469 0.865 11 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Monaco Asset Management SAM CIK 0001803593 0.097 36 0.0 0.0% 0 -2.6 pp -3.0 pp -2.5 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 +0.0 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 IAUX). Qtrs Held counts distinct quarters this fund has actually held IAUX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAUX position size. Δ columns are the percentage-point change in IAUX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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