your badges 52W Range $40–$47 14% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

IAUM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $40.60
52W Range $40–$47

IAUM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 5
Metric Trend 20252024202320222021
Operating Expenses $2M$861.5K$686.6K$773.4K$233.1K
Operating Income $-2M$-861.5K$-686.6K$-773.4K$-233.1K
Net Income $1.60B$285M$138M$2M$14M
EPS (Basic) $16.95$5.53$2.72$0.04$0.40
EBITDA $-2M$-861.5K$-686.6K$-773.4K·
Balance Sheet 1
Metric Trend 20252024202320222021
Cash & Equivalents ···$0$0
Cash Flow 2
Metric Trend 20252024202320222021
Operating Cash Flow $0$0$0$0$0
Net Change in Cash $0$0$0$0$0
Growth Rates 2
Metric Trend 20252024202320222021
Net Income YoY 461.8%106.8%5580.7%-82.3%·
Net Income CAGR 3Y 770.6%175.1%···
Valuation (TTM) 1
Metric Trend 20252024202320222021
Net Income TTM $1.60B$285M$138M$2M$14M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $1.60B $285M $138M $2M $14M

Institutional owners (13F) 285 filers · $2.8B total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 285
Value held $2.8B
New positions 28
Exited positions 45
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
28 (-35 vs prior Q) 45 (+30 vs prior Q) 114 (+15 vs prior Q) 59 (-8 vs prior Q) -794K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Sumitomo Mitsui Trust Group, Inc. $1,129,679,429 28,234,927 41.01% Shares
Alaska Permanent Fund Corp $175,508,966 4,237,300 6.37% Shares
Asset Management One Co., Ltd. $164,704,518 3,976,449 5.98% Shares
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO $164,258,921 3,965,691 5.96% Shares
BANK OF AMERICA CORP /DE/ $136,323,232 3,407,229 4.95% Shares
BlackRock, Inc. $97,563,865 2,438,487 3.54% Shares
AlTi Global, Inc. $56,776,150 1,419,049 2.06% Shares
AlphaCore Capital LLC $42,875,876 1,071,629 1.56% Shares
RAYMOND JAMES FINANCIAL INC $37,771,560 944,053 1.37% Shares
FIFTH THIRD BANCORP $33,703,383 842,374 1.22% Shares
BOK Financial Private Wealth, Inc. $29,926,215 747,968 1.09% Shares
Vident Advisory, LLC $27,062,094 676,383 0.98% Shares
Heck Capital Advisors, LLC $26,702,522 644,677 0.97% Shares
Mirae Asset Global Investments Co., Ltd. $20,805,200 520,000 0.76% Shares
GOLDMAN SACHS GROUP INC $18,444,650 461,001 0.67% Shares
Sanctuary Advisors, LLC $18,063,038 451,463 0.66% Shares
JPMORGAN CHASE & CO $17,517,010 437,815 0.64% Shares
MAI Capital Management $17,328,011 433,092 0.63% Shares
Fielder Capital Group LLC $15,814,233 395,257 0.57% Shares
Blue Trust, Inc. $15,672,364 378,377 0.57% Shares
Avestar Capital, LLC $14,626,296 365,566 0.53% Shares
Reliant Wealth Planning $14,167,300 354,094 0.51% Shares
China Universal Asset Management Co., Ltd. $14,123,530 353,000 0.51% Shares
United Community Bank $13,897,954 347,362 0.50% Shares
Versant Capital Management, Inc $12,978,233 313,333 0.47% Shares
World Investment Advisors $12,578,649 271,429 0.46% Shares
HOWLAND CAPITAL MANAGEMENT LLC $12,219,232 295,008 0.44% Shares
ENVESTNET ASSET MANAGEMENT INC $11,836,979 295,851 0.43% Shares
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP $11,654,266 291,255 0.42% Shares
TRUIST FINANCIAL CORP $11,574,373 289,287 0.42% Shares
Permanens Capital L.P. $10,628,697 265,651 0.39% Shares
SIGMA INVESTMENT COUNSELORS INC $10,105,445 243,975 0.37% Shares
Encompass More Asset Management $9,295,849 224,429 0.34% Shares
SFM, LLC d/b/a Sweeney Financial Advisors $8,999,945 217,285 0.33% Shares
MGO ONE SEVEN LLC $8,870,977 221,719 0.32% Shares
CAPTRUST FINANCIAL ADVISORS $8,614,553 215,310 0.31% Shares
Fifth Third Wealth Advisors LLC $8,138,906 196,497 0.30% Shares
Raub Brock Capital Management LP $8,070,066 194,835 0.29% Shares
LPL Financial LLC $8,031,607 200,740 0.29% Shares
RFG Advisory, LLC $7,938,392 198,410 0.29% Shares
MML INVESTORS SERVICES, LLC $7,921,460 197,987 0.29% Shares
Spectrum Strategic Capital Management, LLC $7,573,295 182,841 0.27% Shares
TABLEAUX LLC $7,361,536 177,729 0.27% Shares
AE Wealth Management LLC $7,303,762 182,548 0.27% Shares
Greenline Partners, LLC $6,819,745 170,451 0.25% Shares
Savvy Advisors, Inc. $6,289,932 157,209 0.23% Shares
Maltin Wealth Management, Inc. $5,922,107 142,977 0.21% Shares
Amundi $5,909,317 147,696 0.21% Shares
VICUS CAPITAL $5,825,245 145,595 0.21% Shares
Cerity Partners LLC $5,589,197 139,695 0.20% Shares

Show all 285 institutional owners →

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Source: SEC 10-Q filed Aug 6, 2026