Filing Research | IAUX - I-80 GOLD CORP Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	McAlvany Wealth Management LLC	Shares	3.1MSH	$4.4M
2	Castleview Partners, LLC	Shares	1.1MSH	$1.6M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	899.9KSH	$1.3M
4	INTACT INVESTMENT MANAGEMENT INC.	Shares	258.9KSH	$376.0K
5	Murphy Pohlad Asset Management LLC	Shares	175.3KSH	$252.4K
6	Wealthcare Advisory Partners LLC	Shares	99.1KSH	$142.6K
7	Rathbones Group PLC	Shares	96.7KSH	$139.8K
8	STAPP WEALTH MANAGEMENT, PLLC	Shares	91.7KSH	$132.1K
9	Mesirow Financial Investment Management, Inc.	Shares	65.0KSH	$93.6K
10	Sequoia Financial Advisors, LLC	Shares	42.3KSH	$60.9K
11	Brookstone Capital Management	Shares	30.8KSH	$44.4K
12	Sovereign Financial Group, Inc.	Shares	25.8KSH	$37.1K
13	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	22.4KSH	$32.3K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.0KSH	$28.8K
15	Cypress Wealth Services, LLC	Shares	17.2KSH	$24.8K
16	Kohmann Bosshard Financial Services, LLC	Shares	15.0KSH	$21.6K
17	Wealthcare Capital Partners, LLC	Shares	13.2KSH	$19.1K
18	SIGNATUREFD, LLC	Shares	1.9KSH	$2.8K
19	CoreCap Advisors, LLC	Shares	1.4KSH	$2.0K
20	FINANCIAL CONSULATE, INC	Shares	1.0KSH	$1.4K
21	HM PAYSON & CO	Shares	1.0KSH	$1.4K
22	LANARK FINANCIAL, INC.	Shares	1.0KSH	$1.4K
23	Fortitude Family Office, LLC	Shares	562SH	$809

Manager changes2026-06-30 vs 2026-03-31

27 / 27 loaded

#		Instrument
1	McAlvany Wealth Management LLC added	Shares	+574.0K	+$901.7K	$4.4M
2	INTACT INVESTMENT MANAGEMENT INC. new	Shares	+258.9K	+$376.0K	$376.0K
3	Castleview Partners, LLC added	Shares	+150.8K	+$140.6K	$1.6M
4	Mesirow Financial Investment Management, Inc. new	Shares	+65.0K	+$93.6K	$93.6K
5	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+20.0K	+$28.8K	$28.8K
6	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+7.4K	+$9.5K	$32.3K
7	Fortitude Family Office, LLC unchanged	Shares	0	-$45	$809
8	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$80	$1.4K
9	HM PAYSON & CO unchanged	Shares	0	-$80	$1.4K
10	LANARK FINANCIAL, INC. unchanged	Shares	0	-$80	$1.4K
11	CoreCap Advisors, LLC unchanged	Shares	0	-$110	$2.0K
12	Wealthcare Capital Partners, LLC unchanged	Shares	0	-$1.1K	$19.1K
13	Kohmann Bosshard Financial Services, LLC unchanged	Shares	0	-$1.2K	$21.6K
14	Cypress Wealth Services, LLC unchanged	Shares	0	-$1.4K	$24.8K
15	SIGNATUREFD, LLC trimmed	Shares	-1.2K	-$1.9K	$2.8K
16	Brookstone Capital Management unchanged	Shares	0	-$2.5K	$44.4K
17	Sequoia Financial Advisors, LLC trimmed	Shares	-155	-$3.6K	$60.9K
18	Farther Finance Advisors, LLC exited	Shares	-4.0K	-$6.5K	$0
19	STAPP WEALTH MANAGEMENT, PLLC unchanged	Shares	0	-$7.3K	$132.1K
20	Sound Income Strategies, LLC exited	Shares	-5.0K	-$8.1K	$0
21	Sovereign Financial Group, Inc. trimmed	Shares	-5.5K	-$10.4K	$37.1K
22	Wealthcare Advisory Partners LLC trimmed	Shares	-2.2K	-$11.2K	$142.6K
23	Baader Bank Aktiengesellschaft exited	Shares	-55.0K	-$39.2K	$0
24	Murphy Pohlad Asset Management LLC trimmed	Shares	-23.5K	-$49.7K	$252.4K
25	EverSource Wealth Advisors, LLC exited	Shares	-43.3K	-$65.8K	$0
26	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	-$72.0K	$1.3M
27	Rathbones Group PLC trimmed	Shares	-96.7K	-$153.2K	$139.8K