Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Two dollar hedges, bitcoin and gold, both got crushed in June, though gold remains up 21% on a year-over-year basis. gspublishing.com/content/research/en/reports/2026/06/28/9f8e4385-0c24-46d9-8610-98fca5140d0a.html), though the...” | Q2 2026 Jul 6, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IAU.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
