Holdings in IAUM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$34,265,996 |
797,069 |
+4.5%
|
Shares |
Defined |
2026-02-02 |
| 2025-09-30 |
$29,365,759 |
762,747 |
+8.2%
|
Shares |
Defined |
2025-11-07 |
| 2025-06-30 |
$23,263,888 |
705,180 |
+22.7%
|
Shares |
Defined |
2025-07-15 |
| 2025-03-31 |
$17,908,941 |
574,557 |
+24.0%
|
Shares |
Defined |
2025-04-15 |
| 2024-12-31 |
$12,129,533 |
463,490 |
+20.2%
|
Shares |
Defined |
2025-01-21 |
| 2024-09-30 |
$10,119,270 |
385,496 |
+12.8%
|
Shares |
Defined |
2024-10-17 |
| 2024-06-30 |
$7,925,723 |
341,626 |
+4.5%
|
Shares |
Defined |
2024-07-22 |
| 2024-03-31 |
$7,245,355 |
326,809 |
—
|
Shares |
Defined |
2024-04-23 |