Position in IAUM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,725,920
-$2,118,681 QoQ
Shares Held
268,081
-2.5% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#30
of 259 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,725,920 | 268,081 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $12,844,601 | 275,045 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,151,133 | 259,389 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,682,788 | 251,501 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,605,349 | 230,535 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,923,122 | 93,780 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||