Position in IAUM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,938,384
-$4,367,859 QoQ
Shares Held
198,410
-24.7% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#38
of 259 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,938,384 | 198,410 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,306,243 | 263,517 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,651,895 | 131,470 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,075,378 | 131,828 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,712,906 | 476,293 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,610,993 | 276,259 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,798,042 | 221,553 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,140,458 | 195,827 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,805,171 | 164,016 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,593,646 | 162,095 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||