Position in IAUM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$63,338,109
-$11,680,257 QoQ
Shares Held
1,583,057
-1.5% QoQ
Ownership
0.997%
of shares outstanding
% of Portfolio
4.66%
of 13F equity value
Holder Rank
#7
of 259 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,338,109 | 1,583,057 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $75,018,366 | 1,606,389 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $75,242,558 | 1,750,234 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $70,221,574 | 1,823,937 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $45,705,962 | 1,385,449 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,435,751 | 46,062 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $1,072,629 | 40,987 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $184,668 | 7,035 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||