Position in IAUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,516,976
-$1,818,924 QoQ
Shares Held
437,815
+5.7% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 259 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,516,976 | 437,815 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $19,335,900 | 414,045 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $34,426,691 | 800,807 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $32,982,449 | 856,687 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $22,787,281 | 690,733 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $19,192,395 | 615,733 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,733,479 | 219,086 | Shares | Other | 2025-02-12 | |
| 2024-06-30 | $2,245,667 | 96,796 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $12,149,488 | 589,781 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $5,905,642 | 320,089 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,224 | 116 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,874 | 146 | Shares | Defined | 2023-05-18 | |
| 2022-06-30 | $8,170,199 | 452,392 | Shares | Defined | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||