Position in IAUM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,814,232
-$2,580,431 QoQ
Shares Held
395,257
+0.3% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
4.96%
of 13F equity value
Holder Rank
#20
of 259 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,814,232 | 395,257 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,394,663 | 393,890 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,510,610 | 384,057 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,867,969 | 360,207 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,873,694 | 359,918 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,240,049 | 424,769 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,167,254 | 388,508 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,510,480 | 362,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,483,482 | 236,357 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,853,345 | 173,809 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,373,964 | 115,241 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||