Position in IAUM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,703,383
-$5,251,095 QoQ
Shares Held
842,374
+1.0% QoQ
Ownership
0.530%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#11
of 259 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
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 | $33,703,383 | 842,374 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $38,954,478 | 834,143 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $34,265,996 | 797,069 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $29,365,759 | 762,747 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $23,263,888 | 705,180 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $17,908,941 | 574,557 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $12,129,533 | 463,490 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $10,119,270 | 385,496 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $7,925,723 | 341,626 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $7,245,355 | 326,809 | Shares | Defined | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||