Position in IAUM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$136,323,231
-$23,584,060 QoQ
Shares Held
3,407,229
-0.5% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 259 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,323,231 | 3,407,229 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $159,907,291 | 3,424,139 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $125,710,367 | 2,924,177 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $104,066,769 | 2,703,033 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $73,092,610 | 2,215,599 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $60,460,510 | 1,939,702 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,656,511 | 1,324,284 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,786,875 | 1,439,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,706,570 | 1,021,835 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,837,935 | 985,022 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $17,629,376 | 855,795 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,100,773 | 710,069 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,641,665 | 606,969 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $253,882 | 12,894 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $183,847 | 10,096 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $194,451 | 11,721 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,376 | 3,177 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $43,618 | 2,253 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||