Disclosures
Institutional holdings
Positions at 2026-06-30
Each row is a manager's filed position. Originals and amendments stay separate; these rows must not be added into a total ownership percentage.
| IRENCOM | KERR FINANCIAL PLANNING CorpDiscretion: SOLE | 41 | $1.9K | 13F-HR filed 2026-07-02Original report |
|---|---|---|---|---|
| IRENStock | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCDiscretion: SOLE | 38 | $1.7K | 13F-HR filed 2026-08-06Original report |
| IRENORDINARY SHARES | Merit Financial Group, LLCShared report manager reference 46 | 38 | $1.7K | 13F-HR/A filed 2026-07-20Amendment 1: RESTATEMENT |
| IRENCOM | Archer Investment CorpDiscretion: SOLE | 34 | $1.6K | 13F-HR filed 2026-08-03Original report |
| IRENCOM | Archer Investment CorpDiscretion: SOLE | 34 | $1.6K | 13F-HR/A filed 2026-08-19Amendment 1: NEW HOLDINGS |
| IRENStock | Cheviot Value Management, LLCDiscretion: SOLE | 33 | $1.5K | 13F-HR filed 2026-08-06Original report |
| IRENETF | Roble, Belko & Company, IncDiscretion: SOLE | 32 | $1 | 13F-HR filed 2026-07-24Original report |
| IRENORDINARY SHARES | GFS Advisors, LLCDiscretion: SOLE | 30 | $4.3M | 13F-HR/A filed 2026-08-13Amendment 1: NEW HOLDINGS |
| IRENORDINARY SHARES | Smallwood Wealth Investment Management, LLCDiscretion: SOLE | 30 | $1.4K | 13F-HR filed 2026-07-23Original report |
| IRENORDINARY SHARES | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCShared report manager reference 1 | 29 | $1.3K | 13F-HR filed 2026-08-13Original report |
| IRENStock | EverSource Wealth Advisors, LLCShared report manager reference 1 | 28 | $1.3K | 13F-HR filed 2026-07-24Original report |
| IRENORDINARY SHARES | Advisory Services Network, LLCShared report manager reference 71 | 27 | $1.2K | 13F-HR filed 2026-08-12Original report |
| IRENORDINARY SHARES | US BANCORP \DE\Shared report manager reference 1 | 25 | $1.1K | 13F-HR filed 2026-08-12Original report |
| IRENORDINARY SHARES | Silver Grove Financial Group, Inc.Discretion: SOLE | 24 | $1.1K | 13F-HR filed 2026-08-13Original report |
| IRENStock | Mosley Wealth ManagementDiscretion: SOLE | 21 | $960 | 13F-HR filed 2026-07-23Original report |
| IRENStock | ROTHSCHILD INVESTMENT LLCDiscretion: SOLE | 20 | $915 | 13F-HR filed 2026-08-06Original report |
| IRENORDINARY SHARES | Tradewinds Capital Management, LLCDiscretion: SOLE | 20 | $915 | 13F-HR filed 2026-07-24Original report |
| IRENCOM | United Financial Planning Group LLCDiscretion: SOLE | 20 | $915 | 13F-HR filed 2026-08-06Original report |
| IRENORDINARY SHARES | Synergy Investment Management, LLCShared report manager reference 2 | 19 | $557 | 13F-HR filed 2026-08-14Original report |
| IRENStock | PlanVest Financial, IncShared report manager reference 0 | 16 | $732 | 13F-HR filed 2026-08-10Original report |
| IRENCOM | AMERIPRISE FINANCIAL INCShared report manager reference 18 | 14 | $640 | 13F-HR filed 2026-08-14Original report |
| IRENORDINARY SHARES | FEDERATED HERMES, INC.Shared report manager reference 22 | 14 | $640 | 13F-HR filed 2026-08-12Original report |
| IRENORDINARY SHARES | Ritter Daniher Financial Advisory LLC / DEDiscretion: SOLE | 14 | $641 | 13F-HR filed 2026-07-14Original report |
| IRENORDINARY SHARES | MV CAPITAL MANAGEMENT, INC.Discretion: SOLE | 12 | $549 | 13F-HR/A filed 2026-07-30Amendment 1: RESTATEMENT |
| IRENORDINARY SHARES | Merit Financial Group, LLCShared report manager reference 1 | 12 | $549 | 13F-HR filed 2026-07-17Original report |
| IRENFOREIGN ORDINARIES | Robinswood Financial LLCDiscretion: SOLE | 12 | $548 | 13F-HR filed 2026-07-15Original report |
| IRENORDINARY SHARES | BANK OF MONTREAL /CAN/Shared report manager reference 12 | 10 | $457 | 13F-HR filed 2026-08-12Original report |
| IRENORDINARY SHARES | Caitlin John, LLCDiscretion: DFND | 10 | $457 | 13F-HR filed 2026-08-17Original report |
| IRENINTL COMMON STOCK | Cullen/Frost Bankers, Inc.Shared report manager reference 3 | 10 | $457 | 13F-HR filed 2026-07-27Original report |
| IRENStock | Hughes Financial Services, LLCShared report manager reference 0 | 10 | $457 | 13F-HR filed 2026-07-20Original report |
| IRENORDINARY SHARES | AQR CAPITAL MANAGEMENT LLCShared report manager reference 8 | 9 | $408 | 13F-HR filed 2026-08-14Original report |
| IRENCOM | Investors Portfolio Services LLCShared report manager reference 0 | 9 | $412 | 13F-HR filed 2026-08-14Original report |
| IRENCommon Stock - Foreign US$ | Pacer Advisors, Inc.Discretion: SOLE | 9 | $0 | 13F-HR filed 2026-08-13Original report |
| IRENORDINARY SHARES | True Wealth Design, LLCDiscretion: SOLE | 9 | $412 | 13F-HR filed 2026-07-16Original report |
| IRENORDINARY SHARES | Bell Investment Advisors, IncShared report manager reference Vanguard (Just Invest) | 8 | $366 | 13F-HR filed 2026-08-07Original report |
| IRENStock | Brooklyn FI, LLCDiscretion: SOLE | 8 | $330 | 13F-HR filed 2026-08-04Original report |
| IRENStock | Washington Trust Advisors, Inc.Shared report manager reference NONE | 8 | $366 | 13F-HR filed 2026-07-29Original report |
| IRENORDINARY SHARES | Centiva Capital, LPDiscretion: SOLE | 7 | $320 | 13F-HR filed 2026-08-13Original report |
| IRENORDINARY SHARES | Concord Wealth PartnersDiscretion: SOLE | 4 | $183 | 13F-HR filed 2026-07-27Original report |
| IRENCommon Stock | Cornerstone Planning Group LLCDiscretion: SOLE | 4 | $165 | 13F-HR filed 2026-07-29Original report |
| IRENFOREIGN ORDINARIES | Ascentis Wealth Management, LLCDiscretion: SOLE | 3 | $14.6K | 13F-HR/A filed 2026-07-28Amendment 1: RESTATEMENT |
| IRENORDINARY SHARES | Manchester Capital Management LLCDiscretion: SOLE | 3 | $138 | 13F-HR filed 2026-08-13Original report |
| IRENORDINARY SHARES | Pinnacle Wealth Planning Services, Inc.Discretion: SOLE | 3 | $137 | 13F-HR filed 2026-08-07Original report |
| IRENORDINARY SHARES | Smartleaf Asset Management LLCDiscretion: SOLE | 3 | $138 | 13F-HR filed 2026-08-12Original report |
| IRENORDINARY SHARES | Altshuler Shaham LtdShared report manager reference 5 | 1 | $46 | 13F-HR filed 2026-08-12Original report |
| IRENORDI | Bank of New York Mellon CorpDiscretion: DFND | 1 | $48 | 13F-HR filed 2026-08-06Original report |
| KEELSHSCOM | Situational Awareness LPDiscretion: SOLE | 26,451,393 | $151.8M | 13F-HR filed 2026-08-14Original report |
| KEELCOM SHS | Monarch Alternative Capital LPDiscretion: DFND | 26,285,000 | $150.9M | 13F-HR filed 2026-08-14Original report |
| KEELCOM SHS | BlackRock, Inc.Shared report manager reference 21 | 22,168,349 | $127.2M | 13F-HR filed 2026-08-07Original report |
| KEELCOM SHS | JANE STREET GROUP, LLCShared report manager reference 3 | 20,221,617 | $116.1M | 13F-HR filed 2026-08-14Original report |
Coverage and interpretation
Holdings date: 2026-06-30. Imported 2026-09-24 from the SEC bulk archive (01jun2026-31aug2026_form13f.zip). Exact reviewed common-share identifiers cover 13 of 18 miners. Unmapped: DMGGF, ARBK, VIP, DGXX, BGDE. The archive contains filings received in its named months, including corrections to earlier quarters; this view keeps only the displayed holdings date.
Values are the dollars managers reported at quarter end. Options, principal amounts and identified warrants or debt are excluded. No claim is made that every manager or security is covered. Confidential positions, filings after this archive, mistaken identifiers and uncovered securities can be absent. A missing row is not a zero position.
An amendment may restate a report or add entries. This view preserves the amendment type and original rows without resolving them into current holdings. Shared-discretion rows can overlap between managers. Do not sum these rows or infer ownership percentages, flows or investment recommendations.
SEC dataset documentation; site methodology. Open any filing for its full report and information table.