Position in AEM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$450,342
-$159,206 QoQ
Shares Held
2,903
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#648
of 1,051 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $508,278 across 2 Gold names. AEM ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
This page
|
2,903 | $450,342 | |
| 2 | DC |
Dakota Gold Corp.
|
13,600 | $57,936 |
All Filings in AEM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,342 | 2,903 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $609,548 | 3,003 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $472,480 | 2,787 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $469,776 | 2,787 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $340,615 | 2,864 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $302,138 | 2,787 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $225,792 | 2,887 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $232,576 | 2,887 | Shares | Sole | 2024-11-14 | |
| 2020-09-30 | $221,873 | 2,787 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||