Position in AEM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$666,903
-$290,756 QoQ
Shares Held
4,299
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#570
of 1,052 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $2,019,795 across 3 Gold names. AEM ranks #2 (33.0% of the industry book) .
All Filings in AEM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,903 | 4,299 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $957,659 | 4,718 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $859,347 | 5,069 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $861,173 | 5,109 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $369,396 | 3,106 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $364,474 | 3,362 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $241,747 | 3,091 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $249,010 | 3,091 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $207,187 | 3,168 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $288,467 | 4,836 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $265,254 | 4,836 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $220,250 | 4,846 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $231,407 | 4,630 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $237,775 | 4,665 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||