Position in AEM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$21,572,511
+$7,356,743 QoQ
Shares Held
106,279
+26.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.9324513779768345.ToString("F0")%
Shared 0.ToString("F0")%
None 99.06754862202317.ToString("F0")%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Derivatives in AEM
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$11,937
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Mar 31, 2026Creative Planning holds $127,212,026 across 29 Gold names. AEM ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
269,020 | $29,121,414 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
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|
106,279 | $21,572,511 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
88,200 | $11,555,082 | |
| 4 | B |
Barrick Mining Corp
|
276,811 | $11,291,120 | |
| 5 | CDE |
Coeur Mining, Inc.
|
489,312 | $9,184,386 | |
| 6 | KGC |
Kinross Gold Corp
|
260,719 | $7,957,143 | |
| 7 | RGLD |
Royal Gold Inc
|
27,936 | $7,109,432 | |
| 8 | GFI |
Gold Fields Ltd
|
152,213 | $6,910,470 |
All Filings in AEM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,572,511 | 106,279 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,215,768 | 83,854 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,403,487 | 73,585 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,795,266 | 65,545 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,140,124 | 56,638 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,600,631 | 46,038 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,051,290 | 37,876 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,924,066 | 29,420 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,495,365 | 25,069 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,198,746 | 21,855 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $892,592 | 19,639 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $697,270 | 13,951 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $609,550 | 11,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $647,535 | 12,455 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $494,344 | 11,706 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $480,159 | 10,493 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $587,536 | 9,594 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $210,274 | 3,957 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $229,045 | 3,789 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $261,763 | 4,528 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $502,736 | 7,130 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $470,495 | 5,910 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $400,695 | 6,255 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $247,732 | 6,226 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $11,937 | 300 | Put | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||