Position in AEM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$524,959
-$149,949 QoQ
Shares Held
3,384
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#621
of 1,053 holders
Holding Since
Sep 2023
12 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, 2026Modera Wealth Management, LLC holds $1,904,733 across 6 Gold names. AEM ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
6,133 | $572,822 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
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|
3,384 | $524,959 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
2,454 | $275,633 | |
| 4 | FNV |
FRANCO NEVADA Corp
|
1,173 | $244,500 | |
| 5 | AGI |
Alamos Gold Inc
|
6,598 | $200,183 | |
| 6 | OGG |
Osisko Gold Group Inc.
|
35,218 | $86,636 |
All Filings in AEM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,959 | 3,384 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $674,908 | 3,325 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $604,204 | 3,564 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $565,855 | 3,357 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $404,005 | 3,397 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $366,859 | 3,384 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $264,662 | 3,384 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $273,662 | 3,397 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $219,220 | 3,352 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $342,987 | 5,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $317,526 | 5,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $261,337 | 5,750 | Shares | Sole | 2023-11-30 | |
| No filing history on record for this holder in this stock. | ||||||