Position in AEM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$674,908
+$70,704 QoQ
Shares Held
3,325
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Modera Wealth Management, LLC holds $2,062,531 across 5 Gold names. AEM ranks #1 (32.7% of the industry book) .
All Filings in AEM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||