Position in AEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$398,645,937
-$100,532,628 QoQ
Shares Held
2,569,754
+4.5% QoQ
Ownership
0.507%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#32
of 1,052 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $416,040,822 across 2 Gold names. AEM ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
This page
|
2,569,754 | $398,645,937 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
154,869 | $17,394,885 |
All Filings in AEM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,645,937 | 2,569,754 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $499,178,565 | 2,459,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $318,814,726 | 1,880,580 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $424,999,598 | 2,521,355 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $292,061,752 | 2,455,745 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $247,686,819 | 2,284,723 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,618,691 | 59,055 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,351,537 | 41,603 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $500,964 | 7,660 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $156,303,578 | 2,620,345 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $88,546,768 | 1,614,344 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||