Position in AEM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,837,514
-$642,901 QoQ
Shares Held
11,845
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#133
of 466 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Derivatives in AEM
reported options exposure · as of Dec 31, 2023CallValue
$10,970
CallShares
200
PutValue
$0
PutShares
0
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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $17,368,916 across 18 Gold names. AEM ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
38,452 | $3,591,416 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
22,204 | $2,493,953 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
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|
11,845 | $1,837,514 | |
| 4 | KGC |
Kinross Gold Corp
|
69,273 | $1,636,228 | |
| 5 | B |
Barrick Mining Corp
|
38,490 | $1,413,737 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
6,557 | $1,366,741 | |
| 7 | GFI |
Gold Fields Ltd
|
29,976 | $1,006,893 | |
| 8 | RGLD |
Royal Gold Inc
|
3,861 | $770,694 |
All Filings in AEM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,837,514 | 11,845 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,480,415 | 12,220 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,861,100 | 10,978 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,703,298 | 10,105 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $861,291 | 7,242 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $412,716 | 3,807 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $230,797 | 2,951 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $262,625 | 3,260 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $222,883 | 3,408 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $10,970 | 200 | Call | Sole | 2024-01-26 | |
| 2023-12-31 | $772,123 | 14,077 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $713,655 | 15,702 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $9,090 | 200 | Call | Sole | 2023-11-08 | |
| 2023-06-30 | $627,249 | 12,550 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $631,161 | 12,383 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $595,285 | 11,450 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $837,885 | 13,682 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $568,279 | 10,694 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $540,277 | 10,420 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $631,581 | 10,448 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $603,998 | 10,448 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $739,790 | 10,492 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $847,209 | 10,642 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $671,284 | 10,479 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $415,805 | 10,450 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||