Position in AEM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$357,729
-$123,739 QoQ
Shares Held
2,306
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#702
of 1,052 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Derivatives in AEM
reported options exposure · as of Mar 31, 2021CallValue
$17,343
CallShares
300
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, 2026Valeo Financial Advisors, LLC holds $1,204,732 across 3 Gold names. AEM ranks #2 (29.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,729 | 2,306 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $481,468 | 2,372 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $374,661 | 2,210 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $292,451 | 1,735 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $204,916 | 1,723 | Shares | Sole | 2025-09-12 | |
| 2021-03-31 | $104,347 | 1,805 | Shares | Sole | 2021-04-12 | |
| 2021-03-31 | $17,343 | 300 | Call | Sole | 2021-04-12 | |
| 2020-12-31 | $139,186 | 1,974 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $157,070 | 1,973 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $140,291 | 2,190 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $80,455 | 2,022 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||