Position in AEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,740,403
-$1,526,154 QoQ
Shares Held
11,219
-30.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#427
of 1,053 holders
Holding Since
Dec 2024
7 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, 2026Summit Financial, LLC holds $40,346,130 across 9 Gold names. AEM ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
242,785 | $27,269,611 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $3,733,895 | |
| 3 | B |
Barrick Mining Corp
|
73,277 | $2,691,464 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,294,976 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
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|
11,219 | $1,740,403 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
11,736 | $1,096,142 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
3,309 | $689,727 | |
| 8 | CDE |
Coeur Mining, Inc.
|
37,539 | $612,636 |
All Filings in AEM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,740,403 | 11,219 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,266,557 | 16,093 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,687,050 | 15,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,729,829 | 16,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,931,542 | 16,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,192,293 | 10,998 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $749,095 | 9,578 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||