Position in AEM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$278,303
-$85,843 QoQ
Shares Held
1,794
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#205
of 334 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Blue Zone Wealth Advisors, LLC holds $337,249 across 3 Gold names. AEM ranks #1 (82.5% of the industry book) .
All Filings in AEM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,303 | 1,794 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $364,146 | 1,794 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $309,053 | 1,823 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $307,284 | 1,823 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||