Position in AEM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,344,821
+$1,116,469 QoQ
Shares Held
8,669
+670.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#461
of 1,052 holders
Holding Since
Mar 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, 2026Diversify Advisory Services, LLC holds $7,311,226 across 7 Gold names. AEM ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
26,537 | $2,478,555 | |
| 2 | B |
Barrick Mining Corp
|
56,177 | $2,063,381 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
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|
8,669 | $1,344,821 | |
| 4 | GFI |
Gold Fields Ltd
|
14,235 | $478,153 | |
| 5 | HMY |
Harmony Gold Mining Co Ltd
|
21,889 | $332,931 | |
| 6 | AU |
AngloGold Ashanti PLC
|
4,038 | $326,633 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
2,553 | $286,752 |
All Filings in AEM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,821 | 8,669 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $228,352 | 1,125 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,142,123 | 6,737 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,105,079 | 6,556 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $732,370 | 6,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $392,118 | 3,617 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $252,856 | 4,239 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||