Position in AEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$862,677
-$165,010 QoQ
Shares Held
5,561
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#534
of 1,051 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,378,757 across 5 Gold names. AEM ranks #3 (25.5% of the industry book) .
All Filings in AEM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,677 | 5,561 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,027,687 | 5,063 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $771,361 | 4,550 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||