TrustWell Financial Advisors, LLC
Position in AEM — Agnico Eagle Mines Ltd
CIK 2133429
Jacksonville, FL
Position in AEM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$317,240
-$3,265 QoQ
Shares Held
2,045
+29.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#731
of 1,051 holders
Holding Since
Dec 2025
3 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, 2026TrustWell Financial Advisors, LLC holds $666,105 across 2 Gold names. AEM ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
3,106 | $348,865 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
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|
2,045 | $317,240 |
All Filings in AEM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,240 | 2,045 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $320,505 | 1,579 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $239,545 | 1,413 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||