Position in AEM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$333,994
-$104,036 QoQ
Shares Held
2,153
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#718
of 1,052 holders
Holding Since
Mar 2025
6 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, 2026PDS Planning, Inc holds $2,198,344 across 6 Gold names. AEM ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
4,689 | $526,668 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
4,495 | $419,833 | |
| 3 | AU |
AngloGold Ashanti PLC
|
4,860 | $393,125 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
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|
2,153 | $333,994 | |
| 5 | KGC |
Kinross Gold Corp
|
11,795 | $278,597 | |
| 6 | B |
Barrick Mining Corp
|
6,701 | $246,127 |
All Filings in AEM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,994 | 2,153 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $438,030 | 2,158 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $366,354 | 2,161 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $469,608 | 2,786 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $325,749 | 2,739 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $264,628 | 2,441 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||