Position in AU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$659,010
-$226,966 QoQ
Shares Held
8,147
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 555 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $17,368,916 across 18 Gold names. AU ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
38,452 | $3,591,416 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
22,204 | $2,493,953 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
11,845 | $1,837,514 | |
| 4 | KGC |
Kinross Gold Corp
|
69,273 | $1,636,228 | |
| 5 | B |
Barrick Mining Corp
|
38,490 | $1,413,737 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
6,557 | $1,366,741 | |
| 7 | GFI |
Gold Fields Ltd
|
29,976 | $1,006,893 | |
| 8 | RGLD |
Royal Gold Inc
|
3,861 | $770,694 |
All Filings in AU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,010 | 8,147 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $885,976 | 9,100 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $537,775 | 6,306 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $392,441 | 5,580 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||