Position in AU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$599,798
-$275,565 QoQ
Shares Held
7,415
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 555 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Lido Advisors, LLC holds $12,202,714 across 8 Gold names. AU ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGLD |
Royal Gold Inc
|
24,273 | $4,845,132 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
30,828 | $2,879,334 | |
| 3 | B |
Barrick Mining Corp
|
53,744 | $1,974,017 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
8,284 | $930,458 | |
| 5 | AU |
AngloGold Ashanti PLC
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|
7,415 | $599,798 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
2,341 | $487,958 | |
| 7 | AEM |
Agnico Eagle Mines Ltd
|
1,819 | $282,181 | |
| 8 | CDE |
Coeur Mining, Inc.
|
12,490 | $203,836 |
All Filings in AU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,798 | 7,415 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $875,363 | 8,991 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||