Position in AU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$463,014
-$68,571 QoQ
Shares Held
5,724
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#338
of 555 holders
Holding Since
Dec 2025
3 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, 2026Independent Advisor Alliance holds $12,951,278 across 11 Gold names. AU ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNV |
FRANCO NEVADA Corp
|
23,364 | $4,869,991 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
27,675 | $2,584,844 | |
| 3 | SSRM |
Ssr Mining Inc.
|
38,361 | $1,084,848 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
8,645 | $971,006 | |
| 5 | B |
Barrick Mining Corp
|
21,477 | $788,849 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
4,562 | $707,702 | |
| 7 | KGC |
Kinross Gold Corp
|
26,203 | $618,914 | |
| 8 | CDE |
Coeur Mining, Inc.
|
32,080 | $523,544 |
All Filings in AU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,014 | 5,724 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $531,585 | 5,460 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $355,019 | 4,163 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||