Position in AU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$298,155
-$65,479 QoQ
Shares Held
3,686
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#385
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, 2026AE Wealth Management LLC holds $10,922,221 across 11 Gold names. AU ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
69,404 | $6,482,308 | |
| 2 | RGLD |
Royal Gold Inc
|
8,847 | $1,765,936 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
5,712 | $641,570 | |
| 4 | PAAS |
Pan American Silver Corp
|
9,167 | $410,588 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,016 | $312,740 | |
| 6 | AU |
AngloGold Ashanti PLC
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|
3,686 | $298,155 | |
| 7 | CDE |
Coeur Mining, Inc.
|
18,061 | $294,738 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
1,229 | $256,172 |
All Filings in AU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,155 | 3,686 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $363,634 | 3,735 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $383,415 | 4,496 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||