Position in AU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,192
-$15,803 QoQ
Shares Held
126
-52.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#488
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, 2026SHP Wealth Management holds $242,099 across 12 Gold names. AU ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
1,847 | $172,509 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
199 | $30,870 | |
| 3 | RGLD |
Royal Gold Inc
|
56 | $11,178 | |
| 4 | AU |
AngloGold Ashanti PLC
This page
|
126 | $10,192 | |
| 5 | B |
Barrick Mining Corp
|
208 | $7,639 | |
| 6 | CDE |
Coeur Mining, Inc.
|
248 | $4,047 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
10 | $2,084 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
58 | $882 |
All Filings in AU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,192 | 126 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $25,995 | 267 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,660 | 125 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||