Position in AU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,215
-$7,453 QoQ
Shares Held
287
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#465
of 556 holders
Holding Since
Sep 2023
12 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, 2026Bell Investment Advisors, Inc holds $166,912 across 17 Gold names. AU ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
397 | $37,079 | |
| 2 | AU |
AngloGold Ashanti PLC
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|
287 | $23,215 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
162 | $18,195 | |
| 4 | RGLD |
Royal Gold Inc
|
88 | $17,565 | |
| 5 | CDE |
Coeur Mining, Inc.
|
698 | $11,391 | |
| 6 | KGC |
Kinross Gold Corp
|
438 | $10,345 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
39 | $8,129 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
520 | $7,909 |
All Filings in AU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,215 | 287 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,668 | 315 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,878 | 280 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $18,848 | 268 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $23,924 | 525 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,662 | 395 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,116 | 395 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,036 | 452 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,926 | 395 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,769 | 395 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,784 | 256 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $632 | 40 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||