Position in AU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$446,998
-$52,361 QoQ
Shares Held
5,526
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 556 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026HB Wealth Management, LLC holds $10,020,143 across 12 Gold names. AU ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
40,542 | $3,786,622 | |
| 2 | IAG |
Iamgold Corp
|
98,500 | $1,560,240 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
7,199 | $1,116,780 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
6,674 | $749,623 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
2,856 | $595,304 | |
| 6 | SSRM |
Ssr Mining Inc.
|
18,234 | $515,657 | |
| 7 | AU |
AngloGold Ashanti PLC
This page
|
5,526 | $446,998 | |
| 8 | RGLD |
Royal Gold Inc
|
1,902 | $379,658 |
All Filings in AU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,998 | 5,526 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $499,359 | 5,129 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $384,356 | 4,507 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $280,335 | 3,986 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||