Position in AU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$591,627
New position
Shares Held
7,314
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#320
of 556 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Gold
Basic Materials · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,309,124 across 2 Gold names. AU ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
7,682 | $717,497 | |
| 2 | AU |
AngloGold Ashanti PLC
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|
7,314 | $591,627 |
All Filings in AU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,627 | 7,314 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||