Position in AU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,559
+$931 QoQ
Shares Held
44
+63.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#515
of 556 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026JPL Wealth Management, LLC holds $124,768 across 7 Gold names. AU ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
499 | $46,606 | |
| 2 | B |
Barrick Mining Corp
|
867 | $31,844 | |
| 3 | CDE |
Coeur Mining, Inc.
|
1,845 | $30,110 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
72 | $11,168 | |
| 5 | AU |
AngloGold Ashanti PLC
This page
|
44 | $3,559 | |
| 6 | GFI |
Gold Fields Ltd
|
26 | $873 | |
| 7 | HMY |
Harmony Gold Mining Co Ltd
|
40 | $608 |
All Filings in AU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,559 | 44 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,628 | 27 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $632 | 9 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||