Position in AU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,557
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $47,588 across 5 Gold names.
All Filings in AU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,557 | 16 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||