Position in AU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,063
New position
Shares Held
2,498
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#420
of 555 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Gold
Basic Materials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,378,757 across 5 Gold names. AU ranks #5 (6.0% of the industry book) .
All Filings in AU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,063 | 2,498 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||