Position in B
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,947,332
-$1,065,333 QoQ
Shares Held
189,146
-3.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#220
of 1,002 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $12,733,240 across 9 Gold names. B ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
This page
|
189,146 | $6,947,332 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
31,913 | $2,980,674 | |
| 3 | KGC |
Kinross Gold Corp
|
25,002 | $590,547 | |
| 4 | AU |
AngloGold Ashanti PLC
|
6,714 | $543,095 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
3,252 | $504,482 | |
| 6 | RGLD |
Royal Gold Inc
|
2,488 | $496,629 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,199 | $359,311 | |
| 8 | PAAS |
Pan American Silver Corp
|
4,731 | $211,901 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,947,332 | 189,146 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,012,665 | 196,437 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,631,702 | 175,240 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,333,949 | 193,285 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||