Position in B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,022
-$11,753 QoQ
Shares Held
5,718
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#774
of 1,002 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Retirement Planning Group, LLC holds $1,978,129 across 4 Gold names. B ranks #4 (10.6% of the industry book) .
All Filings in B
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,022 | 5,718 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $221,775 | 5,437 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||