Position in B
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$508,967
-$53,812 QoQ
Shares Held
13,857
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#584
of 1,004 holders
Holding Since
Jun 2025
5 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, 2026Edge Wealth Management LLC holds $670,739 across 2 Gold names. B ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
This page
|
13,857 | $508,967 | |
| 2 | CGAU |
Centerra Gold Inc.
|
10,200 | $161,772 |
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,967 | 13,857 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $562,779 | 13,797 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $594,109 | 13,642 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $429,942 | 13,120 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $273,158 | 13,120 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||