Position in B
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$18,218
-$2,013 QoQ
Shares Held
496
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#899
of 1,002 holders
Holding Since
Dec 2025
3 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, 2026JFS WEALTH ADVISORS, LLC holds $536,850 across 16 Gold names. B ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
964 | $149,545 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
1,100 | $123,552 | |
| 3 | NEM |
NEWMONT Corp /DE/
|
802 | $74,906 | |
| 4 | RGLD |
Royal Gold Inc
|
255 | $50,900 | |
| 5 | GFI |
Gold Fields Ltd
|
1,001 | $33,623 | |
| 6 | AU |
AngloGold Ashanti PLC
|
348 | $28,149 | |
| 7 | KGC |
Kinross Gold Corp
|
850 | $20,077 | |
| 8 | B |
Barrick Mining Corp
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|
496 | $18,218 |
All Filings in B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,218 | 496 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,231 | 496 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,600 | 496 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||