Position in B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$203,851
-$364,108 QoQ
Shares Held
5,550
-60.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#784
of 1,006 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Waverly Advisors, LLC holds $13,497,579 across 8 Gold names. B ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
74,406 | $6,949,520 | |
| 2 | AU |
AngloGold Ashanti PLC
|
43,117 | $3,487,734 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
9,161 | $1,028,963 | |
| 4 | RGLD |
Royal Gold Inc
|
3,434 | $685,460 | |
| 5 | AGI |
Alamos Gold Inc
|
18,770 | $569,481 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
3,551 | $550,866 | |
| 7 | B |
Barrick Mining Corp
This page
|
5,550 | $203,851 | |
| 8 | TRX |
TRX GOLD Corp
|
26,150 | $21,704 |
All Filings in B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,851 | 5,550 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $567,959 | 13,924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $252,067 | 5,788 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||