Position in B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$567,959
+$315,892 QoQ
Shares Held
13,924
+140.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Waverly Advisors, LLC holds $16,022,151 across 9 Gold names. B ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
74,941 | $8,112,363 | |
| 2 | AU |
AngloGold Ashanti PLC
|
43,867 | $4,270,891 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
4,343 | $881,542 | |
| 4 | RGLD |
Royal Gold Inc
|
3,439 | $875,191 | |
| 5 | AGI |
Alamos Gold Inc
|
17,530 | $778,857 | |
| 6 | B |
Barrick Mining Corp
This page
|
13,924 | $567,959 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,172 | $415,563 | |
| 8 | IAUX |
i-80 Gold Corp.
|
53,000 | $80,560 |
All Filings in B
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||