Position in B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$212,519
-$27,489 QoQ
Shares Held
5,786
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#772
of 1,002 holders
Holding Since
Dec 2025
3 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, 2026Sowell Financial Services LLC holds $7,956,582 across 11 Gold names. B ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
21,457 | $2,004,083 | |
| 2 | CDE |
Coeur Mining, Inc.
|
106,251 | $1,734,016 | |
| 3 | PAAS |
Pan American Silver Corp
|
29,511 | $1,321,797 | |
| 4 | AGI |
Alamos Gold Inc
|
24,548 | $744,786 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
|
4,373 | $491,175 | |
| 6 | KGC |
Kinross Gold Corp
|
15,636 | $369,322 | |
| 7 | NG |
Novagold Resources Inc
|
50,300 | $300,291 | |
| 8 | RGLD |
Royal Gold Inc
|
1,447 | $288,835 |
All Filings in B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,519 | 5,786 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $240,008 | 5,884 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $266,003 | 6,108 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||