Position in B
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$640,533
-$135,741 QoQ
Shares Held
17,439
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#546
of 1,004 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 13%
Shared 87%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,099,802 across 5 Gold names. B ranks #2 (30.5% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,533 | 17,439 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $776,274 | 19,031 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $544,243 | 12,497 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $421,454 | 12,861 | Shares | Other | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||