Position in B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$225,924
-$14,613 QoQ
Shares Held
6,151
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#754
of 1,002 holders
Holding Since
Sep 2025
4 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, 2026AE Wealth Management LLC holds $10,922,221 across 11 Gold names. B ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
69,404 | $6,482,308 | |
| 2 | RGLD |
Royal Gold Inc
|
8,847 | $1,765,936 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
5,712 | $641,570 | |
| 4 | PAAS |
Pan American Silver Corp
|
9,167 | $410,588 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,016 | $312,740 | |
| 6 | AU |
AngloGold Ashanti PLC
|
3,686 | $298,155 | |
| 7 | CDE |
Coeur Mining, Inc.
|
18,061 | $294,738 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
1,229 | $256,172 |
All Filings in B
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,924 | 6,151 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $240,537 | 5,897 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $288,605 | 6,627 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $243,480 | 7,430 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||