Position in B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$497,948
-$68,421 QoQ
Shares Held
13,557
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#586
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $4,792,190 across 6 Gold names. B ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
10,504 | $1,629,485 | |
| 2 | KGC |
Kinross Gold Corp
|
51,225 | $1,209,934 | |
| 3 | NEM |
NEWMONT Corp /DE/
|
10,340 | $965,756 | |
| 4 | B |
Barrick Mining Corp
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|
13,557 | $497,948 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
|
2,506 | $281,473 | |
| 6 | RGLD |
Royal Gold Inc
|
1,040 | $207,594 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,948 | 13,557 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $566,369 | 13,885 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $648,415 | 14,889 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $616,469 | 18,812 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||