Position in B
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,692
-$1,624 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 121 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $785,417 across 10 Gold names. B ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGLD |
Royal Gold Inc
|
2,301 | $459,302 | |
| 2 | IDR |
Idaho Strategic Resources, Inc.
|
3,662 | $119,930 | |
| 3 | PAAS |
Pan American Silver Corp
|
2,000 | $89,580 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
406 | $37,920 | |
| 5 | AU |
AngloGold Ashanti PLC
|
350 | $28,311 | |
| 6 | NG |
Novagold Resources Inc
|
2,500 | $14,925 | |
| 7 | B |
Barrick Mining Corp
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|
400 | $14,692 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
50 | $10,422 |
All Filings in B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,692 | 400 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $16,316 | 400 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $17,420 | 400 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,108 | 400 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,328 | 400 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||