Position in B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,691,464
-$912,210 QoQ
Shares Held
73,277
-17.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 1,006 holders
Holding Since
Jun 2025
5 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, 2026Summit Financial, LLC holds $40,346,130 across 9 Gold names. B ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
242,785 | $27,269,611 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $3,733,895 | |
| 3 | B |
Barrick Mining Corp
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|
73,277 | $2,691,464 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,294,976 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
11,219 | $1,740,403 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
11,736 | $1,096,142 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
3,309 | $689,727 | |
| 8 | CDE |
Coeur Mining, Inc.
|
37,539 | $612,636 |
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,691,464 | 73,277 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,603,674 | 88,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,208,372 | 73,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,242,778 | 68,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,402,622 | 67,369 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||