Position in B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,603,674
+$395,302 QoQ
Shares Held
88,347
+19.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Summit Financial, LLC holds $50,109,889 across 11 Gold names. B ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
241,389 | $31,624,372 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $4,111,057 | |
| 3 | B |
Barrick Mining Corp
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|
88,347 | $3,603,674 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
16,093 | $3,266,557 | |
| 5 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,319,117 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
16,487 | $1,784,717 | |
| 7 | PAAS |
Pan American Silver Corp
|
16,059 | $877,303 | |
| 8 | KGC |
Kinross Gold Corp
|
27,763 | $847,326 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||