Position in B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$284,143
+$63,266 QoQ
Shares Held
7,736
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#697
of 1,002 holders
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 Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,365,283 across 5 Gold names. B ranks #2 (20.8% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,143 | 7,736 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $220,877 | 5,415 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $1,990,548 | 60,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,387,278 | 66,632 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||