Position in B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$357,125
-$176,122 QoQ
Shares Held
9,723
-25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#650
of 1,004 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, 2026Xcel Wealth Management, LLC holds $357,125 across 1 Gold name. B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
This page
|
9,723 | $357,125 |
All Filings in B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,125 | 9,723 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $533,247 | 13,073 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $566,150 | 13,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $810,238 | 24,725 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $688,101 | 33,050 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||