Position in B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,625,820
-$950,081 QoQ
Shares Held
234,844
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#195
of 1,002 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Recurrent Investment Advisors LLC holds $21,198,098 across 3 Gold names. B ranks #2 (40.7% of the industry book) .
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,625,820 | 234,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,575,901 | 234,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,004,088 | 229,715 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,529,333 | 229,763 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,493,060 | 215,805 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||