Position in B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$440,466
-$45,873 QoQ
Shares Held
11,992
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#606
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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $4,261,897 across 5 Gold names. B ranks #3 (10.3% 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 | $440,466 | 11,992 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $486,339 | 11,923 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $532,311 | 12,223 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $402,186 | 12,273 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $262,810 | 12,623 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||