Position in B
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$367
-$81,213 QoQ
Shares Held
10
-99.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#994
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, 2026GoalVest Advisory LLC holds $45,699 across 3 Gold names. B ranks #3 (0.8% 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 | $367 | 10 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $81,580 | 2,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $87,100 | 2,000 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $65,540 | 2,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $41,640 | 2,000 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||