Position in B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,281,105
-$35,106 QoQ
Shares Held
34,879
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#444
of 1,002 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, 2026Cadence Wealth Management LLC holds $8,693,190 across 7 Gold names. B ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSRM |
Ssr Mining Inc.
|
53,356 | $1,508,907 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
13,974 | $1,305,171 | |
| 3 | B |
Barrick Mining Corp
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|
34,879 | $1,281,105 | |
| 4 | BTG |
B2gold Corp
|
323,855 | $1,211,217 | |
| 5 | PAAS |
Pan American Silver Corp
|
26,922 | $1,205,836 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
7,257 | $1,125,778 | |
| 7 | KGC |
Kinross Gold Corp
|
44,673 | $1,055,176 |
All Filings in B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,105 | 34,879 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,316,211 | 32,268 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,457,008 | 33,456 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,230,546 | 37,551 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,111,621 | 53,392 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||