Position in B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,502,330
-$261,266 QoQ
Shares Held
40,902
-5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#417
of 1,002 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026NewEdge Wealth, LLC holds $8,937,345 across 4 Gold names. B ranks #2 (16.8% 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 | $1,502,330 | 40,902 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,763,596 | 43,236 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,087,307 | 47,929 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,654,131 | 50,477 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $685,914 | 32,945 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||