Position in B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$29,384
-$3,248 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#873
of 1,002 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $202,829 across 12 Gold names. B ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
|
2,002 | $32,672 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
206 | $31,956 | |
| 3 | B |
Barrick Mining Corp
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|
800 | $29,384 | |
| 4 | RGLD |
Royal Gold Inc
|
99 | $19,761 | |
| 5 | EQX |
Equinox Gold Corp.
|
2,000 | $19,440 | |
| 6 | WPM |
Wheaton Precious Metals Corp.
|
160 | $17,971 | |
| 7 | KGC |
Kinross Gold Corp
|
750 | $17,715 | |
| 8 | SSRM |
Ssr Mining Inc.
|
500 | $14,140 |
All Filings in B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,384 | 800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,632 | 800 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34,840 | 800 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||