Position in B
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$254,937
+$226,264 QoQ
Shares Held
6,250
+614.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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 Mar 31, 2026Trifecta Capital Advisors, LLC holds $395,709 across 6 Gold names. B ranks #1 (64.4% of the industry book) .
All Filings in B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,937 | 6,250 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $28,673 | 875 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $27,066 | 1,300 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||