Position in B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$321,387
+$66,450 QoQ
Shares Held
8,750
+40.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#666
of 1,006 holders
Holding Since
Jun 2025
4 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, 2026Trifecta Capital Advisors, LLC holds $331,225 across 4 Gold names. B ranks #1 (97.0% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,387 | 8,750 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||