Position in B
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$66,406
-$6,322 QoQ
Shares Held
1,628
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Wealth Preservation Advisors, LLC holds $1,148,767 across 4 Gold names.
All Filings in B
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,406 | 1,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,728 | 1,670 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $54,725 | 1,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,853 | 1,578 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||