Position in B
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,204,706
+$35,461 QoQ
Shares Held
32,799
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#456
of 1,002 holders
Holding Since
Jun 2025
5 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, 2026Portside Wealth Group, LLC holds $3,674,939 across 4 Gold names. B ranks #2 (32.8% 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 | $1,204,706 | 32,799 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,169,245 | 28,665 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,197,929 | 27,507 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $837,076 | 25,544 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $586,061 | 28,149 | Shares | Other | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||