Position in B
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$307,577
+$29,757 QoQ
Shares Held
8,374
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 1,002 holders
Holding Since
Sep 2025
4 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $2,793,174 across 6 Gold names. B ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
9,677 | $1,086,920 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
2,658 | $412,335 | |
| 3 | CGAU |
Centerra Gold Inc.
|
25,009 | $396,642 | |
| 4 | KGC |
Kinross Gold Corp
|
13,392 | $316,319 | |
| 5 | B |
Barrick Mining Corp
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|
8,374 | $307,577 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
2,927 | $273,381 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,577 | 8,374 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $277,820 | 6,811 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $298,186 | 6,847 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $236,075 | 7,204 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||