Position in B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$43,157
-$4,771 QoQ
Shares Held
1,175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#857
of 1,002 holders
Holding Since
Jun 2025
5 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $397,375 across 7 Gold names. B ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGLD |
Royal Gold Inc
|
850 | $169,668 | |
| 2 | GFI |
Gold Fields Ltd
|
4,000 | $134,360 | |
| 3 | B |
Barrick Mining Corp
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|
1,175 | $43,157 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
2,200 | $33,462 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
153 | $14,290 | |
| 6 | PAAS |
Pan American Silver Corp
|
51 | $2,284 | |
| 7 | NFGC |
New Found Gold Corp.
|
100 | $154 |
All Filings in B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,157 | 1,175 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,928 | 1,175 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $51,171 | 1,175 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $38,504 | 1,175 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $24,463 | 1,175 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||