Position in B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,844
-$3,887 QoQ
Shares Held
867
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#868
of 1,002 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026JPL Wealth Management, LLC holds $124,768 across 7 Gold names. B ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
499 | $46,606 | |
| 2 | B |
Barrick Mining Corp
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|
867 | $31,844 | |
| 3 | CDE |
Coeur Mining, Inc.
|
1,845 | $30,110 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
72 | $11,168 | |
| 5 | AU |
AngloGold Ashanti PLC
|
44 | $3,559 | |
| 6 | GFI |
Gold Fields Ltd
|
26 | $873 | |
| 7 | HMY |
Harmony Gold Mining Co Ltd
|
40 | $608 |
All Filings in B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,844 | 867 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,731 | 876 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $27,723 | 846 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||