Position in B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,063,381
+$1,656,053 QoQ
Shares Held
56,177
+462.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#365
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, 2026Diversify Advisory Services, LLC holds $7,311,226 across 7 Gold names. B ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
26,537 | $2,478,555 | |
| 2 | B |
Barrick Mining Corp
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|
56,177 | $2,063,381 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
8,669 | $1,344,821 | |
| 4 | GFI |
Gold Fields Ltd
|
14,235 | $478,153 | |
| 5 | HMY |
Harmony Gold Mining Co Ltd
|
21,889 | $332,931 | |
| 6 | AU |
AngloGold Ashanti PLC
|
4,038 | $326,633 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
2,553 | $286,752 |
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,381 | 56,177 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $407,328 | 9,986 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $705,640 | 16,203 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $267,206 | 8,154 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $204,764 | 9,835 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||