Position in B
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,156,003
+$75,191 QoQ
Shares Held
31,473
+18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#460
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, 2026Caldwell Trust Co holds $1,329,563 across 5 Gold names. B ranks #1 (86.9% of the industry book) .
All Filings in B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,003 | 31,473 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,080,812 | 26,497 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $886,895 | 20,365 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,831 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,246 | 300 | Shares | Sole | 2025-09-22 | |
| No filing history on record for this holder in this stock. | ||||||