Position in B
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,975
-$3,755 QoQ
Shares Held
925
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#865
of 1,002 holders
Holding Since
Sep 2025
4 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, 2026Provenance Wealth Advisors, LLC holds $320,815 across 3 Gold names. B ranks #2 (10.6% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,975 | 925 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $37,730 | 925 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $42,374 | 973 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $31,885 | 973 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||