Position in B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$353,342
-$40,689 QoQ
Shares Held
9,620
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#652
of 1,002 holders
Holding Since
Mar 2026
2 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, 2026Roehl & Yi Investment Advisors, LLC holds $587,003 across 2 Gold names. B ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
This page
|
9,620 | $353,342 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
1,121 | $233,661 |
All Filings in B
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,342 | 9,620 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $394,031 | 9,660 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||