Position in B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,913
+$3,629 QoQ
Shares Held
161
+187.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#951
of 1,002 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $127,449 across 16 Gold names. B ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
565 | $63,460 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
247 | $23,069 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
65 | $10,083 | |
| 4 | B |
Barrick Mining Corp
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|
161 | $5,913 | |
| 5 | KGC |
Kinross Gold Corp
|
249 | $5,881 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
28 | $5,836 | |
| 7 | PAAS |
Pan American Silver Corp
|
61 | $2,732 | |
| 8 | IAG |
Iamgold Corp
|
165 | $2,613 |
All Filings in B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,913 | 161 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,284 | 56 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,438 | 56 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||