Position in B
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$967,725
-$63,894 QoQ
Shares Held
26,347
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#494
of 1,002 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,378,757 across 5 Gold names. B ranks #2 (28.6% of the industry book) .
All Filings in B
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,725 | 26,347 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,031,619 | 25,291 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,033,572 | 23,733 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||