Position in B
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$223,538
-$24,709 QoQ
Shares Held
6,086
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#757
of 1,002 holders
Holding Since
Jun 2025
5 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, 2026VALLEY NATIONAL ADVISERS INC holds $419,619 across 3 Gold names. B ranks #1 (53.3% of the industry book) .
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,538 | 6,086 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $248,247 | 6,086 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $265,045 | 6,086 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $214,020 | 6,531 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $135,954 | 6,530 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||