Position in B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$246,127
-$55,474 QoQ
Shares Held
6,701
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#736
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, 2026PDS Planning, Inc holds $2,198,344 across 6 Gold names. B ranks #6 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
4,689 | $526,668 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
4,495 | $419,833 | |
| 3 | AU |
AngloGold Ashanti PLC
|
4,860 | $393,125 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
2,153 | $333,994 | |
| 5 | KGC |
Kinross Gold Corp
|
11,795 | $278,597 | |
| 6 | B |
Barrick Mining Corp
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|
6,701 | $246,127 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,127 | 6,701 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $301,601 | 7,394 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $324,055 | 7,441 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $256,720 | 7,834 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||