Position in BTG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$44,880
-$9,480 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#240
of 301 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTG Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $764,064 across 2 Gold names. BTG ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
6,403 | $719,184 | |
| 2 | BTG |
B2gold Corp
This page
|
12,000 | $44,880 |
All Filings in BTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,880 | 12,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $54,360 | 12,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $54,120 | 12,000 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||