Position in BTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,211,217
-$148,684 QoQ
Shares Held
323,855
+7.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#105
of 301 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTG Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Cadence Wealth Management LLC holds $8,693,190 across 7 Gold names. BTG ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSRM |
Ssr Mining Inc.
|
53,356 | $1,508,907 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
13,974 | $1,305,171 | |
| 3 | B |
Barrick Mining Corp
|
34,879 | $1,281,105 | |
| 4 | BTG |
B2gold Corp
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|
323,855 | $1,211,217 | |
| 5 | PAAS |
Pan American Silver Corp
|
26,922 | $1,205,836 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
7,257 | $1,125,778 | |
| 7 | KGC |
Kinross Gold Corp
|
44,673 | $1,055,176 |
All Filings in BTG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,217 | 323,855 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,359,901 | 300,199 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,025,204 | 227,318 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,217,640 | 245,988 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,120,876 | 310,492 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $831,883 | 291,889 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $579,978 | 237,696 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $707,494 | 229,706 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $619,299 | 229,370 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $443,890 | 170,073 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $529,091 | 167,434 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $422,587 | 146,224 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $337,561 | 94,555 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $240,741 | 61,102 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $121,858 | 34,134 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $86,965 | 27,008 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||