Position in BTG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$162,690
+$56,235 QoQ
Shares Held
43,500
+85.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#173
of 301 holders
Holding Since
Mar 2026
2 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, 2026Morling Financial Advisors, LLC holds $162,690 across 1 Gold name. BTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTG |
B2gold Corp
This page
|
43,500 | $162,690 |
All Filings in BTG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,690 | 43,500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $106,455 | 23,500 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||