Position in CDE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,501
-$131 QoQ
Shares Held
92
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#634
of 677 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $112,056 across 7 Gold names. CDE ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
723 | $67,528 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
175 | $19,656 | |
| 3 | RGLD |
Royal Gold Inc
|
61 | $12,176 | |
| 4 | B |
Barrick Mining Corp
|
238 | $8,741 | |
| 5 | GFI |
Gold Fields Ltd
|
50 | $1,679 | |
| 6 | CDE |
Coeur Mining, Inc.
This page
|
92 | $1,501 | |
| 7 | HMY |
Harmony Gold Mining Co Ltd
|
51 | $775 |
All Filings in CDE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,501 | 92 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,632 | 87 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,765 | 99 | Shares | Sole | 2026-02-11 | |
| 2023-03-31 | $399 | 100 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $336 | 100 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $342 | 100 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $304 | 100 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $445 | 100 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $504 | 100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $617 | 100 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $888 | 100 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||