Position in CDE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$189,126
New position
Shares Held
10,076
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $12,733,240 across 9 Gold names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
189,146 | $6,947,332 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
31,913 | $2,980,674 | |
| 3 | KGC |
Kinross Gold Corp
|
25,002 | $590,547 | |
| 4 | AU |
AngloGold Ashanti PLC
|
6,714 | $543,095 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
3,252 | $504,482 | |
| 6 | RGLD |
Royal Gold Inc
|
2,488 | $496,629 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,199 | $359,311 | |
| 8 | PAAS |
Pan American Silver Corp
|
4,731 | $211,901 |
All Filings in CDE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,126 | 10,076 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||