Position in CDE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,776,072
-$570,684 QoQ
Shares Held
231,377
-0.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#184
of 677 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Derivatives in CDE
reported options exposure · as of Sep 30, 2025CallValue
$18,760
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $13,972,290 across 7 Gold names. CDE ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
This page
|
231,377 | $3,776,072 | |
| 2 | AGI |
Alamos Gold Inc
|
118,799 | $3,604,361 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
22,421 | $3,478,169 | |
| 4 | SSRM |
Ssr Mining Inc.
|
36,000 | $1,018,080 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
9,989 | $932,972 | |
| 6 | OR |
OR Royalties Inc.
|
23,409 | $740,426 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,759 | $422,210 |
All Filings in CDE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,776,072 | 231,377 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,346,756 | 231,580 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,077,453 | 228,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,211,394 | 224,488 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $18,760 | 100,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $8,860 | 1,000 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $1,759,126 | 198,547 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $579,722 | 101,350 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $698,430 | 101,516 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $570,519 | 101,516 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $381,584 | 101,216 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $307,144 | 94,216 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $224,699 | 101,216 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $454,249 | 159,947 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $387,891 | 97,216 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $304,030 | 100,010 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $445,044 | 100,010 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $499,010 | 99,010 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $610,891 | 99,010 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $843,688 | 95,010 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $812,790 | 90,010 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $957,488 | 92,511 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $684,133 | 92,701 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $458,221 | 90,201 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $288,900 | 90,000 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||