Position in CDE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,776,495
+$592,109 QoQ
Shares Held
599,050
+22.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#100
of 677 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Derivatives in CDE
reported options exposure · as of Mar 31, 2026CallValue
$25,630
CallShares
20,000
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, 2026Creative Planning holds $123,554,538 across 28 Gold names. CDE ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
267,333 | $24,968,901 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
117,118 | $18,168,515 | |
| 3 | B |
Barrick Mining Corp
|
331,218 | $12,165,636 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
94,966 | $10,666,580 | |
| 5 | CDE |
Coeur Mining, Inc.
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|
599,050 | $9,776,495 | |
| 6 | KGC |
Kinross Gold Corp
|
334,929 | $7,911,022 | |
| 7 | GFI |
Gold Fields Ltd
|
227,076 | $7,627,482 | |
| 8 | RGLD |
Royal Gold Inc
|
32,119 | $6,411,272 |
All Filings in CDE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,776,495 | 599,050 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,184,386 | 489,312 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $25,630 | 20,000 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $6,196,138 | 347,512 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,760,783 | 307,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,661,356 | 187,512 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $724,223 | 122,335 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $221,621 | 38,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $282,396 | 41,046 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $180,581 | 32,132 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $154,347 | 40,941 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $51 | 10,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $4,906 | 2,210 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $1 | 10,000 | Call | Sole | 2023-11-16 | |
| 2023-06-30 | $20,913 | 7,364 | Shares | Sole | 2023-07-21 | |
| 2023-06-30 | $70 | 10,000 | Call | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||