Position in CDE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,184,386
+$2,988,248 QoQ
Shares Held
489,312
+40.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.5503645935517625.ToString("F0")%
Shared 0.ToString("F0")%
None 99.44963540644824.ToString("F0")%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Derivatives in CDE
reported options exposure · as of Mar 31, 2026CallValue
$375,400
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 Mar 31, 2026Creative Planning holds $127,212,026 across 29 Gold names. CDE ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
269,020 | $29,121,414 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
106,279 | $21,572,511 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
88,200 | $11,555,082 | |
| 4 | B |
Barrick Mining Corp
|
276,811 | $11,291,120 | |
| 5 | CDE |
Coeur Mining, Inc.
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|
489,312 | $9,184,386 | |
| 6 | KGC |
Kinross Gold Corp
|
260,719 | $7,957,143 | |
| 7 | RGLD |
Royal Gold Inc
|
27,936 | $7,109,432 | |
| 8 | GFI |
Gold Fields Ltd
|
152,213 | $6,910,470 |
All Filings in CDE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,184,386 | 489,312 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $375,400 | 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 | $32,600 | 10,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $4,906 | 2,210 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $22,200 | 10,000 | Call | Sole | 2023-11-16 | |
| 2023-06-30 | $20,913 | 7,364 | Shares | Sole | 2023-07-21 | |
| 2023-06-30 | $28,400 | 10,000 | Call | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||