Position in CDE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$218,084
-$2,369 QoQ
Shares Held
13,363
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
of 677 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Focus Partners Wealth holds $47,277,697 across 13 Gold names. CDE ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGI |
Alamos Gold Inc
|
377,024 | $11,438,908 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
101,086 | $9,441,432 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
55,929 | $8,676,265 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
61,951 | $6,958,336 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
20,474 | $4,267,600 | |
| 6 | B |
Barrick Mining Corp
|
57,688 | $2,118,880 | |
| 7 | RGLD |
Royal Gold Inc
|
10,544 | $2,104,687 | |
| 8 | KGC |
Kinross Gold Corp
|
47,932 | $1,132,153 |
All Filings in CDE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,084 | 13,363 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $220,453 | 11,745 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $59,975 | 10,131 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||