Position in CDE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,455
-$669 QoQ
Shares Held
273
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 677 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $536,850 across 16 Gold names. CDE ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
964 | $149,545 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
1,100 | $123,552 | |
| 3 | NEM |
NEWMONT Corp /DE/
|
802 | $74,906 | |
| 4 | RGLD |
Royal Gold Inc
|
255 | $50,900 | |
| 5 | GFI |
Gold Fields Ltd
|
1,001 | $33,623 | |
| 6 | AU |
AngloGold Ashanti PLC
|
348 | $28,149 | |
| 7 | KGC |
Kinross Gold Corp
|
850 | $20,077 | |
| 8 | B |
Barrick Mining Corp
|
496 | $18,218 |
All Filings in CDE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,455 | 273 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,124 | 273 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,635 | 260 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,420 | 129 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $159 | 18 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $343 | 58 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $331 | 58 | Shares | Sole | 2025-01-31 | |
| 2022-06-30 | $148 | 49 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $373 | 84 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $176 | 35 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||