Position in CDE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$85,283
-$58,130 QoQ
Shares Held
5,226
-31.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#527
of 677 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,556,431 across 34 Gold names. CDE ranks #13 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
9,120 | $851,804 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
4,341 | $487,576 | |
| 3 | EGO |
Eldorado Gold Corp /Fi
|
9,447 | $293,705 | |
| 4 | B |
Barrick Mining Corp
|
7,007 | $257,364 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
1,553 | $240,911 | |
| 6 | SSRM |
Ssr Mining Inc.
|
6,049 | $171,061 | |
| 7 | AU |
AngloGold Ashanti PLC
|
2,039 | $164,930 | |
| 8 | RGLD |
Royal Gold Inc
|
769 | $153,494 |
All Filings in CDE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,283 | 5,226 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $143,413 | 7,641 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $62,614 | 3,512 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $63,613 | 3,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,839 | 3,368 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,442 | 1,933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,859 | 325 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,898 | 1,729 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,809 | 1,729 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,913 | 1,729 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||