Position in CDE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,609
-$6,247 QoQ
Shares Held
1,079
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#573
of 682 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $307,103 across 12 Gold names. CDE ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
1,244 | $192,981 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
411 | $38,387 | |
| 3 | PAAS |
Pan American Silver Corp
|
650 | $29,113 | |
| 4 | CDE |
Coeur Mining, Inc.
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|
1,079 | $17,609 | |
| 5 | KGC |
Kinross Gold Corp
|
504 | $11,904 | |
| 6 | CMCL |
Caledonia Mining Corp Plc
|
319 | $6,092 | |
| 7 | GFI |
Gold Fields Ltd
|
175 | $5,878 | |
| 8 | WPM |
Wheaton Precious Metals Corp.
|
34 | $3,818 |
All Filings in CDE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,609 | 1,079 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,856 | 1,271 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,281 | 801 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $15,026 | 801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,096 | 801 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||