Position in CDE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,856
+$9,575 QoQ
Shares Held
1,271
+58.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $348,417 across 12 Gold names. CDE ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
1,056 | $214,346 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
353 | $38,212 | |
| 3 | PAAS |
Pan American Silver Corp
|
650 | $35,509 | |
| 4 | CDE |
Coeur Mining, Inc.
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|
1,271 | $23,856 | |
| 5 | KGC |
Kinross Gold Corp
|
503 | $15,351 | |
| 6 | GFI |
Gold Fields Ltd
|
175 | $7,945 | |
| 7 | CMCL |
Caledonia Mining Corp Plc
|
320 | $7,228 | |
| 8 | WPM |
Wheaton Precious Metals Corp.
|
34 | $4,454 |
All Filings in CDE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||