Position in CDE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,427
-$589 QoQ
Shares Held
210
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 677 holders
Holding Since
Jun 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $761,943 across 24 Gold names. CDE ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
1,976 | $221,944 | |
| 2 | RGLD |
Royal Gold Inc
|
943 | $188,232 | |
| 3 | FNV |
FRANCO NEVADA Corp
|
482 | $100,468 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
581 | $90,130 | |
| 5 | SA |
Seabridge Gold Inc
|
3,017 | $77,657 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
342 | $31,942 | |
| 7 | KGC |
Kinross Gold Corp
|
744 | $17,573 | |
| 8 | HYMC |
Hycroft Mining Holding Corp
|
393 | $9,196 |
All Filings in CDE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,427 | 210 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,016 | 214 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,298 | 185 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,221 | 225 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,639 | 185 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||