Position in CDE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,047
-$176 QoQ
Shares Held
248
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 677 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $242,099 across 12 Gold names. CDE ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
1,847 | $172,509 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
199 | $30,870 | |
| 3 | RGLD |
Royal Gold Inc
|
56 | $11,178 | |
| 4 | AU |
AngloGold Ashanti PLC
|
126 | $10,192 | |
| 5 | B |
Barrick Mining Corp
|
208 | $7,639 | |
| 6 | CDE |
Coeur Mining, Inc.
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|
248 | $4,047 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
10 | $2,084 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
58 | $882 |
All Filings in CDE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,047 | 248 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,223 | 225 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||