Position in CDE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,044,775
+$1,770,804 QoQ
Shares Held
162,215
+127.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Derivatives in CDE
reported options exposure · as of Sep 30, 2025CallValue
$9,380
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Mar 31, 2026Corient Private Wealth LLC holds $56,284,893 across 21 Gold names. CDE ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
149,578 | $16,191,818 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
47,499 | $9,641,347 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
57,168 | $7,489,579 | |
| 4 | CDE |
Coeur Mining, Inc.
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|
162,215 | $3,044,775 | |
| 5 | B |
Barrick Mining Corp
|
74,155 | $3,024,782 | |
| 6 | AU |
AngloGold Ashanti PLC
|
24,291 | $2,364,971 | |
| 7 | GFI |
Gold Fields Ltd
|
49,738 | $2,258,105 | |
| 8 | RGLD |
Royal Gold Inc
|
8,844 | $2,250,708 |
All Filings in CDE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,044,775 | 162,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,273,971 | 71,451 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,339,520 | 71,403 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $9,380 | 500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $731,047 | 82,511 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $501,536 | 84,719 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $394,811 | 69,023 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $474,809 | 69,013 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $385,863 | 68,659 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $38,855 | 11,564 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||