Position in CDE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,569
-$686 QoQ
Shares Held
280
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 677 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $196,642 across 8 Gold names. CDE ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGC |
Kinross Gold Corp
|
4,624 | $109,218 | |
| 2 | PAAS |
Pan American Silver Corp
|
1,000 | $44,790 | |
| 3 | SSRM |
Ssr Mining Inc.
|
869 | $24,575 | |
| 4 | AU |
AngloGold Ashanti PLC
|
84 | $6,794 | |
| 5 | CDE |
Coeur Mining, Inc.
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|
280 | $4,569 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
40 | $3,736 | |
| 7 | RGLD |
Royal Gold Inc
|
9 | $1,796 | |
| 8 | NG |
Novagold Resources Inc
|
195 | $1,164 |
All Filings in CDE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,569 | 280 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,255 | 280 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,259 | 295 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,534 | 295 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,613 | 295 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,746 | 295 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,687 | 295 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,029 | 295 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,657 | 295 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,112 | 295 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $961 | 295 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||