Position in CDE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$200,594
New position
Shares Held
10,687
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,883,388 across 11 Gold names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
53,671 | $1,971,335 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
11,223 | $1,048,228 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
5,880 | $660,441 | |
| 4 | KGC |
Kinross Gold Corp
|
26,769 | $632,283 | |
| 5 | SSRM |
Ssr Mining Inc.
|
19,214 | $543,371 | |
| 6 | RGLD |
Royal Gold Inc
|
2,366 | $472,277 | |
| 7 | GFI |
Gold Fields Ltd
|
14,057 | $472,174 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
29,378 | $446,839 |
All Filings in CDE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,594 | 10,687 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||