Position in CGAU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$396,642
-$48,268 QoQ
Shares Held
25,009
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#140
of 217 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGAU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $2,793,174 across 6 Gold names. CGAU ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
9,677 | $1,086,920 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
2,658 | $412,335 | |
| 3 | CGAU |
Centerra Gold Inc.
This page
|
25,009 | $396,642 | |
| 4 | KGC |
Kinross Gold Corp
|
13,392 | $316,319 | |
| 5 | B |
Barrick Mining Corp
|
8,374 | $307,577 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
2,927 | $273,381 |
All Filings in CGAU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,642 | 25,009 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $444,910 | 25,009 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||