Position in DC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,766
-$884 QoQ
Shares Held
1,119
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 181 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DC Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Cornerstone Planning Group LLC holds $125,358 across 15 Gold names. DC ranks #11 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
261 | $24,377 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
211 | $23,699 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
84 | $13,030 | |
| 4 | SSRM |
Ssr Mining Inc.
|
424 | $11,990 | |
| 5 | KGC |
Kinross Gold Corp
|
348 | $8,219 | |
| 6 | B |
Barrick Mining Corp
|
195 | $7,162 | |
| 7 | PAAS |
Pan American Silver Corp
|
157 | $7,032 | |
| 8 | GFI |
Gold Fields Ltd
|
189 | $6,348 |
All Filings in DC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,766 | 1,119 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,650 | 1,119 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,331 | 1,819 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,824 | 401 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,712 | 1,819 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,608 | 1,739 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,825 | 1,739 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,104 | 1,739 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,084 | 1,994 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,725 | 1,994 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||