Position in DC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$121,039
-$30,526 QoQ
Shares Held
28,413
-5.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#101
of 181 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DC Over Time
Shares Held
Position Value (USD)
Derivatives in DC
reported options exposure · as of Jun 30, 2026CallValue
$10,650
CallShares
2,500
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 Jun 30, 2026Tradition Wealth Management, LLC holds $2,383,242 across 13 Gold names. DC ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
4,874 | $547,447 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
3,092 | $479,661 | |
| 3 | PAAS |
Pan American Silver Corp
|
9,341 | $418,383 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
2,479 | $231,538 | |
| 5 | CDE |
Coeur Mining, Inc.
|
12,372 | $201,911 | |
| 6 | CGAU |
Centerra Gold Inc.
|
10,000 | $158,600 | |
| 7 | DC |
Dakota Gold Corp.
This page
|
28,413 | $121,039 | |
| 8 | GROY |
Gold Royalty Corp.
|
30,775 | $84,939 |
All Filings in DC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,650 | 2,500 | Call | Sole | 2026-08-11 | |
| 2026-06-30 | $121,039 | 28,413 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $151,565 | 30,013 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $37,875 | 7,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $155,115 | 27,309 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $89,675 | 19,709 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||