Position in DC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,623
-$472 QoQ
Shares Held
381
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 178 holders
Holding Since
Dec 2024
7 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, 2026True Wealth Design, LLC holds $293,099 across 18 Gold names. DC ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
1,259 | $117,590 | |
| 2 | RGLD |
Royal Gold Inc
|
394 | $78,646 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
199 | $30,870 | |
| 4 | B |
Barrick Mining Corp
|
294 | $10,798 | |
| 5 | PAAS |
Pan American Silver Corp
|
230 | $10,301 | |
| 6 | KGC |
Kinross Gold Corp
|
419 | $9,896 | |
| 7 | AU |
AngloGold Ashanti PLC
|
75 | $6,066 | |
| 8 | WPM |
Wheaton Precious Metals Corp.
|
53 | $5,952 |
All Filings in DC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,623 | 381 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,095 | 415 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,357 | 415 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,888 | 415 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,531 | 415 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,099 | 415 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $838 | 381 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||