Position in DC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,897,578
-$730,916 QoQ
Shares Held
445,441
-14.4% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
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)
Position in Gold
Basic Materials · as of Jun 30, 2026Fiscal Wisdom Wealth Management, LLC holds $42,843,800 across 3 Gold names. DC ranks #2 (4.4% of the industry book) .
All Filings in DC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,897,578 | 445,441 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,628,494 | 520,494 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,366,965 | 768,832 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,880,249 | 852,802 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||