Position in EQX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,409,373
+$1,732,096 QoQ
Shares Held
247,878
+429.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 325 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EQX Over Time
Shares Held
Position Value (USD)
Derivatives in EQX
reported options exposure · as of Mar 31, 2021CallValue
$5,000
CallShares
7,000
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, 2026Creative Planning holds $123,554,538 across 28 Gold names. EQX ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
267,333 | $24,968,901 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
117,118 | $18,168,515 | |
| 3 | B |
Barrick Mining Corp
|
331,218 | $12,165,636 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
94,966 | $10,666,580 | |
| 5 | CDE |
Coeur Mining, Inc.
|
599,050 | $9,776,495 | |
| 6 | KGC |
Kinross Gold Corp
|
334,929 | $7,911,022 | |
| 7 | GFI |
Gold Fields Ltd
|
227,076 | $7,627,482 | |
| 8 | RGLD |
Royal Gold Inc
|
32,119 | $6,411,272 |
All Filings in EQX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,409,373 | 247,878 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $677,277 | 46,838 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $489,925 | 34,895 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $418,663 | 37,314 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,093 | 34,451 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $255,495 | 37,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $170,925 | 34,049 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $208,485 | 34,234 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $181,303 | 34,666 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $223,715 | 37,162 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $176,392 | 36,072 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $155,198 | 36,690 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $167,554 | 36,584 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $179,668 | 34,887 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $114,645 | 34,953 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $112,982 | 30,954 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $170,251 | 38,345 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $271,628 | 32,845 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $215,272 | 31,845 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $207,259 | 31,403 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $225,200 | 32,403 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $309,029 | 38,677 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $5,000 | 7,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $400,685 | 38,751 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $461,432 | 39,405 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $432,497 | 38,547 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $232,441 | 35,059 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||