Position in FNV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$119,015
-$24,023 QoQ
Shares Held
571
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 658 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNV Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,556,431 across 34 Gold names. FNV ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
9,120 | $851,804 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
4,341 | $487,576 | |
| 3 | EGO |
Eldorado Gold Corp /Fi
|
9,447 | $293,705 | |
| 4 | B |
Barrick Mining Corp
|
7,007 | $257,364 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
1,553 | $240,911 | |
| 6 | SSRM |
Ssr Mining Inc.
|
6,049 | $171,061 | |
| 7 | AU |
AngloGold Ashanti PLC
|
2,039 | $164,930 | |
| 8 | RGLD |
Royal Gold Inc
|
769 | $153,494 |
All Filings in FNV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,015 | 571 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $143,038 | 579 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $80,006 | 386 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,865 | 291 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,437 | 265 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,122 | 261 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,690 | 244 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,576 | 230 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $23,465 | 198 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,421 | 163 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $10,082 | 91 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,334 | 10 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,853 | 13 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $2,183 | 16 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,911 | 16 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,105 | 16 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,552 | 16 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,212 | 16 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||