Position in FSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$845
-$136 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 242 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $82,332 across 8 Gold names. FSM ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
924 | $33,938 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
328 | $30,634 | |
| 3 | KGC |
Kinross Gold Corp
|
262 | $6,188 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
34 | $3,818 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
23 | $3,567 | |
| 6 | GFI |
Gold Fields Ltd
|
76 | $2,552 | |
| 7 | FSM |
Fortuna Mining Corp.
This page
|
100 | $845 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
52 | $790 |
All Filings in FSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845 | 100 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $981 | 100 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||