Position in FSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,450
New position
Shares Held
1,000
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 243 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Gold
Basic Materials · as of Jun 30, 2026Lodestone Wealth Management LLC holds $202,829 across 12 Gold names. FSM ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
|
2,002 | $32,672 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
206 | $31,956 | |
| 3 | B |
Barrick Mining Corp
|
800 | $29,384 | |
| 4 | RGLD |
Royal Gold Inc
|
99 | $19,761 | |
| 5 | EQX |
Equinox Gold Corp.
|
2,000 | $19,440 | |
| 6 | WPM |
Wheaton Precious Metals Corp.
|
160 | $17,971 | |
| 7 | KGC |
Kinross Gold Corp
|
750 | $17,715 | |
| 8 | SSRM |
Ssr Mining Inc.
|
500 | $14,140 |
All Filings in FSM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,450 | 1,000 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||