Position in GROY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$17,900
-$49,289 QoQ
Shares Held
5,000
-69.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GROY Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Ascentis Wealth Management, LLC holds $81,582 across 4 Gold names. GROY ranks #3 (21.9% of the industry book) .
All Filings in GROY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,900 | 5,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $67,189 | 16,631 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $19,300 | 5,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,050 | 5,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,200 | 5,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,050 | 5,000 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,800 | 5,000 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||