Position in HL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,295,194
-$233,956 QoQ
Shares Held
83,940
+2.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 586 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HL Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $2,206,949 across 3 Other Precious Metals & Mining names. HL ranks #1 (58.7% of the industry book) .
All Filings in HL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,194 | 83,940 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,529,150 | 82,080 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $970,994 | 50,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $132,918 | 10,985 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $141,669 | 23,651 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $91,912 | 16,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,392 | 11,078 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,128 | 10,664 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $120,197 | 24,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,890 | 16,596 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $126,102 | 24,486 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $137,715 | 21,756 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $42,291 | 10,734 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $37,863 | 9,659 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $31,056 | 4,727 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $61,898 | 11,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,532 | 3,915 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $30,295 | 4,072 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,023 | 2,816 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,016 | 200 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||