Position in HMY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,212,341
+$3,422,656 QoQ
Shares Held
408,438
+125.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 235 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HMY Over Time
Shares Held
Position Value (USD)
Derivatives in HMY
reported options exposure · as of Dec 31, 2020CallValue
$7,956
CallShares
1,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026Creative Planning holds $123,734,114 across 29 Gold names. HMY ranks #9 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
267,333 | $24,968,901 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
117,118 | $18,168,515 | |
| 3 | B |
Barrick Mining Corp
|
331,218 | $12,165,636 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
94,966 | $10,666,580 | |
| 5 | CDE |
Coeur Mining, Inc.
|
599,050 | $9,776,495 | |
| 6 | KGC |
Kinross Gold Corp
|
334,929 | $7,911,022 | |
| 7 | GFI |
Gold Fields Ltd
|
227,076 | $7,627,482 | |
| 8 | RGLD |
Royal Gold Inc
|
32,119 | $6,411,272 |
All Filings in HMY
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,212,341 | 408,438 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,789,685 | 181,502 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,143,025 | 157,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,041,638 | 112,487 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,206,672 | 86,376 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,370,153 | 92,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $696,191 | 84,798 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $607,005 | 59,686 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $528,420 | 57,625 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $390,248 | 47,766 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $276,171 | 44,906 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $131,915 | 35,084 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $188,655 | 44,918 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $175,823 | 42,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $149,844 | 44,072 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $83,774 | 34,475 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $44,564 | 14,238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $68,679 | 13,654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $75,640 | 18,404 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $70,572 | 22,404 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $83,566 | 22,404 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $97,681 | 22,404 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $104,850 | 22,404 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $7,956 | 1,700 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $170,769 | 32,404 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $1,000 | 1,700 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $135,124 | 32,404 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $70,640 | 32,404 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||