Position in IDR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,080,846
-$88,954 QoQ
Shares Held
127,050
+22.8% QoQ
Ownership
0.804%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IDR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026LPL Financial LLC holds $408,066,677 across 38 Gold names. IDR ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
958,019 | $103,705,556 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
384,648 | $78,075,851 | |
| 3 | B |
Barrick Mining Corp
|
840,918 | $34,301,045 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
247,769 | $32,460,216 | |
| 5 | KGC |
Kinross Gold Corp
|
643,168 | $19,629,487 | |
| 6 | RGLD |
Royal Gold Inc
|
63,995 | $16,286,087 | |
| 7 | GFI |
Gold Fields Ltd
|
316,312 | $14,360,564 | |
| 8 | AU |
AngloGold Ashanti PLC
|
142,089 | $13,833,785 |
All Filings in IDR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,080,846 | 127,050 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,169,800 | 103,469 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,083,930 | 61,673 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $651,806 | 45,549 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $409,311 | 40,168 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $764,064 | 47,546 | Shares | Sole | 2024-11-08 | |
| 2022-09-30 | $273,951 | 57,674 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $574,179 | 72,958 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||