Position in IDR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,530,875
-$549,971 QoQ
Shares Held
107,813
-15.1% QoQ
Ownership
0.681%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 128 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026LPL Financial LLC holds $317,699,785 across 43 Gold names. IDR ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
753,230 | $70,351,682 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
349,513 | $54,219,951 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
306,949 | $34,476,511 | |
| 4 | B |
Barrick Mining Corp
|
786,000 | $28,869,780 | |
| 5 | KGC |
Kinross Gold Corp
|
594,494 | $14,041,948 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
60,420 | $12,593,944 | |
| 7 | RGLD |
Royal Gold Inc
|
62,191 | $12,413,945 | |
| 8 | CDE |
Coeur Mining, Inc.
|
572,690 | $9,346,300 |
All Filings in IDR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,875 | 107,813 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||