Position in IDR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$243,341
-$58,546 QoQ
Shares Held
7,576
+1.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.17159450897571277.ToString("F0")%
Shared 0.ToString("F0")%
None 99.82840549102428.ToString("F0")%
Common Shares in IDR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Creative Planning holds $127,212,026 across 29 Gold names. IDR ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
269,020 | $29,121,414 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
106,279 | $21,572,511 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
88,200 | $11,555,082 | |
| 4 | B |
Barrick Mining Corp
|
276,811 | $11,291,120 | |
| 5 | CDE |
Coeur Mining, Inc.
|
489,312 | $9,184,386 | |
| 6 | KGC |
Kinross Gold Corp
|
260,719 | $7,957,143 | |
| 7 | RGLD |
Royal Gold Inc
|
27,936 | $7,109,432 | |
| 8 | GFI |
Gold Fields Ltd
|
152,213 | $6,910,470 |
All Filings in IDR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,341 | 7,576 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $301,887 | 7,491 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||