Position in IDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$386,974
+$143,633 QoQ
Shares Held
11,816
+56.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 128 holders
Holding Since
Dec 2025
3 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, 2026Creative Planning holds $123,554,538 across 28 Gold names. IDR ranks #20 (0.3% 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 IDR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,974 | 11,816 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||