Position in IDR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$423,195
+$214,030 QoQ
Shares Held
12,922
+98.4% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#59
of 128 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026IFP Advisors, Inc holds $52,750,717 across 32 Gold names. IDR ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNV |
FRANCO NEVADA Corp
|
89,770 | $18,711,658 | |
| 2 | AU |
AngloGold Ashanti PLC
|
165,301 | $13,371,197 | |
| 3 | KGC |
Kinross Gold Corp
|
227,680 | $5,377,801 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
55,154 | $5,151,383 | |
| 5 | GFI |
Gold Fields Ltd
|
144,193 | $4,843,442 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
9,966 | $1,546,025 | |
| 7 | RGLD |
Royal Gold Inc
|
7,630 | $1,523,024 | |
| 8 | AGI |
Alamos Gold Inc
|
29,368 | $891,025 |
All Filings in IDR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,195 | 12,922 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $209,165 | 6,512 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||