Position in IDR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$971,083
New position
Shares Held
30,233
first reported quarter
Ownership
0.191%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 96.63943373135315.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3605662686468425.ToString("F0")%
Position in Gold
Basic Materials · as of Mar 31, 2026Corient Private Wealth LLC holds $56,284,893 across 21 Gold names. IDR ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
149,578 | $16,191,818 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
47,499 | $9,641,347 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
57,168 | $7,489,579 | |
| 4 | CDE |
Coeur Mining, Inc.
|
162,215 | $3,044,775 | |
| 5 | B |
Barrick Mining Corp
|
74,155 | $3,024,782 | |
| 6 | AU |
AngloGold Ashanti PLC
|
24,291 | $2,364,971 | |
| 7 | GFI |
Gold Fields Ltd
|
49,738 | $2,258,105 | |
| 8 | RGLD |
Royal Gold Inc
|
8,844 | $2,250,708 |
All Filings in IDR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $971,083 | 30,233 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||