Position in IDR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$982,041
+$10,958 QoQ
Shares Held
29,986
-0.8% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 128 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IDR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Corient Private Wealth LLC holds $48,452,179 across 22 Gold names. IDR ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
154,839 | $14,461,962 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
29,133 | $6,072,482 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
51,009 | $5,729,330 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
33,709 | $5,229,277 | |
| 5 | SSRM |
Ssr Mining Inc.
|
127,871 | $3,616,191 | |
| 6 | B |
Barrick Mining Corp
|
59,828 | $2,197,482 | |
| 7 | AU |
AngloGold Ashanti PLC
|
23,651 | $1,913,128 | |
| 8 | RGLD |
Royal Gold Inc
|
7,489 | $1,494,878 |
All Filings in IDR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,041 | 29,986 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $971,083 | 30,233 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||