Position in LGDTF
as of Dec 31, 2023
· filed Feb 12, 2024
Position Value
$7,921
+$990 QoQ
Shares Held
33,008
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LGDTF Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Tradition Wealth Management, LLC holds $2,383,242 across 13 Gold names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
4,874 | $547,447 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
3,092 | $479,661 | |
| 3 | PAAS |
Pan American Silver Corp
|
9,341 | $418,383 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
2,479 | $231,538 | |
| 5 | CDE |
Coeur Mining, Inc.
|
12,372 | $201,911 | |
| 6 | CGAU |
Centerra Gold Inc.
|
10,000 | $158,600 | |
| 7 | DC |
Dakota Gold Corp.
|
28,413 | $121,039 | |
| 8 | GROY |
Gold Royalty Corp.
|
30,775 | $84,939 |
All Filings in LGDTF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 | $7,921 | 33,008 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,931 | 33,008 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,892 | 33,008 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,193 | 33,008 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,533 | 33,008 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,902 | 33,008 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,863 | 33,008 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,425 | 33,008 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $25,086 | 33,008 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,256 | 20,367 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,644 | 20,367 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||