Position in MAKO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$99,269
New position
Shares Held
13,580
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 40 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $12,733,240 across 9 Gold names. MAKO ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
189,146 | $6,947,332 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
31,913 | $2,980,674 | |
| 3 | KGC |
Kinross Gold Corp
|
25,002 | $590,547 | |
| 4 | AU |
AngloGold Ashanti PLC
|
6,714 | $543,095 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
3,252 | $504,482 | |
| 6 | RGLD |
Royal Gold Inc
|
2,488 | $496,629 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,199 | $359,311 | |
| 8 | PAAS |
Pan American Silver Corp
|
4,731 | $211,901 |
All Filings in MAKO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,269 | 13,580 | Shares | Defined | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||