Position in NEM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,980,674
-$612,468 QoQ
Shares Held
31,913
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#595
of 1,774 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $12,733,240 across 9 Gold names. NEM ranks #2 (23.4% 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/
This page
|
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 NEM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,980,674 | 31,913 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $3,593,142 | 33,193 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,060,901 | 30,655 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,268,360 | 26,905 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,453,936 | 24,956 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,028,460 | 21,302 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $655,295 | 17,606 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,206,580 | 22,574 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $874,622 | 20,889 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $409,328 | 11,421 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $679,541 | 16,418 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $498,435 | 10,168 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $566,730 | 12,007 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $511,757 | 12,176 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $747,963 | 12,535 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $961,662 | 12,104 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $888,126 | 14,320 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $784,472 | 14,447 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $892,073 | 14,075 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $980,231 | 16,264 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,015,794 | 16,961 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,091,720 | 17,206 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,203,374 | 19,491 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $819,975 | 18,109 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||