Position in NEM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$932,972
-$8,911 QoQ
Shares Held
9,989
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#890
of 1,774 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $13,972,290 across 7 Gold names. NEM ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
|
231,377 | $3,776,072 | |
| 2 | AGI |
Alamos Gold Inc
|
118,799 | $3,604,361 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
22,421 | $3,478,169 | |
| 4 | SSRM |
Ssr Mining Inc.
|
36,000 | $1,018,080 | |
| 5 | NEM |
NEWMONT Corp /DE/
This page
|
9,989 | $932,972 | |
| 6 | OR |
OR Royalties Inc.
|
23,409 | $740,426 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,759 | $422,210 |
All Filings in NEM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,972 | 9,989 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $941,883 | 8,701 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $965,849 | 9,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $784,504 | 9,305 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $547,993 | 9,406 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,636,340 | 43,964 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,557,044 | 66,549 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,224,013 | 100,884 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,484,759 | 97,231 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,226,374 | 102,111 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,592,685 | 97,231 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $4,978,464 | 116,701 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,427,984 | 110,730 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,228,270 | 89,582 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $4,652,132 | 110,686 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,355,680 | 89,755 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $7,074,307 | 89,041 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,532,618 | 89,207 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,855,940 | 89,428 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,981,097 | 78,591 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,756,568 | 78,921 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $574,285 | 9,589 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $832,781 | 13,125 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $500,896 | 8,113 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $208,695 | 4,609 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||