Position in NEM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,121,414
+$4,521,870 QoQ
Shares Held
269,020
+9.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8136941491338933.ToString("F0")%
Shared 0.ToString("F0")%
None 99.1863058508661.ToString("F0")%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Derivatives in NEM
reported options exposure · as of Dec 31, 2022CallValue
$519,200
CallShares
11,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Mar 31, 2026Creative Planning holds $127,212,026 across 29 Gold names. NEM ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
269,020 | $29,121,414 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
106,279 | $21,572,511 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
88,200 | $11,555,082 | |
| 4 | B |
Barrick Mining Corp
|
276,811 | $11,291,120 | |
| 5 | CDE |
Coeur Mining, Inc.
|
489,312 | $9,184,386 | |
| 6 | KGC |
Kinross Gold Corp
|
260,719 | $7,957,143 | |
| 7 | RGLD |
Royal Gold Inc
|
27,936 | $7,109,432 | |
| 8 | GFI |
Gold Fields Ltd
|
152,213 | $6,910,470 |
All Filings in NEM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,121,414 | 269,020 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $24,599,544 | 246,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,248,897 | 192,728 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,067,410 | 155,637 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,475,748 | 134,129 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,179,656 | 112,296 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,915,306 | 129,379 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,389,766 | 104,843 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,764,015 | 77,121 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,643,413 | 63,866 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,758,191 | 47,583 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,157,912 | 50,584 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,207,467 | 45,032 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $519,200 | 11,000 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $1,951,342 | 41,342 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,877,480 | 44,670 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $420,300 | 10,000 | Call | Sole | 2022-11-03 | |
| 2022-06-30 | $1,889,390 | 31,664 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,985,693 | 24,993 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,614,504 | 26,032 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,232,718 | 22,702 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,688,633 | 26,643 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $48,216 | 800 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $2,449,011 | 40,634 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $47,912 | 800 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $2,319,839 | 38,735 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,650,905 | 26,019 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,642,469 | 26,603 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,182,577 | 26,117 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||