Position in NEM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,968,901
-$4,152,513 QoQ
Shares Held
267,333
-0.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#234
of 1,774 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Derivatives in NEM
reported options exposure · as of Dec 31, 2022CallValue
$77,320
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 Jun 30, 2026Creative Planning holds $123,554,538 across 28 Gold names. NEM ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
267,333 | $24,968,901 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
117,118 | $18,168,515 | |
| 3 | B |
Barrick Mining Corp
|
331,218 | $12,165,636 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
94,966 | $10,666,580 | |
| 5 | CDE |
Coeur Mining, Inc.
|
599,050 | $9,776,495 | |
| 6 | KGC |
Kinross Gold Corp
|
334,929 | $7,911,022 | |
| 7 | GFI |
Gold Fields Ltd
|
227,076 | $7,627,482 | |
| 8 | RGLD |
Royal Gold Inc
|
32,119 | $6,411,272 |
All Filings in NEM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,968,901 | 267,333 | Shares | Defined | 2026-08-13 | |
| 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 | $77,320 | 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 | $27,000 | 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 | $1,000 | 800 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $2,449,011 | 40,634 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,000 | 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. | ||||||