Position in NEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,537,521
+$19,563,962 QoQ
Shares Held
273,421
+395.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#229
of 1,774 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $30,809,859 across 11 Gold names. NEM ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
273,421 | $25,537,521 | |
| 2 | SSRM |
Ssr Mining Inc.
|
51,457 | $1,455,203 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
9,685 | $1,087,819 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
4,116 | $638,515 | |
| 5 | RGLD |
Royal Gold Inc
|
2,356 | $470,281 | |
| 6 | B |
Barrick Mining Corp
|
11,378 | $417,913 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
1,514 | $315,578 | |
| 8 | KGC |
Kinross Gold Corp
|
13,303 | $314,216 |
All Filings in NEM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,537,521 | 273,421 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,973,559 | 55,183 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,783,414 | 47,906 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,562,274 | 43,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,996,619 | 41,355 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,655,433 | 44,477 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,417,276 | 45,225 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,440,914 | 34,414 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,095,592 | 30,569 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,139,921 | 27,541 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,089,433 | 29,484 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,245,956 | 76,089 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $217,167 | 4,601 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $581,663 | 9,748 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $519,603 | 6,540 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $317,728 | 5,123 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $278,287 | 5,125 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $366,082 | 5,776 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $267,176 | 4,433 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||