Position in NEM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,112,363
+$280,030 QoQ
Shares Held
74,941
-4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Waverly Advisors, LLC holds $16,022,151 across 9 Gold names. NEM ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
74,941 | $8,112,363 | |
| 2 | AU |
AngloGold Ashanti PLC
|
43,867 | $4,270,891 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
4,343 | $881,542 | |
| 4 | RGLD |
Royal Gold Inc
|
3,439 | $875,191 | |
| 5 | AGI |
Alamos Gold Inc
|
17,530 | $778,857 | |
| 6 | B |
Barrick Mining Corp
|
13,924 | $567,959 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,172 | $415,563 | |
| 8 | IAUX |
i-80 Gold Corp.
|
53,000 | $80,560 |
All Filings in NEM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,112,363 | 74,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,832,333 | 78,441 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,439,429 | 76,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,154,287 | 71,306 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,453,564 | 71,532 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,405,416 | 64,627 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,040,396 | 56,883 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,401,705 | 57,361 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $329,441 | 9,192 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||