Position in NEM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,591,416
-$866,210 QoQ
Shares Held
38,452
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#188
of 879 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Derivatives in NEM
reported options exposure · as of Sep 30, 2025CallValue
$33,724
CallShares
400
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, 2026Sequoia Financial Advisors, LLC holds $17,368,916 across 18 Gold names. NEM ranks #1 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
38,452 | $3,591,416 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
22,204 | $2,493,953 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
11,845 | $1,837,514 | |
| 4 | KGC |
Kinross Gold Corp
|
69,273 | $1,636,228 | |
| 5 | B |
Barrick Mining Corp
|
38,490 | $1,413,737 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
6,557 | $1,366,741 | |
| 7 | GFI |
Gold Fields Ltd
|
29,976 | $1,006,893 | |
| 8 | RGLD |
Royal Gold Inc
|
3,861 | $770,694 |
All Filings in NEM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,591,416 | 38,452 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,457,626 | 41,179 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,282,868 | 32,878 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $33,724 | 400 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $1,847,063 | 21,908 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,083,985 | 18,606 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $745,153 | 15,434 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $410,127 | 11,019 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $715,267 | 13,382 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $413,843 | 9,884 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $274,426 | 7,657 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $593,573 | 14,341 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $207,284 | 4,859 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||