Position in NEM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$851,804
-$655,897 QoQ
Shares Held
9,120
-34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#374
of 879 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,556,431 across 34 Gold names. NEM ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
9,120 | $851,804 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
4,341 | $487,576 | |
| 3 | EGO |
Eldorado Gold Corp /Fi
|
9,447 | $293,705 | |
| 4 | B |
Barrick Mining Corp
|
7,007 | $257,364 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
1,553 | $240,911 | |
| 6 | SSRM |
Ssr Mining Inc.
|
6,049 | $171,061 | |
| 7 | AU |
AngloGold Ashanti PLC
|
2,039 | $164,930 | |
| 8 | RGLD |
Royal Gold Inc
|
769 | $153,494 |
All Filings in NEM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,804 | 9,120 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,507,701 | 13,928 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,227,850 | 12,297 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $872,016 | 10,343 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $496,488 | 8,522 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $140,879 | 2,918 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,352 | 1,541 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $186,217 | 3,484 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $149,011 | 3,559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,643 | 1,162 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $77,356 | 1,869 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,338 | 361 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $24,060 | 564 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,264 | 495 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,071 | 510 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,155 | 1,003 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $27,149 | 455 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,480 | 434 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $20,590 | 332 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||