Position in NEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,096,142
-$688,575 QoQ
Shares Held
11,736
-28.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#850
of 1,785 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Summit Financial, LLC holds $40,346,130 across 9 Gold names. NEM ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
242,785 | $27,269,611 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $3,733,895 | |
| 3 | B |
Barrick Mining Corp
|
73,277 | $2,691,464 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,294,976 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
11,219 | $1,740,403 | |
| 6 | NEM |
NEWMONT Corp /DE/
This page
|
11,736 | $1,096,142 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
3,309 | $689,727 | |
| 8 | CDE |
Coeur Mining, Inc.
|
37,539 | $612,636 |
All Filings in NEM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,142 | 11,736 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,784,717 | 16,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,015,873 | 10,174 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $993,761 | 11,787 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $586,969 | 10,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $466,529 | 9,663 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $205,568 | 3,846 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $424,478 | 10,138 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||