Position in NEM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$207,815
-$54,150 QoQ
Shares Held
2,225
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,415
of 1,780 holders
Holding Since
Mar 2021
10 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, 2026Beacon Financial Advisory LLC holds $207,815 across 1 Gold name. NEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
2,225 | $207,815 |
All Filings in NEM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,815 | 2,225 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $261,965 | 2,420 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $237,043 | 2,374 | Shares | Sole | 2026-02-17 | |
| 2022-09-30 | $218,345 | 5,195 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $311,358 | 5,218 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $414,331 | 5,215 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $322,193 | 5,195 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $246,793 | 4,545 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $291,231 | 4,595 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $274,529 | 4,555 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||