Position in NEM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$6,010,040
+$1,832,716 QoQ
Shares Held
55,520
+32.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Kestra Advisory Services, LLC holds $59,882,703 across 18 Gold names. NEM ranks #7 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
209,961 | $8,564,309 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
28,756 | $7,104,169 | |
| 3 | PAAS |
Pan American Silver Corp
|
123,138 | $6,727,028 | |
| 4 | KGC |
Kinross Gold Corp
|
219,151 | $6,688,488 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
|
49,809 | $6,525,477 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
31,993 | $6,493,939 | |
| 7 | NEM |
NEWMONT Corp /DE/
This page
|
55,520 | $6,010,040 | |
| 8 | RGLD |
Royal Gold Inc
|
16,433 | $4,182,034 |
All Filings in NEM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,010,040 | 55,520 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,177,324 | 41,836 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,009,530 | 47,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,713,608 | 63,742 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,089,726 | 63,996 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,434,448 | 65,407 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,847,331 | 71,980 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,527,673 | 84,253 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,969,845 | 82,864 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,181,542 | 52,707 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,488,309 | 40,279 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,044,224 | 47,919 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,989,231 | 40,580 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,583,182 | 33,542 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,030,029 | 24,507 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,107,654 | 18,563 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,345,247 | 16,932 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $518,549 | 8,361 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $609,951 | 11,233 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $974,150 | 15,370 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,029,170 | 17,076 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,120,601 | 18,711 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $808,733 | 12,746 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||