GoalVest Advisory LLC

Position in NEM — NEWMONT Corp /DE/

CIK 1839307 NEW YORK, NY

Position in NEM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$22,976

-$5,493 QoQ

Shares Held

246

-6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,600

of 1,775 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

GoalVest Advisory LLC holds $45,699 across 3 Gold names. NEM ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/ This page	246	$22,976
2	RGLD	Royal Gold Inc	112	$22,356
3	B	Barrick Mining Corp	10	$367

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,976	246	-6.5%	Shares	Sole	2026-07-09
2026-03-31	$28,469	263	+6.9%	Shares	Sole	2026-04-13
2025-12-31	$24,563	246	—	Shares	Sole	2026-01-05
2023-12-31	$0	0	-100.0%	Shares	Sole	2024-01-02
2023-09-30	$73	2	0.0%	Shares	Sole	2023-10-10
2023-06-30	$85	2	0.0%	Shares	Sole	2023-07-17
2023-03-31	$98	2	0.0%	Shares	Sole	2023-04-03
2022-12-31	$94	2	0.0%	Shares	Sole	2023-01-06
2022-09-30	$84	2	-100.0%	Shares	Sole	2022-10-11
2022-06-30	$797,787	13,370	-1.1%	Shares	Sole	2022-07-06
2022-03-31	$1,074,084	13,519	+26.5%	Shares	Sole	2022-05-03
2021-06-30	$677,468	10,689	+19.3%	Shares	Sole	2021-09-01
2021-03-31	$540,079	8,961	+13.4%	Shares	Sole	2021-05-13
2020-12-31	$473,250	7,902	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.