Position in NEM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,251,186
-$198,931 QoQ
Shares Held
13,396
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#814
of 1,773 holders
Holding Since
Sep 2023
12 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, 2026IVC Wealth Advisors LLC holds $1,483,532 across 2 Gold names. NEM ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
13,396 | $1,251,186 | |
| 2 | RGLD |
Royal Gold Inc
|
1,164 | $232,346 |
All Filings in NEM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,186 | 13,396 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,450,117 | 13,396 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,397,999 | 14,001 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,198,298 | 14,213 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $812,552 | 13,947 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $665,008 | 13,774 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $472,284 | 12,689 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $693,299 | 12,971 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $694,665 | 16,591 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $598,528 | 16,700 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $603,755 | 14,587 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $509,873 | 13,799 | Shares | Sole | 2023-10-05 | |
| No filing history on record for this holder in this stock. | ||||||