Position in NEM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$30,634
-$4,413 QoQ
Shares Held
328
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,571
of 1,774 holders
Holding Since
Dec 2023
10 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, 2026Cape Investment Advisory, Inc. holds $82,332 across 8 Gold names. NEM ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
924 | $33,938 | |
| 2 | NEM |
NEWMONT Corp /DE/
This page
|
328 | $30,634 | |
| 3 | KGC |
Kinross Gold Corp
|
262 | $6,188 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
34 | $3,818 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
23 | $3,567 | |
| 6 | GFI |
Gold Fields Ltd
|
76 | $2,552 | |
| 7 | FSM |
Fortuna Mining Corp.
|
100 | $845 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
52 | $790 |
All Filings in NEM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,634 | 328 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $35,047 | 351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $252 | 3 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $174 | 3 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $144 | 3 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,977 | 80 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,115 | 77 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,223 | 77 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,759 | 77 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $827 | 20 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||