Position in NEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$717,497
+$94,195 QoQ
Shares Held
7,682
+33.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#962
of 1,774 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,309,124 across 2 Gold names. NEM ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
7,682 | $717,497 | |
| 2 | AU |
AngloGold Ashanti PLC
|
7,314 | $591,627 |
All Filings in NEM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,497 | 7,682 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $623,302 | 5,758 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $607,884 | 6,088 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $488,407 | 5,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $245,679 | 4,217 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $221,549 | 4,145 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||