Position in NEM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,290
-$432 QoQ
Shares Held
153
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,634
of 1,774 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $397,375 across 7 Gold names. NEM ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGLD |
Royal Gold Inc
|
850 | $169,668 | |
| 2 | GFI |
Gold Fields Ltd
|
4,000 | $134,360 | |
| 3 | B |
Barrick Mining Corp
|
1,175 | $43,157 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
2,200 | $33,462 | |
| 5 | NEM |
NEWMONT Corp /DE/
This page
|
153 | $14,290 | |
| 6 | PAAS |
Pan American Silver Corp
|
51 | $2,284 | |
| 7 | NFGC |
New Found Gold Corp.
|
100 | $154 |
All Filings in NEM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,290 | 153 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,722 | 136 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,581 | 126 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,623 | 126 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $524 | 9 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $289 | 6 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,166 | 300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,035 | 300 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,561 | 300 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,880 | 750 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,042 | 750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,712 | 750 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $9,440 | 200 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $9,246 | 220 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $14,380 | 241 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $15,890 | 200 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $15,464 | 244 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $27,965 | 464 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $27,788 | 464 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,903 | 30 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $6,174 | 100 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $4,528 | 100 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||