Position in NEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,017,066
-$363,784 QoQ
Shares Held
21,596
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#690
of 1,774 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Retirement, LLC holds $2,220,576 across 2 Gold names. NEM ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
21,596 | $2,017,066 | |
| 2 | CDE |
Coeur Mining, Inc.
|
12,470 | $203,510 |
All Filings in NEM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,066 | 21,596 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,380,850 | 21,994 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,368,142 | 23,717 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,222,411 | 26,360 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,532,004 | 26,296 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,265,177 | 26,205 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $971,702 | 26,107 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,460,895 | 27,332 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,175,667 | 28,079 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $1,040,578 | 29,034 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $1,153,746 | 27,875 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $1,027,136 | 27,798 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $1,174,045 | 27,521 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $1,373,197 | 28,013 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $1,316,644 | 27,895 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $868,886 | 20,673 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $1,494,852 | 25,052 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $2,033,761 | 25,598 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $1,566,315 | 25,255 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $1,366,133 | 25,159 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $1,550,971 | 24,471 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $1,468,358 | 24,363 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $1,288,353 | 21,512 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $1,514,614 | 23,871 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $1,479,475 | 23,963 | Shares | Sole | 2025-02-13 | |
| 2020-03-31 | $1,188,101 | 26,239 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||