Position in NEM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$80,791
-$48,459 QoQ
Shares Held
865
-27.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,488
of 1,774 holders
Holding Since
Jun 2021
21 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, 2026Caldwell Trust Co holds $1,329,563 across 5 Gold names. NEM ranks #2 (6.1% of the industry book) .
All Filings in NEM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,791 | 865 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $129,250 | 1,194 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $119,220 | 1,194 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $44,178 | 524 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $30,528 | 524 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $25,298 | 524 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $11,166 | 300 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $16,035 | 300 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $38,311 | 915 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $32,793 | 915 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $37,871 | 915 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $33,809 | 915 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $39,033 | 915 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $44,853 | 915 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $43,188 | 915 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $38,457 | 915 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $54,598 | 915 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $72,696 | 915 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $56,748 | 915 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $49,684 | 915 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $57,992 | 915 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||