Position in NEM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$155,044
-$24,651 QoQ
Shares Held
1,660
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,448
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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,905,267 across 11 Gold names. NEM ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
5,680 | $637,977 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
1,978 | $412,294 | |
| 3 | B |
Barrick Mining Corp
|
9,016 | $331,157 | |
| 4 | NEM |
NEWMONT Corp /DE/
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|
1,660 | $155,044 | |
| 5 | SA |
Seabridge Gold Inc
|
3,385 | $87,129 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
511 | $79,271 | |
| 7 | OR |
OR Royalties Inc.
|
2,491 | $78,790 | |
| 8 | RGLD |
Royal Gold Inc
|
336 | $67,068 |
All Filings in NEM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,044 | 1,660 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $179,695 | 1,660 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $164,452 | 1,647 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $130,427 | 1,547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $90,069 | 1,546 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $79,758 | 1,652 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $80,692 | 2,168 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $115,826 | 2,167 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $129,043 | 3,082 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $81,392 | 2,271 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $96,935 | 2,342 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $91,746 | 2,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $106,223 | 2,490 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $33,921 | 692 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $21,287 | 451 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $18,829 | 448 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $26,553 | 445 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $55,456 | 698 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $49,367 | 796 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $24,163 | 445 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $29,281 | 462 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $33,208 | 551 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $22,398 | 374 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $11,865 | 187 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $11,483 | 186 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,376 | 185 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||