Position in OR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$740,426
-$163,613 QoQ
Shares Held
23,409
-1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#146
of 242 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OR Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $13,972,290 across 7 Gold names. OR ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
|
231,377 | $3,776,072 | |
| 2 | AGI |
Alamos Gold Inc
|
118,799 | $3,604,361 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
22,421 | $3,478,169 | |
| 4 | SSRM |
Ssr Mining Inc.
|
36,000 | $1,018,080 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
9,989 | $932,972 | |
| 6 | OR |
OR Royalties Inc.
This page
|
23,409 | $740,426 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,759 | $422,210 |
All Filings in OR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,426 | 23,409 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $904,039 | 23,778 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $882,661 | 24,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $979,314 | 24,434 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $627,941 | 24,424 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||