Position in PAAS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,588
-$78,021 QoQ
Shares Held
9,167
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 583 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAAS Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $10,922,221 across 11 Gold names. PAAS ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
69,404 | $6,482,308 | |
| 2 | RGLD |
Royal Gold Inc
|
8,847 | $1,765,936 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
5,712 | $641,570 | |
| 4 | PAAS |
Pan American Silver Corp
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|
9,167 | $410,588 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,016 | $312,740 | |
| 6 | AU |
AngloGold Ashanti PLC
|
3,686 | $298,155 | |
| 7 | CDE |
Coeur Mining, Inc.
|
18,061 | $294,738 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
1,229 | $256,172 |
All Filings in PAAS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,588 | 9,167 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $488,609 | 8,944 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $250,448 | 4,834 | Shares | Sole | 2026-01-26 | |
| 2023-12-31 | $394,761 | 24,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $354,745 | 24,499 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $339,641 | 23,295 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $265,629 | 14,595 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $214,969 | 13,156 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $258,817 | 13,158 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $378,569 | 13,867 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $347,507 | 13,917 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $319,287 | 13,721 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $321,212 | 11,243 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $342,522 | 11,406 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $479,585 | 13,897 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $636,859 | 19,809 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||