Position in RGLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$258,816
New position
Shares Held
1,017
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Summit Financial, LLC holds $40,346,130 across 9 Gold names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
242,785 | $27,269,611 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $3,733,895 | |
| 3 | B |
Barrick Mining Corp
|
73,277 | $2,691,464 | |
| 4 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,294,976 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
11,219 | $1,740,403 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
11,736 | $1,096,142 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
3,309 | $689,727 | |
| 8 | CDE |
Coeur Mining, Inc.
|
37,539 | $612,636 |
All Filings in RGLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,816 | 1,017 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||