Position in TRX
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$22,361
-$18,050 QoQ
Shares Held
26,941
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 77 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRX Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $35,426,560 across 17 Gold names. TRX ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
58,415 | $5,455,961 | |
| 2 | B |
Barrick Mining Corp
|
147,024 | $5,400,191 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
46,696 | $5,244,894 | |
| 4 | RGLD |
Royal Gold Inc
|
24,546 | $4,899,627 | |
| 5 | KGC |
Kinross Gold Corp
|
192,984 | $4,558,282 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
20,659 | $4,306,161 | |
| 7 | GFI |
Gold Fields Ltd
|
74,536 | $2,503,664 | |
| 8 | AEM |
Agnico Eagle Mines Ltd
|
9,045 | $1,403,150 |
All Filings in TRX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,361 | 26,941 | Shares | Sole | 2026-09-09 | |
| 2026-03-31 | $40,411 | 26,941 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,044 | 21,787 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||