Position in VGZ
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$47,346
+$21,616 QoQ
Shares Held
24,789
-20.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 98 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VGZ Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $17,368,916 across 18 Gold names. VGZ ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
38,452 | $3,591,416 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
22,204 | $2,493,953 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
11,845 | $1,837,514 | |
| 4 | KGC |
Kinross Gold Corp
|
69,273 | $1,636,228 | |
| 5 | B |
Barrick Mining Corp
|
38,490 | $1,413,737 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
6,557 | $1,366,741 | |
| 7 | GFI |
Gold Fields Ltd
|
29,976 | $1,006,893 | |
| 8 | RGLD |
Royal Gold Inc
|
3,861 | $770,694 |
All Filings in VGZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,346 | 24,789 | Shares | Sole | 2026-07-17 | |
| 2025-03-31 | $25,730 | 31,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $17,360 | 31,000 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||