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Briaud Financial Planning’s Newmont NEM Stock Holding History

Briaud Financial Planning’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-716
Closed -$41K – 237
2025
Q2 		$41K Buy
716
+150
+27% +$8.01K 0.02% 113
2025
Q1 		$27K Hold
566
– – 0.01% 110
2024
Q4 		$21K Hold
566
– – 0.01% 120
2024
Q3 		$30K Hold
566
– – 0.02% 83
2024
Q2 		$23K Hold
566
– – 0.01% 85
2024
Q1 		$21K Buy
+566
New +$19.5K 0.01% 86
2023
Q4 		– Sell
-566
Closed -$20K – 111
2023
Q3 		$20K Buy
+566
New +$23K 0.02% 88

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briaud Financial Planning's NEM Position: Q3 2025 in Review

Briaud Financial Planning sold out of Newmont (NEM) in Q3 2025, closing a stake of 716 shares — an estimated $41K sold.

Briaud Financial Planning first reported a position in NEM in Q3 2023 and held it in 7 quarters. The position peaked at $41K in Q2 2025. 1,529 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

  • Briaud Financial Planning reported no remaining Newmont position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 716 Newmont shares in Q3 2025, an estimated $41K.
  • Briaud Financial Planning first reported a position in Newmont in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Newmont position peaked at $41K in Q2 2025.
  • 1,529 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.