Gladstone Institutional Advisory’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$272K Sell
2,516
-400
-14% -$46.1K 0.01% 706
2025
Q4
$291K Sell
2,916
-12
-0.4% -$1.08K 0.01% 639
2025
Q3
$247K Buy
+2,928
New +$204K 0.01% 704

Other funds holding NEM

Gladstone Institutional Advisory's NEM Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Newmont (NEM) stake by 14% in Q1 2026, selling an estimated $46.1K and leaving 2,516 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #706.

Gladstone Institutional Advisory first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Gladstone Institutional Advisory held 2,516 shares of Newmont worth $272K as of Q1 2026.
  • Gladstone Institutional Advisory sold 400 Newmont shares in Q1 2026, an estimated $46.1K.
  • Newmont made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #706 holding.
  • Gladstone Institutional Advisory first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's Newmont position peaked at $291K in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.