GoalVest Advisory’s Newmont NEM Stock Holding History

GoalVest Advisory’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
2026 Q2	$23K	Sell	246 -17	-6%	-$1.85K	﹤0.01%	290
2026 Q1	$28.5K	Buy	263 +17	+7%	+$1.96K	0.01%	286
2025 Q4	$24.6K	Buy	+246	New	+$22.2K	﹤0.01%	323
2023 Q4	–	Sell	-2	Closed	-$77	–	455
2023 Q3	$74	Hold	2	–	–	﹤0.01%	473
2023 Q2	$85	Hold	2	–	–	﹤0.01%	362
2023 Q1	$98	Hold	2	–	–	﹤0.01%	250
2022 Q4	$94	Hold	2	–	–	﹤0.01%	242
2022 Q3	$0	Sell	2 -13,368	-100%	-$625K	﹤0.01%	291
2022 Q2	$798K	Sell	13,370 -149	-1%	-$10.5K	0.51%	62
2022 Q1	$1.07M	Buy	+13,519	New	+$914K	0.61%	43
2021 Q2	$677K	Buy	10,689 +1,728	+19%	+$116K	0.42%	67
2021 Q1	$540K	Buy	8,961 +1,059	+13%	+$63.4K	0.4%	81
2020 Q4	$473K	Buy	+7,902	New	+$487K	0.4%	75

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GoalVest Advisory's NEM Position: Q2 2026 in Review

GoalVest Advisory reduced its Newmont (NEM) stake by 6.5% in Q2 2026, selling an estimated $1.85K and leaving 246 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

GoalVest Advisory first reported a position in NEM in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2022. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

GoalVest Advisory held 246 shares of Newmont worth $23K as of Q2 2026.
GoalVest Advisory sold 17 Newmont shares in Q2 2026, an estimated $1.85K.
Newmont made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #290 holding.
GoalVest Advisory first reported a position in Newmont in Q4 2020 and has held it in 13 quarters since.
GoalVest Advisory's Newmont position peaked at $1.07M in Q1 2022.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.