Independent Family Office’s Newmont NEM Stock Holding History

Independent Family Office’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	$522K	Hold	5,593	–	–	0.21%	55
2026 Q1	$605K	Hold	5,593	–	–	0.25%	52
2025 Q4	$558K	Hold	5,593	–	–	0.23%	52
2025 Q3	$472K	Hold	5,593	–	–	0.2%	57
2025 Q2	$326K	Hold	5,593	–	–	0.15%	62
2025 Q1	$270K	Hold	5,593	–	–	0.14%	63
2024 Q4	$208K	Hold	5,593	–	–	0.11%	70
2024 Q3	$299K	Hold	5,593	–	–	0.15%	62
2024 Q2	$234K	Sell	5,593 -100	-2%	-$4.09K	0.13%	64
2024 Q1	$204K	Hold	5,693	–	–	0.11%	74
2023 Q4	$236K	Hold	5,693	–	–	0.13%	68
2023 Q3	$210K	Hold	5,693	–	–	0.13%	67
2023 Q2	$243K	Sell	5,693 -213	-4%	-$9.67K	0.15%	59
2023 Q1	$290K	Hold	5,906	–	–	0.17%	59
2022 Q4	$279K	Hold	5,906	–	–	0.17%	61
2022 Q3	$248K	Hold	5,906	–	–	0.12%	64
2022 Q2	$352K	Hold	5,906	–	–	0.17%	47
2022 Q1	$469K	Hold	5,906	–	–	0.15%	47
2021 Q4	$366K	Hold	5,906	–	–	0.14%	40
2021 Q3	$321K	Hold	5,906	–	–	0.13%	38
2021 Q2	$374K	Hold	5,906	–	–	0.15%	38
2021 Q1	$356K	Hold	5,906	–	–	0.14%	47
2020 Q4	$354K	Hold	5,906	–	–	0.15%	48
2020 Q3	$375K	Hold	5,906	–	–	0.18%	43
2020 Q2	$364K	Hold	5,906	–	–	0.19%	45
2020 Q1	$267K	Hold	5,906	–	–	0.17%	45
2019 Q4	$257K	Buy	+5,906	New	+$231K	0.16%	42

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

Independent Family Office's NEM Position: Q2 2026 in Review

Independent Family Office held its Newmont (NEM) position steady in Q2 2026 at 5,593 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #55.

Independent Family Office first reported a position in NEM in Q4 2019 and has held it in 27 quarters since. The position peaked at $605K in Q1 2026. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Independent Family Office held 5,593 shares of Newmont worth $522K as of Q2 2026.
Independent Family Office left its Newmont share count unchanged in Q2 2026.
Newmont made up 0.21% of Independent Family Office's portfolio in Q2 2026, its #55 holding.
Independent Family Office first reported a position in Newmont in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's Newmont position peaked at $605K in Q1 2026.
1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.