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Integrated Wealth Concepts’s Newmont NEM Stock Holding History

Integrated Wealth Concepts’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
Q1 		$6.08M Buy
56,197
+22,891
+69% +$2.64M 0.05% 363
2025
Q4 		$3.33M Buy
33,306
+612
+2% +$55.3K 0.04% 401
2025
Q3 		$2.76M Buy
32,694
+2,225
+7% +$155K 0.02% 564
2025
Q2 		$1.78M Buy
30,469
+4,213
+16% +$225K 0.02% 655
2025
Q1 		$1.27M Buy
26,256
+9,452
+56% +$415K 0.01% 725
2024
Q4 		$625K Sell
16,804
-697
-4% -$31.8K 0.01% 1026
2024
Q3 		$935K Sell
17,501
-2,374
-12% -$118K 0.01% 829
2024
Q2 		$832K Sell
19,875
-6,952
-26% -$284K 0.01% 840
2024
Q1 		$961K Buy
26,827
+9,852
+58% +$340K 0.01% 768
2023
Q4 		$703K Sell
16,975
-4,757
-22% -$184K 0.01% 863
2023
Q3 		$803K Buy
21,732
+938
+5% +$38.1K 0.01% 777
2023
Q2 		$887K Buy
20,794
+11,531
+124% +$523K 0.02% 728
2023
Q1 		$454K Buy
+9,263
New +$449K 0.01% 886
2021
Q4 		– Sell
-6,248
Closed -$339K – 1011
2021
Q3 		$339K Buy
+6,248
New +$368K 0.01% 695

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Concepts's NEM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Newmont (NEM) stake by 69% in Q1 2026, buying an estimated $2.64M and bringing the position to 56,197 shares worth $6.08M. The position accounts for 0.05% of the portfolio, ranked #363.

Integrated Wealth Concepts first reported a position in NEM in Q3 2021 and has held it in 14 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Integrated Wealth Concepts held 56,197 shares of Newmont worth $6.08M as of Q1 2026.
  • Integrated Wealth Concepts bought 22,891 Newmont shares in Q1 2026, an estimated $2.64M.
  • Newmont made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #363 holding.
  • Integrated Wealth Concepts first reported a position in Newmont in Q3 2021 and has held it in 14 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.