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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
Q2 		$5.46M Buy
58,415
+2,218
+4% +$242K 0.04% 443
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Concepts's NEM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Newmont (NEM) stake by 3.9% in Q2 2026, buying an estimated $242K and bringing the position to 58,415 shares worth $5.46M. The position accounts for 0.04% of the portfolio, ranked #443.

Integrated Wealth Concepts first reported a position in NEM in Q3 2021 and has held it in 15 quarters since. The position peaked at $6.08M in Q1 2026. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Integrated Wealth Concepts held 58,415 shares of Newmont worth $5.46M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,218 Newmont shares in Q2 2026, an estimated $242K.
  • Newmont made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #443 holding.
  • Integrated Wealth Concepts first reported a position in Newmont in Q3 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Newmont position peaked at $6.08M in Q1 2026.
  • 1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.