Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | Feb 28, 2026 | 14.3M | 4.2B | 2.9% |
| Income Fund of America | Jan 31, 2026 | 9.8M | 2.9B | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.2M | 2.1B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 4.7M | 1.4B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.7M | 1.4B | 0.9% |
| Fidelity Select Portfolios-Select Gold Portfolio | Feb 28, 2026 | 3.0M | 870.5M | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 2.9M | 852.8M | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 2.5M | 728.3M | 0.5% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 2.5M | 735.2M | 0.5% |
| AIM Sector Fd.s -Invesco Gold & Special Minerals Fd. | Oct 31, 2025 | 2.3M | 674.6M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.