Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 14.5M | 1.4B | 3.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 9.7M | 969.4M | 2.1% |
| VanEck ETF Trust-VanEck Gold Miners ETF | Sep 30, 2025 | 9.5M | 948.6M | 2.1% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 7.7M | 773M | 1.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 6.8M | 679.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 6.6M | 657.2M | 1.5% |
| GLOBAL X FUNDS-Global X Silver Miners ETF | Sep 30, 2025 | 6.1M | 611.3M | 1.4% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 5.7M | 569.5M | 1.3% |
| First Eagle Funds-First Eagle Gold Fund | Jul 31, 2025 | 4.8M | 477.3M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 4.2M | 419.8M | 0.9% |
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Holders
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Ultra plan.