Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2026 | 14.3M | 1.4B | 3.2% |
| VanEck ETF Trust-VanEck Gold Miners ETF | Apr 30, 2026 | 10.5M | 1.0B | 2.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 9.7M | 929.0M | 2.1% |
| GLOBAL X FUNDS-Global X Silver Miners ETF | Apr 30, 2026 | 8.6M | 827.1M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 6.6M | 636.8M | 1.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 6.3M | 601.9M | 1.4% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 5.4M | 517.0M | 1.2% |
| First Eagle Funds-First Eagle Gold Fund | Jan 31, 2026 | 4.5M | 431.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.3M | 410.5M | 0.9% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 4.0M | 382.2M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.