Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | Apr 30, 2026 | 5.9M | 1.2B | 3.1% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 4.1M | 807.9M | 2.1% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 3.2M | 637.6M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.8M | 556.4M | 1.5% |
| Fidelity Contrafund | Mar 31, 2026 | 2.6M | 524.4M | 1.4% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 2.4M | 482.4M | 1.3% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 2.3M | 458.3M | 1.2% |
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 2.2M | 438.6M | 1.1% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Mar 31, 2026 | 2.0M | 405.7M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 358.8M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.