Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | May 31, 2026 | 16.5M | 2.0B | 3.3% |
| Income Fund of America | Jun 30, 2026 | 9.8M | 1.2B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 7.3M | 867.6M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 4.8M | 573.7M | 1.0% |
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 3.0M | 354.8M | 0.6% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Jun 30, 2026 | 2.6M | 309.5M | 0.5% |
| Fidelity Select Portfolios-Select Gold Portfolio | Jun 30, 2026 | 2.5M | 301.9M | 0.5% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | May 31, 2026 | 2.5M | 292.0M | 0.5% |
| AIM Sector Fd.s -Invesco Gold & Special Minerals Fd. | Apr 30, 2026 | 2.3M | 268.4M | 0.5% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 2.1M | 253.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.