Position in AGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$608,468
-$282,575 QoQ
Shares Held
20,055
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#287
of 470 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGI Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $4,342,196 across 5 Gold names. AGI ranks #4 (14.0% of the industry book) .
All Filings in AGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,468 | 20,055 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $891,043 | 20,055 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $775,380 | 20,098 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $691,622 | 19,840 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||