Position in AGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,393,944
+$39,527,152 QoQ
Shares Held
1,628,014
+633.1% QoQ
Ownership
0.389%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 470 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGI Over Time
Shares Held
Position Value (USD)
Derivatives in AGI
reported options exposure · as of Jun 30, 2026CallValue
$200,244
CallShares
6,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,329,760,660 across 43 Gold names. AGI ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNV |
FRANCO NEVADA Corp
|
863,844 | $180,059,643 | |
| 2 | B |
Barrick Mining Corp
|
4,311,385 | $158,357,171 | |
| 3 | BTG |
B2gold Corp
|
36,461,952 | $136,367,700 | |
| 4 | PAAS |
Pan American Silver Corp
|
2,877,110 | $128,865,756 | |
| 5 | KGC |
Kinross Gold Corp
|
3,932,718 | $92,890,799 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
462,284 | $71,714,116 | |
| 7 | OR |
OR Royalties Inc.
|
2,029,391 | $64,189,637 | |
| 8 | EQX |
Equinox Gold Corp.
|
6,176,988 | $60,040,323 |
All Filings in AGI
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,393,944 | 1,628,014 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $200,244 | 6,600 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $311,010 | 7,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $9,866,792 | 222,075 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $266,580 | 6,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $6,191,241 | 160,478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,344,038 | 153,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,100,331 | 907,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,486,071 | 1,514,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,763,554 | 1,288,696 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,468,781 | 625,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,085,428 | 1,472,285 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,104,586 | 1,498,616 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,426,636 | 1,442,215 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,154,708 | 2,493,774 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,953,665 | 4,358,529 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,000,344 | 3,188,908 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,408,966 | 2,216,515 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,082,427 | 154,192 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,477,477 | 2,788,299 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,683,101 | 1,649,298 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,585,716 | 636,905 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,309,138 | 694,005 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,782,269 | 2,532,941 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,464,812 | 2,224,550 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,395,729 | 2,088,051 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $478,764 | 51,041 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,640,610 | 328,122 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||