Position in AGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,604,361
-$1,766,159 QoQ
Shares Held
118,799
-1.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#150
of 470 holders
Holding Since
Mar 2020
23 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, 2026B. Riley Wealth Advisors, Inc. holds $13,972,290 across 7 Gold names. AGI ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDE |
Coeur Mining, Inc.
|
231,377 | $3,776,072 | |
| 2 | AGI |
Alamos Gold Inc
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|
118,799 | $3,604,361 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
22,421 | $3,478,169 | |
| 4 | SSRM |
Ssr Mining Inc.
|
36,000 | $1,018,080 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
9,989 | $932,972 | |
| 6 | OR |
OR Royalties Inc.
|
23,409 | $740,426 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,759 | $422,210 |
All Filings in AGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,604,361 | 118,799 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,370,520 | 120,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,663,974 | 120,891 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,333,969 | 124,325 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,096,949 | 116,602 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,423,422 | 185,652 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,537,365 | 127,250 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,997,067 | 127,364 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,680,231 | 113,914 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,531,054 | 113,664 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,286,089 | 113,914 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,975,883 | 165,762 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,416,050 | 115,785 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $810,655 | 115,478 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $974,850 | 115,778 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $890,332 | 115,778 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $819,669 | 113,843 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $966,523 | 126,343 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $820,050 | 105,000 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,006,556 | 115,035 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,013,423 | 115,031 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $985,134 | 105,025 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $500,105 | 100,021 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||