Position in AGI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$210,153
-$27,169 QoQ
Shares Held
4,730
-63.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGI Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Atria Investments, Inc holds $9,107,175 across 9 Gold names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
31,854 | $2,975,163 | |
| 2 | B |
Barrick Mining Corp
|
38,376 | $1,409,550 | |
| 3 | FNV |
FRANCO NEVADA Corp
|
5,798 | $1,208,535 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
9,307 | $1,045,362 | |
| 5 | KGC |
Kinross Gold Corp
|
41,203 | $973,214 | |
| 6 | GFI |
Gold Fields Ltd
|
19,498 | $654,937 | |
| 7 | AU |
AngloGold Ashanti PLC
|
3,702 | $299,454 | |
| 8 | AEM |
Agnico Eagle Mines Ltd
|
1,832 | $284,198 |
All Filings in AGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,153 | 4,730 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $237,322 | 12,870 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $267,056 | 13,393 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $222,938 | 14,218 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||