Position in AGI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$288,795
+$36,945 QoQ
Shares Held
6,500
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Modera Wealth Management, LLC holds $2,062,531 across 5 Gold names. AGI ranks #4 (14.0% of the industry book) .
All Filings in AGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,795 | 6,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,850 | 6,528 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $226,764 | 6,505 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||