Position in AGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$200,183
-$88,612 QoQ
Shares Held
6,598
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 472 holders
Holding Since
Sep 2025
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, 2026Modera Wealth Management, LLC holds $1,904,733 across 6 Gold names. AGI ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
6,133 | $572,822 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
3,384 | $524,959 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
2,454 | $275,633 | |
| 4 | FNV |
FRANCO NEVADA Corp
|
1,173 | $244,500 | |
| 5 | AGI |
Alamos Gold Inc
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|
6,598 | $200,183 | |
| 6 | OGG |
Osisko Gold Group Inc.
|
35,218 | $86,636 |
All Filings in AGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,183 | 6,598 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||