Position in AGI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,642
-$2,155 QoQ
Shares Held
153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#439
of 470 holders
Holding Since
Jun 2023
13 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, 2026JFS WEALTH ADVISORS, LLC holds $536,850 across 16 Gold names. AGI ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
964 | $149,545 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
1,100 | $123,552 | |
| 3 | NEM |
NEWMONT Corp /DE/
|
802 | $74,906 | |
| 4 | RGLD |
Royal Gold Inc
|
255 | $50,900 | |
| 5 | GFI |
Gold Fields Ltd
|
1,001 | $33,623 | |
| 6 | AU |
AngloGold Ashanti PLC
|
348 | $28,149 | |
| 7 | KGC |
Kinross Gold Corp
|
850 | $20,077 | |
| 8 | B |
Barrick Mining Corp
|
496 | $18,218 |
All Filings in AGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,642 | 153 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,797 | 153 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,902 | 153 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,333 | 153 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,382 | 165 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,797 | 142 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,028 | 110 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,771 | 139 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,724 | 110 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $619 | 42 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $835 | 62 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $677 | 60 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $321 | 27 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||