Position in AGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$263,806
-$122,512 QoQ
Shares Held
8,695
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#349
of 470 holders
Holding Since
Mar 2025
6 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, 2026Columbia Asset Management holds $1,162,282 across 3 Gold names. AGI ranks #3 (22.7% of the industry book) .
All Filings in AGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,806 | 8,695 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $386,318 | 8,695 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $335,453 | 8,695 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $303,107 | 8,695 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $230,939 | 8,695 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $232,504 | 8,695 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||