Position in AGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$248,846
-$78,734 QoQ
Shares Held
8,202
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 470 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, 2026Merit Financial Group, LLC holds $16,732,923 across 15 Gold names. AGI ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
62,263 | $5,815,360 | |
| 2 | B |
Barrick Mining Corp
|
75,147 | $2,760,145 | |
| 3 | RGLD |
Royal Gold Inc
|
8,720 | $1,740,597 | |
| 4 | AU |
AngloGold Ashanti PLC
|
13,047 | $1,055,369 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
|
6,875 | $772,198 | |
| 6 | KGC |
Kinross Gold Corp
|
32,450 | $766,467 | |
| 7 | CDE |
Coeur Mining, Inc.
|
46,874 | $764,980 | |
| 8 | PAAS |
Pan American Silver Corp
|
13,888 | $622,041 |
All Filings in AGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,846 | 8,202 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $327,580 | 7,373 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $283,059 | 7,337 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $265,597 | 7,619 | Shares | Other | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||