Position in AGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$744,786
-$354,412 QoQ
Shares Held
24,548
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#273
of 470 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGI Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Sowell Financial Services LLC holds $7,956,582 across 11 Gold names. AGI ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
21,457 | $2,004,083 | |
| 2 | CDE |
Coeur Mining, Inc.
|
106,251 | $1,734,016 | |
| 3 | PAAS |
Pan American Silver Corp
|
29,511 | $1,321,797 | |
| 4 | AGI |
Alamos Gold Inc
This page
|
24,548 | $744,786 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
|
4,373 | $491,175 | |
| 6 | KGC |
Kinross Gold Corp
|
15,636 | $369,322 | |
| 7 | NG |
Novagold Resources Inc
|
50,300 | $300,291 | |
| 8 | RGLD |
Royal Gold Inc
|
1,447 | $288,835 |
All Filings in AGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,786 | 24,548 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,099,198 | 24,740 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $957,208 | 24,811 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,933,440 | 55,463 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,160,825 | 119,007 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,363,170 | 125,773 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,262,623 | 68,472 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,072,155 | 154,070 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $527,365 | 33,633 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $495,083 | 33,565 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $441,977 | 32,812 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $333,100 | 29,504 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $238,400 | 20,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $244,600 | 20,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $202,200 | 20,000 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||