Position in AGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,349,165
-$1,978,405 QoQ
Shares Held
77,428
-20.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#180
of 470 holders
Holding Since
Dec 2020
16 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, 2026OneDigital Investment Advisors LLC holds $5,785,372 across 6 Gold names. AGI ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGI |
Alamos Gold Inc
This page
|
77,428 | $2,349,165 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
18,776 | $1,753,678 | |
| 3 | EQX |
Equinox Gold Corp.
|
60,024 | $583,433 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
4,105 | $461,073 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,702 | $419,161 | |
| 6 | KGC |
Kinross Gold Corp
|
9,266 | $218,862 |
All Filings in AGI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,349,165 | 77,428 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,327,570 | 97,402 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,330,913 | 112,258 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,138,962 | 118,731 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,411,180 | 128,433 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,299,016 | 160,771 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,133,988 | 169,956 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,028,916 | 202,052 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,178,759 | 202,727 | Shares | Sole | 2024-08-02 | |
| 2022-06-30 | $70,902 | 10,100 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $101,882 | 12,100 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $93,049 | 12,100 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $87,120 | 12,100 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $92,565 | 12,100 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $94,501 | 12,100 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $102,375 | 11,700 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||