Position in AGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,718
-$65,220 QoQ
Shares Held
1,507
-39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 470 holders
Holding Since
Mar 2024
10 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, 2026EverSource Wealth Advisors, LLC holds $3,556,431 across 34 Gold names. AGI ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
9,120 | $851,804 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
4,341 | $487,576 | |
| 3 | EGO |
Eldorado Gold Corp /Fi
|
9,447 | $293,705 | |
| 4 | B |
Barrick Mining Corp
|
7,007 | $257,364 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
1,553 | $240,911 | |
| 6 | SSRM |
Ssr Mining Inc.
|
6,049 | $171,061 | |
| 7 | AU |
AngloGold Ashanti PLC
|
2,039 | $164,930 | |
| 8 | RGLD |
Royal Gold Inc
|
769 | $153,494 |
All Filings in AGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,718 | 1,507 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $110,938 | 2,497 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $55,590 | 1,441 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,361 | 1,416 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,176 | 835 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,331 | 1,097 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,274 | 503 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,386 | 220 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,448 | 220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $708 | 48 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||