Position in AGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$671,606
-$311,896 QoQ
Shares Held
22,136
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#281
of 470 holders
Holding Since
Sep 2024
8 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, 2026Cypress Wealth Services, LLC holds $2,066,306 across 7 Gold names. AGI ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGI |
Alamos Gold Inc
This page
|
22,136 | $671,606 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
|
4,857 | $545,538 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
2,578 | $399,925 | |
| 4 | FNV |
FRANCO NEVADA Corp
|
1,185 | $247,001 | |
| 5 | FSM |
Fortuna Mining Corp.
|
13,786 | $116,491 | |
| 6 | NG |
Novagold Resources Inc
|
10,214 | $60,977 | |
| 7 | IAUX |
i-80 Gold Corp.
|
17,200 | $24,768 |
All Filings in AGI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,606 | 22,136 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $983,502 | 22,136 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $854,006 | 22,136 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $771,660 | 22,136 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $587,932 | 22,136 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $586,675 | 21,940 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $404,573 | 21,940 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $437,483 | 21,940 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||