Position in AGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,061,900
New position
Shares Held
35,000
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 45 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Gold
Basic Materials · as of Jun 30, 2026Curated Wealth Partners LLC holds $11,032,896 across 5 Gold names. AGI ranks #3 (9.6% of the industry book) .
All Filings in AGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,900 | 35,000 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||