Position in AGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$218,448
-$70,347 QoQ
Shares Held
7,200
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#368
of 470 holders
Holding Since
Mar 2026
2 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, 2026XML Financial, LLC holds $6,181,500 across 7 Gold names. AGI ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
22,370 | $2,089,358 | |
| 2 | B |
Barrick Mining Corp
|
40,635 | $1,492,523 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
12,386 | $1,391,195 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
2,994 | $464,459 | |
| 5 | KGC |
Kinross Gold Corp
|
12,550 | $296,431 | |
| 6 | ORLA |
Orla Mining Ltd.
|
23,400 | $229,086 | |
| 7 | AGI |
Alamos Gold Inc
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|
7,200 | $218,448 |
All Filings in AGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,448 | 7,200 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $288,795 | 6,500 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||