Position in AGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$511,046
-$237,332 QoQ
Shares Held
16,844
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.58%
of 13F equity value
Holder Rank
#301
of 470 holders
Holding Since
Sep 2022
11 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, 2026STAPP WEALTH MANAGEMENT, PLLC holds $1,920,397 across 5 Gold names. AGI ranks #2 (26.6% of the industry book) .
All Filings in AGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,046 | 16,844 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $748,378 | 16,844 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $649,841 | 16,844 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $599,278 | 17,191 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $456,592 | 17,191 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $459,687 | 17,191 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $317,002 | 17,191 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $342,788 | 17,191 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $269,554 | 17,191 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $253,567 | 17,191 | Shares | Sole | 2024-04-19 | |
| 2022-09-30 | $33,759 | 4,556 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||