Position in AGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,870,703
-$896,130 QoQ
Shares Held
61,658
-1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#200
of 470 holders
Holding Since
Jun 2023
13 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, 2026Moran Wealth Management, LLC holds $39,325,069 across 9 Gold names. AGI ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AU |
AngloGold Ashanti PLC
|
136,050 | $11,005,084 | |
| 2 | B |
Barrick Mining Corp
|
290,257 | $10,661,139 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
34,375 | $3,860,999 | |
| 4 | FNV |
FRANCO NEVADA Corp
|
14,029 | $2,924,204 | |
| 5 | RGLD |
Royal Gold Inc
|
13,604 | $2,715,494 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
24,226 | $2,262,708 | |
| 7 | AEM |
Agnico Eagle Mines Ltd
|
13,786 | $2,138,621 | |
| 8 | EQX |
Equinox Gold Corp.
|
194,045 | $1,886,117 |
All Filings in AGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,870,703 | 61,658 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,766,833 | 62,274 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,900,295 | 49,256 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,434,308 | 69,831 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,796,252 | 67,630 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,851,932 | 69,257 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,350,342 | 73,229 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,619,068 | 81,197 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,350,440 | 86,125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,389,302 | 94,190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,446,839 | 107,412 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,479,825 | 131,074 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $990,885 | 83,128 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||