Position in AGI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,028,687
+$155,429 QoQ
Shares Held
23,153
+2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026PETRA FINANCIAL ADVISORS INC holds $1,189,693 across 1 Gold name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
10,592 | $1,189,693 |
All Filings in AGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,028,687 | 23,153 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $873,258 | 22,635 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $774,240 | 22,210 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $591,889 | 22,285 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||