Position in AGI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$236,367
+$31,122 QoQ
Shares Held
5,320
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $2,793,174 across 6 Gold names.
All Filings in AGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,367 | 5,320 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $205,245 | 5,320 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $220,979 | 8,320 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $222,476 | 8,320 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||