Position in AGI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$311
+$41 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,905,267 across 11 Gold names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
5,680 | $637,977 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
1,978 | $412,294 | |
| 3 | B |
Barrick Mining Corp
|
9,016 | $331,157 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
1,660 | $155,044 | |
| 5 | SA |
Seabridge Gold Inc
|
3,385 | $87,129 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
511 | $79,271 | |
| 7 | OR |
OR Royalties Inc.
|
2,491 | $78,790 | |
| 8 | RGLD |
Royal Gold Inc
|
336 | $67,068 |
All Filings in AGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311 | 7 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $270 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $244 | 7 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||