Position in AGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,795
+$10,535 QoQ
Shares Held
1,015
+122.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#402
of 470 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Advisors, LLC holds $5,204,016 across 22 Gold names. AGI ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
25,624 | $2,393,281 | |
| 2 | B |
Barrick Mining Corp
|
20,217 | $742,570 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
2,178 | $337,873 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
2,945 | $330,782 | |
| 5 | CDE |
Coeur Mining, Inc.
|
19,795 | $323,054 | |
| 6 | PAAS |
Pan American Silver Corp
|
6,065 | $271,651 | |
| 7 | NG |
Novagold Resources Inc
|
35,761 | $213,493 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
656 | $136,736 |
All Filings in AGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,795 | 1,015 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,260 | 456 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,115 | 651 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,944 | 400 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,968 | 300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,348 | 200 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||