Position in AU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,270,891
New position
Shares Held
43,867
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Mar 31, 2026Waverly Advisors, LLC holds $16,022,151 across 9 Gold names. AU ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
74,941 | $8,112,363 | |
| 2 | AU |
AngloGold Ashanti PLC
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|
43,867 | $4,270,891 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
4,343 | $881,542 | |
| 4 | RGLD |
Royal Gold Inc
|
3,439 | $875,191 | |
| 5 | AGI |
Alamos Gold Inc
|
17,530 | $778,857 | |
| 6 | B |
Barrick Mining Corp
|
13,924 | $567,959 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
3,172 | $415,563 | |
| 8 | IAUX |
i-80 Gold Corp.
|
53,000 | $80,560 |
All Filings in AU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,270,891 | 43,867 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||