Position in AU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,371,197
-$11,981,054 QoQ
Shares Held
165,301
-36.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#112
of 555 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026IFP Advisors, Inc holds $52,750,717 across 32 Gold names. AU ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNV |
FRANCO NEVADA Corp
|
89,770 | $18,711,658 | |
| 2 | AU |
AngloGold Ashanti PLC
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|
165,301 | $13,371,197 | |
| 3 | KGC |
Kinross Gold Corp
|
227,680 | $5,377,801 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
55,154 | $5,151,383 | |
| 5 | GFI |
Gold Fields Ltd
|
144,193 | $4,843,442 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
9,966 | $1,546,025 | |
| 7 | RGLD |
Royal Gold Inc
|
7,630 | $1,523,024 | |
| 8 | AGI |
Alamos Gold Inc
|
29,368 | $891,025 |
All Filings in AU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,371,197 | 165,301 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $25,352,251 | 260,397 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $21,017,938 | 246,458 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $421 | 6 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $109,095 | 2,939 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,801 | 338 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,441 | 317 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $5,201 | 207 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,551 | 205 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $12,241 | 655 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $10,349 | 655 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||