Position in AU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$776,301
-$94,681 QoQ
Shares Held
9,597
+7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 558 holders
Holding Since
Mar 2026
2 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, 2026Aptus Capital Advisors, LLC holds $11,696,182 across 8 Gold names. AU ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
97,757 | $9,130,503 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
5,753 | $892,462 | |
| 3 | AU |
AngloGold Ashanti PLC
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|
9,597 | $776,301 | |
| 4 | PAAS |
Pan American Silver Corp
|
5,936 | $265,872 | |
| 5 | RGLD |
Royal Gold Inc
|
1,319 | $263,284 | |
| 6 | WPM |
Wheaton Precious Metals Corp.
|
1,928 | $216,552 | |
| 7 | 12,626 | $123,608 | |||
| 8 | GROY |
Gold Royalty Corp.
|
10,000 | $27,600 |
All Filings in AU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,301 | 9,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $870,982 | 8,946 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||